1	"Case Study Peachtree 2007" Case Study Peachtree 2007 As used in a inventory/manufacturing company J. O’Brien – JCS Computer Resource, Inc,.
2	Case Study – Inventory Management Model Anita – Office manager was faced with the following situations: 1. Difficulty tracking inventory stock and reorder levels 2. Manually tracking warranty period on expensive items 3. Used Excel to calculate costs of finished items 4. Did not understand payroll or how to calculate and pay taxes 5. Tracking and recording credit card payments in 3 different places
3	Peachtree Solution Setup Inventory Items including serialized items Setup Assemblies for kitted and manufactured items Use Vendor Purchase orders and accounts payable invoicing to track inventory on order and items received Use Customer Quoting, sales orders and sales invoicing to track items committed and sold Use Peachtree Payroll Service Processed Credit Card payments using Peachtree
4	Peachtree Inventory Items
5	Peachtree Assemblies – with revisions
6	Peachtree-printable work tickets for mfg
7	Vendor Purchase Orders/AP invoices/backorders Enter vendor purchase orders Choose to print and fax or email vendor purchase orders Track items on order, back order and estimated delivery dates Automatically create purchase orders based on customer orders Receive complete and partial shipments Receive stocked and non stocked items Compare quoted purchase orders to accounts payable invoices Convert purchase orders to accounts payable invoices - no re-keying
8	Customer Quotes/ sales order/ invoicing/ backorders Create customer quotes/proposals – tailor both the design and information to fit your business Email quotes, sales orders and invoices saving mailing costs Convert quotes to sales orders no re-keying Convert quotes or sales orders to customer invoices - no re-keying Track open quotes, sales orders (WIP) & back orders for follow-up Track sales person commissionable sales Track monthly sales and unlimited sales tax entities
9	Peachtree Payroll Service Can Import time card entry or manual enter hours to be paid Process your payroll from any internet connection Direct deposit for employees Print checks/ remittance advices at the office - no waiting Sage reports on and process the payroll tax deposits and filings When payroll cycle complete import the payroll journal entries - no re-keying
10	Credit card processing optional - built in Accept and process credit card payments using Peachtree Marks the invoice “Paid” - no re-keying of payment is required Print the invoice and the payment information is included
11	Results: Plymouth Rubber Able to handle more business Managed inventory information for minimum on hand stocking Automatically generate purchase orders for reordering Used Assemblies to create finished items, calculates cost Track and report on serialized items sold and warranty periods Profitability reports by inventory item and customer Track and report on items sold to customers Enter credit card payments 1 time Results: savings 20+ overtime hours per week @time& ½ pay Anita has an 7 person office
12	Customizing Peachtree “New” Business Status Center Overview Over 100 chart of account business templates to choose from Custom Fields and Type fields Over 100 Customizable Standard Reports Over 75 Customizable Forms, Financials & collection letters Crystal reports – Tool used to build your own custom reports Report Groups – makes printing the reports faster Functionality varies by product and some functions are only in Premium, Vertical or Quantum Products
13	Business Status Center - Customizable
14	Peachtree Custom Fields – now report on Customers – 5 custom fields Vendors – 5 custom fields Inventory Items – 5 custom fields Employees – 5 Custom fields Jobs – 5 custom fields “New” select and report on custom fields Type Fields – user definable table for selecting and reporting of data for Customers, vendors, inventory items, employees and jobs
15	Customize Forms & Financial Statements in a snap Statement of cash flows Budgets – “New” unlimited Report Budgets vs actual Profit and Loss Statement – can be customized Print to a PDF and e-mail all forms Export all reports to Excel Drill down to see detail from summary lines Functionality varies by product and some functions are only in Premium, Vertical or Quantum Products
16	Statement of Cash Flow – Built in Standard Form
17	“New” Budgets – unlimited budgets
18	Profit & Loss – Report any Budget to Actual
19	Key features make Peachtree an easy decision for accounting needs Security – by user - you select - no access, view only, add, edit or full access by individual entry and/or reporting function Audit trail – records all entries and changes made to your company data Internal Accounting Review – Runs up to 15 reviews of customer data, used as a tool to report common transaction mistakes, and potentially suspicious transactions Synchronize with ACT! – live accounting data feeds sales opportunities Synchronize with Outlook© – customer and vendor information updated one time, one place, helps you stay organized
20	Peachtree can grow with your business Peachtree Pro - Introductory Level – fast startup Peachtree Complete Accounting – Manage your accounting, multi-user options Peachtree Premium – Provides advanced accounting features with Crystal Reports Peachtree for Construction - Job costing, progress billing, retention, insurance Peachtree Manufacturing – Manage inventory for job shops & make to stock Peachtree for Nonprofits – Donor/grantor management, report by funds Peachtree for Distribution – Flexible inventory pricing, interface with UPS Peachtree for Accountants – Create, open, modify and save client data Web Site Trader / Creator – Create web site, take and process orders no re-keying “New” Peachtree Quantum – High transaction volume, all vertical features
21	Peachtree 2007 Industry Solutions
22	Peachtree by Sage - Quantum The 4 main attributes of Peachtree Quantum are: Top-of-the-Line More Speed Increased Capacity 866/467-7672 for free demo
23	"Peachtree Introduction Class Sample" Peachtree Introduction Class Sample Introduction covers default Setup and data file entry / maintenance General Ledger – System Defaults, setup chart of accounts, beginning balance Accounts Receivable – system defaults, setup customers, beginning balances Accounts Payable – System defaults, setup vendors, beginning balances Payroll – System defaults, setup employees, beginning balances, tax files Inventory – System defaults, setup inventory items, beginning balances 866/467-7672 Choose from 13 classes www.jcscomputer.com
24	"Peachtree intermediate Class Sample" Peachtree intermediate Class Sample Intermediate covers daily operations and reporting General Ledger – Journal entries, recurring entries, closing the month, Financial reports, general ledger reports Accounts Receivable – quotes, orders, sales invoices, cash receipts, accounts receivable reports Accounts Payable – purchase orders, accounts payable invoices, check processing, accounts payable reports Payroll – Processing payroll, voiding checks, printing quarterly, printing yearly forms and reports Inventory – Inventory adjustments, creating assemblies, creating work tickets, printing work tickets and reports 866/467-7672 Choose from 13 classes www.jcscomputer.com