vendors

Vendors

How to maintain the vendor prospect:

Vendors are the subsidiary account of account payable. We can entre the vendor’s entry in peach tree with following steps.

Ø Open the software and click on existing company. The following window will appear.

Ø Then go to maintain menu and click on the vendors.

Ø The following window appears there after.

Then enter the id and name of the vendor and give the information related to vendor and  press Alt button to save that entry.

And then there are four tabs.

General:

In this tab you give the general information about vendor and fill all the given particulars about vendor.

Then move on to next tab of purchase defaults. Give the required information.

Customer fields:

The 3^rd tab is of customer fields and fills all the given information.

The last tab is of history about your vendor.

HOW TO MAINTAIN INVENORY ITEMS?

Open the software peach tree. After clicking on the first option “open an existing company” select your company from the list and click on that. The following window will appear.

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On the top of the window there is a 3^rd option of the maintain click on that. The  following window will appear

Then click on inventory item the following window will appear.

·         in item id write the number of the id which you want to save. And by pressing ALT+S you can save the info. And click on tab button the cursor will move next.

·         Now cursor is on description.  Write the name of item in description about which you want to enter the information. And by pressing  ALT|+S the info will save. And click on tab button.

·         Now the cursor is on item class. Mention the item whether it is about service or any other thing. And press tab button.

General

·        Now the cursor is on description. In description there are 2 options one is sale and other is purchase. In case of sale you will choose sale and in case of purchase you will choose purchase. Press the tab button.

·        Cursor is now on price level. Select the price level of the item. And press tab button.

·        Now cursor is on item tax type. Write the tax amount according to the item which is charged. Press tab button.

·        Cursor is now on last unit cost. Write the price of the last unit sold. And press the tab button.

·        Cursor is now on cost method. Mention the cost method whether it is LIFO, FIFO or AVERAGE. And press the tab button

·        Cursor is now on GL. Sales account. This account and next 2 to it are already maintain in charts of accounts so any change in sales account will automatically update these accounts. Press the tab button.

·        Cursor is now on item type. Suppose if there is a description of furniture so mention whether the furniture is chair or table or any other thing. Press the tab button

·        Cursor is now on location. Write the location of the store room where the item is kept. Press the tab button.

·        Cursor is now on unit/measure. Write the unit of the item. E.g. the item is in kg or meters. Press the tab button

·        Cursor is now on weight. Write the total weight of the item. Which you considered as unit. Press the tab button.

·        Cursor is now on minimum stock. Mention the minimum stock so that our production would not stop. Press the tab button.

·        Now the cursor is on re-order quantity. The quantity at which we order for more stock and this will be higher than minimum stock. Press the tab button.

·        Now the cursor is on vendor id. Write about the person or the company to whom you purchase the items. And press the tab button.

·        Now the cursor is on buyer id. Mention the name that purchase item from vendor. This tab is complete now.

Custom field

Next is custom field when you click on that the following window will appear.

·         In this you can add the additional information about vendor, substitution and any other info.

History

·         And the next tab is history when you click on that the following window will appear.

·         All the details of the entry is here. You can check the sales  and any other  information about inventory.

Customers\prospects

Customers\prospects

Open the software peach tree. After clicking on the first option “open an existing company” select your company from the list and click on that. The following window will appear.

 On the top of the window there is a 3^rd option of the maintain click on that. the following window will appear.

At first there is an option of customers\prospects click on that so the following window will appear.

General:

Ø First you fill the upper two columns which are called as header field of customer ID and name. 

Ø And then fill the particulars of first tab General.

Ø Hare you fill the required information of contact, address, city, country, sales and etc.

Sales default:

Ø The click on next TAB of sales default which include following information like sales representative which means the person who is handling the sales and the general ledger sales account and other particulars which are given.

Payment default:

Ø The third TAB is of payment default in which is optional and necessary is your mode of payment is through credit card.

Custom fields:

Ø The fourth TAB is of custom fields it is use for second references who want to add additional information about the customer then it cant be changed.

History:

Ø It is the last TAB  in this the customer previous data is given and all sales and cash information is available here.