Register New Customers
Customers are 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 to the customer. For more information, see Invoice Sales and Register New Items.
Before you can register new customers, you must set up various sales codes that you can select from when you fill in customer cards. For more information, see Setting Up Sales.
Adding new customers
You can add new customers manually, by filling out the fields on the Customer Card page, or you can use templates that contain predefined information. For example, you can create a templates for different types of customer profiles. Using templates saves time when adding new customers, and helps ensure that the information is correct each time. If you create templates for more than one type of customer, you can choose the template to use when you add a customer. If you create only one template it will be used for all new customers. After you create a template, you can use the Apply Template action to apply it to one or more selected customers. To create a template, you fill in the information that you want to reuse on the Customer Card page, and then save it as a template. For more information, see To save the customer card as a template
It can be helpful to personalize the Customer Template page when you create a template. For example, you might want to add the Credit Limit field to a template. For more information, see Personalize Your Workspace.
You can also create a customer from a contact. For more information, see To create a customer, vendor, employee, or bank account from a contact.
To create a new customer card
Choose the icon, enter Customers, and then choose the related link.
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 two steps.
On the Select a template for a new customer page, choose the template that you want to use for the new customer card.
Choose the OK button. A new customer card opens with some fields filled with information from the template.
Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description.
The Prices & Discounts action provides options for managing special prices or discounts for the customer when an order meets certain criteria. For example, the criteria might be when they're purchasing a certain item, ordering a minimum quantity, or buying before a date, such as when a campaign ends. For more information, see Record Sales Price, Discount, and Payment Agreements.
The customer is now registered, and the customer card is ready to be used on sales documents.
If you want to use this customer card as a template when you create new customer cards, you can save it as a template. For more information, see the following section.
To save the customer card as a template
- On the Customer Card page, choose the Save as Template action. The Customer Template page opens showing the customer card as a template.
- Fill in the fields as necessary. Hover over a field to read a short description.
- To reuse dimensions in templates, choose the Dimensions action. The Dimension Templates page opens showing any dimension codes that are set up for the customer.
- Edit or enter dimension codes that will apply to new customer cards created by using the template.
- When you have completed the new customer template, choose the OK button.
The customer template is added to the list of customer templates, so that you can use it to create new customer cards.
Deleting customer cards
If you have posted a transaction for a customer, you cannot delete the card because the ledger entries may be needed for auditing. To delete customer cards with ledger entries, contact your Microsoft partner to do so through code.
Managing credit limits
Credit limits, balance amounts, and payment terms make it possible for Business Central to issue a credit and an overdue balance warning when you enter a sales order. Furthermore, reminder term and finance charge term facilities allow you to invoice interest and/or additional fees.
The Credit Limit field on a customer card specifies the maximum amount that you allow the customer to exceed the payment balance before warnings are issued. Then, when you enter information in journals, quotes, orders, and invoices, Business Central tests the sales header and individual sales lines to see if the credit limit has been exceeded.
You can post even though the credit limit has been exceeded. If the field is left blank, there will be no credit limit for this customer.
You can choose not to have warnings telling you that the customer's credit limit has been exceeded, and you can specify which types of warning you want to see.
To specify credit limit warnings
Choose the icon, enter Sales & Receivables Setup, and then choose the related link.
On the General FastTab, in the Credit Warnings field, choose the relevant option as described in the following table:
Option Description Both Warnings Both the Credit Limit and the Balance Due fields on the customer's card are checked, and a warning is shown if the customer has exceeded its credit limit or if the customer has an overdue balance. Credit Limit The value in the Credit Limit field on the customer's card is compared with the customer's balance, and a warning is shown if the customer's balance exceeds this amount. Overdue Balance The Balance Due field on the customer's card is checked, and a warning is shown if the customer has an overdue balance. No Warning No warnings are shown about the customer's status.
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