Customer Card Window
This topic applies to Microsoft Dynamics C5 2016 and solutions that use the Simplified UX objects.
Specifies information that is required to sell products to the customer.
Customers are the source of your income. Each customer who you sell to must be registered as a customer card.
Related Tasks
The following table shows tasks that are related to the Customer Card window, with links to the topics that describe them.
| To | See |
|---|---|
Create a customer card for each customer that you sell to. |
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Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms. |
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Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice. |
Other Tasks
The following table shows other tasks that you can perform with Microsoft Dynamics C5 2016 and solutions using Simplified UX objects, with links to the topics that describe them.
| To | See |
|---|---|
Create a purchase invoice to record your agreement with a vendor to purchase products on certain delivery and payment terms. |
|
Create a purchase invoice for all or selected lines on a sales invoice. |
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Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections. |
How to: Correct or Cancel Unpaid Sales Invoices (Simplified) |
Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund. |
|
Perform an action on an unpaid posted purchase invoice to automatically create a credit memo and either cancel the purchase invoice or recreate it so you can make corrections. |
How to: Correct or Cancel Unpaid Purchase Invoices (Simplified) |
Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor and which payment amount you will collect. |
How to: Process Purchase Returns or Cancellations (Simplified) |
Create a vendor card for each vendor that you purchase from. |
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Create an item card for each inventory item or service that you trade in. |
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Increase or decrease an item’s inventory quantity, for example after a physical count or as a simple way to record purchase receipts. |
Tip
For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.
See Also
Other Resources
Design Products
Purchasing
Sales
Finance
Working with Microsoft Dynamics NAV
Small Business Role Center
How to: Prepare Small-Business Setup Data (Simplified)