what are global options

                               GLOBAL OPTIONS

To open global option select global from the option bar.

By selecting this option following wizard appears on the screen. This window has 4 tabs

·         Accounting.

·         General

·         Peach tree partner

·         spelling

In accounting tab there are three things decimal entries, hide general ledger a/c and other options. In decimal entry we are provided with two options manual or automatic. In automatic peach tree software will automatically choose the appropriate decimal point but in manual we have to set the limit that up to which decimal point we want to record the amounts normally it’s up to 2 decimal points. We can also hide our accounts for e.g. account receivable, account payable in order to prevent the leakage of the company records. Next is general tab.

By selecting general tab above window will appear on the screen. In this tab we can see 4 options

·         improve performance

·         line item

·         data entry

·         and color scheme

The Third tab is PEACH TREE PARTNERS

In this tab you have to select the security level for your software partners from a range of high to low. If we select high only few partner software will work and if we select low our security level will decline. After selecting the desired option click on the spelling tab to proceed.

Spelling tab is the last tab in the global option. This tab is used to check whether your spellings are correct or not.

how to make general journal entry

                       GENERAL JOURNAL ENTRY

To open general journal entry select this option from the task bar.

By clicking general journal entry following window appears on the screen. In this window write the required information

·         Select the date of transaction

·         Provide reference

·         Select the G/L account with the help of look up button

·         Write the entries.

Then save all the data.

                            How to Assemble Inventory

Assembly section is used to increase your finished goods inventory. To assemble inventory select assemblies from the task menu.

By selecting assemblies following window appears on the screen. Here you have to select item id and date. Then write name, reference, quantity on hand, quantity to build and new quantity. After providing the required data click save.

             How to make credit memo-sales return

For recording the sales return from customer we will select the credit memo from the task menu.

By selecting credit memo following wizard appears on the screen.

In this window we will write

·         Customer id:ID  of customer to whom you have made sales in past and now he has return some of the goods from those sales

·         Date: Here we will write the date on which goods have been returned

·         Quantity: here we will write the quantity of items that are returned by the customer.

·         Item

·         Unit  price

·         Credit card no

·         Terms

After filling the required fields save the information.

sales

                   How to make sales order/sales quotation

To open sales order Select quotes/sales order from the task menu then select sales order.

By clicking sales order following window appears on the screen.

Now write the customer id, date and sales order no then select the quantity, item and price at which you sale. Then click save to proceed. After completing this procedure again select sales/quote order from the task menu and then select quotes. By selecting quotes following window appears on the screen.

Now provide the desired information. Choose customer id with the help of look up button, date, good thru date and quote no. then write quantity, item and unit price at which you wish to sale. After providing all the information save the data.

                    HOW TO RECORD RECEIPTS

To record receipts select RECEIPTS from the task menu

By clicking receipts following window appears on the screen. First select customer name with the help of look up button. Select the date of receipt, provide reference and invoice no , then write

·         Amount due

·         Amount paid

·         Due date

After writing all the necessary information click  save to proceed.

                            SALES/ INVOICING

After opening peach tree select sales invoicing from the task bar to record the invoices.

By selecting sales/invoicing following window will appear on the screen here you have to select customer id by using look up button, write the invoice no. Then select the item give the quantity of item, its unit price and shipment date after providing all the information save the data.

                   HOW TO MAKE PAYMENTS

After opening peach tree Select payment from the task menu

By clicking payments following window will appear on the screen

In this window provide all the information that is required .first select vendor id with the help of look up button then write 

·         Name

·         Quantity

·         Item

·         Description

·         Amount

·         Unit price

Then save all the data.

            HOW TO MAKE VENDOR CREDIT MEMO

Vendor credit memo is prepared to record the returns of items purchased previously.. To open vendor credit memo select the CREDIT MEMO from task bar.

By selecting credit memo following window appears on the screen

Then provide the required information...VENDOR ID…enter  or choose vendor id to link with this credit memo, Date, Credit no, quantity, item …select item with the help of look up button, Gl account, unit price, amount and then save this information.