Maintaining Customer Prospectus
Steps:
First of all you
need to start Peach tree accounting software, and load your company.
Now click on maintain button in the menu. You will find
Customer Prospectus in the menu.
When we will click on Customer/prospectus a new window will appear.
This is the window where you can enter
the all data degrading your customer. In main heading you will write the customer ID # and his name,
or his Business name.
General:
In contact type the contact number of your customer.
Select an address where to send bill from drop down menu.
Type the address of customer’s business place in Address bars.
Type the name of city, state and zip code of the area where
business of customer is situated.
Type the country name.
Type the sales tax if it is different from others then write it
or other wise regular sales tax will be enter here.
In Customer type write the type of customer, weather he is
retailer, or wholesaler.
In telephone number 1 and 2 type his landline numbers.
His fax number will be entering here in fax bar.
Email address and website address will be entering in specific
areas.
Sales
default:
First bar under this tab
is sales Rep; here you will enter the sales receipt number for that specific
customer.
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.
Open P.O no # is place
where you will write the purchase order number for this customer.
Select the one of
Delivery Company to deliver goods to customer by clicking drop down menu in
ship via
heading.
If you are online store
or reselling goods then you will type your resale number for that customer here
in
resale .
A producer charge
different prices to different customer. Maintain your own price levels and
charge it to
different customers as
you want to charge.
Select a payment term
from small arrow that applies on different customers. By default it wills 2%10
net
30.
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.
Payment
default:
This
column contains all the information of the person who is going to pay for the
products.
Customer
fields:
In this tab Custom Fields the headings which we see on
the left side , these headings can be changed
according to
our requirement. And maximum 5 headings can be written. These heading s can be
changed
from Default
information.
History:
This Column shows the transaction which occurred in past.
Customers default information
To maintain customers default information we will follow the
following procedure.
We will click on maintain option and select
default information and than customers option.
The following screen will appear.
Payment terms are those terms in which the customer must make
payment and which are decided by the both parties sales representator and
customer.
By clicking on GL sales account the following screen will
appear.
GL sales account requires information about the account of
sales which can be select by clicking on lookup button.
By clicking on Account aging the following screen will
appear.
Account aging means the number of days in which the customer
makes payment. The number of days which are decided in 1 column these are the
initial days if the customer does not make payment in these days and he make in
other days which are decided in 2 , 3 column than the probability of bad debts
increases.
By clicking on custom field the following screen will appear.
We can enter or delete the current information
about the current customer through custom field.
By clicking on Finance charges the following
screen will appear.
These are the charges which are charged to the
customer when the payment is not made on time.
By clicking on pay method the following screen
will appear.
Pay method requires
information about the method in which the customer must make payment.
