Peachtree:Sales Invoice

                QUOTES TO SALES INVOICE

First of all we maintain Quates,we select the TASK button and select the quotes.

After that we fill out all particulars, such as

1         Customer ID

2         Quote No

3         Quantity

4         Item

5         Unit Price

Fill all blocks and click on the SAVE button.

SALES INVOICE

After making quote, we make sales invoice, we open TASK bar and click on sales invoice option.

After  that we fill out all blocks correctally,we give the customer ID no and give the invoice no, after that we open the bar of Apply To Sales Order No and select invoice no.

Convert  Quotes To Sales Invoice

We select  the Quotes and click it.

After selecting right quote, we click the convert buttone,after clicking software convert  Quote  to sales automatically.

When we click the convert button, when software  ask three optins,we select  the option of sales/invoice or print now, and after clicking we click OK button.

After selecting, Quote convert to Sales invoice.

                 Tasks, Quotes/Sales Orders

First of all you select the OPTION on the tool bar, and click the option off View Navigation Aid.

If you select the view navigation aid. After that appear the new bar, we select the SALE option and click it.

Quotes

In this window the following features will appear in front of you and you can select the “Sales orders” from this window and also selecting by clicking the “tasks” option from the menu .which is also shown in the window below.

We select the QUOTES option and click it. Quotes are estimates for goods and services that you provide to your customer.

After selecting quotes option, select a customer. Peachtree will fill in the header fields with Information from the customer’s record. We give Quotes No. this number is necessary.

After that we give the information about product. Give the Quantity, and select the item and last we give the units of item. After completing information we SAVE the all data.

Sales Order

We have clicked the “SALES ORDER” option, and click it.

A sales order is a document containing a list of items or services your customers want to buy from you. You might think of it as representing intent to sell.

After selecting we give all information about order. We select Quantity and select item, and last one we give the units price about item.

Convert: QUOTE TO SALE ORDER

Open the quote, and click the Convert button in the toolbar. This opens the Convert Quote window. After you convert the quote, it will disappear from lists of quotes and appear as the type of transaction you converted it to.

 After clicking convert option, we select the option of sales order and click ok button.

All quotes easily convert to sales orders.

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INVENTORY ITEMS

First of all we select the option of maintain bar. We are selecting the inventory items option, and click it.

After clicking the inventory button, we will see the information page. And we are filling this page correctly.

In this page we write all information about sales and purchase. We are needed three types of account.

1         GL SALES ACCOUNT

2         GL INVENTORY  ACCOUNT

3         GL COST OF GOOD ACCOUNT

We are filling all those account, for given information.

Firstly fill the block of item ID, and click TAB and Wright description on the block. And we fill the all others block. Select the account and click the right account.similrly we fill other accounts on the given blocks.

After filling the blocks, we click the option of beginning balance. After that, softwear open the page of INVENTORY BEGNNING BALANCE, we select the item, and after that we fill the blocks of Quantity and Unit cost.

After that we take the next step,1^st we select  Assembly  class. We fill out item ID for a particular

Item; you give different id no for a different thing.

Secondly you fill the description block, and after filling we select,

GL SALES ACCOUN

GL INVENTORY ACCOUNT

GL COST OF SALES ACCOUNT

The next step is BILL OF MATERIALS, 1^st you click the item ID, and select the right item, and after selecting you give the right information on QUANTATY NEEDED block, and save it.

After completing all process you save all data.

            Maintain customer default
 

First of all you open your existing company and click maintain button

After that you see the default information and click it.

After clicking the right option, you select the customer option.

If you click the customer option, than software show the different information page.

Firstly you select payment terms. In this block, deferent information block is given. we will select the right option which is more suitable for you.

Next option is Accounting agent and selects it. after selecting the right option you Wright down the deferent information about customer aging.different option show in this page,

1 invoice due

2 Due date

Select one if suitable for you.invoice due means count day the day on which invoice is issued. And “due date” means you count days after due date.

Next option is customer field, in this option company enter deferent information about own customer.defrent field labels show in this option. Companies fill these blocks. First block is

1 second contact

2 Reference

3 mailing list?

4 Multiple sites

5 ----------------

These boxes must be checked for text to be enabled.

After filling the box we should click the ok button.

The next option is” FINANCE CHARGES” in this option company write down the finance information about customer.for example days overdue, Annual interest rate,minimum finance charges. and charge interest on finance. Company Fill deferent financial information on this block.

One option in the block is appear on invoice and statement as LATE CHARGE or FINANCE CHARGE.

And the other block is print finance charges writing massage as; this option is only up to you.

The last option is” PAY METHOD” in this option company give the facility to pay the amount to deferent methods.customer pay amount throw

1 Cash

2 Checks

3  Visa

These methods only up to you.

VENDOR ACCOUNT

First of all you open your company account, and click the maintain button and select the option of VENDORS ACCOUNT.

After clicking, software open the page of maintain vendors…. After opening page, we fill

All blocks for right information.

First of all u give vendor ID NUMBER to your customer.

Second fill out the Name block, this block show the vendor information.

Next you move on purchase DEFAULTS option and you fill out the purchase Account, click the GL block and select the purchase account.

After that we select again the GENERAL option, and after completing all information you click beginning balance button.

After selecting beginning balance, software appears the page of vendor beginning balance.

We have filled all information on this page.

Firstly you give right information in purchase From block. You give invoice no, Date, Amount, AND click 

Account Payable blocks and selects inventory Account.

There for you will give all information about vendor to the software.

After completing all information about customer, software automatically gives you vendor balance

CUSTOMER PROSPECTUS

First of all you open your company account, and click the maintain button and select the option of CUSTOMERS/PROSPECTUS.

After clecking, softwear open the page of maintain customer /prospectus. After opening page, we fill

All blocks for right information.

First of all u give ID NUMBAR to your  customer.

Second fill out the Name block, this block show the customer information.

Next you move on SALES DEFAULTS option and you fill out the GL Sales Account, click the GL block and select the sales account.

After that we select again the GENERAL option, And after completing all information you click beginning balance button.

After selecting beginning balance, softwear appear the page of Customer beginning balance.

We have filled all information on this page.

Firstly you give right information in INVOICE FOR block. You give invoice no, Date, Amount, AND click 

Account Receivable blocks and selects Account receivable account.

There for you will give all information about customer to the software.

After completing all information about customer, software give you  automatically customer balances.

Maintain a Chart of Accounts

Firstly we make a chart of account,select the option of “BUILD YOUR OWN COMPANY”

And click the next button.

After that you select the accounting period, therefore own accounting period start from

JANUARY 2009,and ending date is DECEMBER 2009.

We will open the own existing company page.

After that you see the tool bar on the top,and select the “MAINTAIN” option.

After that we will select the right option of “CHART OF ACCOUNT”and click it.

After clicking the right option than software show the page, in this page show the different block,

ACCOUNT ID

DESCRIPTION

ACCOUNT TYPE

These blocks require different information. you enter the right information on the blocks,enter code in Account ID,and enter account name in description block, than select account type.

 After that you press ALT+S, than your information automatically saves in the software.

If you enter all data and save it than you press search button and see all accounts.

After completing these process you take the next step.

After that we will select the beginning balance, firstly we select the period to enter beginning balance,

After selecting right month and then click OK.

If we don’t make retained earning account, then our balance is not equal.if we forget to make any account than we click new button and make a new account and click OK.

In next step we enter all amount of accounts in their right blocks.

And click OK, finally  all records saved in Peartrees software.