Maintain customers / prospects

After maintaining chart of accounts in peachtree accounting software now we are at a stage that we can maintain our “customers /prospects”.

To maintain customers prospects we will click on the maintain button and select “customer prospects” shown in the following windows

After clicking on customer prospects the following window w ill appear.

header fields and tabs:

Customer prospects header field is above the tabs in the window of maintain customer prospects.

First of all we have write the customer id and name of customer.

In this window we are provided 5 different “tabs” in which we can enter information or data.

So as the first tab is of “general” we will first click on “general” tab to input its data so after clicking on general the following window will appear.

In this window the first thing in the starting is about “contact” it simply means the contact of any customer. While under it “bill to address” means that we are going to send bill or goods to a customer at certain address after clicking on the arrow given beside “bill to address” the following options will appear:

This shows that for a same customer we are having different addresses to which we send bills and we are provided by options till “ship to address 9” which means that we cannot input more than 10 addresses of a single customer.

In the above window after “bill to address” we are provided more spaces for different items.

In address row we have to enter the address like “DHA, PHASE 1, HOUSE NO 199 ETC”.

In “city, st zip” we simply had to write the name of city for example “lahore”.

In “country” we had to write the name of country for example “Pakistan”.

In “customer type” we will carefully write the type of customer that whether it is our cash basis customer or credit etc. it is a kind of filter which we can use while finding our customers.

In “telephone 1 and 2” we will write the telephone numbers of our customers.

While in fax we will write the fax number, in email we will write the email id of customer, in website we will write website of customer.

In the last the option of “beginning balances” is given and by clicking it the following window will appear if we had entered the data of customer.

After clicking on it further a window will appear having two tabs.

The first tab is of “invoices” we have to write the invoice numbers and date of those invoice numbers which are going to record then pressing tab we have to enter data of purchase order number and its amount and account receivable account.

When we will move on the “A/R Account” option a magnifier will appear and we can select the a/r account after clicking that search button. As shown in the below picture that after clicking search the following window will appear.

The second tab is of customer balances and after clicking it this will appear:

In the above window all the balances of our customers will appear with there name and ids.

Now we will move towards our next tab from our main tabs which is “sales defaults”  after clicking sales defaults the following window will appear:

Here the first thing which we have to enter is “sales rep:”

The second is “GL Sales Acct:” over here we will enter account id for eg “100,110” etc and after entering this id and pressing tab if it blinks it means that we had entered the wrong account id which does not exists.

After “GL Sales Acct” we will enter the data of “open P.O” which means open pay order this pay order is open.

After that “ship via” bar we have select from the given options according to our requirement or through which we send shipments etc.

Then “resale” this coloumn means that if we are resaling any thing further and we will write its number.

Then “pricing level” in this we have to select from the 10 pricing levels given and this is done because we sale same goods to different customers on different prices.

We can change the “terms” by selecting it. After clicking on the short arrow given beside terms the following options will appear:

From these options we will select the required one. As shown in the picture that by default he option of “use standard terms” is clicked. And if we deselect this option then we can select the option of “C.O.D” which means cash on delivery or prepaid option. While we can also change the rest of the options also according to our requirement.after that we will click on “OK” when we have selected the options.

After that we have to select the delivery options given according to our requirement.

After that we will move towards our third tab which is “payment defaults” as shown in the following window and which will appear after clicking it.

In this tab we will again write some details about our customer like cardholders name, address, city state. Zip, country credit card number, expiration date etc.

In the above picture of “custom fields” tab we can write additional information of customer.

 

After clicking on history tab the above window has appeared. In this we will write the history of our customers.