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Sales Quotation and Sales Order and Sales Invoice

Sales Quotation and Sales Order and sales Invoice

Step 1:

The first step is to select the task option from the tab and you have to select the quotes of sales orders and further there are two option quotes and sales order for sales quotation sales order select quotes as show below:

Step 2:

After this you have quotes will show on your screen and you have to fill their requirements.

Step 3:

After this you have to enter customer id in “customer id “and then enter the date of good thru you must enter the code no. and then enter the quality item then unit price then save.

Vendor Credit Memo

Vendor Credit Memo

Step 1:

First open then Peachtree the main page then you has to select from tab “Task” then after then select the “vendor Credit Memo” like this

Step 2:

After selecting the vendor credit memo then you have on your screen

Now enter the vendor id in “Vendor ID” and then enter date of return good in “Date” then enter the reference number in “Credit No”. When you select the vendor the “Term” will automatically fill.in “A/P Account” enter the accounts payable from chart of accounts.

Then tab will automatically move from “Apply to purchase” to “Apply to invoice no” when you select the vendor. Then save it.

Setup a new company

Setup a new company

Step 1:

First you open the Peach tree software on your desktop u will see that on your screen

Step 2:

Now you will click the “step up a new company” to create new company and then u will show that this on your screen

Step 3:

Then the information comes and then read and click on next then u will see another setup on your screen

Step 4:

Now fill the information that wanted then click on next and u will see that

Step 5:

This shows you 5 options for setup a new company you will click the “build your own company” then click next you will see on screen

Step 6:

This show the method you will click or select accrual method then click next you will see on screen

Step 7:

Select the real time and click next you will see on your screen

Step 8:

This for accounting time periods so mostly timing is for 12 months so click on “12 monthly accounting periods” and next you will see that on your screen

Step 9:

Choose the month from where starting the year on your data then click next and you will see that

Step 10:

It means that you complete you process of making new company and then click next then you will see that on your screen you make a setup of new company

Sales Quotation and Sales Order and Sales Invoice

Sales Quotation and Sales Order and Sales Invoice

“In Make Quotation”

Step 1:

First select the “Task” from main tab and then u selects Quote/Sales Orders” and you have two option further then u select “Quotes” like this

Step 2:

After selecting Quotes you have this on your screen

First u enter the customer id in “Customer ID” and then enter date in “Date” after that date in “Good Thru” then quotation number in “Quotes No”

After then enter the quantity of product in “Quantity” then kind of product in “Item” and then price in “Unit Price” then save it.

“Sales Order”

Step 1:

Same as you do in quotation click on “Task” then select “Quotes/Sales Order” then further select “Sales Orders” like this.

Step 2:

After select of “Sales Order you have this on your screen like this

Now you enter the customer id in “Customer ID” then date in “Date” then date in “Ship By” then quotation number in “SO No” then entry quantity in “Quantity “. Then items in “items” enter unit in “Unit Price”

Then also change the quotation in sales invoice

This completely converted to sales/invoice or sales order then save it.

Maintain Vendor Record

Maintain Vendor Record

Step 1:

After Opening the Peachtree software the click on “Maintain” then on “Vendor”

You have on your screen like this.

Step 2:

After selecting “Vendor” you have on you have on screen like this

You have to write vendor id in “Vendor ID” then name in “Name”

So there is four Tabs in this “Maintain Vendor” first is “General” in this you have to fill information like “Contact” “ Account #” and more which you see in picture if you have then fill with that .

In “Purchase Defaults”

You have to enter the information which they required in this as shown on above.

Now in “Custom Field”

In this you have to enter manger name and account rep as shown above.

Now in “History”

You have to enter the last date of invoice and amount, last date of payment and amount and all other information you have to fill and save it.

Maintain Inventory Item

Maintain Inventory Item

Step 1:

First open the existing company then on maintain on tab

After that you have on your screen

Now enter item ID and description in

Enter the Item ID in number and Description is name of product and now in items class

You can enter the items class like stock items, services, labor, assembly etc.

Step 2:

In “General” tabs

You can enter the price level which is entering in the price which you charge from customer. And then next u has the option of last unit cost in which fill the price of unit last sold by you. Next u has “cost method” FIFO, LIFO and Average you will select one. Then in “GL Sales Acct” you will enter the sales account number and in “GL Inventory Acct” you will enter the inventory account and in “GL Cost of Sales Acct” you will enter the sales.

In “Customer Fields”

You will enter the more detail of customer if needed.

In “History”

You can enter the purchasing period and enter the unit sold, sales, unit period and selling items then save the all records. By pressing save button

Step 3

This is the last step you have to save the amount and unit costs then you have total balances. For this you have to click on the “Beginning Balance” here you enter all these amounts. Then click ok for saving.