RECEIPTS

How to make receipts…. :

First we open peach tree and select "Tasks" to select the "Receipts"

are as show the image:

After we select the receipts first we fill the following option which are as:

• CUSTOMER ID
• REFERENCE
• RECEIPTS NO
• RECEIPTS AMOUNT
• DATE

After that we will select the following option of the customer:

• QUANTITY
• ITEM
• DESCRIPTION
• UNIT PRICE
• AMOUNT

After all that we will click on save to save the receipts.

If we change the date of the receipt first we select the customer ID and then we change the date and after that we click on save to save this.

Global

How To Maintain Global.. :

First we open peach tree and to select the option “OPTION”  to select the option “Global”  which are as on the screen :

After  we select the Global the following screen will be appear , there are four main option to maintain the Global which are as :

·        ACCOUNTING

·        GENERAL

·        PEACHTREE PARTNER

·        SPELLING

ACCOUNTING:

THERE ARE FURTHER FOLLOWING OPTION S WHICH ARE AS:

DECIMAL ENTRY:

·        Automatic

·        Manual

HIDE GENERAL LEDGER ACCOUNTS:

·        A/R

·        A/P

·        Payroll Entry

OTHER OPTINS:

·        Warn if record was changed but not saved

·        Hide inactive record

·        Recalculate

·        Use timeslip acc link

After this we select the second option General:

General :

Improve Performance

·        Do not print total page

·        Do not show quantity

Line Item Entry Display

·        1 line

·        2 line

Smart data Enrty

·        Automatic  field  completion

·        Drop down list display automatic

Color Scheme

·        Classic

·        Professional

·        Sand

·        Splash

·        Vibrant

After that we select the third one.

PEACHTREE PARTNERS

Peach tree Partners Security Level:

·        Low

·        Medium

·        High

After that we select the fourth one.

SPELLING:

·        Peach tree Spell Check

·        Spell Check Option

Maintain Inventory Item:

First we open Peachtree and select the "Maintain" option , In maintain option we select the "Inventory Items"     

First we select the main option of the inventory Items.

1-Item ID
2-Description
3-Item class
4-Last unit price
5-GL Account .
6-GL inventory Account.
7-GL cost of sales Account.

Maintain Credit memos..

How to Maintain Credit memos..

First we open peach tree we will select the option "Tasks"

and the sub option of the Tasks is Credit memos..

to select. 

After we select the Credit memos.. the following screen will appear,

First we fill the main option like

• .Customer ID
• .Date
• .Credit no

Then we fill the Following fields:

• Quantity
• Item
• Description
• Unit price
• Amount

After all that we click on "SAVE" to save this.

How to Maintain Assembly Inventory:

First we open peach tree and then go to the option "Tasks" 

and then sub option of the Tasks "Assemblies.." .

After we Clicking the Assemblies the following window will appear,

first we fill the following option's

.Item ID

.Name

.Reference

.Date

After that we fill the quantity of the Item,

.Quantity on hand

.Quantity to build

.New quantity

.Reason to build

After all that you will click on "SAVE" to save the data. 

TO MAINTAIN QUOTES/SALES ORDERS:

TO MAINTAIN QUOTES/SALES ORDERS:

first we open peachtree and select the option "tasks" further sub option are as ,

To select the option quotes/sales order and to select the sub option "Quotes" 

After we select the option Quotes  the following screen will b appear , first we fill the some of the option

. Customer ID

. Date

.Good thru

.Quote no

After that we fill the further option :

. Quantity

. Iteam

. Depriciation

. Unit price

. Amount

After we fill the quotes the next is "Sales order" 

Now we select the Sales order the following screen will b appear and the following option will b fulfill:

. Customer ID

. Date

. Ship By

. SO no

. Quantity 

. Shipped

. Item

. Description

. Unit price

. Amount

After all that we "Click " on Save.

VENDOR CREDIT MEMOS… MAINTAIN

VENDOR CREDIT MEMOS… MAINTAIN

First we open peach tree  In peach tree to select the option “Tasks”  & the sub option IS TO vendor Credit Memos….   

After we Click the option  the following  screen will b appear, Some of the option are fulfill.

. VENDOR ID

. DATE

. CREDIT NUMBER

After that we fill the following quantities here are some:

. Quantity

. Item

. Description

. GL Account

. Unit Price

. Amount