How to work with tabs on the customer card in Business Central?
The customer cards are divided into tabs, where fields that are similar are grouped together.
This is what happens in the video
Customer card structure in Business Central
The customer card in Business Central organises information into tabs, where fields that belong together are grouped. This makes it easier to find what you need without scrolling through one long list of fields.
You can collapse the tabs so you only see the fields that have been promoted. Promoted fields are the key pieces of information you want visible at a glance, even when the rest of the tab is closed.
The General tab
The General tab holds the basic identifying information for the customer. Here you find the customer number, the name, the balance, and the total sales.
The Address and Contact tab
The Address and Contact tab holds the customer’s address and contact information.
The Invoicing tab
In the Invoicing tab, you find the posting details and the currency code for the customer.
The Payment tab
The Payment tab covers how payments are handled. Here you have the application method, the payment method, the payment terms, and the reminder terms.
The Shipping tab
The Shipping tab holds the information related to shipping. This includes the ship-to codes, which control where you want to ship items from, along with other shipping-related details.
Q&A
How is information organised on the customer card in Business Central?
The customer card is divided into tabs that group similar fields together. The main tabs are General, Address and Contact, Invoicing, Payment, and Shipping.
What does it mean when a tab is collapsed?
When a tab is collapsed, you only see the fields that have been promoted. Promoted fields are the key information you want visible even when the rest of the tab is closed.
Where do I find payment terms and reminder terms on the customer card?
You find them in the Payment tab, along with the application method and payment method.
What information is in the Invoicing tab?
The Invoicing tab contains the posting details and the currency code for the customer.