How to Maintain Vendors, Defaults Vendors

How to Maintain Vendors

Firstly we open the Peachtree software and open the Maintain Vendors as shown in picture:

When we click on vendors… following window will be appearing:

In window two parts 1^st part is known as Header:

 

After filling the header field we move on Tab field:

After filling the General Tab we will move on purchases Defaults:

In this tab we will the Purchase Rep, purchase Acct, tax ID #, Ship Via, Terms.

After filling the field we will select the From Delivery Option:

After filling the Purchase defaults we will move on next tab Custom Field:

After filling the requirement we will move on next tab History:

In this tab show the history of that vendor.

After filling all the data save the data by pressing the  button.

How to Maintain Vendors Defaults

Following steps to maintain Vendors defaults, firstly we open Peachtree software and open a company and then click on “Maintain” and then click on “Defaults information” and then select “vendors…” as shown in window:

 

After clicking on Vendors…. Then following window will be appear:

 

This is Cuss defaults window, which includes five tabs:

·         Payment Terms

·         Account Aging

·         Custom Fields

·         1099 Settings

Firstly I explain Payment Terms:

In Payment Terms we include:

C. O. D.

In C.O.D we set the Credit Limit.

Prepaid

In Prepaid we also set the Credit Limit.

Due in number of days

In Due in number of days we set the net due like 30 days, Discount in we select the discount days in which discount will be valid up to.

Due on day of next month

In which we set the date of next month in which due amount is valid.

Due at end of month

In which due on the date of next month is disabling.

After fill the Standard Terms, we will fill the GL Link Account.

 

In which we will fill the GL sales Account and Discount GL Account as shown in above picture.

Account Aging Tab:

After fill all the data in payment term we will fill the Account Aging Tab:

This is Accounting Aging window, in this tab we will fill the Age Invoices by Invoice date or Due date

After filling the Age invoice by, we will fill the Aging Categories as shown in picture:

 

Custom Field Tab:

In which tab we enter data according to the customs:

1099 Settings:

After filling the Custom fields we will move on 1099 Settings:

After entering all the data we will click on  to save        the data.

 

How to Maintain Customers/Prospects in Peachtree software

How to Maintain Customers/Prospects in Peachtree software

Firstly open a Peachtree software, and click on maintain and select “Customers/Prospect” as shown in following window:

When you click on Customers/Prospects, following window will be appearing:

This is Maintain Customers/Prospects window, in which we maintain customer’s ledgers. This window contains two parts 1st part known as Header.

Header part includes:

•  Customer ID: In which we make customer’s ID, e.g. MU001
•  Name: In which we type the company name, e.g. Muhammad Usman & Co.
•  Prospect: Prospect means that customer will be maintain in future.
•  Inactive: Inactive means that customer will be inactive in future due to non payment.

2nd part of Maintain Customers/Prospects is known as TAB field.

Then in the tab field, there are five main heads i.e.
• General
• Sales Default
• Payment Default
• Customer Fields
• History

In general field, all the basic and general data of the company is typed. Like its contact, address, city zip, country, sales tax, customer type, telephone number, fax, e-mail, website.

Then move on ‘Sales Default’ field. In Sales default field, there are following options to be fulfilled.
• Sales Rep.
• General Ledger Sales Account
• Open P.O Number
• Resale
• Pricing Level
• Delivery Method
Actually we have to deal all sales method and data in sales default.

After sales default tab, it is ‘Payment Defaults’ tab. This tab is in concerned when we are dealing through credit card basis and bank is involved in it. If it is so, then this head will be filled.
In payment default, following options are:
• Cardholder’s Name
• Address
• City. State Zip
• Country
• Credit Card Number
• Expiration Date
• Payment Method
• Cash Account

After Payment Defaults tab, it is Custom Fields tab in which we write references, other contacts, mailing lists.

Now at the end, it is History tab, which shows all the last transactions with the customers.

After filling all the data press “Control + S” to save the data or click on save to save the data.