how to maintain the customer/prospects

How to maintain the customer/prospects

When we click on the maintain menu you have to click on the customer/prospect. The following window will appear:

Header field and tab:

In the it contain the

·       Customer id

·       Name

·       Prospect

·       Inactive

Customer id:

                       In this you have to enter the customer id in alphanumeric.for existing customer you have to select the look up customer you want.

Name:

           In this enter the name of the customer>

Prospects:

                    If you want to add the invoice for the prospects ,the prospects becomes the regular customer and add in the customer report.

Inactive:

               You can easily update the customer address and information.

General tab:

In the general tab you can enter the customer type, telephone no,fax  no, sales tax no etc

Sales default

Sales rep:

In this, you enter the sales representative that has contact with customer.

Gl sales acct:

                        In genral ledger you can enter the sales account in this tab

Open p.o#:

                   In this you have to enter the purchase order number>

Resale#:

              If you did any resale then you can enter the resale number in this tab.

Price level:

      In this you can maintain the price level .

Terms:

          If any term is exists then you havw to click on it.

Payment Default tab:

 

Cardholder name:

                 In the you can enter the credit card  holder of the customer

Address:

In this you can give the  billing address of the customer

City country credit card number is enter in this tab

Customer fields:

 

In this you can enter the second contact,reference mailing list and multiple sites of the customer can enter

History:

                   

You can see the history by click on the history.

Default information

Firstly you have to open the default information form maintain menu and go to the customer option as

The folloing window will open:

Payment terms:

In this the following things will appear

·       C.o.d

·       Prepaid

·       Due in number of days

·       Due on day of next month

·       Due at the end of month

Then adjust the requirements as we discount in 30 days

The discount percentage is 2 and credit limit is 2500

Then we can look to the gl sales account the window will appear as

Account aging:

In this we have due date and we select it the following information is also given in it.

Customer fields:

In this field label and final head is included

In the field label mailing list, second contact, references , multiple sites are included and you have to enabled this by tick marks as

Financial charges:

 

The above window contains day overdue.upto,annual interest rate,on balance above that,mimimum finance charges etc.in this tou charge the finanacail charges.

Pay method:

Then select the deposit.