Maintain customer /prospect

For this purpose first of all we will open our peach tree software and select the option of existing company and sleet the option of maintain a window is open and we select the option customer /prospects.

This winow dividing between two areas

1.       Head field

2.       Tab area

                           Head field

When we select this option a window is open here we see the customer id and name that will remain constant during process. 

Tab area

we will deal with 5 heads in this area

Which are following?

        I.            general

      II.            Sale  default

    III.            Payment default

    IV.             Custom fields

      V.            history

General

that is the first option  when we select it  a window is open here we gave the customer id  which we make already than we gave the name of customer  we can also find our customer with there customer id .

Contect

in general first the first column is contact. Here we fills the contact no of over customer.

Then we can see the option

Bill to address

That tells about us which place where we want to send our invoice.

Ship to address 

A window also showing us about ship to address which are 1 to 9.

Where we want to ship over goods.

Address:-

In which we enter the address of our customer where we want to ship our goods.

Next we see city zip country and sales tag .we also fill this entire column .in city we enter over city name. In country we enter country where we want to ship our goods..

Similar we also complete other column which are followings . customer type telephone# flax and

e –mail web side after completing this   we will safe it with alt+s

Sales Default:

The second option in maintain customer is sales defaults in which we have different head which helpful in different ways like sale rep in which we deal with person who are involved in sales of our business. The next option which we use in sales default that is known as GL Sales acct .in this window we already maintain our geranial ledger sales account and this window we will add the sales subsidiary ledger account.

Open po #

The next option is open Po #. Po stands for purchase order number. Here we enter the Po no of our customers which we already made in our book record.

Ship via and resoled no

It’s the option of ship via is used for sales in foreign. Within country we not use this option. In resell no use for online and in it we order our manufacturer to sell goods our customer on behalf of us. Pricing level is next option we have 1 to 10 number of pricing and we use anyone option to charging price of our customer. Terms that are use for conditions which we want imposed that should be mentioned there

                                           

 And the other side of the window some of the delivery options will be filled.

Custom Fields:

At the time of using this command heading field will remain same. In which we will fill the rows of second context, reference, margin line and    multiple Sites and 5^th option is use for if you missed some important information you can put there.

History:

That is linkage with time of payments, payment amounts, invoice date and last statement date.