Customer Prospects

For default the information about customer we will click on Maintain .Following window will be open 

In maintain, we will click on the customer /prospectus .when we will click on it following window will be open.

In  this above window We will record General information like  Customer id ,Name, Contact, address , Telephone number country city email etc.

After this we will click on sales Default Following window will be open .

When sales Defaults will open we will filled out customer id Name ,Sales Rep, Gl sales Act and all other information of above window .Then we will select General ledger sales account which we will be use for this .General ledger accountare usually use for sales account .We usually use commission earned account for this .Then we will fill open P.O no. then we will fill out ship Via number and then resale number  and pricing level .

After this we will click on payment default then following window will be open .

When above window will be open we will filled out customer Id, Name , Cardholder’s name , Address City country and all other information of above window .

After this we will click on custom fields then following window will be open .

We will filled out customer id, Name , Second Contact Reference mailing list and multiple sites .

Then we will click on the history following window will be open of history.

We will filled out customer id ,Name customer service ,last invoice date last payment date, last payment Amt, Last statement date.