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.

How to Save Purchase Order

To save the purchase order we will open an existing company on Peachtree and go to the task menu. There we will go to the purchase order sub menu.

Then following window will appear in front of you.

Then we will enter the vendor account. Assure that the vendor is already maintained in vendors account and if it is not so then it should be maintained first.

The following information is also necessary to save the purchase order.

·         Date (at which the order is placed)

·         Good thru (the last date till the order must be received)

·         PO no. (purchase order no. must be written)

Then we will enter the quantity of units that is placed, item name, description of the item and unit price in the given field of window.

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

How to Maintain Vendors Account On Peach Tree

How to Maintain Vendors Account On Peach Tree

Open an existing company on peach tree accounting software. Go to maintain menu and click on the vendors account.

Following window will appear.

In this window. First of all we will enter the vendors ID and his name. when you complete this information then save it.

To enter basic information about the vendor such as

·        contact information

·        address

·         phone and fax numbers

·        Beginning balances

Select the General tab in the Maintain Vendors window.

·        After that, we will select the purchase default tab. In this tab, the necessary information is purchase account. We will write the inventory account ID instead of purchase account that we have maintained in chart of accounts.

·        In Purchase Rep You can enter or select an employee to act as the purchase rep for this vendor.

·        In  the Tax ID no. we will write the vendors tax no. this is not necessary.

·        In Ship Via Select the primary shipping carrier that this vendor uses for items.

·        In terms we can choose the pattern of payment that how we may get discounts. We can also change it.

In delivery method, we can choose paper form or E-mail.   CC Purchase Rep: Select this to automatically send an e-mail copy of the form to the default purchase rep whenever you send a form to the vendor.

The next tab is custom field. We will enter the information of selected vendor.

Next tab is history. To check the history of our vendors, we have to enter the following information.

·        Last invoice date

·        Last invoice amount

·        Last payment date

·        Last payment amount

Maintain Customers Records

Open an existing company on Peach tree accounting software. After that go on maintain menu and click on customer/prospect.

After that following window will appear.

We will write the customer ID and Name in bars of header field according to the data given.

In the header field, there is also option of prospect and Inactive. We may select the option of prospect if the customer is dealing with and Inactive for the customers who are not the active customers.

In the information bar, first option is General.

 In general bar we give the general information about our customers. Like contact, address, country, telephone no. and E-mail.

In Bill to address, we save the address of our customer to whom we are going to deliver the goods. It has 10 options in which we may save the record of at least 10 customers.

The next option in information bar is sales default. In this window, the information of general ledger sales account is necessary. We must write the ID of sale account that is maintained in chart of accounts.

1^st option is sales rep. and it means the agent of a company. His name must be mentioned.

3^rd option is purchase order no. we must mention the number of purchase order in this box.

Next option is payment default on information bar.

·       1^st we have to write cardholders name

·       Address of cardholder

·       City

·       Country

·       Credit card no.

·       And last is expiry date

4^th option in information is custom fields in which we can save more information about our customers. There are five options available that we can change according to our need.

Last option is history and in this window we can see the status of our customers. Like

·       Last invoice date

·       Last payment date

·       Last statement date

To change these information or edit this information we can go to maintain menu then default information and select customers from sub menu.

By clicking on customers, following window will appear.

In this window, 1^st option is payment terms and it includes,

·       C.O.D (cash on delivery)

·       Prepaid (if the customer paid before

·       Due in no. of days (if it would be paid with in specific no. of days)

·       Due on next month (if it would be paid on next month)

·       Due at the end of the month (if it would be paid on last date of this month)

In front of these options, there is option of discounted period and maximum days in credit limit.

·       1^st is Net due in(it means the maximum credit limit)

·       Next is Discount in(it means the customer can get discount if it pays within discounted period)

·       Discount%(it shows the percentage of discount)

·       Credit limit(it includes the maximum amount of credit that a customer may get. Software will send you message if you accede the amount of credit limit)

At the last of this window, there is option of General Ledger sales account and Discount General Ledger sales account. The ID of sales account would be written here that we have already maintained in chart of accounts.

The next option is account aging.

Here we can enter the pattern of due days of credit limits. 1^st option is Invoice date. By selecting this option we can limit the no. of days on credit from write the date of invoice.

The 2^nd option is Due date. In this option we can group the customers after the expiry of due date.

At the last, we can categorize the age of debtors and can select the days according to the nature of business.

The next is customer field. It can be used to enter extra information of customers. We can write or change the information according to need.

The next window is finance charges. If we want to charge fine on the credit amount after due date then we can enable 1^st option in this window and can select the amount and rate of interest.

The last window is pay method. You may add up to 10 methods of payment that your business accepts.