how to Maintain Customer prospects and default information of customer

How to Maintain Customer/prospects

First we open our existing company and then go to maintain menu in maintain menu on the top on options there are (Customers/prospects) option.

Here we select the customer’s prospects option this window will be opened

 (IN GENERAL MENU)

1. Customer id. (Here we write the id of customer)

2. Name (here we write the name of customer)

3. Contact (here we write the contact No of customer)

 4. Adress (here we write the address of customer)

5. City (city name of customer)

6. Country (country name of customer)

7. Telephone (phone number of customer)

8. Fax (fax number of customer)

9. E mail (email address of customer)

10. Website (web address of customer)

For beginning balance option click on arrow a window will be open

On this window there are five Headings

1. Invoice number (we add the invoice number given to customer)

2. Date (on which date order book)

3. Purchase order number (purchase number of customer)

4. Amount (order amount)

5. A/R account (account receivable Id)

       (Sales Default Manu)

               In this manu

             1. Customer id (here we write the customers id)

     2. Name of customer

3. GL Sales Account (This option had must filled    here. For filling of this option click on lookup button and select the account.)

4. Ship via (here we write the mode of sending the order)

5. Price level (here we set the price level from the list)

       

(Payment default Manu)

In this Manu there are many options for filling

Here if customer wants to use credit card then we fill

1.    Cardholder name

2.    address

3. City

4. Country

5. Credit card number

6. Expiry date of card

           (                             Customer field menu)

Here we                      write the reference of customer if any

                  1. Second contacts No

                  2. Reference

                  3. Mailing List

                  4. Multiple sites

                                                 

                                       (History Menu

Here the all history of customer shows all the record of customer. 

   Customer default information

First we open our existing company then clicks on maintain menu and click customer default information option a sub bar will open click on customer from that sub bar.

Then a window will be open there are many option for filling.

DEFAULT TERMS FOR SALES AND SETS DEFAULT FOR CREDIT CUSTOMER

Payment Terms

1.Net due in here we will write the due date of discount 

2. Discount in here we will write the discount days which we are giving.

3 .Discount % here we write discount percentage

4. Credit Limit here we write the credit limit of our customer which we are giving him or her.

1.STANDARD TERMS

1. C.O.D...Cash on delivery (This is used for those customers who gives payment on the spot)

2. Prepaid... This option is used for those customers who give cash in advance

3. Due in number of days…This option is used for the due date of customer’s payment.

4. Due on day of next year…This option is used for due date of next month customers payment.

5.Due at the End of month…the ended date of due payment in the month

GL link account

Here we write the Account No. and Discount GL Account No. without fill of these options its will not be save.

 Account Aging

Age invoice by:

1. Invoice date (this option is for when we sale our product record the payment.

2. Due date (this option is for due date of payment.

Aging Category

In aging category we mention the months of our customers payments and Default Customer Aging Categories

For example, entering 0 for the first column would display all current invoices. Entering 15 for the 2nd column would display all invoices that are not current and up to 15 days overdue. Entering 30 in the third column displays all invoices that are more than 15 days overdue to those that are 30 days overdue. The fourth column will show all invoices that are more than 30 days overdue.    

Customer field

These fields for customer information

1.write the label

2. Reference.

3. Mailing address

4. Multiple sites

And also we add more fields here.

                `   Finance charges

In this option the charges we record the interest which are charged to customer. Finance charges there are

1. Days overdue up to $

2. Annual interest Rate

3. on balance above that

$.Minimum finance charges $

Here we also charge interest on interest if the due date over

GL account must be filled without this it’s not saved in it we select the account to which we want t charge the interest its also printed on the invoice as (overdue charges are subjected to late chargesJ)

.........END.
thanks

How to make a chart of account

First we open the existing company then our company will be opened then click on maintain option in main Manu

Then click on chart of account from maintain Manu

Then we select chart of account from it after that a window will be opened.

After this we enter our accounts e.g.

ACCOUNT ID: here we add account id

DESCRIPTION: here we add info about account

Account type: here select the account type from the list.

Correction of chart of account

We open our existing company and chart of account which we make before for correction of any mistake on this window there are look up button its shows all accounts which we entered here or maintain here.

Then double-click on uncorrected account  and change the desired option

Setup of company

First we start the Peach tree software a window will be appear  on this window there are six options  you have to select any one of them for further process .All options have particular work. So it’s your choice which you want to select. Once you select the option a new window appears related to the selection. if we select a “Setup a new company” Then

When we select the “setup a new company” this window will be appears on this window there are information about the next process that which information are required for further process E.g.  Name, address, Telephone No Business type Etc .Then we press Next button for next process.

On this window we write a name of company at least because some information required for a building a new company so filled “Company Name” option and if you have other data then fill that also. And after this process click on Next button for further process.

On this window there are five options with “Radio buttons” you have to select only one. These options are different information about your company chat of accounts. In the you can create a new retail, construction, manufacturing or distribution. In the 2^nd option you can chose the extensive chart of account from samples companies already existing.3^rd option is you can copy the chart of account from existing Peachtree   accounting program.4^th option another accounting  software compatible with Peachtree or you can own charts of acconts.5^th you can create “your own company” then click on next button for next process.

On this window you can select the “Accounting methods” there are tow methods “Accrual and Cash” Mostly Accrual method used so we can select the Accrual radio button and click on next button for next process.   

On this window there are two “posting methods “Real time & batch”

“Real time “method can post the entries to general & ledger direct after saving or entered.

While in “Batch method” transactions are saved to the program and then posted in a group. This allows will allow you to print and reconcile the transaction and then to save. Then click next button for next process.

On this window you can select the “Accounting period” mostly 12 months accounting period used so we will select 12 monthly accounting periods. Then click next button for next process.

On this window you can select the accounting periods will start and the month when first time the transaction will record. Then click on next button.

On this window you see Congratulation you have completed the information and created the company. Then click on finish button.

How to open a file in word

Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to Open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button