Monday, 22 April 2013

How To Maintain Vendors Records In Peach tree


How To Maintain Vendors Records In Peachtree: 
After opening the company in Peachtree first thing we do to create vendor record is that click on maintain option at the top following window you can see…and after that you can select the vendor….

                           






After clicking on vendors following window will appears on screen:
        
         

We fill the window of each vendor. Every vendor has his own ID and name id cannot be repeated for any other vendor. Every vendor has unique ID we have different ID preparing in chart of accounts in the beginning. After that we wrote the name of vendor or organization which we are dealing after the writing name of vendor or organization.
After this I will explain the other info of the customer maintain which include in Tab.
1)    General
2)    Purchase defaults
3)    Payment defaults
4)    Custom fields
5)    History

We fill the General tab there is something about general requirements like contact number, Account, address city name and country and what type of vendor...
 
               

     In this step the Purchase represent which are hire for purchasing as

In this we will enter main information about vendor Contact, Address, Vendor type, and Telephone etc.
After that we will select Purchase Default in maintain vendor window:


Inventory is the Purchase Account of Vendor. There are many options: purchase
Rep. and Tan id etc which can we change in default vendor option.

After doing this we will select Custom Fields that window will appear:




We will give formation by clicking on Custom Fields: Office manager, Account Represent and Special Note. We select and enter customer record in it. Than select History Tab in than this window will display:





When there is already saved a vendor data can display by pressing history tab.
 When we will enter we vendor we can enter information on it.
 Vendor Since, Last Invoice Date, Last Invoice Amount, Last Payment Date, and Last Payment Amount. Period History, Purchases, and Payments are also rerecorded in it.






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