How to Make Sales Quotation,Sales Order,Sales Invoicing and Receipts At Peachtree

Sales Quotation & Sales Order- Peachtree

The word Quotes is the quotation which is used by seller to the buyer on the demand of buyer.It consists of details of per unit price, description of the good and good’s quantity.

Following is the whole procedure for the user to create Sales quote

Step 1

Click on the task menu and then select the option of Quotes/Sales Order. After which select from the sub menu Quotes.

After which the following window will appear as follows:-

 Then select the Customer ID by clicking on the look up button.

Step 3

When user create and select the customer ship to field will be filled with the address of customer where the shipment will be send.

Step 4

After this enter the date on which the quotation are issued in Date field.

Step 5

Now enter the date on which this quotation will expire in Good thru field

Step 6

Enter the reference number in Quote no field. This field is used to give a unique or different  code to each quotation for identification and avoid repetition in issuance to the customers.

Step7

In the field of Customer PO customer purchase order number can be written.

Step 8

In Ship Via field select the method of delivery for the goods.

Step 9

The term field and description will be filled automatically when you select the customer.

Step 10

The sales representative ID can also be entered in Sales Rep field.

Step 11

Enter the quantity of items for quotation in Quantity field.

Step 12

Now we can select the item ID in the item ID field.

Step 13

Enter the per unit price of the item.

Step 14

Click on the save button to save the quotes.              

Step 15

For converting the quotes into the sales order enter the Good thru date then press the convert button.After which a box will open as follows then select the sales order option and then press the OK option .It would be converted.

Sales Order

Click on the task menu and then select the option of Quotes/Sales Order. After which select from the sub menu Sales order. Then the following window will appear as follows:-

Then fill all the required fields of the Sales order in the same way as in Quotes are filled. The main difference between Quotes and Sales Order is of Quote no which is filled in quotes and SO which is filled in case of Sales Order.

 The main difference between Quotes and Sales Order is of Quote no which is filled in quotes and SO which is filled in case of Sales Order.

 When all the fields have been filled just as filled in the case of Quotes.Click on the save button to save it.

How to make Sales invoicing at Peachtree

Sale invoice is prepared against the sale made to the customer. As soon as the goods are sold to the customer we make this sale invoice

At first click on the Task Menu and select the option of Sales/Invoicing.

 Then following window will appear as follows:-

 In this window to create new invoices

We select the customer in the left side of the window in Customer ID

We then define the shipping address in Ship to

The invoice number will be invoiced automatically

Right below these boxes we observe two tabs

Ø  Apply to sales order

Ø  Apply to sales

In the first we choose the existing sale order if any otherwise we will select the Apply to Sale option.

After filling them we fill the information of the invoice itself regarding quantity, product and description, unit price, total amount, and below it in the same column the sales tax. All this information is filled up when we select an existing sales order.

How to make receipts at Peachtree

               

Observe the similarities between the receipts window and the payments window. There are few differences between the both including the addition of the Deposit ticket ID and the Payment Method fields.

Now enter the deposit Ticket ID field. The Deposit ticket ID field is used to combine receipts for the fast account reconciliation with bank statements

Then we select the customer or vendor ID from the drop down list.

We have the option of entering a receipt from a customer or a vendor. If the customer has no outstanding balances then the system shows Apply to revenue. By double clicking on any unpaid invoice the transaction details can be seen.

·         Enter a reference number which is used to identify the receipt. So we have to enter a reference number.

·         After it enter the date of the receipt. Write that date on which we received the check, not that date which is mentioned don the check.

·         Select a payment method that is cash, check, charge and so on .select the check from the payment Method drop down list Customer Defaults dialog box.

·         In the cash account list, verify the bank account into which we are depositing the receipt.

·         Place a check mark in the pay column beside each invoice being paid by this receipt.



                                                                =================

How to maintain a vendor credit memo in Peachtree

How to maintain a vendor credit memo in Peachtree

We use the Vendor credit memo to enter credit memos for returns to and credits from a vendor. We can enter a credit memo as an open credit or we can apply it to an existing invoice.

In the following steps, we assume that we are returning any merchandise for which we have received credit. So, in the first we will open an existing company .

Step  1

Go the task menu and select the option of “Vendor credit memo”.

The following window will appear

Step 2:

At first enter the Vendor ID in the customer ID field. It is the ID of the vendor from which the purchases has been made.

Step 3

Enter the date of returning goods in the date field.

Step 4

Enter the reference number in the Credit no field.

Step 5

The  term field will be filled automatically when you select the vendor .

Step 6

Enter the account payable ID or select it from the list of chart of accounts by going in the account payable account.

Now if you select the vendor’s ID then if there are any invoices which were pending in issuance to the vendor then the tab given below Apply to invoices no will also be enabled.

Step 7

Select the invoice number from the drop down list of invoices.

Step 8

          The fields of item, quantity, unit price & description will be automatically filled.

Step 9

           After this enters the number of items you wanted to return in the return field.

Step 10

           Now enter the G/L account which you want to use for return.

Step 11

           Then amount field will be automatically filled..

Step 12

            Now click on the save button to save the transaction.

============================

Method of saving Purchase Order-Peachtree

Saving Purchase Order 

In the start go the “Options Menu” in the bar and then click on the “Navigation Aid” option and mark it. After which the different options of sales, purchase, pay roll, general ledger, inventory, time and billing, analysis and company will be seen at the bottom.

Then click on the purchase option showed in the bottom. Then click on the purchase order picture

Or we can go to the task menu and select the option of “Purchase Order” 

And then following window will appear as follows:-

In this window at the first fill the option of Vendor ID by clicking on the look up button.

• After that fill the option of “PO” it stands for purchase order and write the purchase order number here.
• Then mention the purchase order date in the required field
• Change the ship address if necessary by clicking on the drop down list. 
• Change the discount amount according to the requirement. 
• The displayed terms will be filled automatically 
• Enter the details regarding each item separately e.g its quantity,unit price etc. 
• Default G/L purchase account is based on the vendor purchase account.For changing that account select the look up button. 
• In the same way continue to fill the other options of the purchase order 
• After that the table made up of Quantity, Shipped, Item, Description, Unit price, Tax Amount and job should also be filled. 

          When All the required fields of the purchase order are filled .Click on the save button to save it.

Saving Purchase/Receive Inventory

For this first of all click on the Task option and then select the "Purchase/receive Inventory" .

              After that following window will appear as follows :-

• Then at first fill the Vendor ID field with the help of look up button.
• Mention the required date
• Mention the invoice number of the item
• Similarly fill the fields of quantity,items,amount, unit price and job.
• The description field can be filled with detail about the item.

          After filling all the required fields click on the save button to save it.

                                                  =======================