HOW TO MAINTAIN CUSTOMERS PROSPECTS

In order to maintain the charts of customer prospects we need to click the option “maintain” which is present on top right side.

After that you need to click the option “maintain” than select the right option which is chart of customers.

After selecting the option that is “chart of customers prospects” this window will be appear i-e “maintain customers/prospects”

Here we need to enter the customer ID and name as well. Customer ID shows the nature of customer’s e.g. whole seller, debit customer, credit customer etc. Upper portion is named as header field.

In “general” you need to add all the information of customers regarding its contact address, telephone, e-mail, and website etc. In bill to address you are given 9 addresses e.g ship to address 1, ship to address 2 etc. Bill to address means where invoices are actually sent. Customer type means here you need to filter your customers according to their differentiations. For example we have B.com, M.com, or ICS students but we want only M.com students than we filter out. Sales tax requirements are different according to their countries.

Here is another “TAB” which is named as “Sales defaults” In sales rep we need to enter the employee record.  Means it represents employee record. In GL sales account it represents the allotment of accounts for example sales or purchase accounts.

In GL sales account if you enter the amount and after entering the amount its blink that means your account or ID is not maintained. That is why account should be allotted. Open PO number means purchase order here allotment of sales account is occurred here open means not fulfill yet but only hen it is not computerized. We calculate price level according to customers here are 10 price levels.

In custom fields here we can add 5^th option as well it is changeable.

After transactions you add all the information regarding this.