HOW TO MAINTAIN CUSTOMERS /PROSPECTS

HOW TO MAINTAIN CUSTOMERS /PROSPECTS

TO MAINTAIN CUSTOMERS PROSPECT FOLLOWING STEPS SHOULD BE UNDERTAKEN

·        GO TO PEACH THREE ACCOUNTS WINDOW

·        YOU will see maintain option into the tab. Go to ‘customers/prospects’ option.

·        Maintain customers/prospects window will be open the window consist of following important fields

1>header field

2> tab field

In tab field you can see customer ID in the code of company.

In the name option , writ down the full name of the company

Then in the tab field , there are five main heads .

·        General

·        Sales default

·        Payment default

·        Customer field

·        History

In general field, all the basic and general data of the company is typed.

Like its contact, address, city zip, country ,sale tax, customer type, telephone # , fax , email, web site

Then comes sales defaults

In which we can enter the data

·        Sales rep

·        GL sales acct

·        Open P.O#

·        Resale

·        Pricing level

·        Delivery methods

After that we have payment defaults

In which we can enter. This field is in concerned when we are dealing through credit card basis and bank is involved in it.

·        Card holders name

·        Address

·        City state zip

·        Country

·        Credit card number

·        Expiration date

·        Receipt setting

·        Cash account

·        Payment method

After payment defaults we have customs fields in which we write references, other contacts mailing address etc.

Now at the end, it is history WE our invoice details , payment details

Statement date

·        Customer since

·        Last invoice date

·        Last invoice amount

·        Last payment date

·        Last statement date

Default information of customer

·         To enter data into the first click on maintain

·         Then go on default information

·         Then go on customers

·         After that we will have another window where we have customers ‘customers defaults window’.

In customer default window we have five tabs

·        Payment terms

·        Account aging

·        Custom fields

·        Finance charges

·        Pay method

·        Pay method

First we discuss payment terms

In payment term we have standard time ,sets defaults terms for sales, and set defaults for credit term.

·        C.O.D

·        PREPAID

·        DUE IN NUMBER OF DAYS

·        DUE IN NEXT MONTH

·        DUE AT END OF MOTH

IN c.o.d we don’t have option of net due in ,discount in , discount %, but have a option of credit limit.

Then prepaid

IN prepaid we don’t have option of net due in ,discount in , discount %, but have a option of credit limit.

Then due in number of days

Then we have due on day of next month

In this window all windows open for use.

Now we can enter

·        GL sales account

·        Discount GL sales account

After payment terms we have next window option  account aging

In account aging we have two options

·        Invoice date

·        Due date

In aging we decide no of days for provision of bad debts

Now we have custom field

Custom field is a option from where we can change ‘field labels’.

After field labels we have finance charges

In finance charges we

·        Charge finance charges

·        Charge interest on finance charges

·        Appearance on invoice and statement as

In this tab we can charge the

·        Days over due

·        Annual interest rate

·        On balance above that

·        Minimum finance charges

Now we have pay methods

In payment method

·        Cash

·        Check

·        Visa

·        Master card

·        Amex

·        Discover

Options we can choose according to our requirement

In assign deposit ticket IDs

·        In receipts

·        In select for deposit