How to maintain vendor

This procedure will use to setup a vendor record. First open the peach tree software then click on the maintain and go on the vendor option.

                 

When we click on the vendor option this window will appear. This window required the vendor ID, name. When we fill this required we will to save this information about vendor. When we write the vendor id and name. We will go on the general (maintain vendor). To provide the basic information about the vendor which is contact, account, address, country,Fax etc.

Aftar fulfill the general information. we will fill the requirement of purchase default.in purchase default we fill the purchase rep, purchase acct, tax id etc.

After record the purchase default information. We will click on the custom field option. This window will appear. This required the office manager, account rep, special note etc.

After this we will go on the history option. We click the history option this window will be appear. It is required the last invoice date, last invoice amt, last payment date last payment amt.

After this we will record the default purchase transaction of the vendor. To record the purchase default first we click on the maintain then go to the default option and then click on the vendor option.

When we click on the vendor option this window will appear on the desktop. This window required the payment term, account aging, custom field, 1099 setting. First we fill the payment requirements. In which we select the standard term, sets default terms for purchase, default for credit limit then write purchase account and discount GL account.

Maintain inventory items

·      For maintain the inventory subsidary ledger we click on the inventory item 

  When we click on the inventory item this window will appear on the screen.

·        This window required the item ID and description and class item. when we fill this requirement we will go on the next requirement which is necessary to fill. This is general information about the inventory item.

·        In general we fill the price level of inventory.

·        Type of income tax.

·        Last unit cost of the inventory.

·        We select the  method which  we want  use to record the inventory.

·        We write the universal price code of the product.

·        Write the type of item.

·        Location means where the inventory is located in the store room.

·        Unit / measure means how many unit is there.

·        Write the weight of the inventory item.

·        Qty on hand.

·        Qty available.

·        Qty on SO’s.

·        Qty on PO’s..

·        Minimum stock means how many unit of inventory are required.

·        Then recoerd the reorder quantity.  

When we fill the general information we will go on he custom fields information. When we click on the customer field this window will appear.

This window will required the following information:

·        Alternative vendor

·        Substitution

·        Special note

When we fill this information we will go in the history information when we click on the history option this window will be appear.