How to the

Maintain a customer/Prospects:

first of all we click on maintain tab then a new window will appear  and then click  on "Customer/Prospects" that as follow:

After click on "Customer/Prospects" then a new window will appear as following:

For customers/prospects, includes this information such as:

1. ·         Name and address , which includes separately billing  and shipping information,e-mail addresses, and Web addresses.
2. ·          It include the last Date of invoices, statements, and payments that are getted statements.
3. ·      Include the  history of  Sales, that include years to the date and periods to the date sales and monthly total basis.
4. ·         The sales accounts used for customers.
5. ·         The  most preferred method of payments for customers is  selected.
6. ·        Include the terms and conditions of payments and  sales tax codes. 
7. ·         The  beginning balances of the customers.

Header Tab:

Customer ID: For the new customer ID enter upto 20 alphabets. For the already customers, you can look the the all the customers that you want to see information about customers,  codes 210 and 2100 are seen as two different Customer IDs. Numbers sort before letters, and capital letters sort before non-capital letters.we can not use the *,or + etc in the code. It is very important to use the consistently codes.

Example of  consistently coding is:

UCP 2100 Johar Town

Name: 
customer name consists on 39 alphabets .

General tab

click the General tab in the Maintain Customers/Prospects window then a window will appear as following:

then enter the basic information about the customer  as contact information, address, phone and fax numbers, sales tax codes, and beginning balances that include complete information of customers. 

Sales Defaults tab

For the Sales transactions default for each customer record,then select the Sales Defaults tab in this window then we can change this information as required.

Sales Rep: 
On this Tab we can enter the sales rep. that have contact with the customer. The sales representative must have already enter in the "Sales Rep " window.
General Sales Account:
That is a normaly income account. For enter a "General Ledger accounts " for the sales default account for this customer. 
Open P.O. #:
it means that "Open Purchase order" that include Sales orders.

Ship Via: 
in this we can select the shipping orders of customers.
Resale Number:
IN this tab write the "Resale number" of customers.
Pricing Level: 
in this we can choose the different prices of customers according to orders.
Terms: 
simple click this button and write all the terms and conditions of payments.
Form Delivery Options:
 simple click this option and Choose the Form of delivery that is by E-mail or any other way.

Payment Defaults tab

click the Payment default tab then this window will appear as:

 we can change this information at the every  transaction level,

Card-holder's Name:
Write the credit card number of customer that is holder.
Address: 
Write the Customer address that is line 1 or  line 2.
Credit Card Number: 
Write the credit card number of customer.
Expiry  Date:
Write the credit card expiry date of  the customer.

Custom Fields:

For recording the information about customer  then select the Custom Field Tab .then this window will appear as following:

then this window will appear as that include all the information about first contact or second contact etc.

History tab

to Watch the selected customer's current history, select the History tab , When entering a new customer, we can enter information on that type of  tab; once we save the customer record, this tab is for Watch only.

Customer Since: That date when you first made a sale to the customer.

Last Invoice Date: That is the date of the last invoice you sent to customer.
Last Invoice Amt: That is the amount of the last invoice.
Last Payment Date: The date of the last payment you received from the customer.
Last Payment Amt:  The last payment amount you received from the customer.
Last Statement Date: This  date of the last statement you sent to the customer.

How to add default information of customer:

First of all click on the “Maintain menu”  then put the cursor on “Default information” then  this window will appear as :

After appear this window then click on “Customers”. When we click on customers than this window will appear as following:

This window shows a lot of information about customer on Tab that include the

1.     Payment Terms

2.     Account Aging

3.     Custom Fields

4.     Finance charges

5.     Pay methods

1: Payment Terms:

When click on the Payment Terms then a window will appear as:

It includes different subheads as :

       

   i.            C.O.D

      ii.            Prepaid

    iii.            Due in number of days

   iv.            Due on day of next month                 

     v.            Due at end of month

   vi.            Net due days in

 vii.            Discount in

                                                                                   viii.            Discount %

                                                                                                                                                                      ix.            Credit limit

       i.            C.O.D

It means Cash on Delivery when sales goods and receive on the spot cash, when click on this option then others options are not worked.

     ii.            Prepaid:

It means received the payment in advance, Then there is no additional option or terms to enter.

  iii.            Due in number of days :

It means that give the invoice to customers that due within as 30 days only.

  iv.            Due on day of next month:

It means that give the invoice to customers for a specific day of month.

Example:  invoice give for a 12 march of every month.

    v.            Due at end of month:

It means that all invoices are made at end of the month.

Example:

For the month  of august invoice issue at 31 August.
   vi.            Net due days in:
In thus write the number of days that yet due.

2.     Account Aging:
It includes what type of payment received  on date
Invoice  date
Due date
On Invoice date:
It means all payments are received at the date of invoice.
On Due date:
It means all payments are received on the due date.

And also give the different categories as:
                           Number of days             column Heading
First column           30                                 0-30

Second column      60                                 31-60

third column           90                                 61-90

Fourth  column                                           Above 90 days

that shows as:

3.     Custom Fields:
When click on the Custom field button then this window will appear as:

It include he information of
Field Labels
1-first contact
2-Mailing list
3-Preference
4-Multiple sites.

4.     Finance charges:

in this include the information of 
1- Days , over due days.
2- Interest rate
3- On balance above
4- Minimum balance.

5.     Pay methods:

In this we set he payment method that received from customers.
1- Cash
2- check
3-Visa
4- Master card 
5- Discovery card