HOW TO MAINTAIN CUSTOMER/PROSPECTS

MAINTAIN CUSTOMER PROSPECTS:

Now we have to maintain the record of the customer in maintain customer account.we go to the company window and than click the maintain option and than select the customer prospects.

When we click the option than a window is appears on the screen.

Than first we enter the customer id and name in headerfields

This above window is called header field.

In customer prospects five types of tab.

1. General

2. Sales defaults

3. Payment defaults

4. Customer field

5. History

GENERAL:

In general we fill the different type of options.like contact of customer,address,city st zip,telephone and etc.

SALES DEFAULTS:

In sales defaults we fill the options of sales representative,Gl sales account,p.o no,pricing level etc.

PAYMENT DEFAULTS:

In payment defaults we write the customer name and card holder name,address,city and other type of option.

CUSTOMER FIELDS:

In customer fields we fill the customer second contact,reference,mail address etc.

HISTORY

In history we write the previous and current record save the customer.

INACTIVE ACCOUNT:

In header field of customer prospects if we click the inactive option than this customer is not show the customer id.

MAINTAIN CUSTOMER DEFAULTS:

Now we maintain customer default,first we go company window than select the option of maintain value and tha select the defaults informations.

Than select the customer.

Now when we click the customer than this type of window appear on the screen.

In customer defaults five tabs.

1. Payment term

2. Accounting aging

3. Custom fields

4. Finance charges

5. Pay methods

PAYMENT TERM:

In payment term write the pattern of payment for example the customer pay in 10 days than 2% discount giving you.

ACCOUNT AGING:

By invoice aging or due date aging record the account aging.

CUSTOM FIELDS:

Second contact,refrence mailing list etc record the custom fieds.

FINANCE CHARGING:

If the customer is default when finance charges is applyied the customer.

PAY METHOD:

In pay method record the type of payment.

Cheque

Cash

Visa

Master card