Sale order

In this window for maintaining sale order we will go peachtree and select TASKS Click from sales order.

After that we show next window.

In sales order first we select vender ID/customer ID if we receive order and if we give sale oder than we will in purchase order.

After that we  will enter date which by giving order and also select date through which we will receive this order.

After that entered sale order no.

After complete this portion we enter quantity which one we purchased or give order&enter items like which one we purchased.

In item we write like inventory and detailed in descriptions.

After that we will enter per unit cost amount will be automatically determined.

                                                       

 Purchase  Order 

Firstly we open peachthree soft window and we purchased a order of board markers in window we select vender ID and give purchase order no quantity items and per unit and total amount of that order. 

In which we type vender account date of purchase order purchase order no quantity items and amount.

In this window there are two dates given one when we purchase order and second is when we received order.

After that we select quantity item and description that provide all information about order.

If we does not vender account we will click on maintain accounts and select vender id and account.

After that we will save this.

How to maintain inventory items 

ITEM ID

In item id we write the first word of item with code number.

DESCRIPTION:

In this we write complete that what type of item which we purchase or sale.

GENERAL:

In general head these are sub heads

PRICE LEVEL:

In price level we set our price item which is included cost.

In this we also use balancing method through which we want sale or purchase.in item class shows the items of start and than we purchase new items.

UPC:

Upc stands for unit per cost.

Location:  in this we show that where our items are available in store room or wherehouse.

Units measure:

In this tab we mention that either our items in term of kilo gram or any other type.

After that we show next window:

                

In this window if we want find alternative vender or special vender we click on this tab.

It has also item id and description.

History:

In this window total records of  our items is available such as how many units are sold and how is total sale,total cost of that units and per unit cost.

Here also we mention our item ID Description and so on

Maintain Vendor

Use the Maintain Vendors window to enter, change, and store information about the companies and people from whom you purchase goods and services. This includes information such as

·                     Name and address numbers, e-mail address, and Web site address

·                     Vender history  like last payment , period history, and the date of the first purchase from the vendor

·                     Terms of payments and credit.

You can add or delete any information about vender.

By the use of this procedure we select vender account.

From the Maintain menu, select Vendors. 

After that Microsoft shows Maintain Vendors window.

1.            Enter new vender ID and complete information about vender.

2.            When you are want to finished filling to select SAVE button..

Vendor Header Fields

Vendor ID: This code can be up to 20 alphanumeric characters. Lists and reports sort on vendor IDs.coding is important can you use for numerics

Codes A1 and a2 are two different venders.Capital letters before non capital letters can use ? or + in the code.

General (Maintain Vendors)

Here enter basic information about vender such as contact, address,phone and fax number and beginning balance.

 Purchase Defaults (Maintain Vendors)

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To set up purchase transaction defaults for each vendor record, select thePurchase Defaults tab in the Maintain Vendors window. If necessary you can change information of transaction.

Purchase Rep:If you find vender report  to select purchase ledger.

Account #: The Account # is the number the vendor uses for your account. This is the number that many vendors request you place on your check when you send in your payments. If you want, you can create a check form that includes this field.

Custom Fields (Maintain Vendors)

For find custom information select vender record,select the custom fields tab in the window.
History (Maintain Vendors)

For display venders current history select the vender history tab in venders window if you enter new vender you also enter information on this window.

 Vendor Since: First of all you enter date had a trabsaction done with vender.

 Last Invoice Date: Enter the date of the last invoice you received from the vendor.
Last Invoice Amt.: Enter the amount of the last invoice.
Last Payment Date: Enter the last date you paid the vendor.
Last Payment Amt.: Enter the last amount you paid 

maintain chart of account 

Maintain Charts of Accounts

General Ledger

Now set up of a new company at peachthree.After that I have to make charts of accounts to establish general ledger account,defaults customer,and begning balance of customer.The select the charts of accounts to click the the maintain.

After that we will display this window.

After this we have to enter ACCOUNT ID,DESCRIPTION,and the most important ACCOUNT TYPE enter a customer account id it shows the list of customer accopunt history.

account then its type will be Income so on. A simplified chart of account with Account ID, Description and Account Type is given at the end of the chapter.

Here you can select the period if you want to enter begning balance.You can select previous past and future balance to click ok.

Here in white cells you can enter an new amount of account the gray grid shows the balance is correct or not.

If the begning balance is incorrect the software gave you a warning that difference is named begning balance equity.

DELETE AN ACCOUNT FROM CHARTS OF ACCOUNT.

In order to delete an account from chart of accounts so there must be no transactions posted to General ledger the reference the account id.If account has a nonzero balance you must delete or remove transaction.

These include begnninig balance enteries.

If an account has nonzero balance there must be adjusting an amount in General ledger account for make this zero.

start up of new company 

                                        Setup of a new company.

Open peachthree software to setup a company data.followings window will open.

Click on a Setup of a new company the windows will be appear

This is an introductory window tha tells what information  should  have  to  proceed with a new company setup.

              Than click for company information the following window will appear

After completing the company informaion  on click for next following window will appear.

                          

Than click for company information the following window will appear

After completing the company informaion  on click for next following window will appear.

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After completing  the charts of accounts following window will appear’

After that will appear next window.

After that we will appear posting method.

After posting method we will appear next method.

Accounting periods are units of time that divides your fiscal year for reporting purpose.We select 12 months of accounting period and click next.

 In this window we enter fiscal year in which we start our company and also enter  the month in which we start to enter the data after entering  the these information and next click it.

When you provide all information in the previous window than you make a company and you have the following  window.In this window move cursor on the finish and click finish to close wizard.