CUSTOMER PROSPECTS

MAINTAIN CUSTOMER PROSPECTS:

     After the set up a company and chart of accounts now we establish subsidiary account of account receivable, account payable and inventory we see on the top “maintain” menu click on it and open various options and keep the mouse cursor on “customer prospects”

  So maintain customer prospects opened , it consist of two parts one is header field and other is  five TAB area which includes general sales defaults ,payments defaults , customer field and history .

We also maintain customer beginning balances , where invoice number ,date , amount and accountreceivable must be fulfilled

 When  this window open some requirements must be fulfilled like customer id ,  name , address ,city, country , and if we save it without then a statement appears “it is not legal general ledger account” we automatically go on “sales defaults” and select the a GL sales account

This window also includes sales reprenstative open purchase order, resale number and pricing level which are  ten different levels and we select any one of own requirements.

In the payment default tab , if the payment is made on the basis on credit then we write “ credit card number”

The  forth tab is custom fields  where we write reference , mailing list , multiple sites and last option is not appears  and field labels can be changed and or enabled on the customer defaults wimdow .

Select the History tab to display the customer history including the invoices , payment dates and amount