You store all information, rules, and values that apply to a customer in a customer account record and view them in a customer card.

First, create a new card and fill in basic information, such as the customer's company name, contacts, and addresses. Then, you create additional information for the customer by attaching different codes and values to the card, such as default dimensions, currency codes, and bank account numbers.

When all of the required master data is created, you can configure additional customer information, such as alternative ship-to addresses and special cards for cash customers.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

ToSee

Create the master data record that will hold all the rules and values that govern how to conduct business with the customer.

How to: Set Up Customers

Create a customer card for each customer that you sell to, using the simplified features in Microsoft Dynamics NAV.

How to: Register New Customers

Create an anonymous cash customer card to be used when making a cash sale with nothing to record in a customer account.

How to: Set Up Cash Customers

Initiate a new customer card based on a company-specific data template.

How to: Create Cards by Using Data Templates

Assign one or more default dimensions to the customer card that will be included on related document lines and eventually work as a source of business analysis.

Default Dimension

Record the customer's bank information to enable the transfer of refunds or compensations in connection with sales returns.

Customer Bank Account

Enter information about alternative addresses where the customer may want goods shipped to.

Ship-to Address

Assign posting group codes to a customer card to ensure that transactions are posted to the correct accounts in the general ledger.

Gen. Bus. Posting Group

Apply standard sales codes to customers to enable quick creation of recurring sales document lines based on standard sales codes.

How to: Assign Standard Sales Codes to Customers

Define which currency to use when trading with the customer.

Currency Code

Define country/region codes for customers to use in connection with Intrastat reporting.

Country/Region Code

Define language codes for customers to govern which language to use in business documents to the customer.

Language Code

Use an EU web service to verify that VAT registration numbers that you enter on customer, vendor, or contact cards are valid.

How to: Verify VAT Registration Numbers

Specify a default shipping time for each customer to be used in the order promising calculation on sales lines.

How to: Enter Shipping Time on Customer Cards

See Also