Maintain Global Options

                              Maintain Global Options

1.     For the maintenance of the Global options first we will go for the menu Options then we will click on the option GLOBAL.

2.     When we will click on this option a following window will appear.

3.     In this window here are 4 tabs which I’ll explain below.

Accounting:

4.     In this first of all here is the Decimal entry option. In this option it is required to select h method of decimal posting. Whether you want to fill the decimal by yourself or by automatically.

5.     Then here is the option of Hide ant GL account. If we want to hide to any account we can mention here.

6.     Then in other options here are some points like Recalculate cash balances or the inactive accounts information.

7.     It can show you the warning related to the accounts that are not saved.

General

8.     When we will click on this option following window will appear.

9.     In this window improved option has already been checked.

10.                        Then here is the option of line Smart Data entry in this you can automatically go down to the other window you want to.

11.                        You can also change the color scheme of the window that you are using.

Peachtree Partners

12.                        Following is the window of Peachtree partners.

13.                        In this window here are the other software’s of the Peachtree they can be called the Peachtree partners.

Spellings

14.                        Following is the window of spellings.

15.                        In this window we can select different options for the checking and computerized accounting is also available here for the spelling checking of the data that we enter here in this software.

How to make General Journal Entries at peach tree?

           How to make General Journal Entries at peach tree?

1.     First of all we open the peach tree and then open the General Journal entries from the main menu by going to task. The following window will tell you how to open it.

                                    

2.     After opening the General journal entry, this window will appear.

             

·        First of all we will write the date.

·        Then we will write the reference no.

·        In the down portion we will write the GL account no, Description, Debit and Credit.

·        After doing all that we will save it by clicking on the save button at the top of this window.

·        And at the last we will close this window.

How to Assembly Inventory?

                  How to Assembly inventory?

1.     First of we open the peach tree and then open the Assemblies from the main menu by going to the Task. This window will show you how to open the Assemblies.

                                             

2.     After opening the Assemblies we will come to know about the parts to fill in it.

               

·        First of all we will write the item id.

·        Then name of the product.

·        We will give the reference.

·        We will write the date at which date the assemblies are being build.

·        We will write the quantity on hand .Eg. In grams, kg...Liters.

·        We will write the quantity to build. How much we have to build from the total quantity.

·        After doing all that we will click on the save button to save it.

how to maintain Credit Memos

                       How to maintain credit memos?

1.     First of all we open the peach tree and then we go to menu bar at Task and open the Credit memo . This window will tell you how to open the credit memos.

                                 

2.     After opening the credit memos we will see this window to be appeared.

                                                                 

·        Now first of all we will write the customer id.

·        At the date we will write the date .

·        At credit no we will write the credit no.

·        In the down portion we will write the Quantity , item , description, unit price and amount of the type of product we want to sale or purchase.

     after writing everything we will press ALT+S or save button on the main menu of this window. and then close it.

How to make payment to vendor and creditors.

How to make payment to vendor and creditors.

1.       In this way we will open the payment window.

2.       This is the window of purchases..

1.       Vendor id….we will write the vendor id to give and take orders of the customers.

2.       Date…. We will write the date.

3.       Check no…. we will write the check no…

4.       In the cash account..we will write the account no of Cash..

5.       In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

                     Sales Quotation and Sales Order

1.      First of all we will open the peach tree software and then follow the following step in order to open the Sales Quotes.

                                          

 

2.       The window appear shows the Sales Quotes.

1.       In Quotes. We will write the Customer id to give and take orders of the customers.

2.       Date…. We will write the date at the time of giving order and goods through ..

3.       Quote no…. we will write the Quote no.

4.       In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

3.       Now we will open the Sales Quotes .

4.       In this window you see the sales order window…

1.       In Customer ID . We will write the Customer id to give and take orders of the customers.

2.       Date…. We will write the date at the time of giving order and date at the ship by time.. ..

3.       SO no…. we will write the SO no.

4.       In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

                                  Vendor Credit Memos:

1.      First of all we will open the peach tree software and then follow the following step in order to open the vendor Credit memos window.

2.       The window appear shows the vendor credit memos.

                                                                

1.       Vendor id….we will write the vendor id to give and take orders of the customers.

2.       Date…. We will write the date.

3.       Credit no…. we will write the credit no…

4.       In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

Purchases/Receive Inventory:

1.       In the purchase/Receive inventory we will write the same vendor i.d, date, invoice no.

2.       In the yellow column we will write the given amounts of the given columns.

3.       When we will save it...It will say us to make the customer...So for this we have to make the customers first and then save it…

4.       In the ship to we will write the address, city, street no, zip, country to fulfill the requirement of the purchase inventory...