Assemblies

Assemblies

When a company manufacture or produce anything then the company must some assembles units to complete a good, have a record in the company, the company makes a record of goods which is used as assemble units in Peach Tree software.

1. Open Peach tree software.
2. Then click on tasks, anew options window is open then click on Assemblies.

1. A new window will be appears.

1. Now enter the Item ID and select the ID the name automatically enters
2. Then enter the Quantity on Hand, means units left in your company that you assembles.
3. Quantity to build, New Quantity and Reason to build then press save from the above.

Reports

Reports

In reports our all information of accounts and financial statement is available for examples information regarding Account Payable, Accounts Receivable and Balance Sheet etc. and to see this information we have to follow the instructions:

1.          Open peach tree software.
2.        Go to Reports at menu bar then open a new window containing the main heads of the information.

·         We are consider to take information about the financial statements of our company for this we can follow the following steps:

1.          Click on Reports, then a new tab window will open then select financial Statement.

1.   Then a new window will appear which contains all types of financial statements of the
2.  Company.
3.  Select the type of financial statement which you want to take or see the information. For example we select the first Balance Sheet from the list.

1. A new window will open then select the period and press OK.
2.  After pressing OK a schedule of Balance Sheet will be appeared.
3. After clicking OK, required information of our Balance Sheet of our company.

Global Option

Global Option

·         Go to Options.
·         Click on the first option Global.

·         Then a new will open
·         In first tab we have the option to change the decimal places
·         When you select the option Automatic then decimal will appear automatically, you don’t have to enter the decimal
·         And if you change option to manual then you have to enter the decimal your self.


                                         

Second tab: General
·         Improve your  Performance in print, quantity or length of report.
·         If you want to change the look up option that when you select the look up  button then quantity doesn't exit on it then you select the second option.
·         Color scheme also changed by different options.

General Journal entry

General Journal entry

·         When we want enter adjusting entries and closing entries in Peach tree software then we will use or go through the following steps:

·         Go to peach tree software

·         Select the option tasks from the menu bar

·         Then click on “General Journal Entry”

·         Then a new window will open.

·         Enter the date

·         Then enter the GL Account in which you want to make any change.

·         Then enter description about the entry.

·         Then enter the amount as Debit or Credit.

·         And press Alt + S.

Vendor credit memo, Sales Order/Quotes

Vendor credit memo/Sales Order/Quotes

         When we want to return the defective or defaults goods, then we will make vendor credit memo.

Step 1:

·       Go to peach tree software

·       Open tasks, enter vendor credit memo

·       Select the vendor id, the screen will be changed from “Apply to purchase “ to  “Apply to invoice number” and the write credit no, item, quantity that return, unit price and press enter ,total price is calculated automatically.

·       Then press Alt + S.

Quotes/Sales order:

Quotes are the quotation that we are sending to our retained customer or new customer to acknowledge them to purchase a certain quantity from us.

·       Go to Peach tree software, open tasks, and enter on Quotes/Sales order, a new list of option will be appears.

·       Select “Quotes” and a new window will be appeared.

·       Select customer ID to whom we want to send, and then write Quote no. , quantity, item, and unit price total will be automatically done.

·       Then press Alt + S.

When the reply comes from our customer then we have to change our quotes to our sales order.

Go to peach tree software.

Click on tasks, and then press Quotes/Sales Order, and then on Sales order.

A new window will be appear, then we open the quotation which we want to convert into the sales order.

Then change the date and convert it into sales  order from the menu bar.

Then press Alt + S.