How
to maintain the customer records
For
this we must have the customer records of existing company. We open the
existing company and go to the maintain the option of the title bar and where
select the maintain customer/prospects
In
this option the customers mean which we are selling to customers with passage
of times while prospects mean those customer which we will sale with mind of
retained customers. When we click on the this option the window will appear
such are following
This
window showing the different option in Header field and Tab. Here keep in mind
that basic information for sales customers such are
1) Customer ID
2) Name
3) G.L sales Account
Here
we give the ID with itself intention which for easily identify the customer for
instance, cash or credit customer so we can give different ID to customer. Name
is real name of customer and last is G.L sales Account which show the record of
the maintain chart of accounts of sales which should be exist in Peachtree
software. Shoeing are
Now
we going to the general in tab. Here we will write the name ID and name. press
the alt+S will showing small window such are :
This
tells about that you have not enter the sales account in sales default so it
must to have select the sales account from the lookup which is appear
automatically after press the Ok button. Which showing window such as:
Now
here we entered the sales account on look up button.
After
this I will explain the other info of the customer maintain which include in
Tab.
1) General
2) Sales default
3) Payment default
4) Custom field
5) History
General
Tab:
Here we write the contact no, and
other relevant information can be entered. Bill to address mean where we will
sent the invoice to the customers
Sales
default:
In this step the sales represent which are
hire for selling as employee. Open pay Oder account mean which the customer
sent to sale for desire product purchase. Ship via which not use in Pakistan.
Price level mean which we can desire give rate.
Payment
defaults:
Payment
default deals with other address such are cardholder name, address, city zip
and country etc.
Custom
field:
Custom
field is other information about the customer following second contact,
reference, mailing list and multiple sites etc.
History:
History tells about the customer history
when the customer join with us as customer like as option of customer since.
Here also about the history about the cash, sales and period history.
Default
information:
The
next step is the default information for this we will be go to the menu of
maintain where select the default information and then select the customer in
sub menu such following are
After
this it will be appear a window such as following
Payment
term:
Here
different option of the customer default, accounting, custom fields, finance
charges and pay methods. Now I will discussed all steps such are
C.O.D
(cash on order):
Cash an order mean cash received when the
goods was sale .which window such as following
Here
the net due, discount in, discount % cannot mention because the cash had
already receive.
Prepaid:
Here
mean the cash are send to seller for order the goods before collected the
goods.
Here
also not give discount and net due.
Due
in number of days:
When
the something are sale some times the goods are sale on credit base. So in this
the time is give discount such as 3/10, n/30. Its mean seller give 3% discount
on the sale if the buyer pay the amount in 10 days while total credit time is
30 days. Here the also enter the ID of
the sales general ledger sales account.
Due
on day of next month:
Its
mean the due will be on next month of the day
Due
at end of date:
Its
mean the due will be the end das of the month.
Account
aging:
This
tells about the account aging by two methods invoice and due date. Here we also
fill the payment days with your choice period.
Custom
field:
This tells about the information
about the customer which we can blank labels can fill with his choice.
Finance
charges:
This tells about your customer finance charges if the customer late to payment you can also put the rate which you want to charge on customer
Pay methods:
