Tuesday, 16 April 2013

How to maintain customer account

How to maintain customer account

Now we have to maintain customers/prospects so steps are as follows,



Go to header bar click on “maintain” select the “customer s/prospects” then windows open,


As you see the window one mention part is header field and other highlighted area is tab here we have to enter the all information about the customer, allotting their id ,name then go in tab where we give the info about, contact, address, city, country, and sales tax is according to the sales tax department of the country etc .very first we give the customer id then their name if there is sole proprietor then his/her contact no and if there is a company then the contact number which is required. Customer type option is for filter the customer according to need for example local or international customer 1 represents local customer and 2 represents international. Then there is a option for extra telephone no, for fax, for email, for website.


In Sales Defaults tab first option is sales representative that means if there is a sale agent between sales then we will mention, select the allotted account of sales, and if there is a purchase order no then select the option, in resale option if we take order from some ware and we place same order to other vender and says give direct delivery to customer  that is resale and price level is price is according to the customer, if there is wholesaler then price is different and if there is a retailer then price is different. 







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