Default information about customer

Default information system is used for make some edition in customer account. First you open the peach tree software browses your company. And then click on the left upper side option MAINTAIN and open the following options.

When you click on the customer’s option the following window will open with 5 tabs

1^st  tab is payment terms:

In first tab the payment term and conditions are availed

• ·        In it the first option is C.O.D. means *cash on delivery* if you click on this the other credit limits are disable only credit limit is available
• ·        If you chose the second option prepaid again the other option are disable. Because it means to collect cash before the delivery
• ·        In third option Due in number of days the other options are available and you can make the adjustment which you want
• ·        In 4^th option Due on day of next month again other options are available and you also make the necessary adjustment
• ·        And the last option Due at the end of month    the credit limit, discount or discount in is available

And at the end there are two options General ledger sales account are exist.  you put the specified “account  id” in that box if there is no account exist in the charts of account, you can make that account by double clicking on that’s bar

2^nd tab Account Aging

There are two options

·        Invoice date or

·        Due date

I f you chose the first option the software will start the counting from the day of invoicing and in second option the software will start the counting after the month

In 3^rd tab CUSTOMER FIELD 

In this tab we can change the customer information in which we can put in customer prospectus.In these boxes you can put the data of his/her representative, mailing list, reference and multiple sites.  

In 4^th tab   FINANCE CHARGES

There are following options, in very first the check box is available, if you click that check box then the software will charge the finance charges to the customer. In it there are further options are available in first on invoice,   days over due, annual interest rate, on balance above that, minimum finance charge. If you mark the second check box the income will charge that specified in that account you mentioned “the financial general ledger account” and if you mark the third check box then the software will send the warning message to that customer.

In 5^th tab pay method

In that tab you will mention the payment method, in the following methods you can select one of this method you is appropriate for you. You can add at least 10 methods of payment that your business accepts.

    Maintain customer/ prospects

First open the existing company and click on the maintain option and a list is open in which you chose the first option customer/prospects.

After choosing customer/ prospects the following window will appear.

in this window you are required to fill the following options

CUSTOMER ID

                         In customer you can put the customer id 

       

CUSTOMER NAME       

                                    In this box you can write the customer name

There are two box to check the

·       Prospect

·       Inactive

There are five tabs in this and in first the general tab which you fill the following information. In general tab   you fill the following thing

o  Contact

o  Address

o  City

o  Country

o  Sale tax

o  Fax

o  Email

o  Beginning balance etc.

Ø In next tab you fill these info.

o  Sales rep

o  General sales account

o  Open P.O#

o  Ship via

o  Resale #

o  Pricing level

o  Term and conditions etc.

You can also put the delivery options here.

In third tab you the put the detail  information about the person who make you the payment, in the picture you can see the whole requirements.

In 4^th tab you put the info about the representative. In this tab the whole information about the representative is available.

In last tab you can put the history of customer the date which the customer made , last invoice date , last invoice amount , last payment date , last payment amount and last statement date , in columns three things are mention

o  Period history

o  Sales

o  Cash

The software will show the period history , sales and payments of the customer