HOW TO BUILD AND UNBUILD ASSEMBLIES

Firstly we open Peach tree software and select an option at ask and then select a option assemblies like as:

After that assemblies window appear like as:

In this window we will write following things like as:

·        Item id

·        Name

·        Reference

·        Date

·        Quantity to build

·        Reason to build

And etc.

When we enter the item id we click on the look button and select the id which will we manufacture. Like that:

And in quantity to build tab we enter the quantity unit which we will manufacture.

Now assemblies can be prepared.

quotes qnd sales order

QUOTES/SALES ORDER.

Firstly we open peach tree software and select an option “task” from a menu bar. Like as:

After that we click on the tasks option and select an option “quotes/sales order”. Like as:

After this quotes window will appear like as:

In quotes window we enter the customer id, date, good thru, and quote no. And we also enter the quantity, item, description, and enter a unit price. Like that:

After that we will open a sales order window which appears like as:

In this window we enter the customer id, so no, and other related information. Like that:

And after that we save the transaction.

how to make credit memos

Firstly we open Peach tree software and select a option “task” from a menu bar.

Like as:

After that we select an option “vendor credit memos” and a window appears like as:

And vendor credit memos window appear as:

After that we select a vendor id and enter the following information like, date, credit no, quantity, item, description, and a unit price.

These all things are necessary to enter in the vendor credit memos like as:

Now vendor credit memo is prepared.

HOW TO MAINTAIN THE PAYMENT.

How to maintain the payment.

Firstly go to the tasks bar and select the payment as:

If vendor account is made the select the vendor id to make the payment. But make sure that purchase order and purchase receive order is save. Then select the vendor id and give the check no. The following widow will appear as:

Give the quantity and item by searching and give description name and gl a/c by the name given in the chart of account and then give units. Then following widow will appear as:

Then save it.

If vendor account is not save the payment will give in the apply to the expenses and then give the description and further information.

PURCHASE ORDER

              PURCHASE ORDER.

In purchase order procedure firstly we open Peach tree software and select an option “task” like as:

After selecting the option “task” then we select the tab “purchase order” then the following window will appear:

When we select the tab purchase order the following things must written in the purchase order document.

·        Vendor id

·        Date/good thru

·        Purchase order no.

·        Quantity

·        Etc.

Following window appear as:

In this we record the purchase order transactions. In which we purchase 1000 board markers. Transaction is recorded as:

After all that procedure we select the purchased receive inventory.

how to maintain inventory item.

Firstly we open peach tree software, and selected the “maintain” option. And then we click on the option inventory/item. Like as.

When we click on the inventory items, then the following window will displayed.

HEADER FIELD:

                                        In header field we tell about the following things.

·        Item id

·        Description

·        Item class

      And we tell about the inactive and subject to commission.

GENERAL TAB:

                             In general tab we discussed about the price level, which we settled or we discussed about the last unit cost which we decided. After that we fill the GL SALES ACCOUNT, GL INVENTORY ACCOUNT, GL COST OF GOODS SOLD, and we tell about the minimum stock and a vendor type. Like as.

CUSTOM FIELD:

                                           In customer field we will enter the alternate vendor, substitution and special note is compulsory to write if required. Like as:

HISTORY:

                  When we fill the general or custom field the history will generate automatically.

default information

                      DEFAULT INFORMATION OF VENDOR.

Firstly we open a Peach tree software and we select an option maintain from a Peachtree menu. Like as:

After selecting the option maintain we click on the option default information and select the vendor option. As:

When we select the vendor option the following window will displayed:

PAYMENT TERM:

                                                          In payment term two main heads are involved standard term and set default term for purchase. In standard term  following terms are involved:

c.o.d

Prepaid

Due in number of days.

Due at the end of the month.

And in set default term for purchase included the following term:

Net due in

Discount in

Discount%

After that we fill the GL. sales account. LIKE AS:

ACCOUNT AGING:

                                             In account aging two main heads are involved:

1: age invoice by.

2: aging categories.

AGE INVOICES BY:

In age invoice two terms are involved:

          Invoice date:

                          This is written on the document at the customer desire.

         Due date:

                         This is written on the document by the company:

AGING CATEGORIES:

                                  In aging categories no. Of days and column headings are involved, first column mean 30 days and column heading means we 0-30.

And it has 2, 3, 4 column. As

CUSTOMER FIELDS:

                                                        In customer field we fill the field labels in which include the office manager, account representative, special note. As:

1099 SETTINGS:

                            If we change anything we can change from the reset default. As:

customer prospectus.

Firstly we open Peach tree software and we open our existing company, and then select a tab maintain like that:

After selecting the tab “maintain”. We choose the option customers/prospectus like this:

After that following window will appear:

In this above window we enter the customer id, name, and a contact address these all things are added in the general tab window like as:

And in this window we enter the following things:

·        address

·        country

·        customer type

·        e-mail

·        fax

All these following items are added in the general column.

After that we are filling a sales default column. In sales default column we fill the sale representative,GL sales account , opening purchase order, and etc. like that:

After filling a sales default, now we are filling a payment default we enter the following things in this document:

·        cardholder’s name

·        address

·        city

·        Credit card number.

Like that:

After maintaining the payment default, now we are filling the customer fields, in this column we fill the following things like:

·        Second contact

·        Reference

·        Mailing list. Etc

Like that:

After that we enter the beginning   balance like that:

When we enter the beginning balance the history will generate automatically like that:

That all procedure will complete.