GLOBAL OPTION

                                             

                                                   GLOBAL OPTION

First we will go in the options and from it select global option.

Following tabs will come on screen

ACCOUNTING:

In decimal two options are available. Either you want to enter the decimal points yourself or you can select the automatic option and decimal will be added automatically.

By clicking on hide general ledger account you can hide general ledgers. In other options warning message is already checked.

Other options:

• Warn if record was changed but not saved
• Hide inactive record
•       Recalculate
•  Use time slip acc link

After this we will select the second option general:

General

• Improve performance
• 1.       Do not print total page
• 2.       Do not show quality

Line item entry display

1.       1 line

2.       2 line

Smart data entry

1.       Automatic field completion

2.       Drop down list display automatic

Color scheme

1.       Classic

2.       Professional

3.       Sand

4.       Splash

5.       Vibrant

In setting of peach tree partner the following window will appear:

In this you want to run faster application of peach tree, medium or low.

In setting of spelling the following window will appear.

In  this you want to check spell as you type or save after it complete.

General journal entry

General journal entry

First we will click on task menu then select general journal entry from the list.

By clicking on general journal entry the following window will be shown to you.

General journal entry requires following information:

• Data
• Reference
• General account
• Description
• Debit card
• Job

After mention the require information, we will save the data.

HOW TO MAKE ASSEMBLE INVENTORY

HOW TO MAKE ASSEMBLE INVENTORY

First open peach tree software to make assemble inventory

For this select the assemblies’ option from task menu

Following window will appear.

In assembly the firstly enter the id of item

Secondly enter the name after that enter the date

After that you will enter the quantity on hand, to build, new quantity reason to build

For this following window will appear

By putting the quantity in these blanks you would make a assemble inventory 

CREDIT MEMO-SALES RETURN

                 CREDIT MEMO-SALES RETURN

First we open a peach tree accounting software .after it we select credit memo option from task menu.

Flowing window will show

First we select the customer id and if it is not available then we make it.

Now we open a dialogue box of maintain customers. So here write the customer id and name and save it if customer is not available then we make it. After that we select the customer id in credit memo and write the credit number and customer p o number.

After that we enter the quantity, item write the description of product then we enter the unit price enter to calculate the total amount    

  

SALES QUOTATION AND SALES ORDER

                       SALES QUOTATION AND SALES ORDER

Quotations are only information no entry is made for them. Quotations are made by sellers to buyer. Quotation window will open from task menue by clicking on quotes/sales order.

Here you have to give following informations:

Customer id

Date

Quote no

Quantity

Item

Description

Unit price

Tax

Amount

And click on save to save it.

SALES ORDER

Sales window will open from task menue by clicking on sales order from quotes/sales order.

Here you have to give following informations:

Customer id

So no

Quantity

Description

Unit price

Tax

Amount

And click on save to save it.

VENDOR CREDIT MEMO

                             

                                   VENDOR CREDIT MEMO

Vendor credit memo is prepared for maintaining purchase returns.

Vendor credit memo will open by clicking on vendor credit memo from task.

Here you have to write:

v  customer id

v  date

v  credit no

v  Quantity

v  Item

v  Description

v  G.L a/c

v  Unit price.

Amount.

And click on save to save it.

How to make Payment to vendor

How to make Payment to vendor

To make Payment to vendor from Task menu select payment.

A new window will open

Firstly enter hat vendor id to whom the payment will be made and then fill the respective check #. After that enter the date on which the payment is made. If you are making payment with in discounted period then the discount head will show the respective discount amount that you are getting in this way

If payment is made after the discounted period then discount head will show nothing and you will have to make full payment. As shown below

If you made payment with in discounted period then you have a purchase discount in your chart of accounts. This account shows company’s other income.

And the last in last column ( pay) use check mark to show payment is made.