How To Maintain Vendor On Peach Tree Accounting

Vendors are the people from whom you purchase goods and services. To make vendor accounts we have to follow the steps which are explained below.

Step 1:

Run your Peach tree accounting software and select your company.
In order to maintain vendors in the figure below select the tool bar maintains and then selects vendors. This is shown below in the figure with light blue color.

Step 2:

When we click on vendors we get the screen having following fields and tabs. There are 3 portions of this image on contain the above portion which is called menu bar which contains:

• Close
• Save
• Delete
• New
• event
• help

The second portion is known as fields which contain:

Vendor Id:

In customer id field we give the desired codes to our vendors.

Name:

In name field, we enter the name of the vendor.

The third portion is known as tabs which contain:

• General
• Purchase  Defaults
• Custom Fields
• History

Step 3:

General: 
General tab contains the information about the vendor like:

• Contact information
• Account
• Address
• City
• Vendor type
• Email and website
• Phone and Fax numbers
• Beginning balances.

Step 4:

Purchase Default:

In which we write the purchase rep means id of purchase account which is inventory from chart of accounts.

Step 5:

Custom Field:

This tab is used to enter custom field information for the selected vendor’s record.

·        Office manager

·        Account rep

·        Special note for vendor

Step 6:

 History:

 History tab is used to check the past relation of vendor with the organization regarding purchase the goods from vendor.

Step 7:

Every vendor will be allocated with an ID which will be written in “Vendor ID” portion. After this we write the “Name” portion in this window. After writing the name of the vendor we first fill the “General” part of the requirements.

·        Contact information

·        Account numbers

·        Address of the vendor

·        City and county

·        Vendor type

·        Email and website

·        Telephone and fax numbers

And we click on "purchase default" to move further.

Step 8:

In this step we go to the purchase defaults tab where Inventory is the Purchase Account of Vendor where we write the id of the inventory.

 There are many options:

Purchase Rep. and Tan id etc which can we change in default vendor option.