HOW TO ENTER DATA IN PURCHASE ORDER

HOW TO ENTER DATA IN PURCHASE ORDER

STEP: 1

OPEN PEEACHTREE SOFTWARE AND CLICK ON THE NAVIGATION AIDS ON TOP LEFT OF THE PAGE UNDER PEACHTREE TODAY.

THE FOLLWING WINDOW WILL BE DISPLAYED:

STEP 2:

CLICK ON THE PURCHASES TAB ON THE TOP OF THIS PAGE AS FOLLOWING:

STEP 3:

CLICK ON THE PURCHASE ORDER TAB AS FOLLOWING:

THE FOLLOWING WINDOW WILL BE OPENED:

STEP 4:

FIRST WE WILL SELECT THE VENDOR FROM THE DROP DOWN LIST.

STEP 5:

AFTER SELECTING VENDOR WE WILL ENTER DATA REGARDING PURCHASE ORDER DATE & PURCHASE ORDER NUMBER ON THE TOP RIGHT CORNER OF THE WINDOW.

STEP 6:

AFTER COMPLETING STEP 5, WE WILL ENTER DATA ABOUT QUANTITY, ITEM, ITEM DESCRIPTION, SELECTING GENERAL LEDGER PURCHASE ACCOUNT, UNIT PRICE. THE AMOUNT WILL BE CALCULATED AUTOMATICALY.

THESE WERE THE 6 STEPS TO ENTERING DATA IN THE PURCHASE ORDER.

THANKS

BEST REGARDS

HASSAN ZUBAIR

HOW TO MAINTAIN VENDORS

HOW TO MAINTAIN VENDORS

STEP 1: OPEN PEEACHTREE SOFTWARE AND CLICK ON THE MAINTAIN TAB IN TOP LEFT CORNER. CLICK ON THE TAB AND SELECT THE 2^ND OPTION VENDORS.

THE FOLLOWING WINDOW WILL BE OPENED:

STEP 2:  THE FIRST TAB IS OF GENERAL. IN THIS TAB ALL THE BASIC INFORMATION IS REQUIRED ABOUT THE VENDOR E.G CONTACT, ACCOUNT NUMBER, ADDRESS, VENDOR TYPE, TELEPHONE NUMBERS AND ETC.

STEP 3: THIS TAB IS ALL ABOUT THE PURCHASE. NAME OF THE PURCHASE PERSON, PURCHASE ACCOUNT, TAX ID NO., SHIPPING METHOD AND A LITTLE DETAIL ABOUT DELIVERY OPTIONS. 

STEP 4: THIS STEP IS ABOUT THE TAB NAMED CUSTOM FIELDS WHICH WE CAN CHANGE FROM THE DEFAULT VENDOR OPTION IF WE WANT TO CHANGE THEM.  

STEP 5: THIS STEP IS ABOUT THE LAST STEP OF MAINTAINING VENDORS, THIS TAB IS ALL ABOUT HISTORY OF THE VENDOR THAT HOW OLD IS THE VENDOR, WHAT WAS THE DATE OF HIS OR HER LAST INVOICE, WE CAN GET ALL THE HISTORY IN  A VERY EASY WAY WITH THE HELP OF A SMALL CHART TELLING ABOUT PERIOD HISTORY, PURCHASES AND PAYMENTS.

IN THIS WAY WE CAN MAINTAIN THE VENDORS DETAILS BY FOLLWING ALL THESE STEP.

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HOW TO MAINTAIN CUSTOMERS AND PROSPECTS

HOW TO MAINTAIN CUSTOMERS AND PROSPECTS

STEP 1: CLICK ON THE MAINTAIN TAB ON TOP LEFT CORNER. AND SELECT THE FIRST OPTION WHICH IS “CUSTOMERS/PRSPECTS…”

STEP 2: A WINDOW NAMED “MAINTAIN CUSTOMERS/ PROSPECTS” WILL BE OPENED.

STEP 3: IN GENERAL TAB WE WILL ENTER ALL THE REQUIRED DATA E.G CONTACT, ADDRESS, CITY CODE, COUNTRY, CUSTOMER TYPE, TELEPHONE AND ETC.. IF THE SHIPING ADDRESS IS DIFFERENT FROM THE ADDRESS OF CUSTOMER THEN WE WILL SELECT THE SHIPING ADDRESS FROM THE DROP DOWN LIST FOUND UNDER THE CONTACT.

