Maintain Inventory Items

By using this software you can also maintain your inventory records so that you can easily make changes in it. As below window is given which shows that you have to click on the option of maintain then select the option of inventory items.

When you will click on the option of inventory items then this below given window appears. In which first option is of Item id is mentioned then fill the description column.

In it in the option of Description which is given at the left side of this window in which you can also select the purchase option as well.

General:

In this window as you can see the first option of general is given in which you are required to fill all the important columns. So I have mentioned the item id and its description first.  After that there is the option of price level is given in which you will mention the price which you are going to charge that customer.

When you want to enter the price then click on the button of price level below given window appears.

After that we have the option of item tax type which is not relevant for us. Then the next option of last unit sold is given in which you have to fill the cost which you have paid for the last unit. Next option is of cost method in which you can also select the other inventory recording methods. As there are three ways of recording it so you can select any one according to yours in below given window it is shown.

Then we have the option of UPC/SKU these are irrelevant for us. In item type we will mention that what type of item we are selling either it’s perishable or non- perishable. Like furniture or glass products etc. Then in location you will mention the area in which you will store your goods. And in unit or measure you will mention that with which you will measure your goods.

Above window shows all the contents are filled in the columns and at the right side of this window there are three general accounts available in which you will select the options by just clicking them.  Next thing which you are required to fill is the amount of minimum stock in which you will mention that how much minimum stock you will keep and after that you will order the inventory. After that next thing is the reorder level in which you will mention the level of inventory on which you will order more inventory.

In this above given window you can see that the option of vendor id is clicked in which you can add your vendor as you have already prepared their account in the software.

Custom Fields:

Above given window is the 2^nd option of the maintain inventory in which you can add more columns and even change these existing ones.

Maintain Vendor

For Maintain Vendor first  we open the software of Peachtree . Vendor include information such as:

Vendor ID, Name, General, Purchase Defaults, Custom Fields and History. These  are the main information of the Maintain Vendor we have also include the sub information in these heads. After opening the software  we move the cursor on the Maintain button and then we move on the word of Vendor…..

After the clicking on the Vendor then we have a new Window which is the name Maintain Vendor first we fill in this window the Vendor ID and Name. Its on our chose what we write the vendor id and the name. For Example:

Vendor ID: 100

Name: ABC

We have more options in this window like General, Purchases Default, Custom Fields and History. Now we discussed these options one by one..

General (Maintain Vendor):

        In the General head we have basic information like contact, mailing address, account, email address, fax, telephone etc. Its own our chose and about our personal data include this information. we can fill these information then we click on the save button and then we move on the next main head.

Purchase Defaults (Maintain Vendor):

        In the purchase default we have also different options like purchase receipts, purchase account, tax ID, via ship and terms.

Purchase Receipts: This is the receipts of the sales. When anything purchase then we have a receipts which is the name is purchase receipts. 

Purchase Account: Purchase account basically the account of purchase in the vendor account we select the purchase item use the search button and select the inventory account.

Tax ID: In this we use the tax id if we have.

Via Ship: When anything we purchase then the shipping facility available we click on the radio button then we have some resources of the shipping and then we select the one resource for the shipping.

Terms: In this option we select the credit methods.

Custom Felids (Maintain Vendor):

        In the custom fields tab we have different options such as office manager, account receipt, special notes etc. In the custom fields we have different portions for text in these portions we write the text.

History (Maintain Vendor):

        Now we select the History Tab which is the last tab of the Maintain Vendor, our work in the Maintain vendor automatically saved in History tab, in this tab we have different options like date, time invoice etc. we discuss these options one by one:

Vendor Since: In this option we enter the date when first transaction in the vendor.

Last Invoice Date: In this option we enter the last date when we received the invoice from the vendor.

Last invoice Amt: In this option we enter the amount of the last invoice.

Last Payment Date: In this option we enter the last date when we paid the vendor.

Last Payment Amt: In this option we enter the last amount who pay the vendor.

       

       

Default Information Customer

 First of all we open Peachtree software and the we will move the courser on the Maintain an then click on it on then we gone the option on the Default Information and click on this point and the we have more options and the we select the first one option “Customer..”

Here, we can see in this picture all the procedure who already discussed in above. Now then we click on the Customer.. option then appear a new window which the name is Customer Default. This window has a different heads like Payment Terms, Account Aging, Custom Fields, Finance Charges and last one is Pay Methods.

Now we discussed all heads one by one,

Payment Terms:

            In payment terms head we have different terms like Standard Terms and Set Default Terms for sales, and sets Default for Credit Limit.

In standard terms we also have different options like C.O.D., Prepaid, Due in number of days, Due on days of next month, Due at end of month. Now we can select the anyone Radio Button which is required for you. And then the move on the next term which the name is Sets Default Terms for Sales, and sets Default for Credit Limit. In this term we also have different options such as Net Due in, Discount in, Discount %, Credit Limit: . Now we can see also two accounts like GL Sales Account and Discount GL Account.

Net Due in: Net due in means the selected days in which the we return the specific goods/money. Its depends on us how many days selected.

 Discount in: The word Discount in shows that if the goods/money we return in required days then we will take discount on this item, depends on us how many days selected for discount.

Discount %: This is percentage on discount and also depends on us how much % selected.

Credit Limit: Credit limit means that how much give the credit to the customer on amount.

Two accounts which is provided in this window and we can see search buttons, now we click on the search button and select the sales accounts.

Account Aging:

            Under the head of account aging  we decide the Age Invoice and Aging Categories . In the heading of Age Invoice we have two option 1. Invoice Date and 2. Due Date and now anyone check the radio button.. And the heading of Aging Categories we  have different column and we have selecting days column its depend on us that how many select column and days.

Custom Fields:

Custom fields can be used to enter extra information about customer. In this fields we have to main heading Field Labels that’s show different labels which is provide to different options these options we can change. And the second heading is Enabled the enable box must be checked for text to be entered. And if not the check these boxes then we will be saw that the text box not show.

Finance Charging:

            In the head of Finance Charging first of all we can see a check box and we checked this box. And the we move on the other options and we decide the number of invoice and select the days overdue, and then we chose the Annual interest rate, and then we chose the Interest rate if the balance above that and on the last option we select the Minimum finance charges..and then we select the check box of charge interest on finance charges, if we check this box then we will be provided a invoice. And then we create the GL Account the name of account is Finance Charges. And in last we have another check box and this is our chose that we see select the box or not.

Then we click on the Ok button and then the window automatically closed :) .