Global Option

                   Global Option

1.     First we go to the menu bar and click on the options and following things can be shown from them we choose global.

     

2.     When we click on to the global option then this window will be opened.

    

1.     Accounting:

In this we can first tell you about the decimal entry in this two options are shown 1. Automatic   2. Manual 

In the automatic the no. of decimals of any transaction would be 2 but in the manual we can place 3, 4 or 5 decimals. It is your own choice whether you want to set 3 decimal or 4 it is up to you what you choose.

Hide general ledger Account:

Those items which we want to hide we can tick them and these will be hide from the general ledger accounts like we tick on the payroll entry so we cant make the payroll entry.

Other options:

Warn if a record was changed but not saved

Hide inactive accounts etc then click ok

2.     General:

   

v Improve performance

v Line item entry display

v Smart data entry

v Color scheme

3.     Peachtree partners:

     

In this we can select 1 option from the following three items so like we can choose medium option then we can click to ok

4.     Spelling:

       

       I.            Peachtree spell check:

     II.            Spell check option:

  III.            Suggestion speed and accuracy:

IV.            Main dictionary language:

American English we selected

    V.            Running Options:

In which we can select which thing we want to add or which we can’t add etc

General journal entry.

General journal entry

1.    We go to the task menu and select an option for general jounal entry:

           

2.    In general journal entry the first thing is date then reference no like 123 of the desired entry, then Gl account we can select like 100 , description cash , in credit we can write the amount which we want to credit or either debit and then save it

Assemblies

Assemblies

1.  First of all go the task menu and select assemblies:

      

2.    After selecting assemblies this window will be opened in which we can write the item I.D, name , reference no. date , these things should be mentioned in the entry to make further actions then quantity to build like we can write 20 and new quantity to to assemblies this is for manufacturing of new product by the customer orders. And then save it by alt + S.

Quotes/sales order

Quotes/sales order

1.    Go to task menu and select the quotes and sales order from the options.

2.    When we click on the quotes/sales order then there are two options are came :

i.                   Quotes

ii.                 Sales order

3.    From them 1^st of all we select the quotes when we click on quotes the following window will be opened:

In this we can write customer I.D no.

After that we can change the date and write that date on which the entry is mentioned. And quote no. is mandatory which shows that this quote is belongs to this customer we can write any quotation no. like 1244 or etc.after this we can seen the quantity in which we write the quantities then item like foo1 etc then description what item it is like fan or etc. unit price of per fan then total amont of all these.and then save it.

4.    After this we can make sales order when we click on the sales order we have the following window shown:

In this we can write customer I.D no.

After that we can change the date and write that date on which the entry is mentioned. And quote no. is mandatory which shows that this quote is belongs to this customer we can write any quotation no. like 1244 or etc.after this we can seen the quantity in which we write the quantities then item like foo1 etc then description what item it is like fan or etc. unit price of per fan then total amount of all these. And then save it and your sales order will be made.

payments

Payments

1.    Go to task menu and select the payments then we will have this window will be opened:

                         

2.       After clicking the payment menu then this window will be opened so we can see in this that there is first of all vendor I.D selected and also select the to whom payment is made.

After that we write the check no. date , pay to the order of in which we can write the name of our vendor which is automatically selected when we select customer I.D.

Then Invoice no. , date due , amount due , description of the items, discount if any , and at the end amount paid and then save it by alt +S .

Credit Memo/sales returns.

Credit Memo/sales returns.

1.    If we want to make credit memo we go to task menu and select the credit memo option

2.    when we select the credit memo option from the task bar the following window will be opened:

Customer we can write customer I.D no. like you can see we can select 123 I.D.

Bill to shah rubber the name of our customer.

Credit no. like 1212    

Date: it is very important to change the date in accordance with the desired transactions.

after this we can seen the quantity in which we write the quantities then item like foo1 etc then description what item it is like fan or etc. unit price of per fan then total amount of all these. And then save it and your credit memo will be made.

