Create a default customer

This article describes how to create a default customer to use when creating a channel in Microsoft Dynamics 365 Commerce.

When creating a channel, you will need to provide a default customer. A default customer can easily be created after first creating the customer group and customer address book.

Create a customer group

If no customer groups exist yet, you can create one. Examples may be groups to represent different customer groups, such as wholesale, retail, Internet, Employees, etc.

To create a customer group, follow these steps.

1. In the navigation pane, go to Modules > Retail and commerce > Customers > Customer groups.
2. On the action pane, select New.
3. In the Customer group box, enter a customer group ID.
4. In the Description box, enter an appropriate description.
5. In the Terms of payment box, enter an appropriate value.
6. In the Time between invoice due date and payment date box, enter an appropriate value.
7. In the Default tax group box, enter a tax group if applicable.
8. Select the Prices include sales tax check box if applicable.
9. In the Default write-off reason box, enter an appropriate value, if applicable.

The following image shows several configured customer groups.

Create a customer address book

A customer needs to be associated with an address book. If one has not yet been created, then you will need to create one.

To create a customer address book, follow these steps.

1. In the navigation pane, go to Modules > Retail and commerce > Channel setup > Address Books.
2. On the action pane, select New.
3. In the Name box, enter a name.
4. In the Description box, enter a description.
5. On the action pane, select Save.

The following image shows an example address book.

Create a default customer

To create a default customer, follow these steps.

1. In the navigation pane, go to Modules > Retail and commerce > Customers > All customers.
2. On the action pane, select New.
3. In the Type drop-down list, select "Person".
4. In the Customer account drop-down list, select or enter an account number (for example, "100001").
5. In the First name drop-down list, select or enter a name (for example, "Default").
6. In the Middle name drop-down list, select or enter a name (for example, "Retail").
7. In the Last name drop-down list, select or enter a name (for example, "Customer").
8. In the Currency drop-down list, select or enter a currency (for example, "USD").
9. In the Currency drop-down list, select the customer group created previously.
10. In the Address books drop-down list, select an existing customer address book.
11. Select Save to save and return to customer details screen for the new customer.

Note

It is not necessary to add an address for a default customer.

The following image shows an example of customer creation.

The following image shows a default customer configuration.

Most of the default values on the customer details screen can remain, but two values should be changed.

1. On the customer details screen, expand Sales order defaults.
2. In the Site drop-down list, select or enter a pre-configured site.
3. In the Warehouse drop-down list, and select or enter a pre-configured warehouse.

The following image shows an example customer configuration.

Additional resources

Channels overview

Channel setup prerequisites