Maintaining Customer Prospects

First of all open the peach tree software after opening the peach tree software then select the maintain from main top bar and the list will be open and the window will be as following

Select the customer prospects so customer prospects tells us about the customer details means customer nature, type of customer, amount of sales, amount of receives etc.

So, after selecting the customer prospects the window will open as following

 

Ø In the above mention window on the top there is a bar in which there is option of close, save, delete, new, event and help etc.

Ø Then there is customer id in which we enter customer id that is alpha numeric.

Ø Then name in this complete name of customer.

Ø On the right side of window there is an option of prospect and inactive and prospect means that customer will be formed in future.

Ø Then there is a head of General in this there is option of contact, address, city etc.

Ø On the right side there is customer type, telephone num, fax, email, website through which we communicate to the customer.

Ø In the bottom of the right side there is begging balances, in this we enter the amounts that we have to take from the customer or balances.

After entering the balances the window will be as following

After entering  data, from the top bar there is  an option of save and save the customer record.

Then again move towards the main window of customer prospect and then select the sales default and the  following  window will open.

In the sales default there is general sales account in this we will enter the account id that is of sales which is 410 and this is done before entering the beginning balances.

Other information is not so necessary to fulfill.

And then moving towards the next head that is payment default and the  following window will open.

In this head there are sources through which we received our payment by customer.

Then  moving towards the next head that is customer field after selecting it  following window will open.

In this head there is customer information like

Ø  Second contact

Ø  Reference

Ø  Mailing list

Ø  Multiple sites

Ø  And also a free space in this any thing that we want to enter

Then moving towards the last head that is history after selecting that the following window will open.

In the head of history there is date and time since that particular person is our customer, last invoice date, last payment date etc in simple words all the history of our customer.

In the end any data or information that we enter in any head must be save from the top main bar option of save.

 MAINTAIN CUSTOMER DEFAULT

In the customer default we sets the default terms for sales and also sets default for credit limit.

First of all we open the peach tree software and then open our company after this select the maintain there is open a list in the third last num there is default information, place curser on it and sub list is open in this there is customer select the customer and the window will be as following

After opening the customer default the window is as above

In the window on the top there is main bar in the main bar there are heads like

Ø Payment terms

Ø Accounting aging

Ø Customer field

Ø Finance changes

Ø And pay methods

First we open the payment terms in this there are standard terms like C.O.D that stands for cash on delivery, then prepaid that means payment must be advance,

Due days in which payments must be made, due on day of next month,

Due at the end of month 

On the right side of the window there is net due in that are days in which payment due , other is discount period in which we get discount and the last is discount percentage that means the rate at which percentage we get discount

Now moving towards the next head that is accounting aging and the window will be as following

In the above window there is about the invoice like invoice date, due date.

In the bottom there is aging categories like time periods in which aging categorize. Then moving to the next head that is custom field and the window will be as following

In the above mention window there is field labels like

The contacts through which we connect to the customer that are as follow

Ø Second contact

Ø Reference

Ø Mailing list

Ø Multiple sites

Now we moving to the next head that is finance charges and the window will be as following

In this head there is information about Interest rate and the percentages of the interest, minimum finance charges etc

Then moving towards the last head that is pay methods and the window will be as following

 

The sources through which payment is made like

Ø Cash

Ø Check

Ø Visa

Ø Master card etc,

After selecting it then click ok and save it.

MAINTAIN VENDOR DEFAULT

For maintaining the vendor default open the vendor default from main bar to move curser on the maintain and then from the list choose default and then select the vendor and the window that is open will be as following

The first head is payment term in this head there are information that is as following

Standard terms, in the standard terms there is C.O.D that means cash on delivery, other is prepaid means first we made payment then receive items,

Ø Payment due in number days,

Ø Payment due on day of next month,

Ø Payment due at the end of month.

The next head will be about account aging and the window will be as following

That tells us about the invoice due date and the time period just like customer default and the next head that is custom field and the window will be as following

It is used about the extra information about vendors like 

Ø Office manager

Ø Account manager

Ø Special note etc

   After selecting it and then select the button ok and save it.