How to Assemble Inventory

First we will go to “Task” on menu and go to “Assemblies” like below:

When we will click on that the following window will open:

We will enter the I.D and name of the item or stocks.

We will enter the reference number and date.

In above it show the quantity in hand, need to build and new quantity required.

Reports

First we will go to menu of peach tree and select the “Report” option. It will show like following picture:

When we will click on reports, the following page will be open:

In this we can change the design, font, hide the accounts, select the specific accounts, convert the file in excel program, select specific time period. For this work we will go to “General Ledger”. The following window will open:

When we will click on “Excel” option the file will convert to excel program.

When we will click on “Design” option, following window will open:

From the above we can change font, style and color.

When we will click on “Option”, the following window will open:

From above we can select specific period. When we click on “Fields” option, following window will open:

From this option we can select the specific account. Also select that option that we want show field or want show amounts.

Global Option

First we will go to “Option” and select “Global” option. The following page will open:

When we click on that, the following window will open:

The first header option is “Accounting”. In this first we select automatic or manual option for the selection of number of decimal places.

In hide general ledger accounting we will check or un-check the blocks according to our requirement.

In other option, we will again select the option that we want.

When we go to “General” option, the following window will open:

In this again we will select according to our requirements.

When we will select “Spelling” option, the following window will open:

This option is related to spelling check so will select that option that we want or which is relevant for us.

General Journal Entry

First we will go “Task” and than go to “General Journal Entry”.

When we click on that, the following page will open:

We will enter the date. Debit the entry and credit the entry which we want and put the amounts. And save it.

      How to Make Vendor Credit Memo

First we will go to “Task” on menu and select “Vendor Credit Memo”, the following window will open:

When we will click on vendor credit memo the following window will open:

First we will enter the date on which we are making memo. Enter the credit number, enter the customer I.D, quantity that we required, item, its description, per unit price.

How to Make Quotes and Sales Order

First we will go to menu and select “Quotes/Sales Order”, when we will click on that the further menu will open and from the will select “Quotes”

When we will click on quotes, the following window will open:

We will enter customer I.D, date at time we are making quotes, good thru date at what time we want that quotation, quotation No., enter quantity we needed, item that we required, its description and enter per unit price.

Now when we will go to “sales order” option and by clicking it, the following window will open:

Same we will fill according to the requirement. The customer I.D, date, the date by which we will send goods, sale order No, quantity, item, description, per unit price. 

How to Make Payment to Vendor

We will go to “Task” on menu and select “Payments”. When we click payments, the following window will open:

In first option we will vendor ID. Than we will write the check number which is important. We will enter the payment date. We will enter quantity, item, description, unit amount and check the payment box.

Following information is important for payment process

1.   Vendor

2.   Date

3.   Check number

4.   Check the pay box

                              How to Make Purchase Order

First we will go to in “Maintain” and from there go to “Vendor” and make vendor and then go to “Inventory Item” and make a inventory record. Than we will go to “Task”, the following window will open:

We will click to “Purchase Order” and following window will open:

First we will give the vendor ID which we made in vendor accounts. We will enter the invoice number. In quantity we enter the units which we are required than we will write the item and its description. We will enter per unit price and when we entered all data than we will save it.

In purchase order the following information is necessary to make purchase order.

1.    Vender ID

2.    Date/ Goods through

3.    PO No.

4.    Quantity

5.    Item

6.    Per unit price

7.    Save

When we go to task and click on Purchase/Receive Inventory, the following window will open:

Again we will enter the vendor ID which we gave in vendor accounts. Than we will enter invoice number. Enter quantity, item, description and per unit price and save the entry.

In PRI the following information is necessary to make it.

1.    Vender

2.    Date

3.    Invoice No.

4.    Purchase number select

5.    Receive quantity

6.    Save