Peachtree Export

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Peachtree Export Form

Overview

Through a process of exporting from ERPlite to Peachtree, it is possible to transfer the following data to Peachtree:

Definitions

Customers: Customers are those companies/person with whom your company conduct business transactions and generates sales order and invoices to collect payment. Once customers are entered into ERPlite, can be specified at the time of creating sales order.  

Vendors: Vendors/suppliers are those companies/person with whom your company conducts business. Once suppliers/vendors are entered into ERPlite, they can be specified in the Approved Vendor List (AVL) for each product/item in the Item Master. 

 Items : Its have Items list from ERPlite.

Item Id: This is item identification no. Which is given in Item Master at the time of item entering and it cannot be duplicate.

Item Name: It is given in Item Master at the time of item entering for item id can be duplicate.

Standard Cost: Equals the total cost of said item in base currency, including overhead and rolled up purchased materials. This Field is used for Inventory Valuation and purchased items in the BOM cost report.

List Price: It means that price of item on which to be sold.

Reorder Level: The report lists all products whose ATP amount has fallen below the REORDER LEVEL, the ATP i.e. Available To Promise (With Allocated Inventory), the lead time, and the minimum/fixed order size (if applicable) for each item that has fallen below its respective threshold.

COGS Accounts: It is cost of goods sold Accounts.

Income Account: It is  money Account that earned by Company. 

Asset Account: This A/c for assets of the company like fixed asset, current assets etc.

Item Type: Use the Default Item Accounts form to enter the accounts that will be used by default in ERPlite.   Different default accounts can be assigned to the following categories: Assembly, Group, Inventory Item, Non-Inventory Item, and Service.

Tax code: It shows that the customer is taxable or non-taxable. Codes can be added in the taxes form.

Purchase Orders: Its have details of items that have been purchased from supplier/manufacturer.

Sales Orders: Its have details of items that have been sold to customer.  

How to export from ERPlite to Peachtree Export

In the path field of the desired object to be exported, enter the full pathname and filename you wish to be used to export the file. For assistance use the BROWSE button, which will bring up a Windows Explorer interface. Once all desired objects have been chosen, click on the START EXPORT button, and ERPlite will prepare the necessary files. The files will be in the Microsoft Excel Comma Separated Values file format (hence the .csv file extension) which Peachtree uses to import external data. If you would like to view this data before you import into Peachtree, simply open the file in Microsoft Excel to ensure accuracy.

For a video step by step walkthrough of exporting data to Peachtree, see www.erplite.com > 2 minute tours


 


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