How to maintain customer prospectus

Maintain customer Prospectus

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

In maintain customer prospectus we are going to learn hoe to enter detail of customer and how can we use them in transaction.

First open the main page of peach tree  and for load it properly.

Then open the option maintain to further proceed after open the option maintain the following window will be appeared.

                                               

                                                       
After that open the first option of maintain customer prospectus.By clicking this option the following wnidow will appear.This is the windo in which we enter the details of cutomer and all information of cutomer data and cutomer .

In this window you can see the no of heading options general ,Sales Detail, Custom field , History.

GENERAL

1.First option we have the contact no.In this customer write his phone number.This option is necessary by this we can contact to our customer in any case.

2. Second option is address here cutomer write his address where he want to ship his order.

3. Third option is City,Zip here customer write his city name and zip of his city.

4. Fourth option is country here the customer write his country name.

And there are more futher option which is necessary for a customer to fill.

                              

       

Sales Default

1.       The first option sales default is sales rep.Here we write the receipt number of our coustomer.

2.       2. In GLS Sales account we select the one account from the chart of acc for thi cutomer by clicking blue magnify glass in front of the bar.

3.       P.O # here we write the coustomer purchase order number.

4.       Select one of the delivery company to deliver good to customer by clicking the lower option by airbourne by ship its up to you.

5.       If you are online store or reselling good then you will type your resale num for that customer here in resale it.

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:

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.

 History:

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