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
To register a new customer, you must fill in a customer card. You can establish templates for different customer profiles, or you can add customers without templates.
If customer templates exist for different customer types, then a page appears when you create a new customer card from where you can select an appropriate template. If only one customer template exists, then new customer cards always use that template.
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.
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. 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.