Maintaining Customers Records

First of all open an existing company and click on maintain button.

Then click on “customers/prospects”

When we click on “customers/prospects” following window will open

The circled part of below window is called header field where we insert customer ID and customer name

Then we have general bar where we have to provide the following information:

Contact, the person in the organization with whom we will make contact.

Bill to address, the address on which we will send the bill.

Address, in this we will insert the address.

Customer type, which type of customer we are dealing with, for instance cash customer, credit customer, retail or wholesale customer etc.

Telephone, we will insert the telephone on which we will contact to the organization.

E-mail, we will insert the e-mail address to contact the organization.

Then we have Sales defaults bar.

In sales defaults first of all we have sales rep, this is the name of person who will make contact with our customers.

Then we have GL sales acct. This is the account ID we have already maintained in chart of accounts.