How to maintain credit memo

How to maintain credit memo:

Credit memo are used for sale return that is related from customer:

First of all we click on task button then select the credit memo

After clicking on credit memo that screen will be shown at below

·         

•  Customer id:

We select the dustomer id in this option.

• ·         Date:

After that is very important  part of credit memo is date .

• ·         Credit number:

You should the credit number.

• ·         Quantity
• ·         Item
• ·         Description
• ·         Unit price
• ·         Amount

After completing the all information we can select the save button

 

 

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How to make assemblies inventory

How to make assemblies inventory:

First of all we click on task button then select assemblies from it.

After clicking on assemblis then that screen will be shown

To maintain assemblies following information will be fill.

• ·         Item id
• ·         Name
• ·         Reference
• ·         Quantity on hand
• ·         Quantity to build
• ·         New quantity
• ·         Reason to build

After copmleting all information then click on save it.

How to use global option in peachtree 11

How to use global option in peachtree:

This option is one of the main options in the software. If a customer defaults to the customers. In sales invoice unit is very important for decimal input

To open a global window we "Options" after the opening of the window and the following window appears on the screen of our computer.

We choose a "global" and selecting this option the following window appears on the screen of our computer.

·         Accounting

·         General

·         Peachtree Partners

·         Spelling

Accounting:

                “Accounting” is the first tab in window

Now we can see decimal option

This setting is for the number of digits after zero. We can choose decimal places according to the needs of our options referred to as "the number of decimal places." The maximum number of decimal places that you can choose is "5". We can also choose the position of the decimal automatically by clicking on "Auto", then select the number of decimal places according to our needs. But for this we need to first select the number of decimal places and then select "Automatic".

We have "Hide ledger accounts" where you can hide from receivables and payables from various options in the software, how to hide the account from the purchase order by choosing to pay.

After changed all option now we as required to click on save.

General:

If want hide the quantity in sale invoicing then check the second option

Peachtree Partners:

 From here you can choose the security level of our software. We keep it low, medium or high, for our requirements.

Spelling:

From here you can choose a dictionary, we want our spell checker and dictionary, we go from the options "Main language dictionary." So we have many different options related to "Training Options" Check spelling and words.

Peachtree General Journal Entry:

This is used for maintain adjusting entries and closing entries.

 Go to the task bar menu and click on the General journal entry.

After clicking on general journal entry there will be a window display like on below side

First, the day on which period you want to get into general release of "data".

Type "Account GL", you can use release and financial accounts 

Filled the description.

Enter the amount of according to description

Click “Save” button.

Peachtree. Quotes and Sales Order:

Here is the procedure that how user can create or issued “quotes”.

        

                

As you select the quotes the following screen will appear.

·        The first thing which user have to do in order to creation of quotation is to enter the “Customer ID” of that customer for whom this quotation he is creating.

·        When user create and select the customer “Ship to” field will be filled with the address of customer where the shipment will be send.

·        Enter the date on which the quotation is issued in “Date” field.

·        Enter the date on which this quotation will expire in “Good thru “field.

·        Enter the reference number in “Quote no” field. This field is used to give a unique or different code to each quotation for identification

·        Customer purchase order number can also be entered in “Customer PO” field.

·         Enter the quantity of items for quotation in “Quantity” field.

·          

·          Now select the item ID in the “Item ID” field. Items can be created in the maintain inventory item.

·          

·         Description of item will automatically fill as default in “Description” field.

·          Enter the per unit price of the item in “Unit price” field.

·         Click on the “Save” button to save the quotes.

SALES ORDER:

Here is the procedure that how user can create or issued “Sales order”.

Now here is the procedure that how user can create or issue a sales order. User can issue a new order or can also convert the quote into sales order.

         

As you select the quotes the following screen will appear.

CONVERT QUOTES INTO SALES ORDER:

In order to convert the quotes into sales order the following steps must be followed:

Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

Click on the “Open” button. A window will appear select the quote you want to convert and click on the “Ok” button.

The selected quote will open now click on “Convert” button and following screen will appear.

Select the “Sales order” button in order to convert the selected quote into sale order.

Click on the “Ok” to save the sales order.

NEW SALES ORDER:

In order to issue a new sales order the following steps must be followed:

Step no 1: Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Sales Order”.

As you select the “Sales Order” the following screen will appear.

The first thing which user has to do in order to creation of sales order is to enter the “Customer ID”. 

Enter the date on which the sales order are issued in “Date” 

When user create and select the customer “Ship to” field will be filled with the address of customer where the shipment will be send.

Enter the reference number in “So no” field. This field is used to give a unique or different code to each sales order for identification.

Enter the quantity of items for sales order in “Quantity” field.

Now select the item ID in the “Item ID” field. Items can be created in the maintain inventory item.

Enter the per unit price of the item in “Unit price” field.

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Click on the “Save” button to save the sales order.

Sales Invoicing:

First of all we are going to on task and select the sales/ invoicing  

After that here is following window display

This is used for sales.

·         Customer id

·         Date

·         Invoice number

·         Quantity

·         Item

·         Description

·         Unit price

After filled all requirements click on save button.