MAINTAIN INVENTORY ITEMS

MAINTAIN INVENTORY ITEMS

In maintain inventory items peach tree maintain the quantity of item you sell or buy.

To maintain click on maintain and then on inventory items

Following window will appear..

Enter the item id and following information which is required and then click on ALT+S to save the information.

Item head :

Enter an id of 20 alphanumeric characteristics. the id case is sensitive issue so B1 or b1 is taking as diffirent no.

Description:

It is a short description that show the nature of item.

Back and next button:

These buttons are use to see back item and next item we enter .

Item class:

in item class we show the type of items e.g stock item , non stock item ,service , labor etc

General :

In general we have

Description:

The  description which show that what we doing purchase or sale?

Price level :

 Show the price level we set for purchase or sale.

Item tax type:

It show the tax type is it taxable or exempt.

Last unit cost:

It shows the cost of last unit of sale.

Cost method:

What is cost method applying LIFO , FIFO, AVERAGE.

Gl sales account ,gl inventory accounts , GL cost of sales accounts :

 we see what type of accounts is using

item type:

we see the item type.

Location:

It shows the location of item where we buy orsale the item.

Unit/measure:

In what unit we measure .

Weight:

What is the weight og item.

Preferred vendor id:

In which we show the vendor id we prefer for makin sale or purchase.

Buyer id:

In this we show the buyer id no.who buy items from us.

Customer field:

In customer field we show another vendor id if required one is not available ,substitution and special comments etc.

History:

In history we show our old post of sales and purchase at what cost we sale and at what price we purchase item .

HOW TO MAINTAIN VENDOR ACCOUNTS

HOW TO MAINTAIN VENDOR ACCOUNTS

Vendor accounts are use to save the information of peaples and companies who made business with you

1^ST Click on peachtree by double click on peachtree this window will open

Click on maintain on top of the window in subwindow click on vendors

Click on vendors this window will appear.

Peachtree show you this maintain vendor window

In Vendor ID add the id and in NAME add the vendor name

Id can be sensitive so you have to be carefull while adding the id and name of vendor ;it could be a company name also

General  column we have some basic information e.g contact #

Address , country , vendor type and telephone # etc

Account # is that # that is use by vendor for payment if he is doing through bank and vendor type is he is paying cash or in credit etc

PURCHASE DEFAULTS   

In which we have purchase rep: in which we can add the employee name who is handling that vendor

In purchase acct: add the account # of vendor purchase

Tax ID #:in which we can add vendor tax id #

Ship via: by which company and method we are sending the consignment

Form of delivery option is 2 type of method paper form or e-mail

CUSTOMER FIELD :

In customer field we can add some sort of data we want to have from vendor e.g second address TELEPHONE # some special note of thank you or sorry etc

HISTORY:

The next heading is history in which we have

vendor since : from when we have the vendor

last invoice date : last invoice we receive from vendor

last invoice amount: the last payment amount

last payment date : the date we paid to vendor

last payment amount :payment paid by vendor

How to maintain chart of account

How to maintain chart of account

1^st we have to open peachtree account with an existing company we already made then click on maintain on top of window a small window will appear.

Then click on chart of accounts a window will appear

And then we add accounts ID , DESCRIPTIONS, and account type from a page we made for our conveniounce.

In accounts ID we enter 105 and then click on TAB button and cursor will appear on description in which we add cash in bank as description and then again click on TAB BUTTON cursor will be on accounts type in which u click on c so option of cash will appear then click on ALT+S your account id would be saved

And if your account saved the cursor will go again on accounts id and so on you can save all the ids

After saving them you can see them by clicking on look button on right side og accounts id 

How To Change ID, Delete Files

For making a chart of account in peachtree accounting:

Open peachtree accounting by double clicking and then click on

Open an existing company;

Window will open

On the top of window in left click on maintain another small window will open and click on option Chart Of Accounts

This window will open

On account ID add an ID of accounts name from sample chart of account

From cash  we take iD

105 on Accounts ID and click on tab

Cursor will came on DESCRIPTION:add Accounts Name cash in bank click on tab and cursor will came on accounts type click on first letter of your required type of account it will appear on accounts type

After this click on Alt+S your file would be saved and cursor will b appear again on Accounts ID to enter another account

We add many IDS with diffirent account type and descriptions and saved them by clicking on ALT|+S

To see our saved accounts click on look button which show open a list of accounts you saved

You see that these files will show there

If you find any mistake done by you in inputing the ids or types or decriptions click on that file

it will open and then click on top of the window on DELETE button

A question window will appear in which computer ask you

Are you sure you want to delete this file click on yes

The account is deleted from your files

You can see by clicking on look button that the file you deleted is not available now

And then if you wants to change ID only in accounts click on look button

And then click on that file you wants to change the ID

Account will be open again on top of window click on Change ID  button

ENTER NEW ACCOUNTID and then click on ok

The ID will be changed in peachtree accounts

HOW TO MAINTAIN CUSTOMER/PROSPECTIVE

How to maintain customers/prospective

1^st  we have to open an existing company in peachtree and click on MAINTAIN in header bar

                                 

Then click on cutomers/prospects .

This window will appear..

In customer ID we add our customer ID and name in NAME bar

In contact we add name of our customer

In Address we write the address of customer and city and country with full information

In telephone 1: we add the telephone no. and if there is another no. available we add it in telephone2:

In BILL TO ADDRESS we have 9 address of ship these are for our ship address

We click on bill to address and this will appear

We click on ship to address 1 and this will appear

Then wee add ship name , address , city , country …..

And then we click on sales defaults this window will appear

In sales rep: we add our sales representative name and in GL Sales Acct: Wee ADD account no. of sales and open P.O. we add opening purchase order if we have and in ship via: we add the ship company name through we sending the order

Resale no if any resale happened

And the pricing level wht we set

And then in payment defaults :

These informations are for if we are doing it through bank we add are card holder name and credit card no. payments method and cash account no.

In cutomer fields : we add information whatever we want lik refrences and second address etc
and in #5 we can add a column name what ever we want to show 

And then we have history : it is usefull for future if we are making it just on time

In which we have customer since: from when the customer is with us

Last time he purchase from us  and what amount he paid to us period history of  sales and cash.