How to maintain Customer Records
In order to maintain
the customer records in Peach tree .we have to follow a process.
First we open the peach
tree software and click the maintain button and select the first option as
shown below:
In this window, fill the
required information such as in Customer I.D give
the code to the customer then type the Name
of the customer as below:
Then fill the
information given in five highlighted tabs as shown below:
In General tab write the name of the contact. Write the address on
which the bill will be mailed. Email of the customer address, Zip code
Telephone and other information.
After that click the Sales Defaults tab and the following window will appear:
In Sales Defaults tab put the information:
Sales Rep. means sales representation (it is a sales agent).
General Ledger Sales Account shows the code we give to the account in the charts
of accounts.
Open Purchase Order Number shows an order taken but transaction has not been
done.
Ship Via
means the medium through the order is consigned.
Then click the next
tab.
Payment Defaults This tab tells us the payment information put the
name, address, country and the other data ant click the next tab.
Customer Field shows the
information about the second contact its reference, mailing list write the
information in the specific box and click the next tab.
And
the last tab is History. It shows that when sales were made and cashed
received. In short the complete history of a particular
customer.
customer.
After all this process click the save button shown
in the circle.
Default Customer Information
If you change the customer information go to
maintain menu at the top right highlighted in circle then go to Default
Information and sub menu will appear as shown below:
In sub menu select customer’s option:
After that the following window will appear:
There are five tabs shown in the circle in the
customer Defaults window:
First tab is Payment
terms; it shows standard terms as follow:
·
C.O.D (Cash on Delivery): its means payment is made on the delivery of
consignment.
·
Prepaid:
Its mean advance payment to the seller.
·
Due in number of days: means payment is made within the specific period of
days and time will
start when sales are made. This term includes:
start when sales are made. This term includes:
· Net
Days in, Discount in, Discount% and Credit Limit
As in the window 2/10, n/30 it means 2% discount is
given if payment is made in 10 days while the limit of payment is 30 days.
There are two other
terms. It depends on you what payment term you select.
You can limit the
credit amount as shown in the circle.
At the bottom of the
page give the GL Sales Account and Discount GL Account codes to record the
transaction as shown below:
After that click the
second tab Account Aging as shown below:
There are two methods
to record sales information
1st is Invoice date: it shows the date on which the sales were made.
2nd is Due date: It shows the date within the payment is made.
Aging Categories
It shows 1st column, 2nd column, 3rd column and 4th column
put the number of days
in each column and create the column heading as shown in the below window:
Click the next tab to
put the further information.
The 3rd tab
is Customer Fields can be used to
enter extra information about customer. The enabled box must be checked to
enter the extra information. You can also change the field Labels according to
your requirements and click the next tab.
Financial Charges tab
shows that how much interest charges to the particular amount when the due date
of payment has been over. You can charge the annual rate according to your own
desire as shown below:
After that click the
next tab to proceed further.
The last tab is Payment Method you can add maximum 10
methods of payment that your business accept.
Here are some methods
of payments mentioned in the following window:
After putting complete information about customer defaults click OK button to save the data.
No comments:
Post a Comment