How to open a Document in Ms Word

                                 How to open a Document in Ms Word

You have several ways to open an Ms Word document that was previously saved as a file on a disk.

You will simply add an address on the top of your Library Computer Letter Box. Before you do that, we will have to study how to open a file in Ms Word.

So here we learn how to pen a file that you have saved and at any time you want to work on it again.

First of all, go to the File menu and then click on the Open option as shown as below:

The Open dialog box contains a list of documents that you have saved previously. Click on the open box and the following window will appear:

It looks like the save as box. you can see that the Open button is not available but when you choose any  file where you previously saved it then it will appear as follow:

In this window you can see that the highlighted file is select and then click on the open button. Then your desired file will open as :

You can edit your file, print it and then again click the save button to save the data.

Inventory Items

Inventory Items

To record the inventory items click the maintain button and go to inventory items:

Click the inventory items and the following window will appear:

Inventory means raw material and/or finished goods that you have in your stock.

In the above window write the item I.D (specific code given to the item), Description (name of the item).

Select the Class Item according to the nature of your company. If you are manufacturing or trading company then select the Assembly as shown below:

Inventory items have followig tabs but in case of stock item three tabs will be available.

In General Tab select the description either it is for sale or for purchase

Price Level means the methods of pricing levels.

Last Unit Cost means the cost on which last unit is purchased.

In Cost Method select the methods such as FIFO LIFO Weighted Average.

UPC is the Universal Price Control.

Item Type refers the nature of item either it is perishable, non perishable and etc.

Unit/measure means that the unit is measured in kilograms, liters or yards.

Weight: mention the weight of the item.

At the right side three accounts are shown as:

Write the codes in each specific account to record the information.

Minimum Stock shows the lowest quantity you have for a specific item.

Reorder Quantity always remain higher then the minimum stock.

After putting all the information in this window click the Beginning Balances given at the right bottom of the window as shown below:

When you click on it the following window will appear:

Here select the Item ID of every item and then put the Quantity, Per Unit Cost and the Total Cost. You can see the Total Beginning Balance at the bottom of the window. After that click the OK button to Save the data.

Receipts

                                                   Receipts

Receipts are the income of the company. It’s mean to receive the money from the customers to whom the goods are sold. To record the Receipts the following procedure will be followed.

First of all open the Peach Tree software and go to the Tasks and select the Receipts. As shown below:

When you click on the Receipts the following window will appear:

·        Deposit Ticket ID: In the above window you can see the Deposit Ticket ID. It is the ID that is always typed on the deposit slip when you go to deposit the money in the bank.

·        Customer ID:  After that you have to enter the Customer ID from whom you are receiving money. When you enter the customer Id then tab shifts from Apply to Revenue0.00 to Apply to Invoices0.00

 Then give the:

·         Reference

·         Receipt Number

·         Date

·         Cash Account

·         Receipt Amount

And at the end when the process is complete save the information by clicking on the Save button. As shown below:

Reports

                                                       Reports

In Peach tree you can check your work that you have done in the Peach tree. All reports like Journal, Ledger, Accounts Receivable, Accounts Payable, Balance Sheet and all other reports. For this you have to follow this procedure.

Open Peach tree Software and go to the Reports given in the upper bar as highlighted in the picture:

When you click the Reports all the reports and accounts will appear in this category like that:

                               Financial Statement

You can check your Financial Statement of your business. For this you have to click on this Statement and the following picture will appear:

Here you can see the Financial Statement click on it and all the statements will appear. Such as:

You can check any statement by clicking on the statement. If you want to see the Balance Sheet click on the Balance Sheet and the following window will appear:

Select the Time Frame that you want to see as in the above window the time frame is Current Period. Then click the OK button. After that the following window will appear:

This is your Current Period Balance Sheet. Here you can see the amounts.

                                                       Design

 You can also change the Font Size of the by clicking on the Design. Given on the top bar of the window. As shown below:

When you click on the on the Design the following window will appear:

Here when you right click on the window some options will appear and the following window can be seen:

And when you click on the Font the other window will appear with lots of options. You can change the font size of the statement according to your own requirements.

                                                Convert into Excel

Peach tree also provide you the option of converting any statement into Excel Sheet. To convert the statements into Excel go to the top bar where you can see the Excel Option. As below:

When you click on the Excel option. The following window will appear:

 The software asks from the customer that to create a new Microsoft Excel work book click on the option and press the OK button. And the following window will appear:

After that the statement will convert into the Excel and you can do your work easily.

                                General Ledger

You can also see the General Ledger by clicking on the General Ledger. And when you click on it the following window will appear:

Here you can see the report list. As you want to see the General Ledger, click on it. And the following window will appear:

Here you can check your ledger amounts that they are correct. You can also convert the General Ledger or any report into the Excel by the same procedure as mentioned above.

If you want some specific information or don’t not want to copy all the information. Click on the General Ledger and select the options Highlighted in the window:

And the following window will appear:

The specific information you want to have just write the General Ledger ID of the ledger in the blocks and also write From and To and you can select the information that you want.

