HOW TO MAINTAIN CUSTOMER/PROSPECTIVE

How to maintain customers/prospective

1^st  we have to open an existing company in peachtree and click on MAINTAIN in header bar

                                 

Then click on cutomers/prospects .

This window will appear..

In customer ID we add our customer ID and name in NAME bar

In contact we add name of our customer

In Address we write the address of customer and city and country with full information

In telephone 1: we add the telephone no. and if there is another no. available we add it in telephone2:

In BILL TO ADDRESS we have 9 address of ship these are for our ship address

We click on bill to address and this will appear

We click on ship to address 1 and this will appear

Then wee add ship name , address , city , country …..

And then we click on sales defaults this window will appear

In sales rep: we add our sales representative name and in GL Sales Acct: Wee ADD account no. of sales and open P.O. we add opening purchase order if we have and in ship via: we add the ship company name through we sending the order

Resale no if any resale happened

And the pricing level wht we set

And then in payment defaults :

These informations are for if we are doing it through bank we add are card holder name and credit card no. payments method and cash account no.

In cutomer fields : we add information whatever we want lik refrences and second address etc
and in #5 we can add a column name what ever we want to show 

And then we have history : it is usefull for future if we are making it just on time

In which we have customer since: from when the customer is with us

Last time he purchase from us  and what amount he paid to us period history of  sales and cash.