MAINTAIN VENDOR

For maintain the vendor account first of all open the peach tree software and open your company after opening the company there is the window that is open as following

After selecting the vendor from the maintain the window will be open as following

On the top of the window there is vendor ID that represents the vendor to whom we purchase and the id mist be in the alpha numeric

After id there is name of the vendor in this place we enter the full name of the vendor

Then in the middle of the page there is four different heads and first there is GENERAL

In the general there is contact of the vendor through which we can communicate with the vendor

And the account info, the address of the vendor, country and the postal address etc

In the right side of the page there is vendor type that is temporary may be permanent and the other information like e-mail id, fax and the telephone number etc.

Then moving towards the second head that is PURCHASE DEFAULT

After opening that the window will be as following

In the head of purchase default there is purchase rep and the purchase account, tax id and the ship via etc all the information relating to the purchases

Then moving to the next head that is custom field

And the window will be as following

In this head there is information like office manager

Account rep

Special note

Cash on delivery

Office delivery

Then moving to the last head that is history in this head the window will be a following

This is record of the all purchases with this vendor and the information like last invoice date, payment date etc

After adding all the information like id, name and the purchase account that is raw material purchases and then save the data from the top main bar of the window from save key and the data will be save.

QUOTES AND SALES ORDER

Quotes means the quotation that we formed to offer for sales to our customer

After opening the Peach tree software there is on the main front bar task and then click the task and on the top of the list there is quotes and sales order click that

On the top of the window there is customer ID, first select the ID that you want to made quotes

On the right side of the window there is date that shows the date of that day at which you made quotes

And there is also quote no and then give any quote num

In the mid of page there is columns of quantity, item, description, unit price and total

Quantity represents the num of item

Item tells us about the item that we are going to make an offer

Description tells us about the details of the product or item

Unit price that shows the per item price

After selecting the customer id and the item selecting the window will be as above

Converting quotes into sales order

After making quotes if the customer is willing to purchase then there is an option of converting quotes into sales order

From the top main bar there is an option of   “CONVERTER” click that option and the window that is open as following

After selecting the sales order the new window of sales order is as following

Then add the relevant information that is like how much units he wants to purchase etc and then save the information by the save option.

VENDOR CREDIT MEMO

VENDOR CREDIT MEMO is a memo that is formed for the purchases return.

When we purchase something to record that purchases first we form the purchase order, after this select the vendor credit memo from the main front bar and open iy and the window that is open is as following

In the above mention window there is on the main bar vendor id select the vendor that you want return the goods after selecting the vendor the data will open and the window will be as following

When we select the vendor the new head will be open that is apply to invoice no, and along that there is option of select the invoice num and the data will open as following

After entering the invoice num the past data means past purchases will open

And there is box named as returned, enter the quantity in that box and enter the unit price and the total will be calculated. And then save the data by save option.