MAINTAIN CUSTOMERS & PROSPECTS

1.Open the peach tree software and click on the open an existing company.

2.when u will open your existing company then click on the maintain tab and click Maintain Customer/prospects.

3.the window appears and it will show you the columns and empty blocks which you will fill according to the requirement.

First of all write any Contact I.D and Name of any Customer to start the process.

                                                                         

4. then we go to General tab..here we see the multiple  heading with given columns to fullfill it according to our need and requirement.

Here we write any Contact name. and down ship to Adress 1. There are maximum 9 addresses at which we can send and receive different items . we can fill every block according to our requirement. But here the minimum requirement is Contact name and Telephone 1 to be fullfilled.

     

5. then we go to Sales Defaults. In this we see different columns to be fullfilled according to our requirement. As we know we have made the Maintain Charts of Accounts , and we have opened our previously saved Charts of Accounts. So in GL Sales Account we will press on the Magnifier glass and search for the Sales from the samples of Accounts and double click on it.

Resale # tells about the things or products where they are directly delivered..

Pricing level tells about the percentage of cost and price we want to set .

6. in the next tab Payment Defaults we will write the Address. And we can fill all the columns if we want to..if we want that our customers can purchase via Credit card we can enter the Credit card # and expiry date of the Credit Card.

7. in the next 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.

      

8. and in the last tab of History we cannot write change anything because it is by default. And it tells you about the last date of invoice,payment, and Statement..

And the two uncheck which are on the top ,

Prospect: if we make quotation and  send it .

Inactive: we can inactive those customers who do not give payments on time or who have not given money yet.

 Customer Defaults

1.  First of all we open peach-tree software and open our existing company, which we made before and saved.

  

 2.       Now we open Customer Default from the menu above.

Following are the steps to open the Customer Defaults.

3.       The Customer Default is opened. Now we see the First tab Payment Terms. In this we see different circle checks which indicate  the changes in Sales and these are the Default settings through which we can adjust anything according to our requirement.

  C.O.D à Cash On Delivery.. it means when the goods are delivered then the payment will be done.

 Prepaid à It means the payment of goods is done in start and goods will be received afterward.

 Due in number of days à it means if any customer buys goods via credit card and if he pays the total amount of the goods within 10 days so he will get 2% discount. The discount rate and discount in days can be changed according to our need .

Due on day of next month à it means money will be received in next month 7^th day or any day which we set by default.

Due at end of month à it means if any customer takes good from us and if he do the payment before the due date so he will be given discount..and if he does not pay within month he will not get discount.

Every Standard Term have its own terms and conditions ,which changes by clicking on the different Standard Term.

As we can see the GL sales Account , in this we can set the account by double clicking on the space given in front of the GL Sales account.

And in the same way Discount GL Account we will double click on it and write the same account ID which we write in the GL Sales Account.

4.       Now in the next Tab we go in Account Aging. In this we see the age invoices of two types.

Due date  and invoice date.. it is our choice to select  either Due Date or Invoice date.

  

5.       In Custom Fields we can edit the given 5 fields according to our requirement. In the 5^th field we can edit it and write in it by clicking on the check-box  Whatever changes we made in Customer Default , its impact will be on the Maintain Customers/Prospects.

6.       In the Finance Charges we set the Finance charges according to our company requirement. The following terms are fulfilled to bring changes in the Maintain Customers/prospects.

  We will click on the given check boxes for implementation. And if we have not made Finance Charge GL Account then by double click on the given space in front of the Finance Charge GL account we can make the new account of it by giving I.D and account Type.

And if we want that if any customer does not pay on time and Finance charges are been done so a line should be written on the statement paper. We can edit and write the line whatever we want to.

The following window shows the making of Finance charges account.

    

7.       In the Pay Methods we give the option to customers to do payment in different ways. Like in cash, check, VISA card and etc.