How to maintain customer/prospects

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