PeachTree Accounting Training

Posted by on Wednesday 18 Jul 2012

Buying Product

Adding Vendors

New vendors may be added by selecting the “Vendors & Purchases” tab from the menu on the left side of the screen.  In the “Vendors & Purchases” pane, select “Vendors” and choose <New Vendor>.  You will be taken to a screen that will allow you to enter new vendor information.  Click <Save> in the upper left side of the screen just under the primary menu if you have no more new vendors to enter.  Click <Save and New> if you have additional new vendors to enter.  Note that required fields are denoted by an asterisk.

You may also edit existing vendor information by choosing <View and Edit Vendors> from the dropdown menu under “Vendors.”

To edit the vendor table:

Select <Settings> in the upper left corner of the screen just below the primary menu.  You will then have the option of adding or removing fields from the vendor information table.

To modify an existing vendor:

Select the vendor you wish to modify by either scrolling through the table or performing a search using the vendor name or id and then click <Open> on the upper lefts side of the screen just under the primary menu.  You will then be able to change the vendor information.  When you are finished, click <Save>.

To delete an existing vendor:

Select the vendor you wish to modify by either scrolling through the table or performing a search using the vendor name or id and then click <Open> on the upper lefts side of the screen just under the primary menu.  Click <Delete> in the upper middle of the screen just under the primary menu.  You will be prompted to verify that you wish to delete the vendor.

To add an event to a vendor:

Open a vendor and then click <Event> in the upper middle of the screen.  A popup will appear that allows you to record calls, letters, meetings or comments.  Click <Save> when you are finished entering an event.  You may schedule recurring events by selecting <Recur> from the toolbar at the top of the popup.

Creating Purchase Orders

To create a new purchase order, select “Vendors & Purchases” from the menu on the left side of the page.  In the “Vendors & Purchases” pane, select “Purchase Orders” just below the “Vendors” and choose <New Purchase Order>.  You will be taken to a screen that allows you to enter the information.  Click <Save> in the upper left corner of the screen just under the primary menu when you are finished.

You can also generate multiple purchase orders by selecting <Auto-Create Multiple Purchase Orders> from the dropdown menu under “Purchase Orders.”  You will be taken to a screen on which she will be asked to select your view based on quantity, stock status, and item class.  When you are finished selecting your filters, click <Okay>.  A report will be generated based on your filters.  Click <Save> to generate.

To edit a purchase order:

Choose <View and Edit Purchase Orders> from the dropdown menu under “Purchase Orders.”  To alter the table view, select <Settings> from toolbar at the top of the screen.  You will then be able to add and remove fields from the table.  To edit a purchase order, locate the purchase order you wish to edit by scrolling through the table or searching for it using the vendor name or id.  click <Open> on the toolbar at the top of the screen.

Add a line to the existing order by clicking <Row> on the toolbar at the top of the screen just under the primary menu.  Then choose <Add> from the dropdown menu.  A blank row will appear at the bottom of the purchase order.  To place a new row between existing rows, highlight the row below where you wish to insert the new row, click <Row> and then <Add>.

Delete a row by highlighting the row you wish to delete, selecting <Row> from the toolbar at the top of the screen, and then <Remove>.  You will not be asked to verify that you wish to remove the highlighted row, so be sure that you’ve selected the correct row to delete.  Note that the remove option remains grayed out until you highlight a row to delete.  It’s also important to note that clicking <Delete> on the toolbar at the top of the screen will erase the entire purchase order.  The “Delete” option should ONLY be selected if you wish to delete the purchase order in its entirety.

You may also enter events for Purchase Orders.

To enter an event for a purchase order:

Select <Event> from the toolbar in the upper middle of the screen just under the primary window.  A popup will appear and you will then be able to enter call, letter, or meeting information as well as comments.  When you are finished, click <Save> on the menu bar at the top of the popup or click <Recur> to schedule the event as a recurring one.

It’s possible to revise the purchase order view from the existing customer screen by choosing <Layout> from the toolbar at the top screen and then <Customize Purchase Order Layout>.

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