Maintain customer/prospectus

After setup of company and charts of accounts now its time to establish the customer/prospectus to use this window to enter, change and store information about companies and people to whom you sell your goods.

Open the maintain menu and then click on customer prospectus:

                      

Following window will appear:

                                 

Header fields and Tabs

Customer Prospect Header Fields:

                          

Customer header fields are located above the folder tabs maintain customer prospect window.This is the window where you look up the information about the customer I.D, name and status.

Customer I.D:Enter up to 20 alphanumeric character for new customer’s I.D.

Foe existing customer you can select look up the customer you want.

General Tab:

                                   

To enter basic information about customer such as contact,name,address,tax number,phone number and sales tax code and bigning balance select the general tab in customer/prospect window.

Sales Defaults Tab:

                                  

 

In this window we keep the record about defaults,sales representative G/L sales account open P.O #,ship via,resale #,pricing level,terms,form delivery options delivery method and CC sales representative.

Payment Default Tab:

                                      

           
In this window we keep record about payment default,card holder’s name,address,credit card number,expiration date and receipt setting.

Customer Fields Tab:

                                  

To enter field tab for selected customer record select the custom field tab in customer/prospect window.

History Tab:

                        

  

In this window we keep the record about customer since,last invoice date,last invoice amount and last payment date,last payment amount and last statement date.