inventory item

INVENTORY ITEMS

Inventory items means the items that we purchased in the raw form and the goods that we formed

For maintain the inventory items, open the peach tree and your own company and after open your company then select the maintain and the list will open, in the list there is inventory items so select it and the window will be open as following

On the top of the window there is item id, in the item id there is alpha numeric id and the other is description in the description there is detail about the item

In the bottom of the page there are five main heads that are as following

·        GENERAL

·        CUSTOM FIELD

·        HISTORY

·        BILL OF MATERIAL

·        ITEMS ATTRIBUTES

In the head of general there is per unit price of item

Last unit cost, item type, location, cost method whether it is lifo fifo, unit measure.

In the right side of the window there is

·        Inventory account

·        Sales account

·        Cost of sales account

In the end of window there is beginning balance, after add all the relevant info in the required section then head of beginning balances will open.

Moving towards the next head that is custom field and the window will be as following

In the head of custom field there is alternative vendor that is for the emergency time the vendor will handle the situation

Special note and the substitution all the information for the emergency time and for special event

The next head is history and the window will be as following

In this window there is information like history off items there units sold in that particular time period and sales and the units of raw material received etc

The next head is bills of material this head will open when we form the finished goods after adding all the items needed then this head will be open and the window will be as following

receipts

RECEIPTS

Receipts means the amount we receive from our customers, the amount that we paid to our vendor

For recording receipts open the receipts by opening PEACH TREE SOFTWARE, select the task and then from the list select the RECEIPTS

And the window will be open as following

In the window, on the top of the list there is customer or vendor id from we receive money or made payment

On the right side of the window there is cash account from which we make payment or receive money in that

When we select our customer or the vendor the information will display in the window that is as following

After making relevant change in the data then select the save option for save the data

global option

GLOBAL OPTION

Global option means it is a head in which many options regarding this software are available and many facilities and options that you choose according to comfort

For selecting the global option, from the main bar select the options and the list will open and from the list select the global option

In the window there are four main heads that are ass following

·        ACCOUNTING

·        GENERAL

·        PEACHTREE PARTNERS

·        SPELLING

In the first head there is option of Decimal entry

That shows number of decimal places

Then option of hide the ledgers accounts

Other options in the other options there is hide option of records, cash balance etc

Then in the next head of General the window will be as following

In this head there is information like improve performance,

Line item entry display, smart data entry, color scheme etc

This head is related to the security level

After making all relevant changes then ok it from the right side of ok and it will save changes.

sales invoice

SALES

Sales or invoicing means we sells goods to our customer and the formalities and the information that we need to be safe are saved in this head.

For recording the sales, first of all open the PEACH TREE SOFTWARE, and then select the TASK option and the list will be open and in the list there is sales/invoice select this and the window that is open as following

On the top of the window there is custom id to whom we wants to sell the goods and the on the right side of the window there is date so change the date according to your sales day

Then there is Invoice num, give an invoice number

When we select the customer there is information mention regarding this

In the bottom of the page there are columns like

·        QUANTITY

·        ITEM

·        DESCRIPTION

·        UNIT PRICE

·        AMOUNT

Fill all the columns according the item that we going to sale and after adding all the information then save the data from the main bar by selecting the save

general journal

GENERAL JOURNAL

General journal is the journal in which we made all our adjusting entries and any expense that is paid in current month or specific time period that is record in the General Journal.

For making entry in the General Journal, first open the software and then from the task bar select the general journal and the window will be as following

On the top of the window there is date select the date at which we pay expense and then in the bottom of the page there are five columns that are as following

·        GL Account

·        Description

·        Debit

·        Credit

In the first column of the GL account there is accounts id that we gave in the charts of accounts

In the next column there is description about the expense that we going to paid

Then the next column is debit in this we enter the amount from which that specific account is debited

In the next column there is credit that means the amount from which account is credited

In the above mention window there is an example of raw material purchases and the data is put as above mention example after adding data the data will be save from the save option of the main bar

deposit

DEPOSIT

For maintains various customer records in a form of single deposit that is called deposit

