Maintain Customer ID

                                        
                                    How to Maintain Customer Accounts

       

    

44)  From the above window we will click the “Maintain” select the 1^st option that is “Customers/Prospects”. We use this option because we have to know about our customer whom we deal or not.

    

45)  In the above window we give different “customer ID” to different customer. Our Customer ID might be same as our account ID. Then we have to give the company name. To give the detailed information of the customers we have to select  different options as under :-

a.      General

b.      Sales default

c.       Payment default 

d.      Custom fields

e.       History

In the first option namely “General” we give customer’s name against the “Contact”. The rest of the information relating to his/her address, contact numbers, the customer type in which we have to indicate whether he/she is our good or regular customer etc.  

 

 

46)  In the above window we fill up all the information regarding customer identity and press the button “Beginning Balance” the following window will open.

  

 

47)   In the above window the information regarding Invoice Number, Date as given in the Peachtree Software that is 02/01/12 to 02/29/12, Purchase Order Number, Amount of A/R given in General Ledger Trial Balance as on 02/29/12 relating to the relevant customer. Under the head A/R Account the ID of A/R given in the General Ledger Trial Balance.  

  

48)   In the above window we have filled the required information about Invoices for 105 Pasha Fabrics.

            

49)   In the above window we indicate the number of transactions made with Pasha Fabrics.

        
          

50)   In the above window we have created another customer namely “Gul Ahmad Fabrics” and followed the same process as given in Serial Number 47 to 49.

Now the other option which is “Sales Default” is selected. The software shows the following window.

 

51)  In the above window we show the account ID relating to sales i.e. 410 as given in window at Serial Number 37.  Then select the 3^rd option that is “Payment Default”.  The following window will appears.

             

52)   In the above window we give information regarding the customer credit card and all the payment methods use by him. Select the 4^th option that is “Custom Field” the following window will appear.

 

53)  In the above window further details asked for about the customer are given. Now we select the 5^th option that is “History. Software shows the following window.       

                         

54)  In the above window we have to give the customer history that this customer is dealing with or associate with our company since…… his or her last invoice number that when he deal with your company last time. After each and every step we have to press “Alt + S” to save the document or to save the customer information.

55)  The same process goes on to make another customer. To check the “Customer Ledger” the following procedure will apply.