HOW TO MAINTAIN CUSTOMERS PROSPECTS

In order to maintain the charts of customer prospects we need to click the option “maintain” which is present on top right side.

After that you need to click the option “maintain” than select the right option which is chart of customers.

After selecting the option that is “chart of customers prospects” this window will be appear i-e “maintain customers/prospects.

Here we need to enter the customer ID and name as well. Customer ID shows the nature of customer’s e.g. whole seller, debit customer, credit customer etc. Upper portion is named as header field.

1.       In “general” you need to add all the information of customers regarding its contact address, telephone, e-mail, and website etc. In bill to address you are given 9 addresses e.g ship to address 1, ship to address 2 etc. Bill to address means where invoices are actually sent. Customer type means here you need to filter your customers according to their differentiations. For example we have B.com, M.com, or ICS students but we want only M.com students than we filter out. Sales tax requirements are different according to their countries.

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.

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.
custom fields:

in  this we will add 5^th option and we will also change the 1^st  option we will write the second contact the reference the mailing list etc