How to make General Inventory:

We go for click on task menu and click on general journal inventory,

This is journal account,

·         Write date.

·         Reference number.

·         GL account/ description / Dr./CR.

Global Option

First we open the click the option and in the option menu we click the global, as you show in the picture given below,

The window appear the maintain Global option,

Accounting tab./ general tab/ Peachtree partner/spelling tab,

Accounting Tab:

Accounting Tab:

·         If we want to change the system in automatic e or manual we select in the accounting decimal entry and if the want to change the number of decimal place we have the optiom1 to 5.

·         Hide the general, ledger accounting, if you want to hide the account Receivable (Quotes sales order, invoicing, credit memo and Receipts) click box and if we want to open the Account Payable (Purchased order, Purchases credit, credit memos and payments) click on the box the mark sign is mark. We want to hide the payroll Entry we click the box.

General Tab:

Peachtree partner

Spelling tab,

How to make assembly inventory:

We go on inventory at maintain,

This is inventory account,

·         We write items id.

·         And name of items.

·         We chose item class is assembly.

·         Select sale account / inventory account/ cost of sales account.

After  we saved we fill bill of payment,

·         Write items id. / items descripton ( name) / and quantity we need.

How to make credit memo:

:

First we go on task and select the credit memos ,

This is credit memo are given below,

• ·         We select the customer id.
• ·         Credit number.
• ·         Write date.
• ·         Select items, and write quantity and unit price and at the end total amount is calculated.

Sale invoicing:

First we open click the task and click the sale/invoicing,

After  the select the sale/invoicing 

We write in sale invoicing are,

• ·         Invoice no.
• ·         Select customer id.
• ·         Write date.
• ·         Write items and quantity of goods.

How to make purchased order:

First we go for task and click on purchased orders are given below,

This is purchased order are given below,

We fill the purchased order are,

• ·         First we select the vendor id , and select the date april 1, 2013.
• ·         Write purchased order number.
• ·         And we item select we write quantity we want and unit price of per items and total give automatically. and save saved  the information.

How to make payment to vendor:

First we open the task at the top of peachtree accounting  and click on payments as shown below,

We select the account you can give payment to vendor with in cash or bank,

The payment slip is open are given below,

After the open the payment slip open we want to give payment to over vendor we select the vendor id as given bellow,

We select the vendor id and write good description write quantity of good and unit price of good and automatically total amount is show at the end we saved and check number is must given,

Write check number date click on cash balanced are given below,

Vendor Credit Memos or Purchased / Received Inventory

Vendor Credit Memos

The vendor credit memo is given below,

In the vendor credit memo we selected the vendor id. The can recorded in vendor account. We write the quantity of good, items of good, in description write the name of the good, account number, and price of the unit and give the total amount .and save the record.  If we want to check the how many vendor credit memo we record we click on open tab the list is open. And at the end we found the total of all amounts which we can record.

Purchased / Received Inventory

The Purchases/ Received inventory is given below,

Selection the vendor  id,  select the date of record , invoice number, write the quantity of goods, items and name of the goods , write on unit price and the 

Sale Quotation/Sale order:

Sale Quotation:

Step !

First we go for task menu in the task menu we select sale quotes /sale order to quotes.

Step 2

The format of sale quotes are given below,

·         First we write the customer id , date of order , quotes no.

·         Write the quantity of goods terms name of the goods , on unit price at the end the total amount is calculate automatically

·         After we write all the record we click the saved menu of the top par or we press AILT +S .

Sale order:

Step 1

We open the sale order we go for top menu click the task and go for other bar click the sale order as you seen this picture given picture.

Step 2

The sale order is give below,

·         First we write the customer id , date of order , invoice number.

·         Quantity of goods and decription of name of goods, and unit of price and the total amount of goods are given and at the end the total amount of the all goods.

Maintain inventory items

We open the Peachtree accounting software. First we go for maintain and select the inventory items.

The inventory items is open

In the maintain chart of account we can full fill following information are;

Item ID: we can write the id of the inventory.

Description; we can write name of the product.

Item class; the can select the items which can relate with such class. Like (stock item, service, labor, assembly, etc)

Inactive; we have no longer planned to used the inventory. We mark the inactive.

Subject to commission: when item is sold though sale invoice and it included in account receivable.

In general tab;

We fill the price, tax type and last unit cost. After they fill we select the which cost method we used LIFO, FIFO and etc. select the sale account and inventory account and cost of sale after the full fill the all requirement we write the preferred vendor id and buyer id.

Maintain chat of account:

You can open the Peachtree accounting software in maintain we can select the chat of account

           

The chart of account like this

General

In the maintain chart of account we write the account ID and description. In the maintain chart of account there is two tab first one is general tab and second one is budges tab.

Budgets

We can select the accounting period go for beginning balanced. We can select the accounting period.

Select the period and click the ok.

We can but the the value in the account

After the filling the amount we can select the ok and saved the data.

How to maintain vendor record in Peachtree accounting softwar

First we open the Peach tree accounting software  

We selected the vendor’s

After the selecting the vendor account is open

Vendor id , written vendor name select  general. In general contact name of vendor of the company, account id., address, city zip code and country, vendor type and other information like Telephone, fax no. , email and web site.

When we moved from purchased defaults,

Purchased defaults we fill the purchased rep., Purchased account no. , tax id. , select they deliver from paper form or email.

We open the customer fields

Office manager name and account rep. and special note we can written about vendor’s  

And in the history

In history vendor  since  the join, last date of invoice and amount, last date of payment and amount and all information is full fill we can saved the record about vendor of the company. 

How to saved the customer information in Peachtree Accounting

First we open the Peachtree Accounting software click on maintain and select customers / prospects

After the selection of customers / prospects the software open the maintain customers / prospects

We can fill customer id for example 100 and name of the company like abc company. In general tab we can write the first one in contact those person name whose can create the link between the companies. Address of the company of customers, city zip code, and country telephone etc.

After we fill the general and go for next tab sale defaults

                     

In sale defaults sale representative the person name, GL sale account return the account number, open P.O the purchased odder which we can record in comprised system they can record. Price level  they can recorded 1 to 10.

After the full fill the sale defaults we go for payment defaults

                                           

in payment defaults we can take credit payment to the customer , first we fill the customer card  holder name  , address , country name , credit card number, expired date,

After the full fill we go for customer fields

In customer field we can write the other information about customer.

 After the filling the information, we go for history

We full customer year, invoice date and amount, last date of payment and amount, last statement date after full fill all requirement we press the save the information can saved in the software.