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.