Maintaining Customer Prospectus

v     Maintaining  Customer Prospectus

There are different kind of steps for maintain customer prospects.

Ø Steps:

ü  First of all you need to start Peach tree accounting software, and load your company, and wait for the main page.

ü  Now click on maintain button in the menu. You will find Customer Prospectus in drop down menu.

ü  Click on Customer/prospectus button. A new window will appear.

ü  This is the window where you can enter the all data degrading your customer.

ü  In main heading you will write the customer ID # and his name, or his Business name, you can active or deactive any customer by clicking the check box of inactive in front of name.

Ø General:

ü  In contact type the contact number of your customer.

ü  Select an address where to send bill from drop down menu.

ü  Type the address of customer’s business place in Address bars.

ü  Type the name of city, state and zip code of the area where business of customer is situated.

ü  Type the country name.

ü  Type the sales tax if it is different from others then write it or other wise regular sales tax will be enter here.

ü  In Customer type write the type of customer, weather he is retailer, or wholesaler.

ü  In telephone number 1 and 2 type his landline numbers.

ü  His fax number will be entering here in fax bar.

ü  Email address and website address will be entering in specific areas.

Click on sales default Tab for further.

Ø Sales default:

ü  First bar under this tab is sales Rep; here you will enter the sales receipt number for that specific customer.

ü  In general Leaguer  Sales Acct select one sale account from your charts of accounts, for this customer by clicking blue magnify glass in front of the bar.

ü  Open P.O no # is place where you will write the purchase order number for this customer.

ü  Select the one of Delivery Company to deliver goods to customer by clicking drop down menu in ship via heading.

ü  If you are online store or reselling goods then you will type your resale number for that customer here in resale #.

ü  A producer charge different prices to different customer. Maintain your own price levels and charge it to different customers as you want to charge.

ü  Select a payment term from small arrow that applies on different customers. By default it wills 2%10 net 30.

ü  When goods are delivering select the method of taking sign or delivery report from customer. Select the one of the methods from options. It may be by Form or by Email.

Now click on the next tab that is of Payment default.

Ø Payment default:

ü  This column contains all the information of the person who is going to pay for the products. All the required.

  

Ø Custome fields:

ü  The information which is in other tabs will not change.

ü  This tab helps us to customize the information which we need.

Ø History:

ü  This Colum shows the transaction which occurred in past.