How to maintain the customers / prospects:

After maintaining the charts of accounts and learning how to enter the beginning balances in the peachtree software, now we will learn how to maintain the customers / prospects. This information will help us to identify the customers to whom we want to sell our products.

The 1^st step is we will execute the peachtree software and the following window will appear on your computer screen:

 After this we will click on the maintain tab and select the customer / prospects as shown in the figure below:

After selecting it the following window will appear on your computer screen:

Now such windows are displayed by the computer or any software if you want to add more information in one place. There are different tabs available in this window and above that there are 2 blank columns customer ID and Name. You will fill these both columns with the information that is related to your customer e.g.

The explanation regarding the tabs is given below:

1.      General:

In This tab the 1^st column of contact is used to enter the name of the person (customer) to whom you can contact anytime for receiving or providing the information. Next to it there is drop down button. Initially it is showing you “Bill to Address” this means the address of the place where the invoice will be sent.

When you will click on the button the following options will appear:

The ship to address option is used to provide the address where your goods will be sent, it could be same as address of bill to order. The only thing that is new in this option is the ship name:

 In the column of ship name you will write the name of the dock or port where you want to receive your goods.

The Column of customer type is used as a filter (screening process). It helps us to reach our desired category of the customer.

  

2.      Sales Default:

 After selecting the “Sales Default” tab the above mentioned window will appear on your computer screen. This is a very important step: After adding the Customer ID and Name you should select the “GL Sales Acct” and you will select the sales account from you charts of accounts, if you forgot to select it then this customer ID will not be saved by the software. e.g:

After selecting the concerned charts of account you will be able to save it and to save the id just press “Alt+S”.

The 1^st column “Sales Rep” is the sales representative, in this column we will enter the person who is responsible for our sales and with whom our suppliers can contact, in simple words a person who acts like an agent.

The 3^rd column is “Open P.O #” is purchase order number. It shows us the purchase order number which is send to us by our customer.

The column of pricing level is there to set our different level of prices for our different customers. e.g: Selling of goods on premium and discount.

3.      Payment Default:

This column contains all the information of the person who is going to pay for the products. All the headings are easy to understand no further explanation is required.

  

4.      Custom Fields:

All the information in the other tabs was not change able but this tab will help you to customize the information you can change all the steps according to your own desire.

5.      History:

This column will show you the transactions that have been occurred in past.