How we can maintain vendors record on peach tree softwar

Maintain vendor record

We can maintain vendor account on peach tree software. In vendor account we will enter the information about those people from we will purchase goods and services.

For the set up of vendor record we will open the maintain menu on peach tree software and select the vendors option.

After selecting the vendor account the following window will be display:

 The above window consists on header field and different tabs. In the header field we will enter the information about our vender like vendor ID and name of vendor.

After enter the information we will press the save option that is consist on top bar or we can also use the key Alt + S.

The vendor account consists on different tab which includes general, purchases defaults, custom fields and history.

The first tab is general tab it includes different information about our vendor that is:

General

In the general tab we will enter the vendor basic information such as vendor contact information, vendor account no, vendor address.

Purchases defaults

The next tab is purchases defaults:

Purchases defaults tab includes the information about the vendor accounts that is purchases rep, purchases accounts, tax ID no, ship via, and also includes the terms of payment.

Purchases rep: we can enter and select an employee to act as the purchases rep for this vendor.

Purchases accounts: in purchases account we will enter the purchases account information of our vendor.

Tax ID No: we will enter the information about the tax ID no of vendor.

Ship via: In the ship via option we will enter the information about the shipping carrier that the vender uses for items.

Terms of payments: In terms of payments we will select the terms that the vendor uses.

Custom fields

The next tab is custom fields:

In the custom fields we will enter the custom fields’ information about the selected vendor.

History

The last tab is history:

In this tab we will enter the history about our vendor account. It consists on different option which includes vendor since, last invoice date last invoice amt, last payment date and last payment amount.

Default information of vendor

We can also record the default information about our vendor. For the default information of our vendor we will open the maintain menu and select the option default information and then vendor.

 After selection the vendor option the following window will be appearing;

Vendors default window consists on following tabs:

v Payment terms

v Accounts aging

v Custom fields

v 1099 settings

Payment terms

In the payment term we will enter the information about the payments. We will set the defaults term for purchases and default for credit limits by using followings heads.

v Discounts due in no days

v Net dues in no of days

v Discount percentage

v Credit limit

Account aging

The next tan is account aging. In account aging we will select the age of invoices by invoice date and due date.

Aging categories includes the number of days and column headings.

Custom fields

The next tab is custom fields. In the custom fields we will enter the extra information about the vendor.

In the field labels we will enter the text and in the enabled we must check the text to be entered.

The last tab is 1099 settings. After entering all information we will press the ok button the vendor information will be save in peach tree software.

how to maintain customer records and customer default

HOW TO MAINTAIN CUSTOMER RECORDS

We can maintain customer records on peach tree software after maintaining charts of accounts of our existing company . To maintain customer’s accounts we will click on “maintain” option and select the “customer/prospects”.

After selecting the customer/prospects option the maintain customer/prospects sheet will be open.

Maintain customers/prospects sheet consist of header field and other tab.

The header field consists on customer ID and name of account. Tab includes general, sales defaults, payment defaults, custom field, and history.

First of all we will enter the customer id and name of accounts in the header field like:

ü In the contact block we will write the name of company representative.

ü In the address block we will write the email address of our customer.

After writing the address of customer we will save our customer account by pressing save button that is place on tab bar or by pressing control + S key.

ü Bill to address shows the invoice address of our customer.

ü The next tab is sales defaults, it consists on some option the first option is sales representative. In sales representative we will write the name of that person who represents the sales.

ü The second option is GL sales accounts shows the general sales account of our customer

ü The third option is open p.o no that shows the open purchase order number.

ü Price level shows the different level of price.

ü Ship via shows the method that how we will transfer our goods like airborne etc.

ü Terms 2%discount, 10 shows the number of  payment days net total and 30 days.

ü The third tab is payment defaults, the first option is cardholders name that shows the name of customer that is appear on the credit card of customer.

ü In the address we will enter the customer billing address of the customer.

ü In credit card number we will enter the credit card number of our customer.

ü Expiration date shows the expiry date of customer credit card.

The next tab is customer fields :

It consists on five options. We can also change these options by using customer defaults sheet.

In maintain option we will select the default information and the select the customers the next sheet will appear.

In the above sheet we will select the custom fields tab and change the customer fields’ information.

Through the above sheet we will change the option of the customer’s records.

The last tab is history, that shows the history of our customer transactions.

Customer defaults

 In the customer defaults we will discuss about the some terms that is:

Payment accounts

Accounts aging

Customer fields

Finance charges

Pay methods.

We can open customer default sheet by following on peach tree:

By selecting the default information and sub option “customer” the following window will be open:

The above window consist on some option that I told you before

.

The first option is payment term: in payment term we will deal im the term and condition of the payment procedures. Payment term includes the net amount due in days, discount in days, discount percentage, and credit limit.

The next option is account aging. It consist some other options.

in the account aging we will discuss about the debts of our customers. It consists date invoice that is invoice date and due date. Aging categories includes the number of days and column headings.

The next option is customer field, in customer field we will change the records of our customer by using following window.

The next tab is finance charges; in this tab we can change the finance charges of our default customer. If the set amount increase during the period, then the customer will paid the finance charges on the increases amount.

The last tab is payment method; in this tab we will add/chose the methods of payments like cash, check etc:

It’s all process of customer prospects and customer defaults on peach tree software.