How to Maintain Customers/Prospects in Peachtree software

How to Maintain Customers/Prospects in Peachtree software

Firstly open a Peachtree software, and click on maintain and select “Customers/Prospect” as shown in following window:

When you click on Customers/Prospects, following window will be appearing:

This is Maintain Customers/Prospects window, in which we maintain customer’s ledgers. This window contains two parts 1st part known as Header.

Header part includes:

•  Customer ID: In which we make customer’s ID, e.g. MU001
•  Name: In which we type the company name, e.g. Muhammad Usman & Co.
•  Prospect: Prospect means that customer will be maintain in future.
•  Inactive: Inactive means that customer will be inactive in future due to non payment.

2nd part of Maintain Customers/Prospects is known as TAB field.

Then in the tab field, there are five main heads i.e.
• General
• Sales Default
• Payment Default
• Customer Fields
• History

In general field, all the basic and general data of the company is typed. Like its contact, address, city zip, country, sales tax, customer type, telephone number, fax, e-mail, website.

Then move on ‘Sales Default’ field. In Sales default field, there are following options to be fulfilled.
• Sales Rep.
• General Ledger Sales Account
• Open P.O Number
• Resale
• Pricing Level
• Delivery Method
Actually we have to deal all sales method and data in sales default.

After sales default tab, it is ‘Payment Defaults’ tab. This tab is in concerned when we are dealing through credit card basis and bank is involved in it. If it is so, then this head will be filled.
In payment default, following options are:
• Cardholder’s Name
• Address
• City. State Zip
• Country
• Credit Card Number
• Expiration Date
• Payment Method
• Cash Account

After Payment Defaults tab, it is Custom Fields tab in which we write references, other contacts, mailing lists.

Now at the end, it is History tab, which shows all the last transactions with the customers.

After filling all the data press “Control + S” to save the data or click on save to save the data.