Sales Receipts

For this first of all we will go for the task menu and then there we will select the option Receipts and it will look like this.

When will click on the option Receipts, the following window will appear.

Ø  In this window first we have to select the Customer Id.

Ø  Then the reference no is to be entered and the Receipt no as well.

Ø  Then we will enter the Date here.

Ø  Then below the Customer Id block here is the other box that is has to be filled, we will enter the name here as well.

Ø  Then we will enter the quantity here and then we will select the item and description will automatically fill.

Ø  Then the unit price and amount has to be entered here.

Sales Invoice

For the sales invoicing first we will go for the task menu and then we will go for the option Sales Invoice and it will look like this.

When will select the option Sales Invoicing the following window will appear.

Ø  In this first of all we have to enter the Customer id no.

Ø  Then the date and the invoice no will be entered.

Ø  Then the quantity will be entered.

Ø  Then we will select the item and the description will be automatically entered.

Ø  After this the unit price and the amount will be entered.

Credit Memo

Credit memo is for the customers when the goods are returned. For this first of all we will go for the menu and then from that menu we will go for the option Credit memo. It will look like this.

When we will click on the option Credit Memos following window will appear.

Ø  In this window first of all we will enter the customer id here.

Ø  Then date and the credit memo will be entered.

Ø  Then in the second box here are the tabs of quantity, item, description, unit price and amount.

Ø   First we will enter the quantity here and the items and decription will be automatically entered.

Ø  Then the unit price and amount will be entered.

Assemblies

For assemblies first we will go for the Task menu then we will select the option assemblies and it will be look like this.

When will select the option Assemblies, following window will be appear.

Ø  In this window first we will select the item that is entered in the inventory item for assemblies

Ø  When we will select the Item Id the name will be automatically shown.

Ø  We will enter the reference id here and the date will be entered here.

Ø  We just have to enter the new quantity here.

Ø  After that reason to build will be entered.

Maintain Global Options

Ø  For the maintenance of the Global options first we will go for the menu Options then we will click on the option GLOBAL.

Ø  When we will click on this option a following window will appear.

Ø  In this window here are 4 tabs which I’ll explain below.

Accounting

Ø  In this first of all here is the Decimal entry option. In this option it is required to select h method of decimal posting. Whether you want to fill the decimal by yourself or by automatically.

Ø  Then here is the option of Hide ant GL account. If we want to hide to any account we can mention here.

Ø  Then in other options here are some points like Recalculate cash balances or the inactive accounts information.

Ø  It can show you the warning related to the accounts that are not saved.

General

Ø  When we will click on this option following window will appear.

Ø  In this window improved option has already been checked.

Ø  Then here is the option of line Smart Data entry in this you can automatically go down to the other window you want to.

Ø  You can also change the color scheme of the window that you are using.

Peachtree Partners

Ø  Following is the window of Peachtree partners.

Ø  In this window here are the other software’s of the Peachtree they can be called the Peachtree partners.

Spellings

Ø  Following is the window of spellings.

Ø  In this window we can select different options for the checking and computerized accounting is also available here for the spelling checking of the data that we enter here in this software.

General Journal Entry

Ø This is for the purpose of adjustment of entries.

Ø For this first of all we will go for the Task menu then there we will select the option of General Journal Entries.

Ø  When we do click on this option following window will appear.

Ø  In this window first of all date and reference is required for the adjustment of the entries.

Ø  After that we will write down the GL account # here and then the description or the entries will be written here.

Ø  Then the debit credit column is here.

Ø  After that we will click on the save button then the entry will be saved.

Ø  After that the entire total will be shown below all the entries.

Sales Quotations and Sales Order

Ø  For sales quotation first we will go for the task menu and there we will select the option Quotes/sales order and then the quotes option.

Ø  When we will click on the Quotes option, following window will appear.

Ø  In this first of all we will enter the Customer id.

Ø  Then Bill to option will be filled.

Ø  After filling the both options we will go for the option Ship to in this we will put the address of shipment.

Ø  Then the option of Date, good thru and the Quote no will be entered.

Ø  Then here is the option of customer PO no and ship via, then the terms of that related product will be entered.

Ø  Then we will fill the columns here like quantity, item, description about the product, then the unit price of that product.

Ø  After that amount and job column will be filled.

Ø  Then the sales tax option, freight and total quotes will be entered.

Sales Order

Ø  In this we can convert our sales quotes to sales order directly by clicking the convert button.