peachtree-software peachtree complete accounting 7.0 빠른 설정 가이드
Upgrading from Previous Versions
Getting Started Guide
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Quotes
If you entered customer quotes in the previous version of your company data,
these are now accessed in the new Quotes task window.
these are now accessed in the new Quotes task window.
➤
To edit previous quotes, or to create new quotes, from the Tasks menu,
select Quotes/Sales Orders, then select Quotes from the submenu.
select Quotes/Sales Orders, then select Quotes from the submenu.
For more information, see the “Accounts Receivable” chapter of the User’s
Guide.
Guide.
Inventory Item Description
Peachtree Accounting now allows you to have two detailed descriptions for
inventory items, one for purchases and one for sales. The item description
that converts will be saved as your description for sales. If you want to add a
new detailed description for purchases, you can enter this in the Maintain
Inventory Items window.
inventory items, one for purchases and one for sales. The item description
that converts will be saved as your description for sales. If you want to add a
new detailed description for purchases, you can enter this in the Maintain
Inventory Items window.
Freight
Peachtree Accounting has added a freight field to quotes, sales orders, and
sales invoices. In order to use this new field, you need to set up the default
G/L freight account.
sales invoices. In order to use this new field, you need to set up the default
G/L freight account.
➤
From the Maintain menu, select Default Information, then Inventory Items
from the submenu. Enter the G/L Freight Account to credit when you post a
sales invoice.
from the submenu. Enter the G/L Freight Account to credit when you post a
sales invoice.
Peachtree-compatible pre-printed forms work with the new freight field. If
you use pre-printed quotes or sales invoices and enter a freight charge, these
transactions add the new freight amount on your form. When using freight,
you should select one of the forms labeled “w/Freight” to include the new field
on your pre-printed form.
you use pre-printed quotes or sales invoices and enter a freight charge, these
transactions add the new freight amount on your form. When using freight,
you should select one of the forms labeled “w/Freight” to include the new field
on your pre-printed form.
If you have customized quotes and sales invoice forms and decide to use the
new freight field, you will have to add the Freight Amount data object to your
custom form. Otherwise, your totals may print incorrectly.
new freight field, you will have to add the Freight Amount data object to your
custom form. Otherwise, your totals may print incorrectly.
Forms
The standard forms included in Peachtree Accounting have been changed,
dropping the “R3” from the end. These are the same forms, only the names
are different. Some new forms have been added including credit memos and
packing slips which include items you ship to a customer. Also new quotes
and sales invoice forms have been added which include the new freight field
(see above).
dropping the “R3” from the end. These are the same forms, only the names
are different. Some new forms have been added including credit memos and
packing slips which include items you ship to a customer. Also new quotes
and sales invoice forms have been added which include the new freight field
(see above).