How to maintain
customer/prospects
We open the software
and click on maintain tab.
After opening the company in
our peachtree accounting software the first thing we do in order to creat the
customer record is that we click on the maintain option at the top of the
software toolbar and on click it following window appears on our desktop
screen.
From this window we select the first
option which is Customers/Prospectus In order to create our customer records. From
this window we select the first option which is Customers/Prospectus In order
to create our customer records. On clicking it following window scheme appears
on the screen.
We fill this window for each of our client or customer.
Customer ID:
This ID cannot be repeated for any other customer. Every
customer will have a unique and different ID as we allocated different ID for
different accounts while preparing chart of Accounts in the beginning.
Name: enter in the name of new customer.
General tab:
To enter
basic information about the customer such as contact information address, phone
and fax numbers, sales tax code, and beginning balances, select the General tab
in the Maintain Customers/Prospects window
Sales Defaults:
To set up
unique sales transaction defaults for each customer record, select the Sales
Defaults tab in the Maintain Customers/Prospects window:
Sales Rep:
You can
enter the sales representative that has contact with the customer.
G/L Sales Account:
Enter a
General Ledger account for the default sales account for this customer. This is
normally an income account.
Open P.O. #: This is the standing
purchase order number you
can use for
this customer. This defaults on the Quotes, Sales Orders, and Sales/Invoicing
windows.
Ship Via:
You can select the primary shipping carrier
you want to use to ship items to this customer. Shipping carriers are set up in
the Inventory Items Defaults window.
Resale #:
If this customer purchases items for resale,
enter the resale number here. Resale numbers are required by most states for
businesses that sell taxable goods.
Pricing Level:
You can choose from various pricing levels
that are set up in the Maintain Inventory Items window when invoicing your
customers.
Terms:
You can choose to use the standard customer
payment terms set up in Customers Defaults or set up a unique set of terms for
this customer.
Form Delivery Options:
This group box includes options that determine
how forms are delivered to customers either when you choose the E-mail button
on task windows or print forms from the Select a Report window.
Payment Defaults:
To select the Payment Defaults tab in the Maintain
Customers/Prospects window.
Cardholder's Name: enter the name as
it appears on the credit card in the Cardholders Name field.
Address: Enter the customers address
in this tab
Credit Card Number: Allows you to enter a default credit
card number to use for this customer.
Receipt Settings:
In the Receipt Settings area of the Payment Defaults tab you can specify the
default payment settings for the selected customer. When checked, the Payment
Method and Cash Account fields in the Receipts and Receive Payment windows
default to those on the last saved receipt.
History:
When entering a new
customer we can enter information on this tab.
Customer Since: this date when we
first made a sale to the customer.
Last Invoice Date: this date of the
last invoice we sent to the customer.
Last Invoice Amt: This is the amount
of the last invoice.
Last Payment Date: This is the date
of the last payment we received from the customer.
Last Payment Amt: This is the last
payment amount we received from the customer.
Last Statement Date: This is the
date of the last statement we sent to the customer.
THANKS J
