Maintain Inventory items

MAINTAIN INVENTORY:

After we have maintain customer prospects and vendor now we maintain the inventory item.so first we go to the company window and click the maintain menu and select the inventory items option.

After clicking the option now a window is appear on a screen.

First we fill the item id and description in header field.in item id fill the item no and in description we enter the type of item.

In inventory five tabs

1. General

2. Customer field

3. History

4. Bill of materials

5. Item attribute

GENERAL:

In general  we fill the price lelel,measuring level.item type,location,and fill the three type of chart of account.

1. GL SALE ACCOUNT

2. GL INVENTORY ACCOUNT

3. GL COST OF SALE ACCOUNT

CUSTOMER FIELDS:

In customer fields we fill the alternative vendir name,substitution and special note option.

HISTORY:

in history we record the sale units,cost and per unit.in history all the record save about the inventory.

ITEM CLASS:

If we select the item class in assembly than other two tabs is fill otherwise this tab is not open.

BEGNING BALANCE:

In begning balance we record all the inventory of raw material and finish goods.in begning inventory we record the date,invoice no,unit price and total cost.

How to maintain vendor

HOW TO MAINTAIN VENDORS:

First we go to the maintain menu and select the vendor option.

When you click the vendor a window will appear like.

There is two parts of the window:

Header field

Tab area

Header field:

You have to fill out the vendor ID, Name and Inactive in the header field.

Tab area:

There are four tabs in this area.

First in general you have fill the personal information.

Second is purchase default.

In this you need to fill the purchase representative and most important the purchase account

Third tab is customer field.

In this you keep extra information about your vendor like office manager account rep etc.

And the last on is History

In history you keep all the record of previous and current.

How to maintain Default information of Vendors:

For this click on the Maintain Default information and then Vendor

When you click on this option a window will appear like:

There are four Tabs in this window.

First is payment Term. You need to select the standard term (C.O.D, prepaid etc) and default term (2/10, net 30) and also you have to give the Purchase account and Discount GL account.

Second is Account Aging:

From this window you make your invoice aged by Invoice or by Due Date and also the categories.

Third is Custom fields:

In this you enable or disable the custom fields information that appear in the vendor’s custom field.

And the last is 1099 Settings:

This window is not relevant to us.

HOW TO MAINTAIN CUSTOMER/PROSPECTS

MAINTAIN CUSTOMER PROSPECTS:

Now we have to maintain the record of the customer in maintain customer account.we go to the company window and than click the maintain option and than select the customer prospects.

When we click the option than a window is appears on the screen.

Than first we enter the customer id and name in headerfields

This above window is called header field.

In customer prospects five types of tab.

1. General

2. Sales defaults

3. Payment defaults

4. Customer field

5. History

GENERAL:

In general we fill the different type of options.like contact of customer,address,city st zip,telephone and etc.

SALES DEFAULTS:

In sales defaults we fill the options of sales representative,Gl sales account,p.o no,pricing level etc.

PAYMENT DEFAULTS:

In payment defaults we write the customer name and card holder name,address,city and other type of option.

CUSTOMER FIELDS:

In customer fields we fill the customer second contact,reference,mail address etc.

HISTORY

In history we write the previous and current record save the customer.

INACTIVE ACCOUNT:

In header field of customer prospects if we click the inactive option than this customer is not show the customer id.

MAINTAIN CUSTOMER DEFAULTS:

Now we maintain customer default,first we go company window than select the option of maintain value and tha select the defaults informations.

Than select the customer.

Now when we click the customer than this type of window appear on the screen.

In customer defaults five tabs.

1. Payment term

2. Accounting aging

3. Custom fields

4. Finance charges

5. Pay methods

PAYMENT TERM:

In payment term write the pattern of payment for example the customer pay in 10 days than 2% discount giving you.

ACCOUNT AGING:

By invoice aging or due date aging record the account aging.

CUSTOM FIELDS:

Second contact,refrence mailing list etc record the custom fieds.

FINANCE CHARGING:

If the customer is default when finance charges is applyied the customer.

PAY METHOD:

In pay method record the type of payment.

Cheque

Cash

Visa

Master card