 For maintain deposit select the task bar from the main window and then select the deposit from the list and the window will be open a following

From the top of the window select the account id of which you want to combine data and then from the right side of the page select the enter the deposit ticket,

And then in the bottom of the page there are many columns like

·        Date

·        Received from

·        Payment to

·        Amount

·        Deposit

After adding all the relevant info save the data from the save key on the main bar

Assembling

ASSEMBLING

For making the finished goods there is assembling

For assembling the goods select the task bar from the main bar and then from the given list select the assembling and the window will be as following

On the top of the window there is item id that we going to assemble

Then there is name of item

On the right side there is date

In the bottom of page there is quantity of that item to be build

Then new quantity

In the last there is reason of assembling the units

In the above window there is an example of adding the data

After adding all the relevant data then save the data by save option

credit memo

CREDIT MEMO

Credit memo means the returns of the goods that we sold to our customers

For maintain the credit memo open the software and then select the task and from the list select the credit memo and the window will be as following

On the top of the window there is customer id to which we sells goods and returns occur

On the right side of the page there is date, select the date on which goods return

After selecting any id and invoice number the data will open as following

In the above mention window the data will open there is full information regarding our sales, the items, quantity, description etc and also a column of returned in which we enter the item that are returned

After making relevant changes, save the data from the save key of the top main bar

customer

CUSTOMER

Customers are the person to whom we sell our product or goods.

For making customer first of all open the PEACH TREE SOFTWARE, after open it then open your company and then from the main top bar select the maintains and there is open a list in the top of list there is maintain customers so select this and the window will be open as following

In the window, there is customer ID on the top in which we give any alpha numeric ID to our customer and in the second there is Name of a customer

On the right side of the window there is prospect and the Inactive option that shows if we want became in future or wants to inactive its account then choose these options

In the bottom of window there is main five heads

·       GENERAL

·       SALES DEFAULT

·       PAYMENTS DEFAULTS

·       CUSTOM FIELDS

·       HISTORY

In the general head there is contact number, addresses, mail ID,

Fax etc all the information relating to customer how we communicate each other.

The next head is SALES DEFAULT, after selecting the sales default the window will be as following

In the sales default there is information related to the accounts like Sales rep

·       GL sales Account

·       P.O number

·       ship via

·       discount conditions etc

The next head is Payments Defaults and the window will be as following

In the window there is information regarding customer is as following

·       Addresses

·       City, sales, country

·       Credit card number etc

The next head is custom field and the window will be as following

In the custom field there is information like

·       Second contact

·       Reference

·       Mailing list?

·       Multiple sites?

The last main head is about history after selecting it the window will be as following

In this there is history of customer purchases and dates and invoice history etc. After adding all relevant information then save the data from the main top bar.

MAINTAIN VENDOR

For maintain the vendor account first of all open the peach tree software and open your company after opening the company there is the window that is open as following

After selecting the vendor from the maintain the window will be open as following

On the top of the window there is vendor ID that represents the vendor to whom we purchase and the id mist be in the alpha numeric

After id there is name of the vendor in this place we enter the full name of the vendor

Then in the middle of the page there is four different heads and first there is GENERAL

In the general there is contact of the vendor through which we can communicate with the vendor

And the account info, the address of the vendor, country and the postal address etc

In the right side of the page there is vendor type that is temporary may be permanent and the other information like e-mail id, fax and the telephone number etc.

Then moving towards the second head that is PURCHASE DEFAULT

After opening that the window will be as following

In the head of purchase default there is purchase rep and the purchase account, tax id and the ship via etc all the information relating to the purchases

Then moving to the next head that is custom field

And the window will be as following

In this head there is information like office manager

Account rep

Special note

Cash on delivery

Office delivery

Then moving to the last head that is history in this head the window will be a following

This is record of the all purchases with this vendor and the information like last invoice date, payment date etc

After adding all the information like id, name and the purchase account that is raw material purchases and then save the data from the top main bar of the window from save key and the data will be save.