How to Maintain Record Assemblies

Basically assembly is combine the things and it will done in tasks menu and it work like the same as it will done it before

When we click on assemblies then following window show here

In assembly we will define item id that we have already

Name we will write the name of the goods which we have assemble

Then we write the reference and date according to the assembly

We have look the quantity in hand and also tell the reason of the goods why we assemble this

Maintain vendor credit memo

In this we are use the vendor credit for sales return which we sale before we have done and credit memo has different step which have discuss below

First of all we go on task in menu bar and select the vendor credit memos and when we click on credit memo

First off all we  select the vendor id and then select the date on which memo is make and also put the number of invoice and after these all the work are put the information in this also fill up the quantity item return  description and write the unit price and when we write this all information we save it

When we putt all the information this window show at end when we do all thing then we save it at last and vendor memo account have finish 

Payment

In payment first of all we select the vendor id which we have give in the previous purchase order and we select it to further work on payment order

 

In payment vendor id is given in the blow window show

In payment order number there must be check number also show and there is date is also mention

There is also show the cash memo inn the payment account because we make payment through check

There is show the also discount account which tell us the discounted amount of the inventory

There is show the amount discount account in which id of the discount account is written

Purchase/Received inventory

Purchased and received inventory is use for write to order which we have give for some commodity in which we receive the things and record it  into  purchased / received inventory  

  

In purchase / received inventory when we open it first of all we mention the vendor id from which we received the goods and this is give in vendor account as

When we open the vendor account we see here  first of all vendor id and name purchase account and we also show here term in which 2% to 10 of 30 days

When we write all the things in vendor id then we open again received inventory account as in which all information is put and then we use it as show below in which invoice number must given and date also mention and here is show the past due amount which tell us there is amount is due

Apply to purchase order number must be given in the received inventory then open the tab of information  

At the end of the write all the information in the inventory then we click in the save button

                 PURCHASE ORDER ON PEACHTREE SOFTWARE

When we write the purchase number we go on task

In Peachtree write the purchase order first of all we will maintain a vendor account id in which we write id number and name of vendor from which we purchase the thing

When we write the purchase order we maintain the id of vender and name and in purchase default we write purchase account number

In  Peachtree when we write the purchase order number we mention the date ,po no    If the purchase order date is not today's date, enter the date in the Date field.    Enter the date this purchase order is good through in the Good thru field. Change the shipping address if necessary and the method of shipment. Click on the arrow button to display the ship-to information. To change the shipment method, select the method from the drop-down list.

When we write the quantity we will write this on purchase order number as show above the quantity is give in question paper like 30

When we write the inventory then we make it in inventory account in which we wrute the item id and description and accounts information like sale ,cost of goods sale,inventory and pieces of units

As show in purchase order number there is per unit cost which is used to find out the total cost of the order

When we write all the things we will save it as we show blow

Maintain Vendor Prospect

Vendor account is use in companies to store the information by whom goods are purchased following window have show the vendor in maintain bar

In following window we maintain the vendor account blow show the slide of vendor this like customer window all feature are added in this window like

Here we will define the vendor accounts in which vendor id name in general contact account no address are show  vendor name must be written in more then 20 alphabets vendor id cord are written in this way  AAA02 I1F12

And name of vendor is like new vendor of the company  and it must be 39 alphanumaric

In general we will written the name address account number phone and fax number are written as we have written this before

Purchase default is vendor window which is use for there is information is used which is used if necessary  you can hire a person to  purchase rep for this person and purchase account is use to entre a general ledger  and this is normally a expense account. Tax id is use to vendor tax id number

Account the Account # is the number the vendor uses for your account. This is the number that many vendors request you place on your check when you send in your payments. If you want, you can create a check form that includes this field. Ship via this is use to receive the goods which vendor have send like through airborne or ship or truck. Payments terms are set by the vendor this is accrual base or periodic base

Custom Fields (Maintain Vendors)

This window show   custom field information for vendor record, Custom Fields tab in the Maintain Vendors window. Custom field names are set up in Vendor Defaults as we have done it before

History

This window is use to look at the history of the vendor select the history tab to maintain the vendor window. When there is enter a new vender we will save data on this tab

maintain customer prospectus

Customers/Prospectus

After set up company and charts of accounts now we will make subsidiary ledgers for account receivable.

Customers/prospectus maintain menu click on maintain

Click the maintain button and then click customers/Prospectus

Following window will appear  which show different information for the concern window

After doing this we show the following window and his heading is

Header Fields

Header field provide information about the customer ID name and status

General

Next slide show us the General in which we put the information of contact ,address , telephone and beginning balance general tab maintain the customer record

Sale defaults

Sales defaults tab ; sales representative must entered in the maintain employees in sales representative window.

GL sales account; enter general ledger account for the default sales account for this customer.

Open purchase order number can use for this customer.

In sales default ship via resale pricing level payment terms. The window is show below

Payment defaults

In payment defaults first one is card holders name enter the name of customer appear on the credit card

Custom fields

Custom field is other information about the customer following second contact, reference, mailing list and multiple sites etc.

History

History tells about the customer history when the customer join with us as customer like as option of customer since. Here also about the history about the cash,

Default information:

The next step is the default information for this we will be go to the menu of maintain where select the default information and then select the customer in sub menu such following are

After this it will be appear a window such as following

Payment term:

Here different option of the customer default, accounting, custom fields, finance charges and pay methods. Now I will discussed all steps such are

C.O.D (cash on order):

    Cash an order mean cash received when the goods was sale .which window such as following

Here the net due, discount in, discount % cannot mention because the cash had already receive.

Prepaid:

Here mean the cash are send to seller for order the goods before collected the goods.

Here also not give discount and net due.

Due in number of day

When the something are sale some times the goods are sale on credit base. So in this the time is give discount such as 3/10, n/30. Its mean seller give 3% discount on the sale if the buyer pay the amount in 10 days while total credit time is 30 days.  Here the also enter the ID of the sales general ledger sales account.

Due on day of next month:

Its mean the due will be on next month of the day

Due at end of date:

Its mean the due will be the end das of the month

In account aging this tells about the account aging by two methods invoice and due date. Here we also fill the payment days with your choice period.

. In custom field provide information about the customer which we can blank labels can fill with his choice