how to maintain inventory items

How to maintain an inventory item?

First of all, we will go to maintain menu in which we will select the inventory item the window will be shown as:

Then the window of inventory item will be opened and window would be like this:

Header field:

In header field we will enter the item given below

1.     Item id

2.     Description

3.     Item class

And then we will tell that it is inactive and subject to commission:

General tab:

In general tab we will enter the price level, item tax type, cost method. Then we will enter the general sales account, general inventory account, general cost of sales account. Then the following window will appear:

Customer field tab:

In Customer field account we will enter the alternate vendor if required or its substitutions. And special note is not compulsory to write we write if required. The window will be shown below:

History tab:

In history if we will enter the balances then history will be recorded. The following window will appear:

how to maintain vendor account

                             How to maintain a vendor account?

First we open Peach tree and then go to maintain Menu and click on vendors. The following window will appear:

Then the following window will be opened:

In this we have to enter customer id and name: 

Then we will fill the general column. In this we have to contact and bill to address or by ship, city, zip, country, customer type:

Then we will fill the sales default column in which we only fill the gl sales account with the link of sales. The following window will appear:

Then we will fill the column of payment default we enter the candidate name and other information will be filled if required. The following window will be shown:

Then we will fill the custom field if required. The following window will appear:

Then we will enter the beginning balances then history will appear in following window:

Then we will fill the payment default of vendor by going to maintain menu and click on default information and then go to vendor. The following window will appear:

 

After opening the vendor the following window will appear:

When this window will be opened payment terms will be shown when we click on the cash on delivery (c.o.d) in which we will write only the credit limit. we will enter the

 Due net in days

Discount in days

Discount %

Credit limit

We have to fill it then the following window will be opened:

When we click on the prepaid their will be only credit limit which will be filled and

 Net due in days

Discount in days

Discount %

Will already be filled and the window will be like this:

When we click on the due in the number of days we have fill the
Net due in days
Discount in days
Discount %
And credit limit and the window shown below:

In due of day of next month we have to fill

Net due in days

Discount in days

Discount % and credit limit

And the following window will appear:

And the last one due at end of month in which we have to fill the 

Discount in days

Discount %

 And credit limit

And the following window will be shown:

Then after payment terms are entered we will fill the window of account aging. there is an option of selecting invoice date or due date and the we will enter the number of days for how many days discount is given if the discount is within 30 days it will be written in first column and if it is from 31- 60 days it will be written in 2nd column and if discount is for 61- 90 days it will be written in 3rd column and if it is above 91 days it will be written in 4rth column. The window is shown below:

Then comes the custom field in which field labels have to be filled and we want them to be enabled or not. The following window will be shown:

how to maintain a consumer/prospectus

How to maintain a customer/ prospectus?

First of all we will open Peach tree software and we will open the existing company and then select the tab option on maintain:

Then after clicking on the “maintain” the following window of customer/prospectus will be opened:

In this window we will enter the customer id, name of the person. Then we will fill the general column in which we will enter the contact. There is the option of “bill to address” and “ship to address 1”.  Then we write the address, city, st.zip, country and sales tax area would be blank. We will put the sales tax if there is any sales tax given. Then we will enter the customer type it would be “cash” or “credit”. Then enter the telephone nos. if required. Then enter the fax no, email and website. If we select the option “bill to address” the window will be like this:

If we go to the option of ship to address the following window will be opened in which we write the contact, ship name, address, city, ST. Zip, country, and Sales tax if required:

Then we will save the entry by clicking on “save” button or by pressing “alt+s”.

Then we go to sales default in which we only fill the column GL. Sales account in which we will open the link of sales. Then we will set via ship and then we will fix the price level.The following window will be opened:

Then we will open the column of “payment defaults” in it we have no need to write anything because everything is already mentioned. The following window will open:

Then we will open the “customer field” in this we will enter second contact and reference if required. The window will be opened as:

Then wee will enter the beginning balances from general column. We will enter the invoice number, date, purchase order number, amount and then enter the link of account receivable.  The window will be like this:

After entering the beginning balances history will be shown if we will not enter the no history will be shown:

we go to maintain and then click on the default information and the select the customer as shown below:

after opening the customer the following window will appear:

when this window will be opened payment terms will be shown when we click on the cash on delivery (c.o.d) in which we will write only the credit limit. we will enter the

 due net in days

discount in days

discount %

credit limit

we have to fill it then the following window will be opened:

when we click on the prepaid their will be  only credit limit which will be filled and

 net due in days

discount in days

discount %

will already be filled and the window will be like this:

when we click on the due in the number of days we have fill the
net due in days
discount in days
discount %
and credit limit and the window is shown below:

in due ofn day of next month we have to fill

net due in days

discount in days

discount % and credit limit

and the followoing window will appear:

and the last one due at end of month in which we have to fill the 

discount in days

discount %

 and credit limit

and the following window will be shown:

then after paymen terms are entered we will fill the window of account aging. there is an option of  selecting invoice date or due date and the we will enter the number of days for how many days discount is given if the discount is within 30 days it will be written in first column and if it is from 31- 60 days it will be written in 2nd column and if discount is for 61- 90 days it will be written in 3rd columnn and if it is above 91 days it will be written in 4rth column. the window is shown below:

then comes the custom feild in which feild labels have to be fillied and we want them to be enabled or not. the following window will be shown:

then comes finance charges.if we click on the charge finance charges the we have to give invoice number, days overdue & upto: 0,  annual interest rate, on balances above that, minimum finance charges. then we fill appear on invoices and statement as : finace charges/ late charges. the following window will appear:

and the pay method window will be shown as: