customer prospect

How to maintain customer prospect:

·      First of all open an existing company then click on maintain bar the following window will appear

·      After that click on customers/prospect then following window will appear

After that  fill the information in header bar i.e customer ID &name then fill the information in TAB bar.

·      Then we will click  the bill to address and select the ship to address the following window will be appears

We write the ship name ,address and all necessary information

·      Now click on sales default tab the following window will appear

Now we select sales Id on click the lookup button

·      After that click on the payment default  tab the following window will show

When the customer pay amount through credit card then we fill the required information.

·      Now click on customer field the window will appear as

We can change the main headings according to the our requirement.

·      Finally we click the history the window will be

We fill the information according to all leadgers.

How to maintain default customer information

·      First of all we go to maintain tab and click on it the following window will appear

Then click on sub file on customers again an file will be appear

Then we record the information that are necessary in payment terms for example cash on delivery ,prepaid and due date and different discount terms and cried limit, then  we move the curser on GL sales account two bar show one is + and second is ? we click on look up button and select the id of sales account and same id on discount GL account if first sales account is not made then  move the curser on GL account and double click on it the following window will be appear

In this way we made the account for sales.

·      Next click on the  next tab bar account aging the following window will appear

We record the information of invoice date and due date and record information about payment of periods .