How TO Maintain Quotes and Sales Orders

Sales Orders and Sales Quotations

We will open an existing company on peach tree and go to the task menu. There we will click on the quotes/sales order.

After that we will go to the sub menu of task menu and click on the Quotes and following window will appear.

We will save a new customer ID by double clicking on the ID bar. After saving the new customer ID following necessary information will be required.

• ·         Date(on which we are sending Quote)
• ·         Good thru Date(the order is expected to place)
• ·         Quote number
• ·         Quantity of order
• ·         Unit price of quantity

After entering all this information we will click on the save button to save it.

How to Maintain Sales Order

We will go to the task menu and in the sub menu of quotes/sales order. There we will click on the sales order option and following window will appear.

First of all we will select the customer ID from whom we are going to receive the order. After that we will enter the following information that is required to save the sales order.

·         Date of the order received

·         Ship by (date at which the order should be delivered)

·         SO No: (sales order no. is very necessary to record the sales order)

·         Quantity of order

·         Item that is required by customer

·         Unit price of that product

After that we will click on the save button to save the sales order.

How To Maintain Credit Memo

First of all we will open an existing company on peach tree and we will go to the maintain. There we will click on the credit memos.

After clicking on it following window will appear infront of you.

Here the first option is customer ID. We will select the customer if it is already exist. After selecting the customer our tab will automatically shift from apply to sales to apply to invoice.

Now we will enter  the following data.

·         Date of return.

·         We will select the invoice number.

·         Unit price

And after that we will save the changes by clicking on save button.

Assemblies

We will open an existing company on peachtree and go to the task menu. There we will click on the Assemblies.

After clicking on it following window will appear in front of you:

·         Here we will select the existing product Id that we already had maintained in Inventory items.

·         In the name tab we will enter the name of the product.

·         We will also give the reference.

·         Change the date according to manufacturing date.

·         In quantity to build option we will enter the number of units that we are going to build.

·         In reason to build option we will mention the reason why we are going to produce this item.i.e any specific sales order or any other option.

How To Maintain Vendor Credit Memo

First of all we will open an existing company in Peach tree and go to the task menu to click on vendor credit memo.

Vendor credit memo means that we have some defective goods and we do not want to remain in it in our stock. For this following steps must be taken. When we will select vendor credit memo option then following window will open in front of you.

Here we will write

·         vendor ID

·         date of return

·         A/P account that is already maintained in chart of accounts

General Journal  Entry

First we will go to the task menu and select the  journal general option.

Following window will appear.

·         Here in the first column we will enter the account ID of that account which we are going to post.

·         In description column we will write the narration of the entry.

·         Then debit and credit amounts will be written.

·         It is necessary for those entries which are in adjustments.

Global Options

We will open a peachtree software and click on the options menu.

Here we will select the global option and following window will appear.

·         If we want to select the decimal places more than 2 then we can change it from global option and can increase the decimal places.

·         If we will click on the Automatic button then we have no need to place decimal in the amount.

If we want to hide the accounts of accounts receivable, accounts payable and payroll box then we will check the box.

Other options are also given in accounting options.

·         Warn if a record was changed but not saved means we will receive a warning message if we will not save the data after changed.

·         We may hide the inactive accounts from ledgers.

If we click on the general bar then following options will appear.

·         We can select the print options

·         Line item entry display

There are also the options of

·         Peach tree Partners

·         Spelling (where we can select the option of automatic spelling check)

How to Made Payment

We will open an existing company and go to the task menu. There we will select the payment sub menu.

After clicking on it, following window will open.

Here we will click on the ok button and following window will appear in front of you.

Here in the first window we will enter the vendors ID. For whom we are going to pay. After that we will record

·         Date (at which we are going to pay)

·         Check no. (through which we are going to pay)

·         And then we will click on the pay button.

Note:

         If the payment is made with in discounted period then we will get discount on the payment made and it would be deducted automatically from your gross payment and  would be shown in discount column.

After that we will click on the save button.