Sales / Invoicing and receipts

Sales / Invoicing

1.     In the 1^st step we will go the menu bar and select sales/invoicing then this window will be opened.

So we can see the customer i.d in which we can write customer id. Then invoice no. , then the quantity of the products and the items and description of that product. And write the date on the date column. so in this way we can made the sales / invoicing account.

2.    Receipts.

In the left corner we will see that deposit ticket no in which we can write deposit slip number of the bank. so on the right corner we can see that receipt number in which we can also write the deposit slip number then write the date and receipt account on that column and on the end you can write the quantity , items , and its descriptions and the amount will be automatically generated.

How to maintain Vendor Credit Memo and purchase receive inventory

How to maintain Vendor Credit Memo :

1.       First we go to the task bar menu and select the vendor credit memo and this window will be opened.

2.       So as u look the vendor I.D in this we can write the vendor `s I.D for example we choose pak fan the I.D would be 123.

3.       Date : In which you write the date when you  prepare vendor credit memo.

4.       Credit No : in which we can write the credit no.

5.       Now u can also seen that in the pink tab the quantity in which we write the quantity of the that item and like we can write 100 in the quantity in item we can select item of that product Gl account and then unit price and  then amount will be automatically generated.

Purchase Receive Inventory:

You can see that there is a Vendor I.D in which we can write the vendor’s Id

Invoice No. in which we can write the invoice no. which is written receive inventory.

 Ship to : In this we can write the address , name , city , location , postal codes of the specified area or location.

Date : the date on which we can receive the purchase inventory.

Quantity : Of the items we needed to purchase

Items : which item you want to purchase

How to maintain purchase order?

How to maintain purchase order?

1.      We open the Peachtree software and go to the task menu and select the purchase order from there the window which we can see is like this.

2.      After selecting the purchase order from the task menu the purchase order window will be opened.

The following fields which can be filled are as follows:

§  First of all in Vendor ID we can write the vendor ID like 100

§  2^nd ship to: In this fields we can write the name , address , city , place, country , and postal code number.

§  Date: we can write the date in which we can give the order for purchasing the goods.

§  PO No.: in this we can write the purchase order no. like 0001.

§  In quantity we can write the quantity of the specific goods like 500.

§  Then the item in which we can write by clicking on the magnifying class and select fan for example its code is 0011.

§  Description: In which the description of the item has been given like fan

§  GL account: in this we can write the Gl account no which is 121 and it will be in finished goods inventory accounts.

§  Unit price: unit price of the product can be written in this field.

 Purchased/ received Inventory

Now we will go to the task menu bar and select purchased/received inventory from there so this window will be opened.

After selecting the purchase /receive inventory the following window will be appears

              

v  In vendor Id we can write the vendor Id which we can write in the purchase order.

v  Then we can write the date then invoice no which we write our P.O no the same code we can write it on there.

Maintain inventory Items Accounts

Maintain inventory Items Accounts

1.     First click on the maintain menu then click on to inventory items the following window is opened.

    

2.     When we click on the inventory item this window will be opened.

               

Item I.D: In item I.d we can write the I.d of the specified item for e.g 125 , 122 and etc.

Description:  In this tap we can write the name of the item or the type of item which our customer is purchasing from us.

Item Class: it is the type of the inventory items which we can select from all of these. Like we want to select stock item or non- stock items or etc.

Price Level: In which we can set the price of a specific inventory item that can sold to customers

Income Tax type: In which we can tell that what type of tax it is either it is regular tax or exempt tax.

Last Unit Cost: In which we can write cost of the last unit which we can sold to our customer.

Cost Method: In which we can select either we choose fifo ,lifo  or weighted average method.

GL sales account: In which we can write the GL sales account no.

GL inventory account: in which we can write the GL inventory account number.

Minimum stock : which is below the normal level of inventory.

Re order quantity : in which business buy more inventory so that if the another order comes then you can handle it by that inventory level.

Preferred vendors: in which we can write the vendors id.

Buyer i.d : in which we can write the buyer i.d.

