usman: 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

· 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

· 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

· 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

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