SALES ORDER

First we open peachtree software and select an option task from a menu bar.

After that we click on the tasks option and select an option quotes/sales order.

After this quotes window will appear.

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. Like that:

After that we will open a sales order window which appears like as:

In this window we enter the customer id, so no, and other related information. Like that:

And after that we save the transaction.

HOW TO MAKE A CREDIT MEMO

First we open Peachtree software and select a option task from a menu bar.

After that we select an option vendor credit memos and a window will appears like as.

Vendor credit memos window appear as.

After that we select a vendor Id and enter the following information like, date, credit no, quantity, item, description, and a unit price.

Here vendor credit memo is prepared.

How to maintain the payment.

Firstly go to the tasks bar and select the payment as:

If vendor account is made the select the vendor id to make the payment. But make sure that purchase order and purchase receive order is save. Then select the vendor id and give the check no. The following widow will appear as:

Give the quantity and item by searching and give description name and gl a/c by the name given in the chart of account and then give units. Then following widow will appear as:

Then save it.

If vendor account is not save the payment will give in the apply to the expenses and then give the description and further information.

                                  Maintain Inventory Items

First of all we open the Peachtree Software and open the existing company. 

When the existing company open than a new window will open.

Now click on the option maintain and open the inventory item.

When you open the inventory item than a new window will be open.

In this window enter the  item id with code like S-32, and also enter the description, item class, price level, item tax type, last unit cost, cost method etc. Now click on the custom fields than a new window will be open.

In this window we enter the Item ID, Description, Item Class, Alternate Vendor, Substitution, Special Note. Now click on the history option than new window will be open.

In this window we enter price history, units sold, sales, units rec’d costs.

                               Customers default information

First open Peachtree software from the desktop and open existing company than this window will appear.

Now click on the maintain option and open default information of customer.

When you click on the customer option than a new window will open.  In which there are 5 options: in which first rectangle showing cash on delivery and prepaid which have no discount. While in remaining three options we can give or receive according to the decision of both parties

Now click on account aging than a new window will appear. In account aging you can see the chances of non payment and number of days of payment.

Now click on Custom Fields than a new window will open. In it you can add the further information of the customer and you can also change it.

Now click on Finance Charges than a new window will open. This tab show you the extra finance charges.

                          How to maintain vendor

First open the Peachtree software from desktop.

Double click on Peachtree software and open existing company than a window will appear.

Now click on maintain option and open vendor.

When you click on vendor a new window will open.

Now fill this information like enter your contact, account, address etc and click on Purchase Defaults than a new window will open.

Now fill this information like vendor id, name, purchase rep etc and click on custom fields than a new window will open.

Now fill this information like office manager, account rep etc and click on history than a new window will open.

Now fill this information like vendor id, name, vendor since, last invoice date etc.now your vendor account will complete.

How to maintain customer prospects

Open Peachtree software from desktop. 

When you open the Peachtree software open the existing company.

Now click on maintain option.

Now click on customer prospects a window will appear. In this window you can enter the customer id, name, contact, address etc. These are general information.

Now click on sales defaults other information will open here you can enter sales rep, GL sales acc, open PO etc.

Now click on payment defaults other information will open which are the method of payment with credit card if the payment received by credit card then you can fill it.

Now click on custom fields other information will open here you can enter the second contact, reference, mailing list, multiple sites.

Now click on history other information will open here you can enter the history of the customer like customer since, last invoice date, last invoice amt.

Now save it.