Maintain Vendor

First step for create the maintain vendor we go to the maintain and maintain show the list when we click vendor account basically vendor account we maintain vendor, modify, and save information about the companies and people from whom we are purchase goods and services.

Second step is mention the id ,and name of vendor from whom we purchase the goods.

General

To mention the basic information about the vendor such as contact, address, phone and beginning balances , and the mention the telephone number ,e mail address.

Purchase Defaults

 You mention the purchase transaction defaults for each vendor record, purchase default tab in the maintain vendors . You can modify this information about the transaction level, if it is very necessary to change information due to default payments.

Custom Field

You can mention the custom field information for the selected  maintain vendor , you click the customer field  in the maintain vendors . Custom field names are set up in maintain vendor default.

History
In which you mention the selected vendor's  history ,you should click the history tab in the maintain vendors . When you come a new vendor, you can mention the information on this tab one time you save the vendor record, this tab is use only for the purpose of history of vendors.  

                                   MAINTAIN CUSTOMER/PROSPECT

First step you go to maintain that show the list then click the maintain customer/prospect.

1.            Second step is customer id ,name

General tab

To enter basic information about the customer such as contact information, address, phone and  sales tax code, and select the General tab in the Maintain customers.

Sales Defaults

Sales defaults that show account of sales rep and general sales account defaults tab in the Maintain Customers/Prospects window.

      

TERM AND CREDIT

This step show term and credit of the account in which mention the payment time and discount time and percentage time and define all the rules for payment.

PAYMENT AND DEFAULT

Payment and default in which show the customer payment default cardholder's name address credit card number expiration date.

 Customer field

 Custom field information for the selected     customer record,

Last step in which only telling about history of customer that when the customer purchase the goods.

Last step in which only telling about history of customer that when the customer purchase the goods.

who to maintain customer

                                   MAINTAIN CUSTOMER/PROSPECT

First step you go to maintain that show the list then click the maintain customer/prospect.

1.         Second step is customer id ,name

General tab

To enter basic information about the customer such as contact information, address, phone and  sales tax code, and select the General tab in the Maintain customers.

sales defaults

sales defaults that show account of sales rep and general sales account default in the maintain customer.

   

TERM AND CREDIT

This step show term and credit of the account in which mention the payment time and discount time and percentage time and define all the rules for payment.

PAYMENT AND DEFAULT

Payment and default in which show the customer payment default card default name address credit card number expiration data.  

 Customer field

 Custom field information for the selected     customer record.

Last step in which only telling about history of customer that when the customer purchase the goods.