How to Make Sales Order

How to Make Sales Order

In order to make sales order while using the Peachtree software we need to follow the following steps.

In the first step we will open the Peachtree Software that is installed in our computer

After that we will open the existing company that we are entering data.

We will click on the Task option given at the top of screen. There we will select the sales order option as shown in the following picture: 

                                   

After the following widow will appear on the screen.

On this screen we will enter the following data:

·         Customer id of which we are recording the sales order

·         Address of the customer under the head ship to.

·         Date of sales order

·         Sales order no in the SO No head.

·         Quantity and name of the item that is being ordered by our customer.

·         Unit price that we are charging to our customer.

·         Sales tax and freight is also entered if required.

How To Make Sales Invoice

How To Make Sales Invoice

In order to make sales invoice while using the Peachtree software we need to follow the following steps.

In the first step we will open the Peachtree Software that is installed in our computer

After that we will open the existing company that we are entering data.

We will click on the Task option given at the top of screen. There we will select the sales invoice option as shown in the following picture:

When we select the sales invoice option the following window will appear on the screen,

In this screen we will required to enter the following information:

·         The id of the customer of against which we are entering sales invoice.

·         Address of the customer

·         DATE of invoicing

·         Invoice No of that particular sales invoice.

·         Ship date

·         Specific terms being involved with the invoicing  (if any).

·         Quanitiy and name of the item that is being invoiced.

·         Unit price that we charging the customer and the total amount

·         Sales Tax and freight (if required).

How to Maintain Purchase Receive Inventory

How to Maintain Purchase Receive Inventory.

The following steps should be followed while maintaining the purchase receive inventory while using Peachtree software.

First we open the existing company on Peachtree software.

Then we click on the task and select the Purhase/Receive inventory as shown in the following picture.

After that the following window will appear on the screen.

In this window we will enter the following data:

·         Vendor id of the particular vendor  from which we are purchasing or receiving inventory.

·         Date of receiving data

·         Invoice no of particular receiving.

·         Term connected with receiving our purchasing

·         Quantity or name of inventory purchasing or receiving.

·         GL account No.

·         Unit price at which we are purchasing.

·         Final amount of purchasing/ receiving.

·         Other payments or credits of the vendor.

HOW TO MAKE QUOTE

HOW TO MAKE QUOTE

While making the Quote using Peachtree Software we need to follow the following steps.

First of all we need to open the Peachtree Software that is installed in our computer. After that we will select the existing company of which we are entering data.

Then we click on the Task option given on the top of our screen. Here we will select the Quotes option as shown below:

We select that option the following window will appear on our screen.

In the above window we are required to provide the following information:

·         Customer id of which we are making a quote.

·         Address of customer

·         Date of writing the Quote.

·         Quote No of that particular quote.

·         Terms if there some connected with the quote.

·         Quantity and name of the item that we are quating.

·         Unit price that will offered to our customers.

·         Total amount of quote against the customer.