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.

how to maintain a vendor

HOW WE MAINTAIN A VENDOR:

Firstly we open Peach tree software, and open an existing company. After open a company we click on the maintain option and select the vendor option.

When we select the vendor option, the following window will appear:

HEADER FIELD:

                                    Firstly we fill a header field in which the following items:

1: vendor id

2: name of vendor.

Like as:

GENERAL TAB:

In general tab we enter the contact of a vendor, account#, address, country, vendor type, telephone#, e-mail and a website. Like as:

PURCHASE DEFAULT:

                                                     In purchase default we enter the following items:

Purchase representative

Purchase account

Tax id#

Terms

And select one option from delivery option. In delivery option two methods are defined:

Paper form

E-mail

And we select an option paper form. Like that:

CUSTOMER FIELD:

In the customer field, we fill the following column

Office manger

Account representative

Special note. Like this

After the customer field we enter beginning balances like that:

HISTORY:

                               When we enter the beginning balance the history will generate automatically

DEFAULT INFORMATION

After all that procedure which we discussed above; we go to maintain and select the option default information and click on the customer option like that:

When we click on the customer option following window will appear

When the above window will appear we select the option payment term and in payment term following things will appear:

Cash of delivery:

Prepaid

Due in number of days

Due on days of next month

Due at end of the month

And in the set default terms for sale, and set default for credit limit include the following items:

Net due in

Discount in

Discount%

Credit limit

In the above following terms we described that we pay the discount in 30 days. The discount percentage is2%.and our credit limit is $ 2500.00

After that we make a GL SALES ACCOUNT like that:

ACCOUNT AGING:

In account aging two sub types are there:

1: age invoices by

2: aging categories

In age invoices two terms are included:

1: invoice date

2: due date

Invoice date is written on the document at your own desire. Due date is the last date which is written on the document by the company. But we selected a due date like as:

The second type is aging categories, it include the two heads, no. of days and column heading. If 1 column includes 30 days it means column heading has 0-30, and in aging category 4 columns include.

CUSTOMER FIELDS:

In customer field, fields labels and enables heads are involved, in fields label second contact, references, mailing list and multiple sites are included. If we enter a second contact in the customer prospectus it is automatically shifted in default information in customer field tab. Like as:

And

FINANCE CHARGES:

In finance charges we charge charges on finance document. It includes the following items:

On invoices

Annual interest rate

On balance above that

Minimum finance charges

In charge interest on finance charges include the FINANCE CHARGE GL ACCOUNT:

PAYMENT METHOD:

In payment method we add up a top ten method which we accept a business. And in this method we mention that we pay the payment on cash or on the check visa and on a master card. Like as:

And in payment method we select the deposit ticket and select the option “IN SELECT FOR DEPOSIT”.