HOW TO MAINTAIN CUSTOMER RECORD IN PEACHTREE

HOW TO MAINTAIN CUSTOMER RECORD IN PEACHTREE

We select the customer record in Peachtree and we select maintain.

 

Firstly we select the existing company and then we select maintain.

1_customer.

2_prospect.

Then we select the general.

 

                                                                         

We select the sales default.

In sales default we first choose the customer id.

 Name of customer.

General sales account

                                                

We can change the information through payment defaults

.                                                            

 

We record the customer information.

When entering a new customer you can enter information on this history tab

First we select the maintain and then we choose default information and customers.

 If Cash on delivery the discount will be not met.

In Account Aging IS consist of two approaches

1 – INCOME STATEMENT

2—BALANCE SHEET

In custom fields other department information is available

 

Calculating flat rate in finance charges method.

HOW TO MAINTAIN VENDOR RECORD

HOW TO MAINTAIN VENDOR

RECORD

We maintain the vendor record and store our company information in this step.

We maintain vendor window

Name of company and address of company.

We save all data in this process

 

To setup the purchase default in vendor account

   In Purchase rep we can select the person of our purchase representation.

Purchase account treated as expense account

We use tax id no.

Ship via use.

In cash and prepaid discount is available.

And other things the discount is not available.

Custom field information is compulsory in vendor account.

Name is required in customer field information.

 

First we select the history tab for maintaining the vendor account.

Last invoice date and last payment is must required.

We select the maintain then we went to default information and vendor.

In cash and prepaid discount is available.

Purchase and discount is compulsory.

In account aging invoice date due date is required.

It consists of column heading .

Four column is available.

Choose the custom field and then select the label field.

Label field consists of four things.

Office manager

Account rep

Special note