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.
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