STEP4: WE WILL ENTER DATA IN THE SALES DEFAULT TAB. THIS TAB IS REALTED TO SALES E.G SALES REPRESENTATIVE, GENERAL LEDGER SALES ACCOUNTS, PURCHASE ORDER NUMBER, SHIPPING DETAIL, RESALE NUMBER, PRICING LEVEL, TERMS AND CONDITIONS.

STEP 5: IN THIS STEP WE WILL ENTER THE DATA ABOUT PAYMENT TERMS AND CONDITIONS. E.G IF THE PAYMENT IS MADE THROUGH CARD THEN WHAT IS THE NAME OF CARDHOLDER’S, HIS ADDRESS, CITY, CREDIT CARD NUMBER, ETC

STEP 6: THIS STEP IF ABOUT CUSTOM FIELDS, WHICH WE CAN ENTER ACCORDING TO OUR REQUIREMENT, WE CAN CHANGE THE NAMES OF FIELDS IN THE CUSTOMER DEFAULT WINDOW.

STEP 7: THIS STEP IS THE LAST STEP IN MAINTAINING CUSTOMER/PROSPECTS. THIS IS ABOUT THE HISTORY OF THE CUSTOMER THAT HOW OLD HE/SHE IS AND DETAIL ABOUT HIS LAST INVOICE AND PAYMENTS.

THESE WERE ALL THE STEPS THROUGH WHICH WE CAN MAINTAIN CUSTOMERS AND PROSPECTS.

THANKS

SETTING UP CUSTOMER DEFAULT INFORMATION

STEP 1:  OPEN PEECHTREE AND CLICK ON THE MAINTAIN TAB ON TOP LEFT CORNER. THEN CLICK ON THE DEFAULT INFORMATION AND THN CLICK ON CUSTOMER.

STEP 2:  A WINDOW WITH THE NAME OF CUSTOMERS DETAIL WILL BE OPENED. THERE WILL BE FIVE TABS AS FOLLOWING:

1-                PAYMENT TERMS

2-                ACCOUNT AGING

3-                CUSTOM FIELDS

4-                FINANCE CHARGES

5-                PAY METHODS

STEP 3:  FIRST TAB (PAYMENT TERMS) IT INCLUDES FOLLOWING TERMS:

1)                C.O.D: IT MEANS CASH ON DELIVERY, PAYMENT WILL BE MADE ON THE TIME OF THE DELIVERY OF GOODS.

2)                PREPAID: IT MEANS THAT THE PAYMENT IS MADE IN ADVANCE.

3)                DUE IN NUMBER OF DAYS: IT MEANS THAT SOME SPECIFIC TIME PERIOD IS DIFINED IN WHICH THE PAYMENT SHOULD BE MADE E.G 30DAYS, 60 DAYS OR 90 DAYS.

4)                DUE ON DAY OF NEXT MONTH: THIS MEANS THAT THE PAYMENT WILL BE DUE ON A SPECIFIC DAY OF THE NEXT MONTH, IT IS OUR CHOICE TO SELECT WHAT EVER DAY WE WANT TO SELECT.

5)                DUE AT END OF MONTH: IT MEANS THAT THE PAYMENT WILL BE DUE ON THE END OF THE SAME MONTH IN WHICH THE SALE TOOK PLACE.

STEP 4: IN THIS STEP WE WILL SET DEFAULT TERMS FOR SALES AND SET DEFAULT FOR CREDIT LIMIT. TERMS ARE AS FOLLOWS:

1)                NET DUE IN : WE WILL FILL THE DAYS OF CREDIT LIMIT WE WANT.

2)                DISCOUNT IN: WE WILL FILL THE NUMBER OF DAYS IN WHICH TO OFFER DISCOUNT.

3)                DISCOUNT %: WE WILL FILL THE PERCENTAGE OF DISCOUNT WE WANT TO OFFER TO THE CUSTOMER.

4)                CREDIT LIMIT: IN THIS WE WILL FILL THE LIMIT OF CREDIT WE CAN OFFER TO A SPECIFIC CUSTOMER. E.G RS.250,000 OR RS.500,000.

