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.

Maintain vendor account

In maintain vendor we have four different options

·        General

·        Purchase default

·        Custom field

·        History

In maintain vendor we can maintain all account details of vendor in four different tabs.

To use this window we click on ‘‘vendor’’

After that we have a new window of ‘‘maintain vendor’’

Now we have maintain vendor

In maintain vendors first we have general information of vendor.

In general

We have

·       Contact

·       Account #

·       Address

·       City zip St zip (St zip for state zip )

·       Country

·       Vendor type

·       1099 types

·       Telephone

·       Fax

·       Email

·       Web site

In purchase defaults we can enter

·       Purchase rep

·       Purchase acct

·       Tax ID #

In purchase defaults we also have option where we can choose delivery rep options. Either it is in form of paper or email.

After purchase defaults we have customs fields tab

In custom fields tab

·       Office manager

·       Account rep

·       Special note

Now we have history of vendor in this tab we can enter the history of vendor like invoice dates last payment dates etc.

·       Period history

·       Purchases

·       Payments

HOW TO MAINTAIN CUSTOMERS /PROSPECTS

HOW TO MAINTAIN CUSTOMERS /PROSPECTS

TO MAINTAIN CUSTOMERS PROSPECT FOLLOWING STEPS SHOULD BE UNDERTAKEN

·        GO TO PEACH THREE ACCOUNTS WINDOW

·        YOU will see maintain option into the tab. Go to ‘customers/prospects’ option.

·        Maintain customers/prospects window will be open the window consist of following important fields

1>header field

2> tab field

In tab field you can see customer ID in the code of company.

In the name option , writ down the full name of the company

Then in the tab field , there are five main heads .

·        General

·        Sales default

·        Payment default

·        Customer field

·        History

In general field, all the basic and general data of the company is typed.

Like its contact, address, city zip, country ,sale tax, customer type, telephone # , fax , email, web site

Then comes sales defaults

In which we can enter the data

·        Sales rep

·        GL sales acct

·        Open P.O#

·        Resale

·        Pricing level

·        Delivery methods

After that we have payment defaults

In which we can enter. This field is in concerned when we are dealing through credit card basis and bank is involved in it.

·        Card holders name

·        Address

·        City state zip

·        Country

·        Credit card number

·        Expiration date

·        Receipt setting

·        Cash account

·        Payment method

After payment defaults we have customs fields in which we write references, other contacts mailing address etc.

Now at the end, it is history WE our invoice details , payment details

Statement date

·        Customer since

·        Last invoice date

·        Last invoice amount

·        Last payment date

·        Last statement date

Default information of customer

·         To enter data into the first click on maintain

·         Then go on default information

·         Then go on customers

·         After that we will have another window where we have customers ‘customers defaults window’.

In customer default window we have five tabs

·        Payment terms

·        Account aging

·        Custom fields

·        Finance charges

·        Pay method

·        Pay method

First we discuss payment terms

In payment term we have standard time ,sets defaults terms for sales, and set defaults for credit term.

·        C.O.D

·        PREPAID

·        DUE IN NUMBER OF DAYS

·        DUE IN NEXT MONTH

·        DUE AT END OF MOTH

IN c.o.d we don’t have option of net due in ,discount in , discount %, but have a option of credit limit.

Then prepaid

IN prepaid we don’t have option of net due in ,discount in , discount %, but have a option of credit limit.

Then due in number of days

Then we have due on day of next month

In this window all windows open for use.

Now we can enter

·        GL sales account

·        Discount GL sales account

After payment terms we have next window option  account aging

In account aging we have two options

·        Invoice date

·        Due date

In aging we decide no of days for provision of bad debts

Now we have custom field

Custom field is a option from where we can change ‘field labels’.

After field labels we have finance charges

In finance charges we

·        Charge finance charges

·        Charge interest on finance charges

·        Appearance on invoice and statement as

In this tab we can charge the

·        Days over due

·        Annual interest rate

·        On balance above that

·        Minimum finance charges

Now we have pay methods

In payment method

·        Cash

·        Check

·        Visa

·        Master card

·        Amex

·        Discover

Options we can choose according to our requirement

In assign deposit ticket IDs

·        In receipts

·        In select for deposit