How to make credit memo

How to make Credit Memo

By using peach tree you can create your credit memo so first of all you have to select the option of Navigation grid from the left side of the welcome page and then new window appears from which you have to select the Purchases then from these purchases select the Credit Memo.

 

Now from the above given window when you will select the purchases then Credit Memo appears but before filling this window it is required that you have already created your Vendors and Customers and then you have created the purchase order only then you will be in the state to add data in this memo.

Below given window is showing you the Credit Memo window in which first step is to select your vendor by clicking on the magnifier button which is present at the top of this window. Then add the credit no, quantity, select the item and add unit price then press enter amount would be automatically displays.

 

In this below given window you can see that when I have selected the vendor id then below taps colour was changed and first step is to select the PO number then add the credit number which is at the very top of this window then enter the units returned and save it.

 

After saving the credit memo window whenever you wanna open it again just click at the option of open then new window appears and you have mentioned the PO number then that memo could be easily traced as it would be recorded with that reference number.

This below given window appears showing you all the required detail of that specific vendor.

 

Make Your Sales Quotes and Sales Order

In order to make your sales quotes and sales order you have to select the option of sales after clicking at the Navigation grid.

 

You can also select it by selecting the sub options of the major option of Task. Below given window is displaying this.

 

In this window of Quotes first of all add the Quotes no which is at the right of the window. Then enter the quantity, select the item, add unit price and press enter amount displays then save this window.

 

Then in order to open any specific customer quotes  window again click at the option of open and then select that customer which you can verify if you have saved it with its quote no. Below given window is showing you this process.

 

Now after selecting your specific customer it displays in this form.

 

Sales Order

If you want to open the Sales order window select the option of Tasks from the top of this window then select Quotes/order and select its sub heading sales order.

 

When this window of sales order appears add the SO no then quantity, select item, unit price and press enter then the amount displays then save the window.

 

 Sometimes you want to change your terms due to which you wanna convert your sales into sales order so select the sales quotes then select your required customer then in that window you can see that at the top of this window there is the option of convert select it then this below given window appears select the third option sales order then press OK.