peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Tutorials
Getting Started Guide
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You could also double-click inside the Customer ID field to display the
Maintain Customers/Prospects window.
Maintain Customers/Prospects window.
Let’s take a moment to look at the Maintain Customers/Prospects
window. If you’ve just worked through Lesson IV—Accounts Payable,
notice the similarities with the Maintain Vendors window. The
information is subdivided into four tabs—General, Sales Defaults,
Custom Fields, and History.
window. If you’ve just worked through Lesson IV—Accounts Payable,
notice the similarities with the Maintain Vendors window. The
information is subdivided into four tabs—General, Sales Defaults,
Custom Fields, and History.
Coding Systems
When labeling ID codes for vendors, customers, inventory items, and so
on, it is important to use a system that is consistent so that other users in
your office can step in and easily enter a new record or search for an
existing record.
on, it is important to use a system that is consistent so that other users in
your office can step in and easily enter a new record or search for an
existing record.
There are several methods you can consider. Our sample company,
Bellwether Garden Supply, uses the first part of a vendor’s/customer’s
last name or company name (in all caps) followed by a number. For
example, Coleman Realty has a customer ID of COLEMAN-01. The
advantage to this system is the ease of memorizing and using codes
during data entry. It also takes advantage of Peachtree Accounting’s
Smart Data Entry option set up in the Maintain Global Options window.
Bellwether Garden Supply, uses the first part of a vendor’s/customer’s
last name or company name (in all caps) followed by a number. For
example, Coleman Realty has a customer ID of COLEMAN-01. The
advantage to this system is the ease of memorizing and using codes
during data entry. It also takes advantage of Peachtree Accounting’s
Smart Data Entry option set up in the Maintain Global Options window.
Another example of coding could be a four-character, alphanumeric
code, with the first letter of the company’s name, followed by a
sequential three-digit number. Thus Acme Janitorial Supply and Acme
Andirons would be coded AØØ1 and AØØ2, respectively.
code, with the first letter of the company’s name, followed by a
sequential three-digit number. Thus Acme Janitorial Supply and Acme
Andirons would be coded AØØ1 and AØØ2, respectively.
Remember: ID codes are case sensitive. AØØ1 and aØØ1 are not the
same.
same.
The customer we are going to enter is Armstrong Manor.