customer

CUSTOMER

Customers are the person to whom we sell our product or goods.

For making customer first of all open the PEACH TREE SOFTWARE, after open it then open your company and then from the main top bar select the maintains and there is open a list in the top of list there is maintain customers so select this and the window will be open as following

In the window, there is customer ID on the top in which we give any alpha numeric ID to our customer and in the second there is Name of a customer

On the right side of the window there is prospect and the Inactive option that shows if we want became in future or wants to inactive its account then choose these options

In the bottom of window there is main five heads

·       GENERAL

·       SALES DEFAULT

·       PAYMENTS DEFAULTS

·       CUSTOM FIELDS

·       HISTORY

In the general head there is contact number, addresses, mail ID,

Fax etc all the information relating to customer how we communicate each other.

The next head is SALES DEFAULT, after selecting the sales default the window will be as following

In the sales default there is information related to the accounts like Sales rep

·       GL sales Account

·       P.O number

·       ship via

·       discount conditions etc

The next head is Payments Defaults and the window will be as following

In the window there is information regarding customer is as following

·       Addresses

·       City, sales, country

·       Credit card number etc

The next head is custom field and the window will be as following

In the custom field there is information like

·       Second contact

·       Reference

·       Mailing list?

·       Multiple sites?

The last main head is about history after selecting it the window will be as following

In this there is history of customer purchases and dates and invoice history etc. After adding all relevant information then save the data from the main top bar.