Maintain Customer perspective

By using this Peachtree software you can add some important info of your customers. So in order to add it you have to click the option of maintain which is at the top of the window and then select the option of customer perspective.

After clicking the option of this customer perspective the window of maintain customer perspective appears. |In this window top portion is described into two things

Ø Header field

Ø Tab area.

Header field:

 In it the option of close, save, del,  change id, new, event, log, help, customer id, name, inactive and prospect are included.

Tab area:

The options of general, sales default, payment default, custom field and history are included.

Now below is given the whole window in order to fill it for our customer detail.

 

In the above window you can see the first title is of customer id in which you will enter the id of your customer which is some times on the basis of location like PU for Punjab. If any location is not mentioned then you can use the ids and codes by assuming it yourself like if you are dealing with 3 customers then a lot the id of 100 to 1^st one and 200 to 2^nd one and 300 to 3^rd one. In name option write your customers name. And then press Alt S in order to save this info.

1.    General:

Now 1^st option in this window is of general in whom you can fill about the main detail of your customer like contact and in next tab below this contact next option is of bill to address is given.

As you can see that in that bill to address option we have some more info as well like ship to address 1,2, 3 and soon. In bill to address we send our invoice and in ship to address is the place where we deliver the goods.

In column of address we fill the address of that customer, in city ST Zip we have to mention the city with which our customer belongs; in country option we can show our customer country. And in option of sales tax if we belongs to Pakistan then leave this other wise on the bases of your country tax you can fill it.

In customer type you can get the required person as in excel sheet you have already saved your customers on the bases of different things like on the bases of region, city and either its our wholesaler customer or retailer.

In telephone numbers you will provide the contact no of specific customer. And then you can also mention your customers email, fax and website.

2.    Sales Default:

 

In this window 1st option is of sales rep in which you have to mention about the agent and that person who is involved in sales. Then in next option you will add the sales subsidiary ledger account.

 

Then as you can see the above mentioned window in which the option of PO is clicked so this po is the purchase order in which you can select any account if made by you from this list.

 

In above given window as it’s the option of ship via is clicked so as this option is irrelevant for Pakistan so we are not going to click it. After that we have the option of resale in which those goods are included which are directly sent to manufacturer from the company rather than sending them 1^st to the online store and then they will

 deliver them to the manufacturer or customer.

 

In above window as the option of price level is given so in his case we are provided 10 options to add price as we have more than 1 customer and we are charging different price levels from them. Below this price level option next is of terms in which if any conditions are made by them would be mentioned. At the right side of this window some of the delivery options will be filled.

 3. Payment Default:

 

In above window 1st option is of cardholder name in which as his window is of payment related so we will mention the name of that person who is going to pay us. Then in next column write its address. After that its city country name and then its credit card number and its expiry date should be mentioned.

4. Custom Fields:

 

As you can see that in his above window we have four options to fill them and we can also add the 5^th option according to our requirements. If any information is missed by you in 1^st general option you can mention it here.

5. History:

In this last window history payments, payment amounts, invoice date and last statement date is mentioned.