STEP 5: WE WILL SET GENERAL LEDGER SALES ACCOUNT BY ENTERING THE SALES ACCOUNT. SECONDLY WE WILL ENETR THE SALE ACCOUNT FOR  THE DISCOUNT GENERAL LEDGER SALES ACCOUNT.

STEP 6:  IN THIS WE WILL OPEN THE 2^ND TAB WHICH IS OF ACCOUNT AGING. IN THIS WE WILL SET THE INVOICING METHOD THROUGH TWO OPTIONS ONE IS:

1)    INVOICE DATE

2)    DUE DATE

STEP 7: THIS STEP IS AGING CATEGORIES, IN THIS STEP WE CAN SELECT THE NO.OF DAYS AND SET THE RANGE FOR AGING.

STEP 8: THIS STEP IS ABOUT THE 3^RD TAB NAMED CUSTOM FIELDS. WE CAN EDIT FIELDS LABELS THROUGH THIS STEP AND IT ISOWN OUR WILL TO ENABLE OR DISABLE ANY FIELDSBY CHECKING OR UNCHECKING THE CHECK BOX AFTER EACH FIELD.

STEP 9: THIS STEP IS ABOUT THE 4^TH TAB NAMED FINANCE CHARGES. FINANCE CHARGES ARE THOSE CHARGES WHICH ARE APPLICABLE IF THE CUSTOMER HAS MADETHE PAYMENT BUT IT WAS NOT IN THE DUE TIME. SO THE COMPANY CAN APPLY FINANCE CHARGES TO SUCH CUSTOMERS.

STEP10: IN THIS STEP WE CAN CHECK THE FINANCE CHARGING BOX, IT DEPENDS ON THE COMPANY THAT IF HE CHARGE THE FINANCE CHARGES OR NOT.

 

          THESE WERE THE STEPS FOR SETTING UP CUSTOMERS DEFAULT INFORMATION.

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MAINTAINING CHART OF ACCOUNTS

MAINTAINING CHART OF ACCOUNTS

STEP 1: OPEN PEACH TREE SOFTWARE AND CLICK ON MAINTAIN BUTTON ON TOP.

STEP 2:  A WINDOW NAMED “ MAINTAIN CHART OF ACCOUNTS” WILL BE OPENED. FILL IN THE TWO TABS NAMED:

1)   ACCOUNT ID             001

2)   DESCRIPTION     ASSETS

STEP 3: SELECT THE ACCOUNT TYPE IN GENERAL TAB.

STEP 4: AFTER SELECTING THE APPROPRIATE ACCOUNT TYPE, ENTER ALL THE ACCOUNT ID’S AND DESCRIPTION FOLLOWED BY THERE CORRECT ACCOUNT TYPE. WE CAN CHECK ALL THE ACCOUNTS BY CLICKING ON THE SEARCH BUTTON WITH ACCOUNT ID. E.G

THESE ARE THE STEPS TO MAINTAIN CHART OF ACCOUNTS IN PEACH TREE SOFTWARE.

THANKS

HOW TO ENTER BEGINNING BALANCES

     HOW TO ENTER BEGINNING BALANCES

AFTER MAINTAINING CHART OF ACCOUNTS, WE WILL ENTER ALL THE BEGINNING BALANCES THROUGH THE FOLLOWING PROCEDURE:

STEP1:  OPEN THE MAINTAINED CHART OF ACCOUNTS AND CLICK ON THE BUTTON BEGINNING BALANCES

 STEP 2:  AFTER THIS A SMALL WINDOW WILL BE OPENED AND WE WILL SELECT THE DATE AS THE BALANCES SHOULD START AFTER.

STEP 3:  AFTER SELECTING THE DATE A WINDOW WILL BE OPENED IN WHICH WE WILL ENTER ALL THE BEGINNING BALANCES ACCORDING TO THE DATA AND YOU WILL NOTICE THAT THE TRIAL BALANCE TOTAL WILL KEEP ON CHANGING AT EVERY TRANSACTION AND SO WILL WE THE INCOME.

 

THIS IS HOW WE WILL ENTER THE BEGINNING BALANCES.

THANKS