inventory item

How to maintain inventory item

Firstly we have to go to the maintain menu and click on the inventory item as:

After click on the inventory item the following window will appear:

Then in the we have item id, description item class is given which we have to fill it as in the item id you have to give the name and code of the item you select. Then in description you have to give item look up list. In the item class select the type of the item.

General:

Price level is given in which you have to give the price of the item.

Last unit cost in which you have to give price in which you sale the last item.

Cost method in which you have to give the method from which you used as FIFO, LIFO,average method.

Item type in which you give the type of item.

Location in which give the place that from where the item is placed.

Units in which how many units you have.

Preferred vendor id in which you have give the vendor that u hire for the sale.

When we fill the requirements the following widow will look like as:

Customer field:

In this alternative vendor, substitution  special notes. Are given you have o fill the additional information then the following widow appear:

History:

In this if any history is given the we use it when we click on the history the following window will appear:

Then save it.

how to maintain the customer/prospects

How to maintain the customer/prospects

When we click on the maintain menu you have to click on the customer/prospect. The following window will appear:

Header field and tab:

In the it contain the

·       Customer id

·       Name

·       Prospect

·       Inactive

Customer id:

                       In this you have to enter the customer id in alphanumeric.for existing customer you have to select the look up customer you want.

Name:

           In this enter the name of the customer>

Prospects:

                    If you want to add the invoice for the prospects ,the prospects becomes the regular customer and add in the customer report.

Inactive:

               You can easily update the customer address and information.

General tab:

In the general tab you can enter the customer type, telephone no,fax  no, sales tax no etc

Sales default

Sales rep:

In this, you enter the sales representative that has contact with customer.

Gl sales acct:

                        In genral ledger you can enter the sales account in this tab

Open p.o#:

                   In this you have to enter the purchase order number>

Resale#:

              If you did any resale then you can enter the resale number in this tab.

Price level:

      In this you can maintain the price level .

Terms:

          If any term is exists then you havw to click on it.

Payment Default tab:

 

Cardholder name:

                 In the you can enter the credit card  holder of the customer

Address:

In this you can give the  billing address of the customer

City country credit card number is enter in this tab

Customer fields:

 

In this you can enter the second contact,reference mailing list and multiple sites of the customer can enter

History:

                   

You can see the history by click on the history.

Default information

Firstly you have to open the default information form maintain menu and go to the customer option as

The folloing window will open:

Payment terms:

In this the following things will appear

·       C.o.d

·       Prepaid

·       Due in number of days

·       Due on day of next month

·       Due at the end of month

Then adjust the requirements as we discount in 30 days

The discount percentage is 2 and credit limit is 2500

Then we can look to the gl sales account the window will appear as

Account aging:

In this we have due date and we select it the following information is also given in it.

Customer fields:

In this field label and final head is included

In the field label mailing list, second contact, references , multiple sites are included and you have to enabled this by tick marks as

Financial charges:

 

The above window contains day overdue.upto,annual interest rate,on balance above that,mimimum finance charges etc.in this tou charge the finanacail charges.

Pay method:

Then select the deposit.

How to maintain vendors account

Firstly click on the maintain menu then the drop cap will appear as:

When we click on it the following window will appear:

General tab:

Fill the given requirnments which is vendor id,name,contact,account no,address telephone no,email etc then the following window will appear.

Purchase default :

There are following thing  which is given below as

Purchase representative:in this you can give the customer

Purchase account,tax no of the vendor.

Customer field:

In the customer field the fill requirements which is office manager,account rep,special note.the folloeing window will appear.

 

History :

In the history you can easily determine the history of the purchases.

Then save this account.

Default information.

Firstly we click on the maintain menu then click on the default information and click on the vendors as:

And then the following window will appear:

Payment terms:

In this the following things will appear

c.o.d

Prepaid

Due in number of days

Due on day of next month

Due at the end of the month

Then fill the requirements that net due in 30 days, discount in 10 ,percentage discount 2 and credit limit. Then we look in the purchase account as:

Account aging:

                      In account aging, it gives the 2 head one is that age invoice by and second is aging categories .in the aging invoice by it contain

Invoice date

Due date

If your purchase is on the base of invoice then you have to select it otherwise you have to select due date.

then in aging categories give the column then fill the requirement.

Then the following window will appear:

Customer fields:

                         In this label fields and enabled are included then

In the label field

Account manager

Account rep

Special note are enabled

Then the following window will appear:

1099 setting :

If you want to change or reset any default you can change it by this. and then save it.

How to maintain a chart of account on Peachtree

Firstly open the Peachtree  then a window will appear as

from the above widow there is an option of “ maintain” click on it then a drop cap will appear then click on chart of account.the window will appear.

Then move the cursor to chat or account then the following window will appear as:

There is an options from the above window such as

Address id

Description

Account types

Then enter the requirement such as

Enter the code in address id e.g 105

Then enter the description such as cash in bank .

And the give the “account types” such as cash.

The chart of account is prepared.

if any wrong address id written then do change from the change id.