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.