Here you select the type of accounts that you want to select and the range From and To boxes. Such as:

When you click on From and To look Up buttons you will have some ledgers select the ledgers that you want to select. Such as:

This is selected in the From box.

And this is selected in To box. 

And click the OK button to complete the process.

Here it is important to mention that the procedure is almost same for all the documents that you want to see or you want to convert.

Assemblies

Assemblies

First open Peach tree and go to the Task and then select the Assemblies as shown below:

When you click the following window will appear:

Here you can make the Assemblies by filling the required information given in the above window: Such as

·       Item ID

·       Name

·       Reference

·       Date

·       Quantity on Hand

·       Quantity to Build

·       New Quantity

·       Reason to Build

After entering the entire above date click the Save button to record the information.

Credit Memo

Credit Memo

To create Credit Memo go the Task and select the Credit Memo as shown below:

After the click the following window will appear:

Here first you will have to enter the Customer ID who is returning the goods.

After entering the customer id the most important thing is to enter the Date.

Then write the Credit Number.

After that write the

·       Quantity

·       Item

·       Description

·       Unit Price

·       Amount

·       Job

At the end press the Save button to record the information. As below

Global

Global

In peach tree Global is available in the upper Bar of the software. Such as:

After the click the following window will appear:

This option is given for our help. The window has four heads.

·       Accounting

·       General

·       Peach tree Partners

·       Spelling

As the above window shows in Accounting, we can set that in any transaction 2 or 3 decimals will be allowed and that the Decimal Entry will be “Manual” or “Automatic”

Hide General Ledger Accounts

We can hide or show the

·       Accounts Receivable

·       Accounts Payable

·       Payroll Entry

By clicking on the bar. Other Options are also available in which you can warn yourself if you forget to save the data before shutting down the computer and also the other facilities. 

Then click on the next tab.

In this tab you can improve your performance by selecting the bar any bar like don’t print all the pages. And such other time saving techniques.

The third tab is “Peach tree Partners” As we have no partner so we don’t discuss it here.

Here you can correct you spelling by selecting the option when you type the word or at the end when you save the file. And then click the OK button.

General Journal Entry

General Journal Entry

To record the adjusting and closing entries in peach tree. We  have to use “GENERAL JOURNAL ENTRY”. For this purpose we have to follow this producer:

First open the peach tree software and go “TASK” and select the “GENERAL JOURNAL ENTRY” as shown below:

After that the following window will appear:

In this window put the information that is required such as

Date, Reference, GL Account, Description, Amount of Debit, Amount of Credit and the job to record the transactions and then click the save button to save information.

Quotation and Sales Order Sales Invoicing

                                          Quotes

Quotes are the price lists in which specific amount of every product is written. It also contains the terms and conditions of the contracts.

TO record the Quotes given procedure will be followed:

First you go to the Task Bar and search the Quotes/sales Order and click the sub-bar and select the Quotes like that:

After clicking the quotes the following window will appear:

In this window select the Vendor ID to which you want to send the quotation .Write the Date on which you are writing the quotation and also the Goods Thru Date. Then write the quote No. After that put the quantity, Items, Description, Unit Price and amount. Such as:

And then save the information by clicking the save button.

                                            Sales Order

Sales Order means to sales the goods to the customers within the specified date.

To record the Sales Order go to the Task Bar click the Quotes/Sales Order and in the sub-bar select the Sales Order like that:

Click the Sales Order and the following window will appear:

Here put the information required in the window i.e. Customer ID, Date, Ship By Date (which you have to ship the order). SO Number and then the quantity, Items, Description, Unit Price and Amount and then save the data. Then click the save button.

How to convert Quotes into Sales Order?

To convert the quotes into sales order select the Quotes/sales orders from the Task. Such as:

The following window will appear:

Click the open button the following window will appear:

Here the select the quote you want to convert into sales order and press the OK button as shown below:

The quote you want to convert has been open now. Now click the convert button and the following window will appear:

To convert the quote into sales order select the sales order and write the invoice number in the Invoice #. And then click the OK to save the information.

                    Sales/Invoicing

To record sales invoicing open Peach tree Software and

go to Tasks and click on the Sales/Invoicing. Such as:

When you click on the Sales/Invoicing the following

window will appear:

Customer ID: Here first give the Customer ID from

whom you are selling. When you enter the customer id

the Apply to Sales:0.00 shifts to Apply to Sales

Orde:0.00. As shown below:

Date: Enter the date on which the sales are recording.

Invoice No.: Write the invoice number of the sales.

And then write the Items, Remaining items, Shipped Items, Description, Unit Price, and Amount.

At the end when the process is complete press the Save button to record the information.

And if there are some transactions of direct sales then open Apply to Sales:0.00 as shown below:

Here enter the Quantity, Items, Description, Unit Price and Amount and then Save the record.