Credit memo

CREDIT MEMO

When our customer returns the goods then we will maintain the credit memo on the peach tree software.

We will open the existing company on peach tree software and select the option of credit memo from the tasks.

After selecting the credit memo the following window will be appearing:

In the above window we will enter the following information:

1.    Select the customer ID

2.    Enter the date

3.    Enter the credit no

4.    Enter the quantity

5.    Select the item

6.    Enter the unit price of good and the description will be automatically written.

General journal entry and Global option

General journal entry and Global option

We can enter our company’s transaction on the peach tree software

  First of all we will open the peach tree software and select the general journal entry from the task bar.

Following window will be appearing:

1.    We will enter the date

2.    Enter the reference no

3.    In general account we will enter the code of that ID In which we want to change, closing entries and adjusting entries.

4.    In the description we will write the narrations

5.    In debit and credit we will enter the amount.

Maintain Global option

If we want to change in decimal, spelling option, we will use the “maintain general option” on peach tree software.

We will select the “maintain general option” from the “option” on the top bar.

The following window will be appearing.

Maintain general option window consist on the following tab:

1.    Accounting

2.    General

3.    Peach tree partners

4.    Spelling

Accounting:

·       In the accounting tab we can change the number of decimal.

·       Also use the option of “automatic and manual”

·       It also shows the accounts receivable, accounts payable and payroll entry after checking.

·       Also included the other option

General:

               This tab consists on the following option:

·       Improve performance(print, quantity, length of report, not show the quantity by pressing lookup button)

·       Line item entry display (1 line and 2 line)

·       Smart data entry

·       Color scheme.

Spelling:

On the peach tree we can use the option of spell check.

·       Check spelling as you type

·       Check spelling on save and close.

                                                                                                                  

vendor credit memo and sales quotation/sales order

Vendor credit memo  And sales quotation and sales order

On the peach tree software we can enter the transactions related to the vendor.

First of all we will open the peach tree software and select the vendor credit memo from the task option.

After selecting the credit memo the following window will be appear:

In the above window we will enter the vendor ID then the window will be changed from apply to purchases to apply to invoice no, enter the credit no, quantity, items and unit price the amount will be calculate automatically. After entering all the information regarding the vendor credit memo we will save the information by pressing the save button.

Quotes/sales order

Quotes are the quotations that we are sending to our retained customer or new customer to acknowledge them to purchase a certain quantity from us.

Go to peach tree software, open task, and enter on quotes/sales order, a new list of option will be appear.

Select quotes the following window will be appeared:

In the above window we will select the customer ID and enter the quote no then fill the information that are quantity, items, unit price the amount will be automatically appear. After entering all the information, we will save the information by pressing save button.

When the reply comes from the customer then we have to change our quotes into sales order.

Go to the peach tree software.

Click on task and the select quotes/sales order, and select the sales order option.

A new window will be appearing; in this window we will change the quotes into the sales order and also change the date, by pressing Alt+S, All the process will be change.

assemblies on peachtree

Assemblies

We can maintain assemblies of our finish goods on the peach tree software. We will open our company on peach tree software and select the existing company.

After selecting the company we will select the assemblies from the tasks.

After selecting the assemblies the following window will be appearing:

In the above window we will select the item ID then all the options (name and new quality) automatically filled. And we will also enter the reference number.