The customer card in Microsoft Dynamics 365 Business Central gives you direct access to a range of frequently used actions. These actions combine configuration settings, aggregated customer information, and shortcuts to tasks you would otherwise perform elsewhere in the system.
From the customer card you can set dimensions, define alternative ship-to addresses, create contact cards, and set up cross-references that show the customer’s own item numbers on documents. You can view customer ledger entries and statistics directly, configure invoice discounts, special prices and line discounts, and navigate to related documents such as orders. You can also create new documents straight from the customer card, and all customer information is filled in automatically.
Navigate and customer: dimensions, ship-to addresses, contacts and cross-references
Under Navigate and Customer, you can set dimensions on the customer. If the customer has alternative ship-to addresses, you can define them here as well.
Under Contact, you can set up additional contact cards for the customer.
Under Cross-references, you can set up item numbers that refer to the customer’s own item numbers. This means you can show the customer’s item number on the document instead of your own item number.
Under Comments, you can register comments about the customer.
History and statistics on the customer card
Under History, you find a shortcut to the ledger entries for the customer. This is a fast way to see all customer ledger entries in one place.
Under Statistics, you can see useful statistics based on aggregated data. There are also other predefined statistics you can open from here.
Prices and discounts on the customer
Under Prices and discounts, you can configure how pricing works for the customer:
- Invoice discount percentages that apply to the customer’s invoices.
- Prices, if the customer should have other prices than the price on the item card.
- Line discounts, if the customer qualifies for line discounts.
Documents and new documents from the customer card
Under Documents, you can navigate to documents relevant for the customer. You can, for instance, open orders and see all orders for that customer.
Under Actions and New documents, you can create a long list of documents directly from the customer card. When you create a document, all of the customer’s information is automatically inserted into the sales order, so you do not have to enter it manually.
Promoted actions on the customer card
Some of the most frequently used actions have been promoted, so you can find them directly on the customer card without digging through menus.
Q&A
How do you show the customer’s own item number on a document in Business Central?
Use the cross-references function on the customer card. Set up item numbers that refer to the customer’s item numbers, and the customer’s number will appear on the document instead of your own item number.
Where do you set up alternative ship-to addresses for a customer?
Under Navigate and Customer on the customer card. If the customer has more than one ship-to address, you can define them there.
Can you give a customer different prices than the standard item price?
Yes. Under Prices and discounts on the customer card, you can set up specific prices for that customer that differ from the price on the item card. You can also set up invoice discount percentages and line discounts.
How do you create a sales order directly from the customer card?
Use Actions and New documents on the customer card. When you create the document, all of the customer’s information is inserted automatically into the sales order.
How do you quickly see all ledger entries for a customer?
Under History on the customer card you find a shortcut to the customer ledger entries, which lets you see all entries for that customer in one place.