CREDIT MEMO SALES RETURN

CREDIT MEMO SALES RETURN

For the maintain of credit memo sales return we go to the Peach tree software and then go to the task option and click on “Credit memo” as shown in the picture below:

After clicking on the Credit memo option the following window will appear:

In this window  we have to fill the following necessary information which are shown below

    Date:

    In this field we enter the date at which we have to make the credit memo.

    Credit. No:

    In this field we enter the serial credit number

    Item:

    In this field we enter the nature of the item.

    Quantity:

    In this field we enter the quantity of the items.

    Goods returned:

    In this field we enter those which we want to return.

    Description:

    In this field we will write the description of the ID.

    Unit price:

    In this field we write the per unit price of the items.

  

Now after filling the information we  click on “Save” button to save all the information.

Sales Quotation and Sales Order and Sales Invoice

Sales Quotation and Sales Order and Sales Invoice

Sales quotation and sales order and invoice is made by going to the peach tree software and click on the task button and selects the QUOTES/SALES option after that a sub option window will appear and we selects the quotes option as shown below:

After selecting the quotes the following window will appear :

This window is showing information which we have to fill which are as follows:

   Customer ID: 

   write the customer ID in this feild.

       

      Date:

   enter the date in which we make the quotation.

      

   Good thru: 

   In this feild write the date on which quotation will expire.

      

   Quote no: 

    enter a reference no in this option for each quotation to make it different from other quotations.

       

   Item: 

   write the item ID in this feild which we have created in the maintain inventory items.

       

   Quantity: 

   write the quantity of items in this feild for quotation.

      

   Description: 

   this feild is automatically filled when we enter the ID.

      

   Unit price: 

   write the per unit price in this feild.

SALES ORDER

In order to maintain the sales order,  we go to  the option “sales orders” the following window will appear . In this window we enter the Data about the information which are as follows:        

Customer ID

·       Date

·       Ship by

·       SO no

·       Description

·       Item

·       Unit price.

Now press the “SAVE” button to save the information.

PREPARE VENDOR CREDIT MEMO

PREPARE VENDOR CREDIT MEMO

In order to maintain vendor credit memo we go to the peach tree software and click on the task and select the vendor credit memos option as shown in the below picture.

After clicking on the option a new window will open showing the following items to be filled as show in the below picture

This window is showing the information  we have to fill which are as follows:

     Vendor ID

(Write the vendor id in this feild)

     Date

(write the date on which the transaction is to be done)

     Credit no

(Write the credit number which the vendor is using to purchase the particular items)

     Quantity

(The quantity which we are going to return  must me written)

     Item

(This feild  shows the original purchase invoice)

     Description

(This shows us the items that we entered in the inventory feild is to be added over here)

     Unit price

(Write the unit price in this feild)

Then after doing this click on the option “SAVE”