how to maintain customers/prospectus

How to maintain customer/prospects

After set up new company and charts of account now we write how we maintain customer/prospectus. Maintain customer/prospects we use to store information about the different people and company whom you sells the goods.

Maintain customer/prospects include the different information,

First we open the Peach tree option and select the maintain.

Then select the custom prospectus. In custom prospectus we have the different option like general, sales defaults payment defaults, custom field and history.

That is given below,

We go to the go to the general option. 

Enter the customer id like 222 and name in the tab.

In general have different information like contact , address, sales tax, Emails, website, telephone , fax , bill to address and beginning balance. We select the general tab in the customer/prospects window.

Then go to the sales defaults.

In sales defaults have following information .we enter the general ledger sales account that is compulsory and then open purchase order # that contain the number order .Next resale # and pricing level etc.

Then go to the payment defaults. In payment defaults have cardholder’s name, address, country, credit card number, expiration date, cash account, payment method. Choose the credit card that you want to use, and enter the name as it appears on the credit card in the cardholder’s name.

Then go to the custom field .In custom field  we enter the  custom field information that we selected customer and maintain record .following information that we give in custom fields that is contact, reference, mailing list and multiple sites etc.

Then we have the option of history. In history we have different information that is compulsory to provide. Last invoice date is the date of the last invoice  that you sent to the customer. Last invoice amount is the amount of last invoice. Then payment amount and payment date is entered.