HOW TO
MAINTAIN CUSTOMERS AND PROSPECTS
STEP 1:
CLICK ON THE MAINTAIN TAB ON TOP LEFT CORNER. AND SELECT THE FIRST OPTION WHICH
IS “CUSTOMERS/PRSPECTS…”
STEP 2: A
WINDOW NAMED “MAINTAIN CUSTOMERS/ PROSPECTS” WILL BE OPENED.
STEP 3: IN
GENERAL TAB WE WILL ENTER ALL THE REQUIRED DATA E.G CONTACT, ADDRESS, CITY
CODE, COUNTRY, CUSTOMER TYPE, TELEPHONE AND ETC.. IF THE SHIPING ADDRESS IS
DIFFERENT FROM THE ADDRESS OF CUSTOMER THEN WE WILL SELECT THE SHIPING ADDRESS
FROM THE DROP DOWN LIST FOUND UNDER THE CONTACT.
STEP4: WE
WILL ENTER DATA IN THE SALES DEFAULT TAB. THIS TAB IS REALTED TO SALES E.G
SALES REPRESENTATIVE, GENERAL LEDGER SALES ACCOUNTS, PURCHASE ORDER NUMBER,
SHIPPING DETAIL, RESALE NUMBER, PRICING LEVEL, TERMS AND CONDITIONS.
STEP 5: IN
THIS STEP WE WILL ENTER THE DATA ABOUT PAYMENT TERMS AND CONDITIONS. E.G IF THE
PAYMENT IS MADE THROUGH CARD THEN WHAT IS THE NAME OF CARDHOLDER’S, HIS
ADDRESS, CITY, CREDIT CARD NUMBER, ETC
STEP 6: THIS
STEP IF ABOUT CUSTOM FIELDS, WHICH WE CAN ENTER ACCORDING TO OUR REQUIREMENT,
WE CAN CHANGE THE NAMES OF FIELDS IN THE CUSTOMER DEFAULT WINDOW.
STEP 7: THIS
STEP IS THE LAST STEP IN MAINTAINING CUSTOMER/PROSPECTS. THIS IS ABOUT THE
HISTORY OF THE CUSTOMER THAT HOW OLD HE/SHE IS AND DETAIL ABOUT HIS LAST
INVOICE AND PAYMENTS.
THESE WERE
ALL THE STEPS THROUGH WHICH WE CAN MAINTAIN CUSTOMERS AND PROSPECTS.
THANKS
SETTING UP CUSTOMER DEFAULT INFORMATION
STEP 1:
OPEN PEECHTREE AND CLICK ON THE MAINTAIN TAB ON TOP LEFT CORNER. THEN
CLICK ON THE DEFAULT INFORMATION AND THN CLICK ON CUSTOMER.
STEP 2:
A WINDOW WITH THE NAME OF CUSTOMERS DETAIL WILL BE OPENED. THERE WILL BE
FIVE TABS AS FOLLOWING:
1-
PAYMENT
TERMS
2-
ACCOUNT
AGING
3-
CUSTOM
FIELDS
4-
FINANCE
CHARGES
5-
PAY
METHODS
STEP 3:
FIRST TAB (PAYMENT TERMS) IT INCLUDES FOLLOWING TERMS:
1)
C.O.D:
IT MEANS CASH ON DELIVERY, PAYMENT WILL BE MADE ON THE TIME OF THE DELIVERY OF
GOODS.
2)
PREPAID:
IT MEANS THAT THE PAYMENT IS MADE IN ADVANCE.
3)
DUE
IN NUMBER OF DAYS: IT MEANS THAT SOME SPECIFIC TIME PERIOD IS DIFINED IN WHICH
THE PAYMENT SHOULD BE MADE E.G 30DAYS, 60 DAYS OR 90 DAYS.
4)
DUE
ON DAY OF NEXT MONTH: THIS MEANS THAT THE PAYMENT WILL BE DUE ON A SPECIFIC DAY
OF THE NEXT MONTH, IT IS OUR CHOICE TO SELECT WHAT EVER DAY WE WANT TO SELECT.
5)
DUE
AT END OF MONTH: IT MEANS THAT THE PAYMENT WILL BE DUE ON THE END OF THE SAME
MONTH IN WHICH THE SALE TOOK PLACE.
STEP 4: IN THIS STEP WE WILL SET DEFAULT
TERMS FOR SALES AND SET DEFAULT FOR CREDIT LIMIT. TERMS ARE AS FOLLOWS:
1)
NET
DUE IN : WE WILL FILL THE DAYS OF CREDIT LIMIT WE WANT.
2)
DISCOUNT
IN: WE WILL FILL THE NUMBER OF DAYS IN WHICH TO OFFER DISCOUNT.
3)
DISCOUNT
%: WE WILL FILL THE PERCENTAGE OF DISCOUNT WE WANT TO OFFER TO THE CUSTOMER.
4)
CREDIT
LIMIT: IN THIS WE WILL FILL THE LIMIT OF CREDIT WE CAN OFFER TO A SPECIFIC
CUSTOMER. E.G RS.250,000 OR RS.500,000.
STEP 5: WE WILL SET GENERAL LEDGER SALES
ACCOUNT BY ENTERING THE SALES ACCOUNT. SECONDLY WE WILL ENETR THE SALE ACCOUNT
FOR THE DISCOUNT GENERAL LEDGER SALES
ACCOUNT.
STEP 6:
IN THIS WE WILL OPEN THE 2ND TAB WHICH IS OF ACCOUNT AGING.
IN THIS WE WILL SET THE INVOICING METHOD THROUGH TWO OPTIONS ONE IS:
1) INVOICE DATE
2) DUE DATE
STEP 7: THIS
STEP IS AGING CATEGORIES, IN THIS STEP WE CAN SELECT THE NO.OF DAYS AND SET THE
RANGE FOR AGING.
STEP 8: THIS STEP IS ABOUT THE 3RD
TAB NAMED CUSTOM FIELDS. WE CAN EDIT FIELDS LABELS THROUGH THIS STEP AND IT
ISOWN OUR WILL TO ENABLE OR DISABLE ANY FIELDSBY CHECKING OR UNCHECKING THE
CHECK BOX AFTER EACH FIELD.
STEP 9: THIS STEP IS ABOUT THE 4TH
TAB NAMED FINANCE CHARGES. FINANCE CHARGES ARE THOSE CHARGES WHICH ARE
APPLICABLE IF THE CUSTOMER HAS MADETHE PAYMENT BUT IT WAS NOT IN THE DUE TIME.
SO THE COMPANY CAN APPLY FINANCE CHARGES TO SUCH CUSTOMERS.
STEP10: IN THIS STEP WE CAN CHECK THE
FINANCE CHARGING BOX, IT DEPENDS ON THE COMPANY THAT IF HE CHARGE THE FINANCE
CHARGES OR NOT.
THESE WERE THE STEPS FOR SETTING UP
CUSTOMERS DEFAULT INFORMATION.
THANKS
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