CREDIT MEMO SALES RETURNS

To maintain credit memo and sales returns in Peach tree software firstly we will click on TASK option and select the CREDIT MEMO as shown below

After selecting the credit memo the following window will appear

In the above window we will give the following information

1.   CUSTOMER ID

2.   DATE

3.   CREDIT NO

4.   QUALITY

5.   ITEM

6.   DESCRIPTION

7.   UNIT PRICE

8.   AMOUNT

After giving all the information we will “save’’ the information

Quotation , Sales order and Sales invoice

SALE QUOTATION AND SALES ORDER

To make sale quotation and sales order in Peachtree software firstly we click on TASK  option and select  Quotes/ sales order  as shown below

After this we will select QUOTES option and the following window will appear  as shown below

In quotes window we enter the customer id, date, good thru, and quote no and we also enter the quantity, item, description, and enter a unit price after giving all the information we will open sale order window as shown below

In this sales order we will give customer ID ,sales order number an other information and will save the transaction 

vendor credit memo

Vender Credit Memo

To make vender credit memo in Peachtree software firstly we will click on task menu option and select the vender credit memo which is shown as following

After selecting the vender credit memo window will appear and

now we will fill the required information as asked in the above   window

1. vender ID

2. Date

3. Credit No

4. Quantity

5. Item

6. Description

7. GL Account

8. Unit Price

9. Amount

After providing information we will save it

How to make the payments to vendors

First you have to open the Peachtree and select the option of payment from the task as shown below.

By clicking on the payment the window is open

 In the above window we will write the following things

1: select the vendor

2: enter the cheque no.

3: date of payment.

4: quantity

5:item

6: Account 

7:unit price.

After fulfill the above information  you have to save this. And if there is discount on paid amount than discount will be show in this window

HOW TO MAKE PURCHASE ORDER

If a company issued a purchase order for the purchase of a product then we will do the following procedure in Peach tree software for example if the company issued a purchase order of 30 Ac’s to LG LTD for model no Econ 101for Rs 30,000 only .

           First we open the Peach tree software and we will click on existing company and select a company. Then we will click on maintain option and select VENDER option   as shown below

In this account we will right Vender ID and NAME and then click on PURCHASE DEFAULTS and then in purchase acc we will select raw material inventory and then we save it. And then we will click on INVENTARY ITEM and then the following window will appear

                        

In this window we will give ITEM ID and DESCRIPTION  and then select revenue acc , raw material inventory and cost of sale acc and then save it . After making this we will select Navigation Aid n then click on PURCHASES and then select PURCHASE ORDER option and then the following

                                                                                         

We will fill the following information

1.     Vender ID

2.     Date

3.     PO.NO

4.     QUANTITY

5.     Received

6.     Item

7.     Description

8.     Unit price

9.     Amount

After providing all the information we will save the RECEIVING PURCHASE ORDER

HOW TO MAINTAIN VENDER ACCOUNT

First we open the existing company in Peach tree and click on maintain option and select the vender option

As shown above now we select the vender option and the following window will appear

Now we will fill the information about VENDER ID and NAME and then in General tab we will give the information like contact, account, address, city code, country, email address and etc as shown above, then you will click on PURCHASE DEFAULTS tab option and the following window will appear

In purchase defaults we write the   following requirements that are needed to be filled .in purchase rep we give the name of the person who is involved in purchasing is to be written then in Purchase Account we write the account number of vendor should be written then in Tax ID number we give the Tax ID number of the vendor should be written, In Ship via we select that primary shipping carrier which the particular vendor uses for items in this Term we click on the terms option. Following window will appear and then we can set our required terms and then click on CUSTOMER FIELDS tap

This is the window of customer fields  and will fill the information  and then click on HISTORY option

Then in HISTORY tap we will fill the following information as shown in above window

HOW TO MAINTAIN CUSTOMERS RECORDS IN PEACHTREE

To create customers record in Peachtree software we click on maintain option on the top of the bar and by clicking it the following window will appear

                       

                                             

Now from the above window we will select the CUSTOMERS/PROSPECTS option in order to maintain the customers record and the following window will appear

                                           

Then we will fill the information of our customer. Every customer will have a separate customer ID and that ID will not be re allocated to any other customer after that we will fill the information, first we will write the NAME of the organization we are dealing with and after that we are going to fill the GENERAL portion information We enter the name of that person or the post of that person as per the conditions with whom we are going to engage in. This can be sales representative, salesman, Sales manager or any other person as per the requirements. After filling the other required information in general we will move onward to Sales Defaults by clicking on it. Customer ID, Name and GL Sales account must be entered in order to create the record for any customer.

                                          

  

We will write the information on customer ID in the name of the customer , address , customer type , Email ID and website

                                          

In sales default we write the GL SALES ACCOUNT then we write the ID of sales which is 4000.

                                           

This is the tab of payment default in which we write the card holder name and address of the customer

                                           

This is the tab of custom field where we write the second contact of the customer ,reference, mailing list and multiple site.

                                            

In this tab of history we write the history of the customer .

Now we will click on  maintain option  then a list will appear as shown below and then we will click on customers

                                                             

After clicking on customers option, we can see a pop-up window as shown below.

                                                

Payment term would be selected from options given below.