Maintain Customers/prospects:

After when you complete with the charts of account now you have to maintain the information of your customers and their prospects.

For this first you have to click on the “Maintain” button on the top of Peach-tree software's tool bar and than select the first option “Customers/reports”.

Click on the Customer/Prospects and the next window will open like:

So here are many options in this window.

Two parts are containing this window.

1. 1.       Header field
2. 2.       Tab area. 

Header field:

The area containing “Customer ID, Name, Promote and Inactive option” are called header field.

Tab area:

The area containing five tabs like “general, sales defaults, payment defaults etc” are called tab area.

As we assign the IDs to the different accounts so here we do the same work for our customers.

In customer ID we can assign any number to our customer but it can not be the same as we assign to our previous customer if we have.

Than we write the “name” of that customer or organization like “Ahmad or Ali & co”.

Now come to the tab area. And the first tab is “General”.

In this tab we have to write customer’s contact information. In first we write the name of company or the name of that person to contact for that company.

And than bill to address. This option is used for where to bill to invoice this customer.

Than you have to write the address of that customer, city Zip code, sales tax amount, customer type, telephone number, fax, E-mail and website.

Sales tax is different for different types of sales. And customer type is used for to filter for any customer.

Than the second tab that is “sales defaults”   

In this tab you have to write the sales representative person, who had sales this inventory or goods to this customer.

After that you have to select the general, ledger account number for that customer. And P.O #, ship via etc.

Third Tab is for "default payment" if that customer will make or had made.

If the customer pays the amount through card than the card number and the holder of that card’s name is written in these columns. And also the complete address and expiry of that card.

Fourth option is "customer field".

In this different options will be asked by you. And you can put different asked information like “Account dpt no, references, mailing address, multiple sites for that customer etc”.

And last and the fifth Tab is for “History” of that customer.

In this tab you can keep record of that customer that since when this was our customer, what was the last invoice date to this customer and what was the amount. And also that when this customer had made last payment to our company etc.

CUSTOMER DEFAULT INFORMATION:

After when we have made necessary information for our customers, we now have to make a default information record for our customers.

For this first we have to click on the “Maintain” option and in that option “Default information” and than “Customer”.

When you click on the customer a window will open like:

First default tab for the customers is “payment term”. It means that how a customer has to made payment and on what time.

First option on the radio button is C.O.D (cash on demand  means cash has to pay on the time of transaction imminently.

Than prepaid means cash had to be paid before transaction by the customer.

Than the due in number of days. Here you can select a policy that if a customer made payment before the due date than you will allow him/her the specific discount.

Next option is same as the previous option but it will be due on the next month’s day.

And the last is for the end on the month payment term.

Click on the next TAB that is “Account Aging”:

In this tab two option are present. One is “Invoice date” means the number of day for the payment is counted by the date of issuing the invoice.

And “Due date” means that the number of days for the payment is counted by the due date that is decided at the time of transaction.

Than the three categories for aging of payment. You can change it by yourself according to your requirement.

Click on the next TAB that is “Customer fields”:

Here are five fields you can fill in any kind of contact information by yourself, like if you want that in the 3^rd column there should be sales’s department number instead of “Mailing list” than you can remove it and write the information as you desire. And also you can “enable” or “disable” any of these options.

And after that click on the next TAB “finance charges”:

Here you can change the finance charges that you want to charge to customers.

On invoice option is used to extend the days for the payment that how many days a customer can delay the payment by the invoice date. Means after how many days this customer will be shown as default. And than days overdue amount means that on what amount will be default charges start, what will be the rate and on what balance these default charges will be start. And in the last what will be the minimum default charges due, means what will be the default charges’s minimum amount.

Thank you.!!!