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.

Set up a new Company

Double click on  Peachtree Software icon then a window will appear.

Now click on set up a new company.then a new window will appear.

Now click on next option then also a new window will appear. Name company Information.

Now fill these information and click on next option. Then a new window will appear. Name Chart of Accounts.

In this window some information provide to us. Select the option Build your own company and click on next option. Then a new window will appear. Name Accounting Method.

Some information  given. Click on next option again. Then a new window will appear. Name Posting Method.

Here some information given. Click on next option again. Then a new window will appear. Name Accounting Periods.

Here also some information given. Also click on next option then a new window will appear. Name Monthly Accounting Periods.

Now fill these information as u desire and click on the next option then a new window will appear.

Now click on Finish option and your set up of new company process complete.