how to maintain vendor record

How to maintain vendor record

First go to maintain and then click the vendor account and then this eindo will be open

After clicking the vendor account the following window will appear     

The first tab is known as general In which u have to give contact account nmbr address vendor type etc.

Ø Then we click the purchase default there some information which is important to write; in the first is purchase its mean the supplier set the employes as a purchaser representative.

Ø The next is purchase account  which is important .

Ø Other information tax id,ship via

                                   Then we click on the customer field  this is extra information of the supplier and field label can be changed and  or entailed on the vendor default window .

Then we click on the history in which the first is vendor since  and then next is last invoice date  and in which anoher is last invoice  amt and next is last payment of date and last is last payment amount.

      Vendors default information

 First of all we click on the maintain account then become open the default information then we go to the vendor account

                                                         Then we click on the vendor account and then open the payment of terms in which include cod. Prepaid and other thing is due in numbr of days  and other is due on day a next month and aothr next is due at end of month.

                                               After filling the payment terms then we go ton the account aging in which included the  age invoice by  invoice date and other is due date  and include aging catagries  etc

                               After filling the account agiing then we go to the custom field in this include office manager . account rep. special note and etc.

how to maintain cutomer prospect

   How to maintain customer prospects

To open the customer prospects first click on maintain from the menu and, click on the first option which is customer prospects.

When you will click on the customer prospects then this window is open.

In this software the first thing is general in which there are two things which is very important first is

·        Customer I.D

·        Name

Which is shown in the figure given below.

And the 3^rd important thing is general sales account which is in the next tab names as sales default.

In this picture of general have many option to save the information of the customer

Like

·       Contacts

·       Address

·       Zip and country code

·       Country

·       Sales tax no

·       Telephone number

·       Email adresses

In the next window is sales default which has also space to fill the information

Like

·        Sales representative

·        General sales account

·        Ship via

·        Resale number

·        Pricing level

In the third tab there is payment default tab. In which there is option to fill

Like

·        Cardholder name

·        Address

·        Country

·        Credit card number

·        Receipts settings

There is custom fields option, there are option which is changeable

In this window show the second contacts, reference mailing address.

And last tab is history which the history of a customer

Last invoice date, last invoice account, last payment. And last

Payment date.

Default information

To open default information the first go on maintain the point out the cursor on default option and the sub menu is open and then click customer.

In the first tab is payment term in which there is cash on delivery and prepaid

In this both there is no discount given.

       

In the next tab the other option  account aging in which company aging the date of the customer.

The next tab is custom field In which there is option which is changeable according to your requirement.

In the last tab there is option of finance charges in which there are interest charges on the late payments