Customer card in Business Central saves customer information and the system uses it while generating sales-related documents. There are different sections in the customer card for a different purposes. A list of all available customers appears on opening the related link.
Create a New Customer using a “New” option
A customer template selection window appears when you click on a “New” option. Choose the template according to the requirement, the available data in the chosen template will populate automatically in the card.
Define the customer’s name, no, credit limit, etc in this section. There are so many fields in this section that will populate with transactional data like Total Sales etc.
Address & Contact Section:
Fill in the required details in the address and contact section. If the customer belongs to a different region and has a different native language, then select the language code for the customer. The documents for the customer will print in the selected language.
Fill in the required details in this section which includes posting groups, tax area code, etc. If this customer belongs to any particular price group, then select the relevant group in the “Customer Price Group” field. In the Bill-to-Customer field select the customer which is going to pay/invoice for a transaction. This field is useful in cases where companies have subdivisions but the head division deals with all the billing, then select the head company in Bill-to-Customer and the invoices will generate against the bill-to-customer.
Specify all the payment-related details in this section, they will apply to the transactions automatically. If any prepayment is required from the customer for order processing then define its percentage in the prepayment field.
Specify the shipping-related details in this section. In the ship-to-code field select code refers to the address other than the default one, in this case, shipping will be made to the address associated with the code, by default.
From the drop-down menu of the ship-to-code field select “New” to define another address. Following window appears, fill in the details and then select the code in the ship-to-field.
This blog cover customer in business central, its creation, and different sections in customer card. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@localhost