Create New Customer Accounts

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.

To	See
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
Specify for individual customers or for all customers how sales documents are sent by default when you choose the Post and Send action, such as to always send electronically in the PEPPOL format.	How to: Set Up Document Sending Profiles
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 Table
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

Other Resources

Create New Vendor Accounts
Design Products