How to maintain customer’s prospects?

Open your company, home page of the company will open and there you will see the different options in the bar, then click on the maintain, as shown in the picture and then select the customer prospects.

When you click on the customer prospects the following window will appear:

When this window will open frst you have to entre

·        The customer ID

·        Name

And then provide general information

·        Contact

·        Address of the customer

·        City

·        Country name

Minimum requirement is “customer id” and “name”.

Then click on the next option “Sales default”, the following window will appear:

Fill in the required fields as in this window

·        There is “sales rep” it means sales representatives.

·         Then write “open purchase order no.”,

·         If you are reselling the product then entre the “resale no.”

·        Then set the pricing level according to your prices (e.g it can be more or less than cost).

Then go to the next option which is “Payment Defaults” when you click on this option the following window will appear:

 In this window there are details about the credit card.

Then go to the “Custom Fields” the following window will appear:

In these required fields you will entre the additional information about the customer, if any:

After custom fields, click on the next option “history”, when you clicks on “history” the following window will appear:

Here you will see the history of all transactions and history of old customers as well.

how to setup a new company in peachtree

Setup of a new company

After the start of the program the following screen will appear:

To establish a new company click on “Set up a new company” option and follow the next instructions.

Now the following introductory window will appear:

This window tells about the requirements to setup a new company. Read this and click on “next” to continue. Now a window will appear which asks you about the “company information” and you have to fill in the provided space or at least write the “company name”. Here is the window for “company information”:

Now click on “next”, the following window will appear:

This window is for select the charts of accounts. There are five options in this window and we will select “build your own company” option because we are establishing a new company. And click on “next”, the following window will appear:

In this step we will choose an accounting method. There are two accounting methods and we have to select anyone of them.  Note that once you select an accounting method it cannot be changed.

The first option is “accrual method” if you are managing your accounts according to this method i.e you record the transactions at the time of occurrence.

The second option is “cash”, it means you are recording your transactions when cash is received.

After selecting an option, click on “next” the following window will appear:

In this window you will select the posting  method, there are two posting methods that is “real time” and “batch”. In “real time” transactions are immediately recorded when they are saved and in “batch” a number of transactions are recorded after analyzing. But most companies use the “real time” method for posting. It can be change at anytime. Now by clicking on “next” a window will appear:

In this step we will select the accounting period for our company. Normally the accounting period is for 12 months but if we want to change our accounting period it may be more or less than 12 months. After choosing the accounting period click on “next”, the following window will appear in which we will mention the following dates:

After mention the months and years in the provided space, click on “n ext”, and now this window will appear:

Now click on “finish” to complete the process.

how to open a file in word

How to open a File in Microsoft Word

Opening Microsoft Word Documents

We'll shortly add an address to the top of our Library Complaint letter. Before we do that, we'll learn how to open a file. After all, you might have closed down Microsoft Word, or your computer might have crashed. The result being that you no longer have your library letter loaded into Word. So here's how to Open a file you have saved, and want to work on again.

From the File menu, click Open:

The Open dialogue box appears, and looks like the image below:

The Open dialogue box looks very similar to the Save As dialogue box. "Save in", "File name", and "Files of type" work in exactly the same way as the Save As dialogue box. Notice, though that the File name text box is blank, and the Open button is not available. It has been greyed out.

The reason that the Open button is greyed out, and therefore not available, is that text box is empty. Once you select a file, the Open button will be ready for us.

But the text box is empty because no file has been selected. A file is selected from the larger white area in the middle. Clicking on the file once with the left hand mouse button will select a file. In the previous image, there was only one file available for selection - a document called "rrKeyCaps.doc". That is not the one we want.

To locate the file we want, we need to open the folder called "My WP Projects". Because that's where we saved it. You can see from the image that this folder is in the list of folders, just below the folder called My Pictures:

You can see also that we are in the folder called My Documents. To open up the folder we want, simply double click it. This will take us inside the My WP Projects:

The whole Open dialogue box now looks like this:

The file we want, Library Letter, has been clicked on. As a result, the Open button is no longer greyed out. We can go ahead and click it. When we do, our letter will open in Microsoft Word.

To recap then on how to open a file. Do the following

· Navigate to the folder where the file was saved

· Click on the file to select it

· Click the Open button

OK, now that you know how to Open a file, we can start adding the address to our letter.