Create a Customer in Business Central quickly and accurately by following the proven steps outlined below. Our Business Systems Consultant, Matt Kraus, demonstrates in his tutorial how straightforward customer setup can be when you use the right approach.
Why an Organized Customer Record Matters A well‑structured customer record keeps data clean, simplifies invoicing, and improves reporting. Business Central offers customizable fields so you can capture the exact details your team needs: from payment terms to shipping preferences, right at the start.
Step‑by‑Step Customer Setup
- Open the Customers list and select New.
- Enter basic information such as name, address, and contact details.
- Assign posting groups, payment terms, and currency codes to match your accounting rules.
- Add shipping and invoicing information to streamline future transactions.
- Save the record, then review it to ensure all mandatory fields are complete.
Tips for Tailoring Customer Details
• Use custom fields to track industry‑specific data or internal notes.
• Set credit limits and payment terms that align with your risk policies.
• Attach documents like contracts or tax certificates for quick access later.
How Business Central Streamlines Customer Management Once a new customer is saved, master data flows automatically into quotes, orders, and invoices. The system’s validation checks help reduce errors, while role‑based dashboards keep your team informed about open balances, overdue payments, and recent activity.
Get Started Today Need help setting up customers or optimizing your Business Central environment? Contact the Opal Business Solutions team for expert guidance and personalized support. Check out our YouTube video on Creating a Customer for a visual guide.
