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.

Peachtree-Vendor Credit Memos:

 Firstly we have to select the credit memo from taskbar and select the vendor credit memos.

                                         

When we click on vendor credit memos the following widow will display

                

·        Vendor id

·        Date

·        Credit No

·        Invoice No.

·        Item

·        Quantity

·        Returned

·        Unit price

Then fill the given requirement such as vendor id, credit no, date then we will enter the quantity ,item description,Gl account ,unit price but make sure that you must have vendor available. After fill the requirements the following widow:

                   

After completing that all requirements then save it.

How to Make Payment to vendors and creditors:

When we choosing the option of tasks there will be showing the list downsize then we select the payment option.

Then when you will select this payment option then this below given window appears. You have to select the option of OK.

After the completing the payment option this window will be appears.

In this window you can see that at the end of this window there is the option of discount account is given so you have to double click that block after clicking it the window of maintain charts appears in which you have to prepare the new account for the discount with the description of purchase disc expense. Suppose that we are receiving the discount so it would be considered as our income that is why I have mentioned it in the income head. Below given window is showing you that how to maintain this account.

There will be filled out all requirements according to requirement:

·         Vendor id

·         Date

·         Check

·         Pay

First we select vendor id that already made it after the selecting vendor id go to second option on cheque  there will be typed cheque number after that we are checked date that is very important because that links with discounting period.

And last thing we select the pay option.

After doing all this save it by clicking the option of save.

HOW TO SAVE PURCHASE ORDER IN PEACHTREE:

First we select the option of Tasks then we can see the list of below side after that we select the option of purchase order.

After selecting purchase order this window will display

On the top right corner we select the vendor according to our requirement if we have no vendor account firstly we made it in maintain option through vendor account

·         Secondly we select date according to purchase

·         After select date we type purchase order number in PO:

After type PO number we are going to type in different categories like:

·         Quantity

·         Item

If there is not made of inventory account then firstly made it.

·         Description

·         Unit price

After completed all types we can select save option for saving all data according to purchases.

After completing purchase order then maintain Purchase/Receive inventory:

How to maintain Purchase/Receive inventory:

First we select the option of Tasks then we can see the list of below side after that we select the option of Purchase/Receive inventory

After selecting Purchase/Receive inventory this window will display:

On the top right corner we select the vendor according to our requirement if we have no vendor account firstly we made it in maintain option through vendor account

·         Secondly we select date according to purchase

After that we type the invoice number of according to purchase

Here we select the PO number in APPLY TO PURCHASE ORDER NUMBER

When we selected PO number there data will be display of purchase order

We typing all options according to requirement

·         Item

·         Remaining

·         Received

·         Description

·         Unit price

·         Amount

                 

After completed all types we can select save option for saving all data according to purchases.