HOW TO MAINTAIN CUSTOMER RECORDS
We can
maintain customer records on peach tree software after maintaining charts of
accounts of our existing company . To maintain customer’s accounts we will
click on “maintain” option and select the “customer/prospects”.
After
selecting the customer/prospects option the maintain customer/prospects sheet
will be open.
Maintain
customers/prospects sheet consist of header field and other tab.
The header
field consists on customer ID and name of account. Tab includes general, sales
defaults, payment defaults, custom field, and history.
First of all
we will enter the customer id and name of accounts in the header field like:
ü In the contact block we will write
the name of company representative.
ü In the address block we will write
the email address of our customer.
After writing the address of customer we will save our customer account
by pressing save button that is place on tab bar or by pressing control + S
key.
ü Bill to address shows the invoice
address of our customer.
ü The next tab is sales defaults, it
consists on some option the first option is sales representative. In sales
representative we will write the name of that person who represents the sales.
ü The second option is GL sales
accounts shows the general sales account of our customer
ü The third option is open p.o no that
shows the open purchase order number.
ü Price level shows the different level
of price.
ü Ship via shows the method that how we
will transfer our goods like airborne etc.
ü Terms 2%discount, 10 shows the number
of payment days net total and 30 days.
ü The third tab is payment defaults,
the first option is cardholders name that shows the name of customer that is
appear on the credit card of customer.
ü In the address we will enter the
customer billing address of the customer.
ü In credit card number we will enter
the credit card number of our customer.
ü Expiration date shows the expiry date
of customer credit card.
The next tab is customer fields :
It consists
on five options. We can also change these options by using customer defaults
sheet.
In maintain
option we will select the default information and the select the customers the
next sheet will appear.
In the above
sheet we will select the custom fields tab and change the customer fields’ information.
Through the
above sheet we will change the option of the customer’s records.
The last tab
is history, that shows the history of our customer transactions.
Customer defaults
In the customer defaults we will discuss about the some terms
that is:
Payment accounts
Accounts aging
Customer fields
Finance charges
Pay methods.
We can open
customer default sheet by following on peach tree:
By selecting
the default information and sub option “customer” the following window will be
open:
The above
window consist on some option that I told you before
.
The first
option is payment term: in payment term we will deal im the term and condition
of the payment procedures. Payment term includes the net amount due in days,
discount in days, discount percentage, and credit limit.
The next
option is account aging. It consist some other options.
in the
account aging we will discuss about the debts of our customers. It consists
date invoice that is invoice date and due date. Aging categories includes the
number of days and column headings.
The next
option is customer field, in customer field we will change the records of our
customer by using following window.
The next tab
is finance charges; in this tab we can change the finance charges of our
default customer. If the set amount increase during the period, then the
customer will paid the finance charges on the increases amount.
The last tab
is payment method; in this tab we will add/chose the methods of payments like
cash, check etc:
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