HOW TO MAINTAIN GENERAL JOURNAL ENTRY

“HOW TO MAINTAIN GENERAL JOURNAL ENTRY”

In order to maintain the general journal entry, Firstly we open the peach tree software then go to the TASK MENU and select the option “GENERAL JOURNAL ENTRY” then the following window will appear.

After clicking on the general journal option the following window will appear :

In this window, we have write the following required information which are given below:

·      Date: In this option write the date of the general journal entries.

·      Reference: In this option write the reference number of general journal entry.

·      GL account: In this option write the ID of the account which is involved in the transaction.

·      Description: in this option write the description of general entries.

·      Debit  Credit: In this option we have to write the amount of the journal entries. The amount of those entries which are debited is written in debit column , and the amount of those entries which are credited is written in credit column.   

At the end click on the “SAVE” button to save all the journal entries.

HOW TO MAINTAIN CREDIT MEMOS -SALES RETURN

HOW TO MAINTAIN CREDIT MEMOS -SALES RETURN “

In order to maintain the credit memo, firstly we open the peach tree software, then go to the TASK menu and select the “CREDIT MEMOS”  option which you can seen in the below window.

After clicking on the CREDIT MEMOS  option , the following window will appear.

In this window we have to fill the following required information :

·      Customer ID: We will write the vendor ID in vendor ID option.

·      Date: In this option we will write the date on which we have to make the credit memos.

·      Item: In this option we will write the nature of item.

·      Credit no: In this option we will enter the credit no.

·      Quantity: In this option we will write the quantity of items.

·      Description: In this option we will write the description ID.

·      Unit price: In this option we write the per unit price of item.

·      Amount: In this option we will write the amount.

After that press the “SAVE” button to save all the information.

HOW TO ASSEMBLE INVENTORY

“HOW TO ASSEMBLE INVENTORY”

Firstly we open the peachtree software, then go to the TASK menu and select the option “ASSEMBLIES” then the following window will appear .

After clicking on the assemblies option the following window will appear.

                       

In order to maintain the assemblies, you have to write the  following  required information .

·       Item ID.

·       Name.

·       Reference.

·       Date.

·       Quantity on hand.

·       Quantity to build.

·       New quantity.

·       Reason to build.

HOW TO MAINTAIN QUOTES AND SALES ORDER

“HOW TO MAINTAIN QUOTES AND SALES ORDER”

In order to maintain the quotes, firstly we open the task menu and select the first option QUOTES/SALES ORDERS and then show the sub heads and select the option “QUOTES”. then the following window will appear.

After click on the Quotes following window will appear. Then we will fill the required information in this window which are given below :

·       Customer ID: we must write the customer ID in this option.

·       Date: write the date in which we make the quotation.

·       Good thru: In this option enter the date on which quotation will expire.

·       Quote no: write a reference no in this option for each quotationto make it different from other quotations.

·       Item: write the item ID in this option which we have created in the maintain inventory items.

·       Quantity: write the quantity of items in this option for quotation.

·       Description: this option is automatically fill when we enter the ID.

·       Unit price: write the per unit price in this option.

After that we can change the quotations into sales order we can press the “CONVERT” button . which are seen in the below window:

After clicking on the convert button the following window will appear. Then click on the sales order and mentioned the SALES ORDER no and then press the “OK” button.

SALES ORDER

To maintain the sales order, firstly we open the option “sales orders” the following window will appear . In this window we fill the required information which are given below:

·       Customer ID

·       Date

·       Ship by

·       SO no

·       Description

·       Item

·       Unit price.

Then press the “SAVE” button to save the information.

“SALES INVOICING”

In order to maintain the sales/invoicing , firstly open the peachtree software and go to the “TASK MENU” and select the option SALES/INVOICING then the following window will appear:

                                              

After selecting the option sales/invoicing the following window will appear:

     

In this window we will enter the following required information which are given below:

Customer ID

 Date

 Invoice no

 Quantity 

item

Unit price

And then press the SAVE button to save the all information.

“RECEIPTS”

In order to maintain tha receipts, firstly go to the “TASK MENU” and select the option “RECEIPTS” then the following window will appear:

    

After clicking on that option, the following window will appear:

In this window we will enter the following required information which are given below:

Customer ID

 References

 Receipt number

 Date

Receipt amount

Cash account balance

After entering all the required information press the SAVE” button to save all the information.

VENDOR CREDIT MEMO

Firstly we open the Peachtree software, and open an existing company than go to the task menu and select the option VENDOR CREDIT MEMOS . Following window will appear.

After that fill the following information which are given in vendor credit memo page :

·       Vendor ID: Vendor ID must be written in vendor ID option 

·       Date: Write the date on which we have to make this document.

·       Credit no: The credit memo number will be in this option which is issued by the vendor.

·       Quantity: write the number of the item which are going to b return.

·        Item: This options shows the item mentioned on the original purchase invoice.

·       Description: This option shows the item description which we entered in the maintain inventory items.

·       Unit price: Write the unit price for the item.

Then press the save button to save all the information.