Study Peach tree

MAINTAIN VENDOR For maintaining the vendor account first of all open the peach tree software and there is the window that is open as follow: After selecting the vendor   the following window will be open : On the top of the window there is vendor ID it represents the vendor to whom we purchase and the ID must be in the alpha numeric Then  name of the vendor in this place we enter the full name of the vendor  In the middle of the page there is four different heads and  these  heads are: GENERAL   In the general there is contact of the vendor through which we can communicate with the vendor Account info  Address of the vendor Country    Postal  address etc Then moving towards the second head that is PURCHASE DEFAULT After opening that the window will be as following In this head  there is purchase rep. and the purchase account, tax ID and the ship via etc all these  information ar...

How to maintain the quotes / sales order Firstly open the Peach tree software and open your company and then click on the task menu and select quotes/sales order option following window will be open: Then click quotes the window will be open as follow: In this we enter customer Id, Date Quote number and Quantity and Price doing all this, then the following window will appear:                                                   Sales order In the task menu click on quotes/sales order  and select sales order option then this window will be open: In this window we select the following items: Quantity  Items  Unit price After selecting all items then this window will appear: After after this click on the save button and save it. ...

MAINTAINING INVENTORY ITEM First of all open the PEACH TREE SOFTWARE , and then from the main bar select the maintain  option and select the INVENTORY  ITEM  and the window will be as follow: After selecting it this window will be open: In the above window information about the item  are: Item ID: In this we enter the item name.  Description  :Description that is about the item name that we called to that item Price level :Price level means at which price we sell  item Last unit cost: means the cost at which we purchase that unit Cost method system means whether it is LIFO, FIFO and Average UPC means universal price code the price code that is used universally Item type : means the nature of the item Unit measure:  the system in which the unit is measure whether it is in the gram, kg and the liters, it is according to the nature of the item SO that shows sale order PO that shows purchase or...

How to Make Report Firstly open the peach tree software and then select the report option and the following window will be open . In this window you select the account receivable: After selecting the account receivable the window select a report  that shows the report list, report area and report description. In report area you click on the financial statement and then double click on the report list standard income statement and the next window will appears: After selecting the income statement following window will be open: In which you select the time frame , current period is given and we select the current period. We select the time frame click on the ok button and the income statement is open: When  click on excel button we have two options:    To create a new Microsoft excel work book        Add a new work sheet of an existing Microso...

How to Make Payment to Vendors and Creditors Open peach tree software and go to bar menu and click on task button and select the payments option the following window will be open : When we click on payment that window will be open : In the above  window we have to fill these requirements:   Select the vendor   Account   Date of payment   Quantity   Unit price   Enter cheque number Item After fulfill the above information we have to save it. And if there is discount on paid amount than discount will be show in this window:

How to Maintain Credit Memo - Sales Return Open peach tree software and then click on the  task button from bar menu and select credit memo  this window will open: When we click on it this window will be open  The Information we have to fill in this window are:    Customer ID    Date    Credit Number    Quantity    Job    Description    Unit Price    Amount    Item     The  click on SAVE button to Save the  all  data.

How to Maintain the Sales / Invoicing First of all open the peach tree software and then click on the task button from bar menu and select the sales / Invoicing this window will open: When you click on it  the following window will open: After that we select the customer, we should  fill the date and invoice number and select the shipped address the window will as follow : And then save it.

How to assemble inventory First of all open the peach tree software and click on the task option the following window will appear: Then click on the assemblies the following window will appear: In the above window we should mention following information such as: Item ID:  In this we will select the item id which is  already recorded. Name: In  this we mention the name of item. Reference & Date: Date and Reference is used to record general information about date in which you record. And then we should fill the quantity items such as:   Quantity on hand: It is already in hand for which quantity to build is assembled.  Quantity to build: It  means how much quantity you want to build.  New quantity: New quantity is the quantity which is completed after built quantity into finished.  Reason to build: It provide the information why we are building or assemble the goods

                                          Receipts Firstly open the Peach tree software this window will open: Then click the task menu and select receipts option: When we click on this the window will open:  In this window we select the customer ID and the customer Receipt number the following window will open: After that we save the all data.