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Customer and Sales Management MCQs on Peach Tree
By: Prof. Dr. Fazal Rehman Shamil | Last updated: August 1, 2024
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
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
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
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
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
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
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
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
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
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
