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.
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