global

How to use Global Option

Go on options and then click on global

Then maintain global option will appear

There are four major tabs in global option

·         Accounting

·         General

·         Peachtree partners

·         spelling

In the accounting option we can change the entry. It may be automatic or manual. Another option of changing the number of decimal is also available.

Then we have option of general in which we have option of

·         improving performance

·         live item entry system

·         smart data entry

·         color scheme

Then we have option of Peachtree partners

In this window we can set security level for our partner. Security level means that our partners can use this software or not.

The last window is regarding spelling. If you want to check spelling then chose option according to requirement.

How to select report

First go on reports and click on it

These reports will appear

·        Account receivable

·        Account payable

·        Payroll

·        General ledger

·        Financial statement

·        Inventory

·        Jobs

·        Account reconciliation

·        Time/expense…

·        Company

·        Report groups

·        Report style

·        My business

·        Daily register

·        Crystal report designer

Then click on ‘’account receivable’’

This window will appear

Here we can check all reports which I mentioned earlier

All details reports are available in this window

·        Reports area

·        Repost list

·        Report description

Then we will go on another window

This window shows all balances of the customers

After that we click on ‘’option’’

Now the customer ledger window appear

In which we can check

·        Filter

·        Fields

·        Fonts

In fields option we can add or less the column according to our requirement

And at the end of customer fields

Font

In font we can change the font size or style of the report

We also have an option of change the design of the report according to our requirement and another option to shift our report on excel is also available .

HOW TO BUILD AND UNBUILD ASSEMBLIES

FIRST GO ON TASK MANU AND CLICK ON ASSEMBLIES

THEN WE WILL HAVE ANOTHER WINDOW IN WHICH WE CAN SEE THE

NOW WE HAVE A NEW WINDOW ‘’BUILD/UNBUILD ASSEMBLIES’’

·        ITEM ID

·        NAME

·        QUANTITY ON HAND

·        QUANTITY TO BUILD

·        NEW QUANTITY

·        REASON TO BUILD

·        REFERENCE

·        DATE

IN BUILD /UNBUILD ASSEMBLIES WE CAN CHEACK THE STOCK AVAILABLE .

   Vendor credit memo

First go task

·       Then go on vendor memos

·       Then a new window will open with the name of vendor credit memos.

·       Then click on vendor id

·       Then go on date

·       Then select credit no

In this window we have column

1.    Quantity

2.    Item

3.    Description

4.    GL sale account

5.    Unit price

6.    Amount

7.    job

              PURCHASE ORDER

TO USE PURCHASE ORDER 1^ST WE NEED TO GO ON TASK

THEN GO ON PURCHASE ORDER

When we select the tab purchase order the following things must written in the purchase order document.

·        Vendor id

·        Date/good thru

·        Purchase order no.

·        Quantity

·        Etc.

AFTER THAT ANOTHER WINDOW WILL APPEAR ON SCREN WITH THE NAME OF PURCHASE ORDER

In this we record the purchase order transactions. In which we purchase 1000 board markers. Transaction is recorded as:

After all that procedure we select the purchased receive inventory.

PAYMENT

1^ST CLICK ON TASK MENU

THEN CLICK ON PAYMENT

AFTER THAT THERE WILL BE A NEW WINDOW WHERE WE CAN 

RECORD PAYMENTS

THEN SELECT THE VENDOR

• 1.    ENTRE CHECK ORDER
  2.    DATE
  THEN ENTRE
  ·       QUANTITY
  ·       ITEM
  ·       DESCRIPTION
  ·       Gl SALE ACCOUNT
  ·       UNIT PRICE
  ·       AMOUNT
  ·       JOB

How to maintain inventory items

First click on ‘maintain’

Then go on ‘inventory items’

Then we will have maintain inventory window

In maintain inventory items we have different options to add according to our requirement

General

In general window there are

·       Description: in description we will identify the type is it for sale purpose or for purchase purpose.

·       Price level: in prices level we will set the price of our item .

·       Item tax type:

·       Last unit cost: In last unit cost we entre the cost of unit which entre in last

·       Cost method: In cost method option we can  chose ‘lifo’ ‘fifo’ or average mothod.

·       UPC/ SKu: universal price code / stock keeping unit

·       Item type: In item type we include the type of item is it perishable, etc

·       Location: In location we add the exact location of product

·       Unit/measure: This define one unit of measure define

·       Weight: Weight of the item

·       GL sales account

·       GL inventory account

·       GL cost of sales account

·       Quantity available: quantity available for sale

·       Quantity on PQ’: Quantity  of purchase order

·       Preferred vendor id

·       Buyer id

Custom field

In custom field

·       Alternate vendor

·       Substitution

·       Special note

History

In history we can check previous record of vendor.