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This section covers how to record the key steps in the sales cycle using Peachtree. You
will learn how to set up customers in Peachtree and record a sales order from a customer.
Next, you will find out how to record various types of sales to customers and how to
record the collection of receivables
from credit sales. Finally, you will learn how to record a sales return just in case your customers
return their merchandise to you.
To obtain a brief overview of those topics, you may want to watch our
The topics covered in this section are summarized in the Key Topics list below. To view our
step-by-step instructions and screen illustrations of a particular topic, just click on that topic link now.
This topic shows you how to set up customer defaults and how to
set up a new sales tax in Peachtree.
This topic shows you how to add a customer in Peachtree Complete Accounting 2009
so you are ready to record
transactions relating to that customer. It also shows you how to modify or delete customer records
in case you ever need to do this.
If you are using Sage Peachtree Complete Accounting 2011, we recommend you
to read this topic to find out how to add a customer and how to modify or delete
customer records in case you ever need to do this.
Sales orders allows you to record a customer's order now but have the
general ledger accounts updated at a later time when you record the sale by invoicing the client.
This topic demonstrates where and how to enter sales order information in Peachtree.
One common task you will perform in Peachtree is to enter details of sales transactions.
In this topic you learn how to record different types of sales transactions, from
applying a sale to a sales order to recording credit and cash sales using an invoice.
This topic shows you where and how to record the
collection of a receivable from a customer.
When selling merchandise to customers, unfortunately
sometimes things don't go quite as planned. Occasionally,
customers may return items of inventory for various reasons.
This topic explains where and how a sales return is recorded in Peachtree.
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