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Maintain customer prospects

First of all I open a peach tree program and then make a company and then I go a one option which name main customer prospects and then complete understand this process and some option which necessary required me I select and then I open the theme of maintain customer.

                                
prospects and the picture of maintain customer pr

ospects and I push the key board one button print screen and then come on word and select two button gathered and this post is select here.

 This is all process is general head and totally head of this process is five.

                          

And the next process is a name of sales default and there were is complete in some information and then I select a picture and some of necessary information fulfill.

               

This picture is also putting here first one process select a picture on the key board button print screen and then come word and control v and then double click on picture  one option coming this stage  crop and a picture select and a little bit doing small then select and put  them.

The third one option is  payment default  on customer this option mostly use whose customer which use credit card and not more other customer and maximum information is asked in this option which required they will be processed

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The forth option is required will be a full of contract base there are including five option required relating to customer first is second contact and second is references to any guarantee person and third is required mailing list which thing need to customer on our mailing address and fort is multiple sites which is very necessary to customer and fifth one is no required this process.

And the fifth option is the history of all things which deliver to customer is fully utilizes in the all process some of important order end of the dealing check and balance. Some  of the customer science and  last invoice date and last invoice price and then moving toward last payment date and after that last payment amount is very clearly mention  and last one last statement date there is a complete process of history .

If we not this fill the column of GT. Sales Acc. (GENERAL LEDGER SALES ACCOUNT) then the illegal account. So if we save this account without fill this account.

 

So third TAB PAYMENT DEFAULTS. They used for Credit card whose transactions are to be via credit card.

 Then we fill the address and City name and also the country name. 

So, fourth tab is Customer Fields. In this wrote the additional customer and we can says that second customer on the behalf of first customer to transact the goods. And here wrote the Reference and mailing list and multiple sites.

  So, fourth tab is Customer Fields. In this wrote the additional customer and we can says that second customer on the behalf of first customer to transact the goods. And here wrote the Reference and mailing list and multiple sites.

  

Set up of a company:-

                                                                     After the start of the program the following screen will appear .To establish a new company click “set up a new company “option and following the next instruction. And after I go back on screen and press a key button on print screen and then paste a picture on word.

Following the introductory screen will appear to guide you the rest of the process  and then I open a new company set up and there are five option give us a create a new company set up.                    

And then I’m go back and select a picture and paste here.

Again by clicking next you can chose among several methods to set up the charts of accounts. Here you can chose charts of accounts already developed by the soft ware of many sample companies or you can copy charts of accounts from existing peach tree company or an other accounting software compatible with peach tree or you can build your own charts of accounts.

And then we are copy of this picture and push the button on which key board print screen name then control “v” and after that double click on this picture and one option come up its name cab icon click cab and a picture a little bit small.

I give a name of company “c” and press a next we achieve a charts of accounts and one option select automatically set a new retail service construction manufacturing or distribution using a simplified charts of accounts. The next step will be to chose “accounting method” . There are two accounting method cash and accrual. We chose an accrual method because is usually followed where we occur expense and income weather paid or received or not.

Next phase will be to choose the “posting method”. By selecting the real time posting method the transactions are posted to the general ledger and they are entered and saved. While in batch transaction are saved by the program and then posted in a group. This allows you to print and reconcile the transaction and then to save.

Then in the next phaseyou have to select the accounting period . normal accounting period is  month accounting period.     

In the step you have to chose the month when the accounting period will start and the month when first time the transaction will record.

By clicking next “congragulation”screen appear and by clicking finish the company set up complete.