How to maintain vendor’s account in Peachtree.

How to maintain vendor’s account in Peachtree.

1.     From the above maintain menu click on to the second option which is vendors.

          

2.     When we select the vendors option from the maintain menu then this window is opened. In the upper section vendor I.D and name field in which we can write the name and I.D of the vendor. And in the lower section there four taps are seen general, purchase defaults, custom fields, history.

3.     In general tab we will enter the vendor’s contact, account number, address, city zip and country, email I.D, telephone numbers and etc.

          

4.     In purchase defaults tab in which purchase rep, purchase acct, tax I.D #, ship via, terms and delivery methods in two methods paper form and email.

5.     In Custom fields tab we can write all the information of the customer.

6.     In history tab we can see the purchase history in this window as you seen that purchases records are seen period history , purchases , payments of the purchases ,last invoice date , last invoice amt, last payment date and last payment amt.

maintain customers/prospects

1.       Click on to the peachtree software and then click on the open an existing company.

2.       After clicking on the open an existing company this window will be opened in which the recent company’s files are shown then we can select our desired company and click on that company.

3.       Now our company is opened and in which at the top we have different options are shown in which we click on the maintain option and which will open up different options from which we can select customers/prospects.

4.       When we click on the customers/prospects then this window will be opened and in this window we can see 1^st of all the customer I.D in which we can written the customer I.D like 100 then name of the customer like faisal or any other name you can write in the column. The upper portion of this window is known as tab and lower portion is known as column. Then in the “contact” we can write here the name of any person like asghar .then on the next we can see that address field is empty in which we can write the address of that person or the customer like johar town.after that if we see  that the column of “bill to address” is shown and the down error is shown and if we error down it shows 9 addresses so that we can select any 1 address for that particular customer. And we have then on the right we write the telephone no.

5.       So that we can select any 1 address for that particular customer.and this window has opened and future new fields are seen in the address which are ship name , address, city, country , sales tax.

6.       After that we can click into the sales default option and this window has shown. In this Gl.sales acct. we can lookup our existing data and we select sales whose i.d is written there 400 has automatically shown in GL. Sales acct.

7.       After that we have to click on the payment defaults option and this window will be shown in which the cardholder’s name means if the customer has to pay his payment via credit card his name can be written in field. Then you can seethe address is shown automatically shown in the address column.

8.       After this we can click on the customs fields option and this window has been shown in this these headings can be change according to our requirements.

9.       And at the end click on to the history option and you will see this window in which all the history has been shown.

                                  Customer Defaults

1.       We have to open peachtree accounting software and open our existing company which was saved.

2.      Now open customer defaults from the menu above click on to the maintain.The following steps to open the customer defaults.

3.      The customer default is opened. Now we see the 1^st tab which is payments taxes.In this we can see different circles check which indicates changes in the sales and and these are the default setting through which we can adjust anything according to our requirements.

C.O.D = cash on delivery means when the cash is given the delivery can be made.

Prepaid = it means the payments of goods is done in start and goods will received afterwards.

Due in number of days = if any customer buy goods via credit and if he pays the total amount of goods within 10 days then he will get 2 % discount. The discount rate and discount in days can be changed according to our needs.

Due on day of next month = money will be received in next month 7^th day or any day which we set by defaults.

Due at end of months =if any customer takes goods from us and if he do the payments before the due date then discounts will be given to him and if he do not paid then no discount is given to him.

Gl.sales account = we can set the account by double clicking on the space given.

4.      In the next account aging in which we can age invoices of two types.

Invoice date:

Due date:

But its our own choice to select invoice date or we can select due date.

5.      In the next step customer fields in which customer field used to enter extra information about the customers. Use the fields above to label them on all your customer accounts. the enabled box must be checked for text to be entered.

6.      In this step company can see how much charges can be charged charge finance charges.

7.      When customer can take goods from you then how can he pay the amount of goods either in form of cash , check , visa debit or credit card , master card , amex , discovers etc.