Customer and Sales Management MCQs on Peach Tree

By: Prof. Dr. Fazal Rehman | Last updated: August 1, 2024

1. Which Peachtree feature is used to manage customer information?
   a) Customer & Sales
   b) Customer Management
   c) Sales & Receivables
   d) Accounts Receivable
   Answer: a) Customer & Sales
2. How can you create a new customer record in Peachtree?
   a) Go to the Customers & Sales menu and select New Customer
   b) Use the Add New option under the Accounts Receivable tab
   c) Select New Record in the Customer Management section
   d) Use the Create Customer Wizard under the Sales menu
   Answer: a) Go to the Customers & Sales menu and select New Customer
3. What is the purpose of the ‘Sales Order’ feature in Peachtree?
   a) To record and manage customer orders before invoicing
   b) To process payments from customers
   c) To create quotes for potential sales
   d) To manage customer contact information
   Answer: a) To record and manage customer orders before invoicing
4. How can you apply a payment to an open invoice in Peachtree?
   a) Go to the Payments & Receipts section and apply payment to the invoice
   b) Use the Apply Payment option under the Sales Orders menu
   c) Access the Customer Payment module and select the invoice
   d) Enter the payment in the Customer Transactions section
   Answer: a) Go to the Payments & Receipts section and apply payment to the invoice
5. Which report would you use to view outstanding customer invoices?
   a) Aged Receivables Report
   b) Sales Journal Report
   c) Customer Transactions Report
   d) Open Invoices Report
   Answer: a) Aged Receivables Report
6. How can you generate a sales invoice in Peachtree?
   a) Go to the Sales menu and select Create Invoice
   b) Use the Invoices & Payments option under the Transactions tab
   c) Click on the Sales Orders and select Invoice
   d) Create a new Sales Receipt and select Invoice format
   Answer: b) Use the Invoices & Payments option under the Transactions tab
7. What feature allows you to track customer payments and outstanding balances in Peachtree?
   a) Accounts Receivable
   b) Customer Ledger
   c) Sales Tracking
   d) Payment Manager
   Answer: a) Accounts Receivable
8. Which Peachtree icon provides access to managing customer contacts and communication?
   a) Customer Contacts
   b) Sales Management
   c) Customer & Sales
   d) CRM Integration
   Answer: c) Customer & Sales
9. How do you apply a discount to a sales invoice in Peachtree?
   a) Enter the discount amount in the invoice line item
   b) Use the Discount feature in the Sales Order module
   c) Apply a discount rate in the Customer Setup
   d) Modify the invoice terms to include a discount
   Answer: a) Enter the discount amount in the invoice line item
10. Which Peachtree report shows detailed information on sales by customer?
    a) Sales by Customer Report
    b) Customer Sales Summary
    c) Sales Analysis Report
    d) Customer Sales History
    Answer: a) Sales by Customer Report

More MCQs on Peachtree

• Main navigation areas (e.g., Customers & Sales, Inventory & Services)
• Using menus and icons
• Accessing and customizing reports
• Customer and Sales Management MCQs
  • Creating and managing customer records
  • Processing sales invoices
  • Handling sales returns and adjustments
• Inventory Management MCQs
  • Setting up and maintaining inventory items
  • Recording inventory purchases and adjustments
  • Tracking inventory levels and costs
• Vendor and Purchasing MCQs
  • Creating and managing vendor records
  • Recording purchase orders and bills
  • Handling vendor payments and adjustments
• Accounts Payable and Receivable MCQs
  • Managing accounts payable (AP) and accounts receivable (AR)
  • Generating and paying bills
  • Invoicing customers and receiving payments
• General Ledger and Journal Entries MCQs
  • Understanding the general ledger structure
  • Recording and adjusting journal entries
  • Managing and reconciling accounts
• Payroll and Employee Management MCQs
  • Setting up employee records
  • Processing payroll and employee deductions
  • Handling employee benefits and taxes
• Financial Statements and Reports MCQs:
  • Generating and interpreting financial statements (e.g., Balance Sheet, Income Statement)
  • Customizing and analyzing reports
  • Understanding key financial metrics
• Backup and Data Management MCQs
  • Performing and restoring backups
  • Managing data integrity and security
  • Handling data migrations and updates
• System Configuration and Setup MCQs
  • Setting up company information and preferences
  • Customizing forms and templates
  • Configuring system settings and user permissions
• Troubleshooting and Support MCQs
  • Common issues and solutions
  • Accessing help resources and support
  • Performing basic troubleshooting steps
• Integration and Advanced Features MCQs
  • Integrating with other software or systems
  • Using advanced features like job costing or project management
  • Exploring additional modules or functionalities MCQs