Customers are the source of your income. Each customer who you sell to must be registered as a customer card.
Customer cards hold the information that is required to sell products to the customer. For more information, see How to: Invoice Sales and How to: Register New Products.
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| If customer templates exist for different customer types, then a window 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 fill a new customer card
On the Role Center, choose Customers to open the list of existing customers.
On the Home tab, in the New group, choose New.
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 window opens from which you can select a customer template. In that case, follow the next two steps.
In the Select a template for a new customer window, 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.
Tip Read the tooltip for a field to understand how it impacts your use of the customer in question.
The customer is now registered, and the customer card is ready to be used on business documents where you trade with the customer. For more information, see How to: Invoice Sales.
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| **Pending NAV CRM* A new contact card is automatically created with the information that you entered in the Contact group on the customer card. For more information, see Create and Manage Contacts.* |
If you want to use this customer card as a template when you create new customer cards, you can save it as a customer template. For more information, see the following section.
To save the customer card as a template
On the Actions tab, in the Functions group, choose Save as Template. The Customer Template window opens showing the customer card as a template.
In the Template Name field, enter a descriptive name for the type of customers that can be created by using this template.
To reuse dimensions in templates, on the Home tab, in the Master Data group, choose Dimensions. The Dimensions Template List window opens showing any dimension codes that are set up for the customer.
Edit or enter dimension codes that will apply to new customer cards that are created from 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.
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For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |