Create a new customer card after verifying that the customer does not already exist in Business Central.
1. Click "Customers" and then "New" from the header.
2. Select the template that matches the customer type.
3. Enter account information.
Enter the Account Name, Billing Address, Phone No.
4. Shipping Addresses
On the Tool Bar, "Ship-To Addresses" and click "New."
Multiple shipping addresses can be listed here.
5. Enter Payment Terms Code as Payment in Advance (PIA) and Payment Method Code as Chargelogic (CHARGELOGI).
Note: These fields will be adjusted by accounting upon receipt of a completed credit application
6. Enter contact information.
7. Enter dimension code.
On the Tool Bar, click "Navigate" then "Dimension."
8. Enter document layout.
On the Tool Bar, click "Navigate" then "Document Layout."
The document layout is for the email address for accounts payable or the party responsible for paying the invoice.
9. Enter email list.
On the Tool Bar, click "Navigate" then "Email List."
The email list can be used to house many email addresses. This allows us to have multiply emails for different requests.
10. If tax-exempt, send the exemption document to salestax@scienceinteractive along with the customer number for the document to be updated in Avalara.
11. E-Ship
Shipping Agent Code: Freight PL
E-Ship Agent Type: Ground (but can be managed in an order)
12. Shipping Accounts
Used when the customer has their own shipping account.
On the Tool Bar, "Navigate," "E-ship," "Shipping Accounts" and click "New."
Enter the customer's Shipping Agent information.
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