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.