How to maintain Purchase order and Received Inventory

After the inventory items, now we are going to make the order and Maintain Received Inventory. To maintain inventory item you have to do is make the vendor account to whom the purchase order is issued and also you have to make the inventory item to be purchased. You can make the vendor account and inventory account as it was described before.

THIS IS HOW YOU MAKE THE VENDORS ACCOUNT

THIS IS HOW YOU MAKE THE INVENTORY ITEM

Now you have to make the purchase order for that you have to do is go to the Task menu and select the 7^th option that was of the purchased order.

By selecting the option the new window will be open named as a purchased order.

In the purchased order you have to write the appropriate vendors id that was allotted to the vendors when you make the vendors account. The next step is to do is write the date of making the purchase order and the Go through date for when you need the goods to be received. After that you have to write the purchase order no. then you have to write the Quantity of that goods and then select the item that what you are to give the order and then write the description of the goods and after that you have to mention the GL account of the mention Item then write the unit price of that good and after that write the amount of that good that save all the detail by pressing the “ALT+S”

The next step is to receive the inventory for that you have to do is go to the Task menu and select then select the Purchased/Received inventory that was the 8^th option.

By selecting the purchased/Received inventory the new window will appears named as a purchased/receive inventory.

In the purchased/Received inventory first of all we have to select the vendor Id to whom we are receiving the raw material and after that you have to mention the receiving date and then you have to mention the invoice no. then you have to select the PO no. after that you have to write the Quantity of the receiving raw material and save the detail by ALT+S

By saving the all detail click on the open button for checking the transaction being recorded if it is recorded then the software show you the past due window.

If you are purchasing more from the same vendor then all process will repeated. In this way the goods has been recorded.

Sales quotes & sales order

Sales quotes

Open Peach tree account and go to task and select the sales quotes and sales order to maintain it.

Sales quotes made to in order to proposals the customer or other people who purchase goods from own company at given price or quantity. when you select sales option new window will appear.

In this you chose customer ID when you select customer id term Column automatically fill

Also select date and good through date

Than quote number

Quantity of the quotation

You should also mention description and unit price of the quotation

Sales order

Same go to task menu and chose sales quotes and sales order to maintain it.

After it a new wince appear on screen

Same as quotas you fill all the information according to your data.

Customer ID

Date

Ship By

Description

Item & unit price after this click on save button to save it.

Vendor credit memo

Open Peach tree account a window will appear.

Click on task menu and chose credit memo.

A new window will appear here you chose vendor ID for whom we purchase credit memo  chose date when you enter entry

 this is same as invoice then go to save button & save it .

ASSEMBLIES

Go to peach tree & open existing company here goes to task menu & open assemblies.

When you click on assemblies a new window appear on screen build assemblies.

Here you firstly chose ID item

After this mention his name

Select an appropriate reference number

Chose the date when you assemble inventory

You also filled quantity to build quantity on hand & new quantity of the inventory than reason why you build thus inventory than click on save button

GLOBAL

Go to the option task and chose the global option.

A new slide appear “MAINTAIN GLOBAL OPTION”

In this window firstly you chose

“DECIMAL ENTRY”

1)      Automatic (in this automatically select decimal number )

2)      Manual ( in this you chose the decimal by yourself )

“HIDE GENERAL LEADER ACCOUNT “

In this option if you hide some accounts than you chose the Column and hide these accounts .in the leader account.

“OTHER OPTION”

In this option they show warning that if we should not save data then lost whole data.

• warning if record are not save
• hide inactive accounts
• cash automatically calculate in receipts
• use slip accounting link

       “GENERAL”

improve performance if you are not interesting to print all page than change it. also you can enter 1 or 2 line data. than if you want to complete automatically than chose smart data entry. also change your color scheme in this option.

‘PEACH TREE PARTNER”

its a new software of peach tree which is related with peach tree

“Spelling”

if you want to change spelling you can change it in this window

And after it you will save it.

  General journal entry

  In this we firstly open Peach tree account.

After this we go to task menu and chose the general journal option.

 

After choosing the option a new window will appear on screen “GENERAL JOURNAL ENTRY”

In this window you fill all the necessary information like

1. 1    Date
2. 2     Reference number
3. 3    Description
4. 4     G/L account
5. 5    Also enter their debit credit amount

You must enter all this information properly and carefully. And then press on save button and save it. 

MAINTAIN PAYMENTS

We will open an existing company . There we will select the payment  menu.

after this window will appear

in this window you also chose cash account cash in bank or etc.

here we click on OK & following window appear

.

here you select ID of vender

date when you make payment

after all necessary information save it.

if payment on discount period then we get discount on it

MAINTAIN INVENTORY ITEMS

ü  Firstly open your “ EXISTING COMPANY” Peach tree account here a window appear “ PEACH TREE TODAY WELCOME “

ü When this window appear then in you chose maintain menu and in maintain menu you chose inventory items option

  When you chose inventory items new window appear in screen here you fill all necessary information 

  Here you fill all the columns

1.    In first Colum you enter item ID that you chose any inventory or any business this Id you can also assume.

2.    Second fill the description

3.    3^rd step you select price level according your commodity here multiply price level you chose one of them.

4.    In 4^th item tax type that your tax is payable or exempted if payable than you chose

5.    In 5^th you chose last unit cost.

6. In 6^th you chose cost method according your commodity its LIFO,FIFO OR AVERAGE 

7.    Then you fill GL sales acc , GL inventory acc , and GL cost of sales acc relating your item

MAINTAIN VENDERS

open peach tree and go to maintain menu and select venders option.

when you select venders a new window will appear.

here you enter ID
name
contact number
account number
address etc.
if you enter only id and name and click on save button a warning show on screen its not a legal general ledger. 

you must enter all purchase default enter
purchase account
purchase rep
and ship via you ship your company

here you fill 
office manager
account Rep
special note
in this we change custom field

in history option you mention all transaction you done with vender.

Vendors Default:

by using this we can also maintain records of vender default

term according to the option selected.

a new window by the name of vender default there you select different options.

C.O.D
it means cash on delivery. in this we receive payment at the time of delivery.

prepaid
in this amount of goods receive before delivering date.

Due in numbers of days
mentions the days which payment is due.

Due on day of next month
in this we select any day of the next month to receive the payment.

Due at the end of month
in the payment receive at the end month goods sold and invoice issued.
Payment term
in this we mention account which we giving discount GL sales account. 

Account aging
mention due date & invoice date

Invoiced date
when invoiced issued here that amount mention

Due date
mention the due date

Custom field

in office manager you can change office manager.
here you can also enter more customer field.