TheGodfather: customer/prospect

CUSTOMERS/PROSPECTS

To maintain customers prospect in the Peach Tree following is the procedure:

v First of all we have to open the Peach Tree software and open the Maintain menu.

v In the maintain menu the first option is of customers/prospect click on that option and following window will appear.

v First you will fill the upper two columns which are called as header field, in which customer I.D and Name option is present.

v After full filling the header filed then various other tabs is present below this customer I.D.

v SALES DEFAULT:

The sales default window includes various information such as sales representative which means the person who is handling the sales, the general ledger sales account which means the accounts which have made in the charts of accounts will be present, open purchase order number will be entered, resale no is mostly linked with the online transactions. The ship via means that the companies through which your sales transactions will be carried out. In the end the last column is of pricing level at which you have set the price.

v GENERAL:

Like sales default other tabs will be filled. In the general column the contact column is filled. Then bill to the address options is present. There are up to 9 options are present to which we can bill the account. After that the relevant customer information is present address, city, country, addresses, fax, phone number and such other details. The sales tax number is allotted by the sales tax department of that country.

v PAYMENT DEFAULT:

Payment default tab is present for those customers who send the payments through credit cards. This is a kind of optional for the company because if the customers do the payments through the credit card then this can be avail. The relevant information is filled in the respective columns, so that information related to the credit card can be filled and recorded.

v CUSTOM FIELD:

This tab is present, in case we want to add the additional information about the customers. This is once entered then it can’t be changed.

v HISTORY:

In history the customer’s previous data is present. All the information related to the customer’s, invoice date’s, payments dates and such other information. All sales and cash detail information are present in the history of the data if our customer is our old customer.

CUSTOMER DEFAULT

In customer default we can make changes in the customers’ information. The total of the customers and the account receivable account present in the charts of account menu will be same. Following steps must be followed for the customer default.

v First you will go in the maintain menu. Then you will select the default information and further options will appear from there you will select the customer/prospect.

v When you will click on that option following window will appear. In that window different tabs are present. You will click on the tab you want to make additions or want to edit the information.

v PAYMENT DEFAULT:

a) C.O.D: Cash on delivery i.e. that payment will be done on the cash basis.

b) PREPAID: The payment has been received before the service is provided.

c) DUE IN NUMBER OF DAYS: This shows that the payment is done on credit and is due in how much number of days.

d) DUE ON DAY OF NEXT MONTH: This shows that payment is due till the next month.

v ACCOUNT AGING

INVOICE DATE:

The invoice date means the date at which the payment is made and invoice is generated.

DUE DATE:

Due date means that after the fulfillment of the date we will start charging the financial charges to the vendors. For e.g. if the payment was due at the 30 march then after the fulfillment of this date we will start counting the due charges.