How to maintain vendor

By using the Peach tree software you can also maintain your vendors in it. For this you have to select the option of maintain from the top of this window and then from its sub headings select the option of vendors in order to keep your vendor accounts and info.

 

From this above given window after selecting the option of vendor below given window appears.

Maintain Vendor

In this given window you have to fill the basic info of the vendor so in the 1^st column write the vendor id in 2^nd mention its name. At the right side of this window there is the option of inactive is given you can also tick it so that you can active your vendors.

Ø General:

In this 1^st step you will mention the contact num of your vendor, account no, and address, city and country.  At the right side of this window there is the option of vendor type in which you will mention the type of your vendor, then the telephone no, fax, email and website.

Ø Purchase Default:

In this above given window you will mention your purchase rep that how is your agent or the person involved in purchase. Then write your tax ID, ship via and you can also change your terms as well.  In purchase account you will mention the account which is already made in the company chart of accounts. In the below given window you can see the list of accounts made in the software.

  

Ø Custom Field:

In this below given window five columns are given to you so that you can add more info in it and at the same time you can also edit it.

 

Ø History:

In this given window you will provide the info about the last date invoice, last invoice amount, last payment date and last payment amount.

Vendor Default

By using this software you can also maintain the record of the vendors default as when you want to keep the record then click on the option of maintain which is at the top of the window then from the default information select the sub option of vendor.

 

Ø Payment Terms:

As you can see there are different options in this window related to the payment in which the 1^st option is of C.O.D which is cash on delivery when we will click on this option then the right side options hides. Below this we have the option prepaid in which we will mention the amount which we have paid to our vendors in advance.  In due in number of day’s options shows us all the options which are at the right side of this window in which we can mention that when the payment will be due, how much discount will be given, percentage of the discount and the credit terms.

As in the below inventory window the option of purchase account is clicked and then inventory is selected as we are purchasing the goods that is why we will select it.

 

Ø Account Aging:

In account aging we hae wo options first is invoice date in which we will record hte date which will be mentioned on the invoice. And in case of due date option we will record the date when it is due.

After that the heading of Aging categories is avalible in which you will select your column that in which column you lies then you also have the option to edit these columns according to your requirements. And then press OK.

 

Ø Custom Fields:

In custom field different field labels are mentioned you can enable tem and at the same time you can also edit them. And when you modify these fields then there affects displays in the widow of custom field of Maintain vendors.

  

As you can see that in this below window we have selected all the fields and enabled them after adding more labels in these columns and then when we will press the option of OK its effects appears in maintain vendor option.