HOW TO MAINTAIN VENDER ACCOUNT

First we open the existing company in Peach tree and click on maintain option and select the vender option

As shown above now we select the vender option and the following window will appear

Now we will fill the information about VENDER ID and NAME and then in General tab we will give the information like contact, account, address, city code, country, email address and etc as shown above, then you will click on PURCHASE DEFAULTS tab option and the following window will appear

In purchase defaults we write the   following requirements that are needed to be filled .in purchase rep we give the name of the person who is involved in purchasing is to be written then in Purchase Account we write the account number of vendor should be written then in Tax ID number we give the Tax ID number of the vendor should be written, In Ship via we select that primary shipping carrier which the particular vendor uses for items in this Term we click on the terms option. Following window will appear and then we can set our required terms and then click on CUSTOMER FIELDS tap

This is the window of customer fields  and will fill the information  and then click on HISTORY option

Then in HISTORY tap we will fill the following information as shown in above window

HOW TO MAINTAIN CUSTOMERS RECORDS IN PEACHTREE

To create customers record in Peachtree software we click on maintain option on the top of the bar and by clicking it the following window will appear

                       

                                             

Now from the above window we will select the CUSTOMERS/PROSPECTS option in order to maintain the customers record and the following window will appear

                                           

Then we will fill the information of our customer. Every customer will have a separate customer ID and that ID will not be re allocated to any other customer after that we will fill the information, first we will write the NAME of the organization we are dealing with and after that we are going to fill the GENERAL portion information We enter the name of that person or the post of that person as per the conditions with whom we are going to engage in. This can be sales representative, salesman, Sales manager or any other person as per the requirements. After filling the other required information in general we will move onward to Sales Defaults by clicking on it. Customer ID, Name and GL Sales account must be entered in order to create the record for any customer.

                                          

  

We will write the information on customer ID in the name of the customer , address , customer type , Email ID and website

                                          

In sales default we write the GL SALES ACCOUNT then we write the ID of sales which is 4000.

                                           

This is the tab of payment default in which we write the card holder name and address of the customer

                                           

This is the tab of custom field where we write the second contact of the customer ,reference, mailing list and multiple site.

                                            

In this tab of history we write the history of the customer .

Now we will click on  maintain option  then a list will appear as shown below and then we will click on customers

                                                             

After clicking on customers option, we can see a pop-up window as shown below.

                                                

Payment term would be selected from options given below.