How to make credit memo:

When a customer returns defected goods to us we make credit memo for that purpose.

Click on the “Task” and then “Credit memo”:

When you click on the window will appear like:

Select “Customer ID, Date, credit No”. And when you select the Customer ID window will turn to:

Now select here the invoice number that is required for this customer and fill the returned quantity and than simply click on the “save” button.

 so this is for "Credit memo".

Than you..!!!

Reports:

When you have done with all the essentials of your established company then you can check the reports in the “Reports” option.

Click on the “Reports” option and then any of the report and window will appear like:

When you click on any if the report window appear like:

In this window you can choose any report. And when you choose any report a window will appear like:

So in this window you can make several changing in this statement like:

1.       Convert to excel

2.       Design

3.       Options

But before this when you select any statement like Balance sheet or Income statement Software will ask you about the period of which you want to see the statement in a window like:

You will select the period you want and that statement will be shown like( for income):

Now you can make several changes in this statement first we convert it to excel by clicking on the “Excel” option. And you click on the excel option window open like:

By clicking on the “OK” button this statement will convert to excel like:

So now change design of this statement by clicking on the “Design” button in it. Window will turn like:

Now you can change anything in the statement like heading of this statement etc..

Now the last option is “Option” that is only for Account receivable, Account payable etc’s statements. When you have open the “Account receivable” statement there will be a “option” like deign and convert to excel. You just click on that “Option” and window will appear like:

Now here is three “Tabs”.

First is “Filter”. You can use it to filter out any account type of any range.

Second tab is “Fields”:

Now here you make “check” on the Fields you want to see and “unchecked” on that you don’t want see.

And the last tab is “Fonts”:

In this window you change the style of your font like “standard, classic, roman etc” of your choice.

After that click on the “OK” button to save changes.

Thank you..!!!

General Journal Entry:

General journal entry is use for any transaction in which two accounts are affected.

In Peachtree software for this transaction you need to click on the “Task” option and then “General journal entry..” after than a window will appear like:

When you click on the “General journal option” a window will appear like:

In this window you need to fill the transaction. The account which is “debt” on the debt side and the “credit” on the credit side. You will also need to fill the “Date” and “Reference” for this transaction.

When you fill the transaction window will look like for one transaction:

After making this all information you just only need to save this transaction by clicking on the “save” button.

How to maintain Global Option:

For this option you need to click on the “Option” and then “Global”. A window will appear like:

When you click on “Global” will appear like:

There are four tabs in “Global” option.

First is “Accounting”. In this you can chose the number of decimal you want in your written amounts. Then if you want hide the any account (Account payable, Account receivable or pay roll) from the SO, PO etc then you can check on that option and that account will be hidden from that statement.

Second is “General” tab:

 You can chose “colour scheme” for your Peachtree from this option.

Third tab is “Peachtree pattern”:

You can choose any level of security for your Peachtree Partners from this window.

Fourth and the last one is “Spelling” tab:

You can set options for your typing in this window like make spell check as you type or check spell on save or close etc..

After all changing click on “OK” button.

Thank you..!!

ASSEMBLIES:

For making assemblies you have to click on the “Task” option and then “Assemblies” like:

When you click on the “Assemblies” window appear like:

You need to fill the “item ID, name, date, reference, reason to build” and then quantity to build. After filling these date window will look like:

 And then save it by simply “ALT+S”.

Thank you..!!!

HOW TO MAKE SALES/INVOICING:

First click on the “Task” and then “Sales/Invoicing”:

Click on the Sales/invoicing window will appear like:

Select customer ID, Date, Invoice No. When you select the customer window will turn to:

And here you have to select the Invoice No and then Shipped amount, after that simple click on the”save” button or type “ALT+S”.





WHEN RECEIPTS FROM CUSTOMERS:

Click on the “Task” and then “Receipts”:

When you click on the Receipts window appear like:

Select customer ID, write reference no, Date and all the other information. When you select the Customer ID window will turn to like:

Now here you just only need to click on the “PAY” button that is on the top right side of the first row.

Window will turns to:

Now just click on the “save” button and save it.

Thank you..!!

How to make sales quotes:

When we have inventory and customer demand from us the detail of items. So we make “sales quotation”.

Click on the “Task” quotes/sales order then “Quote”:

When you click on the Quote window will appear like:

You fill here the “Customer ID, date, goods through date, quantity, quote No and unit price”. After you fill these entire information window will look like:

Now simply click on the “save” button and this quote will be saved.

How to make sale order:

When we have to make sale to any customer, we make “Sale order”.

For this first click on the “Task” quotes\sales order and then “Sales order”:

When you click on the sales order window appear like:

In this you select the “Customer ID, Date, ship by, SO NO, Quantity, item, and Unit price”. After filling this information just click on the “save” button or type “ALT+S”.

How to convert Quotes into sales order:

When a customer satisfied with our sent quotation and makes a purchase order on you than you also have to make a purchase order. The simple way for us is to convert the sale quote into sale order.

Click on the Quote\sales or and then on Quote:

Click on the quote a window will appear like:

Now here click on the “OPEN” button and all the saved quotations will appear like:

Select that specific customer’s quotation by double clicking on that and window appear:

So here you can convert this quote to “sales order” by clicking on the “Convert£ button. When you click on that button it will ask you this:

So here select convert to “sales order” and give sales order # and after that click on “OK” and this quote will convert to Sales order.

Thank you..!

How to make vendor credit memo:

Vendor credit memo is made after you have made a purchase from your vendor. When you find any defect in your purchased item you return that to your vendor and for that sake you made “vendor credit memo”.

Click on the “Tasks” and then “vendor credit memo”:

When you click on the option window will appear like:

You select the Vendor ID, fill the date and give a credit no. So when you choose the vendor window will turns to:

You select the Invoice No from this and then fill the “Returned” quantity like:

Filling the returned amount simply type “ALT+S” or click on the “save” button.