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 3rd 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.
.
On the top of the window there is a 3rd 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.
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