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.