how to maintain vendor

First, open the patch menu tree programs and projects, and to keep and then select the following option window will open

Select the vendor opion nd open the maintain vendor.

Header field we will fill all the information in it .then we fill the general field .in the general head in which we record contact information, account no, address, city.etc

A tax identification number, ship via messaging as default tone be purchased Representative purchasing, etc. Now select custom fields and then the following window will open

In custom fields we record office manager, account representative, special notes box empty and save information about the seller. Now select the story, then the following window will open.

In history head we save vendor previous record .

     

                        how to maintain the inventory items

  first we open our company go to the maintain and click on inventory items like this..

  

Window will display

Now we fill all the information in it .. there is two field

Header field and general field .

Header field :

In this we fill the item id and description  there is a very important point which is class item it  identifies the class item. in active is that if u use longer plan then click on it .

General field :

In this we will all the information in the general.. in general  there is price level , item tax , last unit cost , cost method ,item types location unit measure , weight , gl sale acct , inventory , sales acct .. you will all the information in it..

Customer  field:

                                    Field labels can be changed and on the item defualt window

History :

If we enter the beginning balance then the amount will show here..                                                                                              

                                                         Default information

Open ur company and go to the maintain click there ..

Then click on the default information go to the customer

Default customer

Payment term:

In this there is the 5 term in it one is cOD , prepaid , due in number of days , due in number of next year , due in number of end year … in this we select the due in number of next month

In this there is a sale default there is a four term due in the next month , due in the days . discount %, credit limit ..

GL SALES ACCOUNT

 IN THIS WE SELECT ANY ACCOUNT WE SELECT SALE ACCOUNT

ACCOUNT AGING :

                Age invoice by and aging categories

In age invoice there is head : invoice date and due date

And  invoice date thet ur on desir and due date that is given to you to pay the amount in this date and aging categories there is a four column

 In first column there is a 30 days that we pay the in the 30 days

Customer field ;

    Customer fields can be used to enter extra information about customer .

Finance charges:

In this finance charges  there is invoices which we set on

Days overdue up to

Annual interest sale

On balance above that

Minimum finance charge

Now the next in this finance charges is charges interest on finance charges .

Finacace charge of GL account and select the account that I mention with 700 ..

 Now the last step is pay method you  may add up 10 methods of payment that your business accepts. This list Is available from the sales/ invoicing and receipts screens .

    

How to maintain the customers / prospects.

We click on the maintain and select the customers / prospects

The window will appear

The upper side where there is a customer id and the name we can call it head field

            In this we will fill the customer id  and name ..

         And in the lower part we say that general field

Fill the requirement that they ask from the customer …the basic information and all that … the first gerenal … then we click on the sale defaults

U fill the requriment that they want..

                        

select the History tab in the Maintain Customers and Prospects. Here we give all the information in it.. of a customer

                      How to maintain the Chart of account

Firstly we open the peachtree .. click on the open an existing company

Open the brower nd open the file where we save.. I save the file in z drive

Select the file

Now we open our company we go to the maintain nd click on the chart of account

Now the chart of account open

In there are three one is account id… second is  description nd third was account types

We have some chart of account sample

Entre the code in the address id as 105

Entre the description as cash of account

Entre the account type as cash

Then we save it…

If you posting wrong account then we click on magnifier

 andselect the option which we posting wrong

 Like this

                                                                        

How to enter the beginning balance in chart of account

Now you have setup your company in Peachtree, it is recommended to establish Chart of accounts, General Ledger Defaults and Beginning Balance if any.

To establish the charts of accounts click the Maintains menu and select Chart of Accounts.

window will displayed

You can enter the beginning balances on the general tab. Select the beginning balances button. pechtree displays the select period window.

Select the period date then u go to the beginning balance nd enter the values in it 

We enter all the values in it and then click on the save button