How to make payments?

First of all we will go to task menu and then for the option Payments. It will look like this.

When we will select the option payments following window will appear.

Þ   In this window first of all, we will select vendor id. Invoice numbers, due date and amount will be present.

Þ   After that there will be discount amount.

Þ   Then we will click on the pay option the payment amount will be present with the discounted amount.

Þ   If we will delete the discount option then amount will be received without discount.

The discount account has to be made.

Þ   In case the discount is not avail by the vendor then the discount account has to be selected.

Þ   In case the discount has been availed by the vendor then there is no need to select the discount account.

How to save Purchase Order?

First we will go to the option Navigation Aids which is on the left side of the main screen of Peachtree software.

When we click on Navigation Aids further option will appear and in that we will click on the second option Purchases. Its window will be look like this.

In this we want to make a purchase order. For this we will click on the option Purchase Orders. When we will click on the option following window will appear.

Ø In this window first of all we have to enter the Vendor ID. Vendor id should be already made if not then we have to make vendor’s account first because without vendor id we can not issue any purchase order.  

Ø After that we will enter the date on which the purchase order is issued.

Ø Then here is the Purchase Order No. which we have to fill. It’s the most necessary option of the Purchase Order that we have to fill.

Ø Then below here is the tab which has different options. First we will enter the quantity of the product or the item. Then here is the option of Item in which we will enter the item then description option after that GL. Account will be entered. In this Inventory account will be entered. Then we will enter the Unit price. When we will enter unit price amount will be automatically appeared.

Ø After filling all the options we will press Alt and S. So it will be saved.

Ø If we want to check that purchase order we will click on the option Open and then double click on that vendor’s id so our purchase order will be appeared.

Purchase /Receive Inventory

  When we will click on Purchase/ Receive Inventory following window will appear.

Ø  First we will enter that Vendor Id here on which we have issued our purchase order.

Ø Then here is the date option on which that is received.

Ø We will enter the Invoice No. here.

Ø When will enter the Invoice No. here will be an option appear, P.O No. so we will enter that P.O No. and then will move forward to the further options.

Ø First of all here is the option of Quantity then item, Description, GL account and then Unit Price and amount will be automatically appeared.

Ø After all the process we will press Alt+ S to save the purchase order.