Maintain Customers/Prospectus

MAINTAIN CUSTOMERS /PROSPECTUS

After maintain chart of accounts we can click on CUSTOMERS/PROSPECTUS

 

A following window will be appear

This is “Header Fields” in this tab Customer ID ,Name, Prospect and Inactive are written and also search button is also available to search any account

 

In GENERAL tab we can write Contact,Address,City,Customer type,Telephone,Fax,Email etc

 

After completing general tab we click on “SALES DEFAULT” tab which is on black circle and in this tab we can fill SALES REPRESENTATION, GL SALES ACCOUNT,OPEN P.O #,RESALE #,PRICING LEVEL and also DELIVERY OPTIONS are available in sales defaults tab.

After completing sales default tab we click on “PAYMENT DEFAULTS” tab which is on black circle in this tab we fill CARD HOLDER’S NAME,ADDRESS,CITY/STATE,COUNTRY,CREDIT CARD NUMBER,EXPIRATION DATE,PAYMENT METHOD,CASH ACCOUNT.

After completing payment defaults tab we click on “CUSTOM FIELDS” and in this tab we fill SECOND CONTACT,REFERNCE,MAILING LIST,MULIPLE

SITES and also 5^th option is given which can be fill by our own choice.

After completing custom fields tab we click on “HISTORY” tab in this tab we fill LAST PAYMENT DATE and AMOUNT, LAST INVOICE DATE and AMOUNT,LAST STATEMENT DATE and  PERIOD HISTORY ,SALES,CASH table is also given.

MAINTAIN CUSTOMER DEFAULTS

After maintain customers/prospectus we can click on maintain and then on default information and then select CUSTOMER DEFAULT

A following window will be appear

In “PAYMENT TERMS”  which is shown in circle C.O.D,PREPAID,DUE IN NUMBER OF DAYS,DUE ON DAY OF NEXT MONTH,DUE AT END OF MONTH options are given so if we select “DUE IN NUMBER OF DAYS” in right side following options are given “net due in,discount in,discount %,credit limit and also GL SALES ACCOUNT is given in circle so we can search the sales account and also DISCOUNT GL ACCOUNT is given.

In “ACCOUNT AGING” aging categories are given and four columns are given .In 1^st column 30 # of days upto 0-30 ,2^nd column 60 # of days upto 31-60, in 3^rd column 90 # of days upto 61-90 ,in 4^th column over 90 days are given.

In “CUSTOM FIELDS” 5 options are given in which we can change the second contact ,reference,mailing list,multiple sites and 5^th box is empty we can put any type of option in this box.

In “FINANCE CHARGES” following options are given in circle days overdue , annual interest rate,on balances above that,minimum finance charges also FINANCE CHARGES GL ACCOUNT is given so we can search any type of account .

We can choose any type of Pay Methods or also we can add 10 payment methods list is given so we can add or select payment methods.