Global

First we click on the option menu and then we select the option of Global… using the following procedure,,

       

After clicking on the Global then the following window will be appeared.

  

            Global is basically used for Accounting, General, Peachtree Partners And Spelling that there are some options which is in our choice how to show them or hide them, or if showing then how manners.  

In Accounting:

       We can set the decimal entry, that how much numbers of decimal can be displayed to our numeric amounts. It can be set by manually, where we have to set it for every option. And we can also set it for the automatic as well, it is only set once, then it will be apply automatically.

     There are also options to hide some accounts in sales or purchase, or receipts accounts, such as:

Ø Account receivable

Ø Account payable

Ø Payroll entry

In General:  

Here we can improve the performance of our work, by check option of do not print total page lengths of reports in report headers, or to check do not quantity on hand. 

Smart data entry by check automatically, or drop down lists automatically.

Color schemes can also be selected as options available are of:

Ø Classic

Ø Professional

Ø Sand

Ø Splash

Ø Vibrant

In Spelling:

Here spells are checked of Peachtree. We can have this option in two choices: check spell as we type, or check spell or save or close.  

Suggestion speed and accuracy:  there are also some options for it… as fast but less accurate, moderately fast and accurate, slow but accurate. We can select any of the option which we think it suits to us.

General Journal Entry

In order to maintain the general journal entry, Firstly we open the peach-tree software then go to the Task Menu and select the option “General Journal Entry…” then the following window will be appear.

After clicking on the General Journal Entry… option the following window will appear:

In this window, we have written the following required information which are given below:

  Date: In this option write the date of the general journal entries.

 Reference: In this option write the reference number of general journal entry.

GL account: In this option write the ID of the account which is involved in the transaction.

 Description: in this option write the description of general entries.

 Debit Credit: In this option we have to write the amount of the journal entries. The amount of those entries which are debited is written in debit column, and the amount of those entries which are credited is written in credit column. 

  

     At the end click on the “Save” button to save all the journal entries.

Maintain Assemblies

First we will open the software of peach-tree and then click on Task button and then chose Assemblies…

When we will click on this assemblies following window will be appear

In this window following requirements are important that we need to fill them.

Item Id: We enter the item id

Name: We enter the name of item

Reference: Then enter reference just for information

Date: Then mention date at which we are maintaining assemblies

Quantity to build: in the quantity to build we will enter that quantity amount which we need to assemble.

Quantity on hand: In quantity on hand we can see how much stock we have.

Reason to build:

New quantity:

After putting the all necessary details then we click on the Save Button.

Sales Return

First of all we open the software Peach-tree and then we go on the task menu and then we click on the Credit Memos…

                        

After click on the credit memos this window will be appeared.

In this window we have different options like that Customer ID, Date, Credit No, Term, Quantity, Item and Unit Price. Now we discussed all term one by one,,,

Customer id: You enter that customer Id you wants to return sales.

After entering the customer id we can see that the tab of “Apply to Sales” hidden and the tab of “Apply to Invoice No.” will be appeared.

Date: You enter the date

Credit No: we should enter the serial credit no.

And then we select the Invoice Number, We can see that the following window

Term: We should mention the business credit term.

Quantity: We should enter the product quantity here.

Returned: Now we enter the quantity who’s returned.

Item: We should select the nature of item in this field.

Unit price: We should enter the unit price of the item.

After fill the all information then we clicks on the Save button.

Maintain Credit Memo

First of all we open the software Peach-tree and then we go on the task menu and then we click on the Credit Memos…

                        

After click on the credit memos this window will be appeared.

In this window we have different options like that Customer ID, Date, Credit No, Term, Quantity, Item and Unit Price. Now we discussed all term one by one,,,

Customer id: You enter that customer Id you want maintain credit memo.

Date: You enter the date on which you make credit memo.

Credit No: we should enter the serial credit no.

Term: We should mention the business credit term.

Quantity: We should enter the product quantity here.

Item: We should select the nature of item in this field.

Unit price: We should enter the unit price of the item.

After fill the all information then we click on the Save button.

QUOTATION AND SALES ORDER

To make sale quotation and sales order in Peachtree software firstly we click on TASK option and select Quotes/ Sales Order,

And we will select QUOTES option and the following window will appear as shown below

In Quotes

1.      We will write the Customer id to give and take orders of the customers.

2.      Date…. We will write the date at the time of giving order and goods through

3.      Quote no…. we will write the Quote no.

4.      In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

5.      Click on Save Button.

Now to make sales order in Peachtree software firstly we click on TASK option and then we see further option Quotes/ Sales Order,

And we will select Sales Order… option and the following window will appear as shown below

In this sales order we will give customer ID, Sales Order Number another information and will save the transaction,

In Sales Order,

1.      In Customer ID . We will write the Customer id to give and take orders of the customers.

2.      Date…. We will write the date at the time of giving order and date at the ship by time.. ..

3.      Sales Order No…. we will write the sales order number.

4.      In the yellow bar we will click on the Quantity and other tabs so that we fill the related columns with the related data. Like quantity, item, description, GL account, Unit Price, Amount.

5.      Click on Save Button.