HOW
TO CREATE CUSTOMER RECORDS
STEP :1
First of all you will open your company
in Peachtree:
STEP :2
Now you click on “maintain” from above toolbar,
and after opening it the below window will open in front of you from which you
select the first option “customers/prospects”
STEP :3
After opening ‘customers/prospect” you
will see the below window in which you can create your customers account easily
by filling all the information which is required in this page.
STEP :4
Here you can see the first column is of
“customer ID” as we know that every customer has its unique id which is always
different from another, and the same thing we done in making chart of account’s
ID in which every account has its own ID, same case is here now. You will first
enter the ID of your customer like we gave 200 as its ID,and then the next
option is of “NAME” in which you enter the name of the organization whom you
are dealing with, suppose its ABC COMPANY.
Now you have six options ahead to fill,
the first one is of “GENRAL” in which the first contact in which you write the
contact of that organization means that you have to enter the name of the
person whom you are dealing in ABC COMPANY, it can be the person of any field
related to that organization or company. The next you have “address” of that company,
the “city”, then “customer type” means which type of that customer is, then
“telephone” and so on. After filling all portions you will move forward and
click on the second requirement which is “SALES DEFAULTS”
STEP :5
Now if you have to make
the invoice of your customer, you will click on the “beginning balance” which
is shown below in blue area.
STEP :6
After clicking on
“beginning balance” the below page will open in which you first write the
invoice number of your customer, then date, purchase order number and the
amount at which you contract with your customer.
STEP :7
The date which you will
write in the above window to make your customer invoice, that date must be
between the period which is shown in the below window with the blue shaded area.
This is the period of your company which is from 1st February 2012
to 29the February 2012:
STEP :8
After clicking on “Sales defaults” you
have to enter the “GL sales account” which is the sales revenue account, in
this blank area the account which you enter must be exist in your chart of
accounts with the name of revenue, if this account does not exists in your
chart of accounts which you made previously then this blank area starts blinking.
So you have to make sure that you have already sales revenue account under
which you are dealing with your customers. After complete this requirement you
go ahead to “Terms and credit”
STEP :9
Now you
have “terms and credit” in this requirement you have to fill all the things
under which you made credit sales, like the date at which you are going to
recover your payment, the discount period, the days in which your customer can
avail discount, the limit of your credit, and so on. After this you will move
forward and click on the next requirement which is of “Payment defaults”
STEP :10
Here
you enter all the data regarding the payments of the customer like the name of the
person, address, city, country, credit card number and so on. Then you click on
the next requirement which is “Custom fields”
STEP :11
In this
window you will enter the second contact of your customer if it is required, refrence,
and other portions which are required here to fill.
STEP :12
In this
last requirement you will enter the history of your customer and after filling
all the portions here, you will click on the above “save” button. Now your
first customer account data which you entered here is now saved in this software,
after making first customer account you will now make all the other customers
account here by doing all this procedure again and again.
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