Microsoft Dynamics 365 Business Central Managing Customer Information

How To Manage Customer Information in Business Central

Customers are typically the source of your income. You must register each customer you sell to as a customer card. Customer cards hold the information that is required to sell products or services to the customer.

Accessing an Existing Customer Card

1. Click New Document to create Sales Quote, Sales Invoice, Sales Order, Sales CR/Adj Note, Reminder.
2. Request Approval to Send Approval Request, Cancel Approval Request, Create a Flow.
3. Navigate to access Statement, Bank Accounts, Addresses, Contacts, Sales Customer to access Dimensions, Statistics etc.

Creating A New Customer Card

To create a new customer card, follow these steps:

1. On the Customers page, choose the New action. If only one customer template exists, then a new customer card opens with some fields filled with information from the template. If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next steps.
2. On the Select a template for a new customer page, choose the template that you want to use for the new customer card.
3. Click the OK button. A new customer card opens with some fields filled with information from the template.
4. Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description.

On the Sales Prices FastTab, you can view special prices or discounts that you grant for the customer if certain criteria are met, such as item, minimum order quantity, or ending date. Each row represents a special price or line discount. Each column represents a criterion that must apply to warrant the special price that you enter in the Unit Price field, or the line discount that you enter in the Line Discount % field. The customer is now registered, and the customer card is ready to be used.

How to save the customer card as a template

This is how to save the customer card as a template:

1. On the Customer Card page, click the Functions-Save as Template action. The Customer Template page opens showing the customer card as a template.
2. Fill in the fields as necessary. Hover over a field to read a short description.

How to reuse dimensions in customer templates

To reuse dimensions in templates:

1. Choose the Dimensions action. The Dimension Templates page opens showing any dimension codes that are set up for the customer.
2. Edit or enter dimension codes that will apply to new customer cards created by using the template.
3. When you have completed the new customer template, choose the OK button.