Maintain Customer /Prospectus

                                 Maintain Customer /Prospectus

First we have to set up a company and chart of accounts, now we have to establish subsidiary ledger accounts for account receivable. Use Maintain Customer / Prospect window in which two parts first is Header Field and Tab.

The following procedure is appearing here. 

When you click on Maintain the following window will appearing.

In customer/ prospects you have to click the following window will appear.

CUSTOMER / PROSPECTS

The first part is Header Field in which following important functions.

HEADER FIELD

In which customer ID, Name for new subsidiary ledger you want to add and if you already did it and want to change it you can change it make new and then save it.

The second part of window is General Tab which is appearing as follow.

GENERAL TAB

In this contact information, billing address, shipping address phone, fax website and beginning balances must be filled.

After you will click on Sales Default the following window will appear.

SALES DEFAULT

Here you can fill sales rep, GL Sales Acc: open P.O, Ship Via, and pricing Level.

Sales Rep: Is used for person who made this sale or contact to customer.

GL Sales Acc; Is the number for account we made in chart of account.

Open P.O . Is used open purchased order.

Ship Via: The shipment route by which you want to dispatch your goods.

Resale# Number enters if the goods is resale.

Pricing Level: The goods which you dispatch what pricing level this belong to.

Term: The amount of discount which you offer if account payable is paid within discounted period.

After this window you will come to next tab which is payment default. The following window will appear.

PAYMENT DEFAULT

The payment default in which you have to enter the data of creditor who is defaulter.

Cardholder’s Name: The name of name.

Address: Address of the person card holder.

City, State, Zip: The name of city, state and Zip.

Country: Name of the country.

Credit Card Number: The number of the credit card holder.

After this another tab for Custom field window will appear in which data enter if you want .The following window will appear.

CUSTOM FIELD