INVENTORY

INVENTORY

Firstly open the PEACH TREE software then open the existing company as we do it before. Then click on the MAINTAIN option and then click on the INVENTORY option.

It will appear like this;

Then fill the necessary item;

1.  Item ID

2.  Description

3.  GL sales account

4.  GL inventory account

5.  GL cost of goods sold account

6.  Unit/measures

7.  Item class

Then save the data.

GLOBAL

GLOBAL

Firstly we open the PEACH TREE software and open the existing company as we do it before. Then click on the “Option” and click on the “Global”, it will appear you this;

Fill the necessary blocks given under the head of ACCOUNTING.

First in Decimal entry;

Click on MANUAL option, and then fill the second block by filling it in decimal numbers.

In General ledger account;

If you received the transaction then click on the first option and third option as well.

Now click on the option General, it will appear like this;

In general option, it helps you to enter the data you received instantly.

Then go on the option spelling, it will appear like this;

In it check the spellings if any word is written incorrect.

Then click on save.

GENERAL JOURNAL ENTRY

GENERAL JOURNAL ENTRY

Firstly we open the software Peach Tree then open the existing company as we done it before. Then to enter the journal entry click on the task option and in its sub-head click on the option “General Journal Entry”. Like this;

By clicking on the tap, it will appear you this;

Select the date and reference on which you are going to record the transaction. Then give the description of entry and GL account in which it should be recorded.

Then click on save to record the data.

HOW TO ASSEMBLES INVENTORY

HOW TO ASSEMBLE INVENTORY

Firstly open the Peachtree software. Then open the existing as you do it before. To maintain the assemblies, go to the TASK option and click “ASSEMBLES “on “like this;

By clicking on the option assembles it will show you this:

To maintain assembles you have to fill the following information’s;

1.    Item ID

2.    Name

3.    Date

(The date on which you maintains assembly)

4.    Quantity on hand

5.    Quantity you want to assemble in “quantity to build”

6.    Entre new quantity

After giving all information click on “save” button to save the data.

CREDIT MEMO SALES RETURN

CREDIT MEMO SALES RETURN

Firstly open the Peach tree software. Then open the existing as you do it before. To maintain the credit memo sales return, go to the TASK option and click on “Credit memo”, like this;

By clicking on the Credit memo option the following box will appear;

In this document firstly you have to give the customer id. By double click on the customer ID box you will see the box in which you can maintain customer id, like this;

Then after making customer id fill necessary items;

1.    Date

2.    Credit. No

3.    Item

4.    Quantity

5.    Goods returned

6.    Description

7.    Unit price

8.    Amount

By filling all these important things click on “Save” button.

This is how you maintain the CREDIT MEMO SALES RETURN.

HOW TO MAINTAIN QUOTES AND SALES ORDER

HOW TO MAINTAIN QUOTES AND SALES ORDER

Firstly we open Peach tree and then open an existing company as before. Then click on the top of right side “Task” then click on “Quotes/Sales orders” it will show sub-heads then click on “Quotes” like this;

By clicking on Quotes it will shows you this;

After that you have to fill necessary items;

1.     Customer ID

(Write customer id)

2.     Date

(The date on which the quotation is made)

3.     Good Thur

(Enter the date on which the quotation is going to expire)

4.     Quote no

(Write reference no in this box for quotation and write different references for each quotation)

5.     Item

(Write the Item which we have created in the inventory account)

6.     Quantity

(Write the quantity given for quotation)

7.     Description

(It will automatically filled when you will give the id)

8.     Unit price

(Write the unit price)

We can change the quotations in sales afterwards by clicking on the “Convert” option it will appear you this box;

Click on sales order option and then press “OK”.

Then in order to maintain the “Sales order” click on sales order option it will appear you;

Then you should fill the necessary items;

1.     Customer ID

2.     Date

3.     Ship no

4.     SO no

5.     Description

6.     Item

7.     Unit price

After this click on “OK” to save all information.

Vendor Credit Memos

VENDOR CREDIT MEMO

Firstly we open Peach tree and then open an existing company as before. Then click on the top of right side “Task” then click on “VENDOR CREDIT MEMOS” then this will appear;

By clicking on VENDOR CREDIT MEMO this will appear;

After that you have to fill necessary items;

1.     Vendor ID

(Write the vendor id which is given)

2.     Date

(The date on which the transaction is to be done)

3.     Credit no

(Write the credit no which the vendor is using to purchase items)

4.     Quantity

(The quantity going to be return must me written)

5.     Item

(This item shows the original purchase invoice)

6.     Description

(This shows us the items we entered in the inventory box is to be added over here)

7.     Unit price

(Write the unit price over here)

Then after doing this click on the option “SAVE”

This is how you can create VENDOR CREDIT MEMO.