Working with customers and customer groups (Retail essentials)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to create customer records and customer groups in Retail essentials. You can create groups that share characteristics such as payment terms and the length of time that is typically required for payments to be received after an invoice is due. You can then assign these groups to customers.

Note

In Retail essentials, the forms that you use to complete these tasks might include a subset of the controls that are available for other configurations of Retail. If another topic about these forms describes controls that you don't see, it may be because you’re using Retail essentials.

Create a customer record

Use this procedure to create a customer record in Retail essentials.

  1. Click Retail essentials > Customers > All customers. On the Action Pane, on the Customer account tab, in the Customer account group, click Customer account.

  2. In the Customer form, in the Record type field, select whether the customer is an organization or a person.

  3. If the customer already has a record, select the customer’s name. If the customer does not have an existing record, enter the customer’s name.

  4. Select the customer group and currency code that apply to the customer.

  5. Select the appropriate payment, delivery, and tax information for the customer.

  6. Select the country/region and the postal code where the customer is located, and enter any other address and contact information.

  7. Click Customer account to add more information to the customer record, or click Customer account to close the customer record. You can add more information to the record later.

    If you save the information that you entered and open the customer record to add more details, see Customers (form) for more information.

Create a customer group

Use this procedure to create one or more customer groups.

  1. Click Retail essentials > Customers > Customer groups.

  2. Click New. In the Customer group field, enter a unique identifier for the customer group.

  3. In the Description field, enter a short description of the customer group.

  4. In the Terms of payment field, select the terms of payment that apply to customers who are assigned to the selected customer group. Terms of payment are used to manage your customer accounts. We strongly recommend that you select terms of payments for customer groups.

    For more information, see Terms of payment (form).

  5. In the Settle period field, select the standard interval between the due date for payments from customers in the selected customer group and the date on which the payments are received in your legal entity’s bank account. The due date is defined by the terms of payment. The settle period is used for liquidity calculations that are based on the cash flow forecast.

  6. Select the sales tax group the customer group, and then select the Prices include sales tax check box if appropriate.

See also

Create sales orders and customer invoices (Retail essentials)

Create or modify quotations (Retail essentials)