Maintain Veendor Record Using Peach tree.

Maintaining Vendor Record using Peachtree

For maintaining the vendor’s account .We will click on the maintain menu and a list will appear from which we will select vendor's option.

After that following window will appear as follows:-At first the Vendor Header Field should be filled. By entering the vendor ID and its name.



In the general tab of vendors account following requirements are required to be filledContactHere the name of the person would be writtenAccount numberIn this field the account number of the vendorshould be written .If he/she is doing its payments online.AddressHere the address of the vendor should be writtenCity.ST ZipHere the name of the city to which the vendor belongs is required to be written.CountryHere the name of vendor’s country should be written.Similarly the other requirements like  telephone numbers,email,fax  etc  can also be filled simply.After filling all the requirements click on the Save button.



Purchase Default tabIn this tab the following requirements are needed to be filled.1.Purchase Rep:-Here the name of the person who is involved in purchasing is to be written.2. PurchaseAccounthere the account number of vendor should be written.3. Tax ID numberHere the Tax ID number of the vendor should be written.4. Ship viaHere select that primary shipping carrier which the particular vendor uses for items.5. TermsBy clicking on the terms option.Following window will appear as follows.Here we can set our required terms.After that click on th OK button.

Custom fieldHere the information regarding custom field of the selected vendor would be written.



HistoryIn this field the record of the vendor is kept. By using this field we can easily view the history of our selected vendor.

ü  Vendor since
ü  Mention the date here from where the selected vendor is doing business with us.
ü  Last invoice date
ü  Here mention the date of the last invoice.
ü  Last invoice amount
ü  Mention the actual amount of the last invoice in this field.
ü  Last payment date
ü  Mention the date when you paid your last payment to the vendor.
ü  Last payment amount
ü  Mention here the amount of the last payment made to the vendor.

How to open a new company

To open a new company in peach tree first we know how to start new company in peach tree software.

First open software peach tree than the following window will appear.

In this window 5 option will be held in whch we choose 2^nd option setup a new company. When we click om that option the following window will appear.

This window show the procedure of create a new company .In this window we will see that what are the further procedure of opening a new company through software peach tree. After reading all the step then we click the next option for continuing  further .Then the following window will appear.

This window will ask us about our company name about our address our business type, Telephone no, country, Website, Email. After all that blanks then we click the next button. After clicking the next button the following window will appear.

This window will tell us the several methods for setting up a company. We are building our own company so we go toward the option build your own company. Then the following window will appear.

This window will show us  two accounting method to run your business .These two methods are cash and accrual method .Mostly company use accrual method so we are gonna select accrual method.After selecting method we click the next button then the following window will appear.

This window show us two method in peach tree accounting for using transaction process.This window ask us that which posting method you use for transaction real time or batch.

Real Time: In this method transaction are posted to general ledger and saved mostly company use this method. So we select this method and move forward. After that the following window appears.

this window will ask us that which accounting period you want use for you company. Mostly company will select 12 monthly accounting period. After that we click the next button the following button will appear.

How to maintain customer prospectus

Maintain customer Prospectus

This column will show you the transactions that have been occurred in past.

In maintain customer prospectus we are going to learn hoe to enter detail of customer and how can we use them in transaction.

First open the main page of peach tree  and for load it properly.

Then open the option maintain to further proceed after open the option maintain the following window will be appeared.

                                               

                                                       
After that open the first option of maintain customer prospectus.By clicking this option the following wnidow will appear.This is the windo in which we enter the details of cutomer and all information of cutomer data and cutomer .

In this window you can see the no of heading options general ,Sales Detail, Custom field , History.

GENERAL

1.First option we have the contact no.In this customer write his phone number.This option is necessary by this we can contact to our customer in any case.

2. Second option is address here cutomer write his address where he want to ship his order.

3. Third option is City,Zip here customer write his city name and zip of his city.

4. Fourth option is country here the customer write his country name.

And there are more futher option which is necessary for a customer to fill.

                              

       

Sales Default

1.       The first option sales default is sales rep.Here we write the receipt number of our coustomer.

2.       2. In GLS Sales account we select the one account from the chart of acc for thi cutomer by clicking blue magnify glass in front of the bar.

3.       P.O # here we write the coustomer purchase order number.

4.       Select one of the delivery company to deliver good to customer by clicking the lower option by airbourne by ship its up to you.

5.       If you are online store or reselling good then you will type your resale num for that customer here in resale it.

Payment Default:

This column contains all the information of the person who is going to pay for the products. All the headings are easy to understand no further explanation is required.

  

Custom Fields:

All the information in the other tabs was not change able but this tab will help you to customize the information you can change all the steps according to your own desire.

 History:

This column will show you the transactions that have been occurred in past.