how to maintain customer/prospects?

How to maintain customer/prospect?

Open up the Peachtree software

After opening Peachtree software a dialoged box will open. Select the option of existing company.

Now again a dialogue box will open . click on browse button.

After clicking on browse button. We will select our company file.

This will open our home page. Now we will click on the option “maintain” and then click on customer/prospects.

A dialoged box will open which look like this:

The upper portion is called “header” and the portion which highlights “general…. Sales default… etc” is called TABS.

Fulfilling the information.

We can also set the address according to the situation like on at what address you have to send invoice and at what address you have to send the goods by selecting the option of “bill to address”

After clicking bill to address the dialogue box will look like this

Now after fulfilling this click on “sales default”

In sales default we have price level which we can set according to the sales contract.

Open P.O is the option which is that your previous system was not computerized and now it is.

 Payment default will show you address and other options if the customer is dealing with credit card 

History will tell you about the transactions which have been incurred with the customer.

This is how we can maintain the customer/prospects.

How to maintain customers?

·         Open up the peachtree home page.

·         Go to the “maintain” option. Then select the option of “default information” which will furthure open up a window and then select “customers”

·         This will open a dialogue box which have the tabs of “payment terms” “account aging” “customer fields” “finance charges” and “pay methods”

·   

 inpayment terms we can set the standards for receiving the payments from customers.

1.       C.O.D is the term of cash on delivery

2.       In” prepaid” option we can give discount to the customer because of receiving payment before the due date.

3.       “due in number of days” in this term we set the “net due days” for receiving the payment from customers  and in what days within we give “discount” to customer and with what “discount percentage”

4.       “due in next month” is  same as like due in days except the option of “due in months”.

5.       We give account number in GL Sales Account.

6.       We give account number of “Discount GL Account”.

·         Next tab to maintain is of “account aging”

  

This will give the maximum limit of payment from customers. The date can be set according to invoice date or due date.

·         “custom fields” is use to enter extra information about customers.

If we want to add an other question refer to the customer information we will check the 5^th check box and then type the question

·         Next tab is of “finance charges”.

a)      In finance charge tab we set the amounts that on which invoice number what overdue charges will be charged.

b)      Its annual rate

c)       If the balance is above the payment then what percentage will be charged.

d)      Its minimum charges.