Maintain customers/prospects

Maintain customers/prospects

We use peach tree software to maintain customers/prospects. When we click the maintain option then following window will appears.

This window shows the different options when we click the customers/prospects option then following window will appears.

Header Fields:

This window shows the different options main bar which shows the close, save, delete etc options.

This window shows the different options for example customers ID, name, prospect and inactive. We enter the customers ID, name and also use the prospect and inactive option.

General Tab:

 When we click the general tab options then following window will appear and different options for example contact address customers type etc.

We enter the following information according to their options Contact, Address, City, ST Zip then Country, Sales Tax, Customers Type, Telephone 1 Telephone 2, Fax E-mail, Web Site.

Beginning Balances:

When we click the beginning balance option then following window will appear.

 In this window enter the invoice number date purchase order number are not necessary and also enter the amount and A/R account.

We click the customer balance option then following window will appear.

 This window shows the customer ID name and the balance amount and also shows the beginning account receivable balance.

Sales Defaults Tab:

When we click the Sales Defaults option then these options are given for example Sales Rep, GL Sales Acct, Open P.O. # Ship via, Resale #, Pricing Level.

In this option general ledger sales account are very important because this account shows the effect of this account.

Pricing level shows the different option pricing level 1 to pricing level 10 this pricing level shows the different prices.

We can change the term by using the term arrow option then following window will appear.

 We can change the amount of net due in discount in discount % credit limit.

Payment Defaults Tab:

After sales defaults tab then click the Payments Defaults option. When we click the Payment Defaults options then following options are given.

We enter the information according to their options Cardholders name address city state zip country credit card number expiration date.

We use the payment method option and cash account option. 

Custom Fields Tab:

We click the custom fields tab then following window will appear.

 This window shows the different options for example second contact, reference, mailing list and multiple sites. These options are change to another account.

History Tab:

We click the history option then following window will appear.

This window shows the different options for example customer since, last invoice date, and also given the                columns of period history, sales and cash.