Create a customer from a service order
In Business Central, users have the convenience of creating service items and customers directly from the service order page, eliminating the need to navigate away from the current context. The ability to create a service item directly from the service order extends to creating a customer as well. This streamlined process allows for efficient entity creation during service order creation, ensuring a seamless workflow.
To create a new customer directly from the service order, ensure that you have customer templates set up and the required fields filled in. Then, follow these steps:
Ensure that the essential fields, such as Name, Address, and City, in the Service Header of the service order are completed.
Go to the service order menu and select Actions.
From the dropdown menu, select Functions.
Select the Create Customer option.
Select the appropriate Customer Template.