GLOBAL OPTIONS…

First of all open peachtree software then go to global options and select it. After that you will have a following screen like this

After selecting this you will have a following screen

                                                                                               

In this you can see here many types of tabs 1) accounting tab 2) general tab 3)peachtree partners 4) spelling

First of all you will operate accounting tab and you can see two more options of automatic and manual you will have to select manual options for the purpose of decimal entry and after that you can see here the small box showing number (0) from here you will select the number for the purpose of changing decimal numbers after that you can see here the following two more options which is:

Hide general ledger account

By checking the option of account receivable, account payable and payroll entry will hide.

Other option

now after that click on the general tab and you will have a following window

In this you can see here different options of

Improve performance

Line item entry display

Smart data entry

Color scheme

After that click on the next tab that is peachtree partners and after selecting this you will have a following screen like this

3 options, low, medium and high

Medium option is recommended

After that click on the next tab that is spelling and after clicking on it you will have a following window

After that save all the data by pressing ctrl (s)

JOURNAL GENERAL ENTRY…

 For maintaining general journal entries in Peachtree software first of all you will have to go to the task menu then select the option of general journal entry from the given options then click on it then after that a following window will appear on the screen like this

After clicking on general journal entries you will have a following screen

Here you can see the following items in this you will have to fill the requirements of the transaction

v DATE

v REFRENCE NUMBER

v GL ACCOUNT

v DESCRIPTION

v DEBIT

v CREDIT

DATE: - in this you will have to give the date of the transaction in which you are recording

REFRENCE NUMBER: - in reference number you will have to give the reference  

Number

GL ACCOUNT ­:- in this you will have to select the GL ACCOUNT

DESCRIPTION: - in description box you will have to give the description

DEBIT & CREDIT: - in debit and credit column you will have to write the amounts and after writing the amount you will have to save it.

RECEIPTS

For maintain the receipt you will go to the task tab located on the top of the software windows and then select the receipt option.

Like this:-

           

                                    

After selecting this option you will get the following window:-

            

On this screen you should provide the following information’s:-

1.      Deposit ticket ID:-

Here you will provide the deposit ticket id number.

2.      Reference :-

Here you will provide the reference.

3.      Customer ID:-

Here you should select the customer ID

4.      Receipt number:-

Here you should provide the receipt number

5.      Date:-

In this tab you will provide the date on which you prepared it.

6.      Receipt amount:-

In this clause you will provide the receipt amount

7.      Payment method:-

In this section you should select the payment method whether you get the payment by check or cash etc.

8.      Quantity:-

Here you will provide the quantity of the product.

9.      Item:-

In this section you will select the item type/nature of product

10.  Unit price:-

In this option you will provide your product unit price.

after all you should save all the data.

            

HOW TO MAKE SALE / INVOICING

For making the sale invoicing to will go to the task menu and then select the sale invoicing option.

Like this:-

           

            

When you select this option the following screen will appear:-

1-      Customer I D:-

You should select your customer id to whom u want to send quotation.

2-      Date:-

Here you will mention the date on which you made the quotation.

3-      Invoice No:-

Here you should provide the serial quote no of quotation.

4-      Quantity:-

Here you will provide the quantity of the product.

5-      Item:-

Select the item you want to sale.

6-      Ship date:-

Here you should mention the ship date on which date you sent the products.

After provide all of these of thing you should move your cursor to save tab located on the top of the software windows.

How to maintain Inventory items

     

     for the purpose of maintaining the inventory item so will go to maintain tab located on the top of the software screen. and then select the inventory item.

               Like this:-                               

 After opening Maintain Inventory Items window, following screen will appear:-

                                                               

Item id:  In this we will write the id of the item.

Description: in this we will write the type of the item our customer is purchasing.

Item Class: we will write the type of item we going to purchase or sale. So here suppose it is stock item, it means we are dealing with the things which we buy and sell forward as it is.

Price level: in this we write the price of the product.

Item tax type:  in this we write the type of tax which is applied on the type of product which we are going to purchase.

Last Unit Cost: we will write the previous cost of the item that we purchased last time.

Location: we will write the location of the ware house or the place where we want our product to be stored or is stored.

Unit/Measure: we will write the unit of the item which we purchased.

Weight: we will write the weight of the item which we purchased.

GL Sales Account: we will write the GL Sales Account number.

GL Inventory Account: we will write the GL Inventory Account number.

GL Cost of Sales Account: we will write the GL Cost of Sales Account number.

Minimum Stock: in this we will write the minimum Quantity of the Stock Available in our Go down.

Reorder Quantity: in this we will write the Quantity, if we reached the Danger level. We Reorder the Quantity as much we need.

Preferred Vendor ID: in this we write the Vendor Id which we saved before in Maintain Vendor Account.

After providing all above mentioned information you must save all the data.

Maintain Credit memos and Assemblies...

Maintain credit memos

For maintain the vendor credit memo you will have to the task menu then select the option of credit memo.

Like this:-

                                   

After selecting the credit memo following window will appear:-

                       

Customer id: You should mention the customer id here to whom you want to maintain credit memo.

Date: You should mention here date on which you make credit memo.

Credit No: Serial credit no should be entered here.

Term: The business credit term should be entered here.

Quantity: Product quantity mention here.

Item: Nature of item select from here.

Unit price: Unit price of the item should be mention here.

After providing the whole above mention information you must be save every thing from the top of the software window.

Like this:-

           

Assemblies

For maintain the assemblies you will have to the task menu then select the option of assemblies.

Like this:-

                       

After selecting the assemblies following window will appear:-

           

For maintaining the assemblies you should have to fulfill following requirements:-

Item ID: Here you should have to mention the item id which you want to assemble.

Name: Here you should have to mention the name.

Reference:  reference number is must be mention in this clause.

Date: The date of maintaining must be entered in this clause.