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.
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
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 4th 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
No comments:
Post a Comment