Table of Contents

Contacts, Customers and Vendors

Contacts

Use the Contacts list to manage your contacts. From there, you can create customers and/or vendors and manage other interactions with individual contacts.

Customers

Customers are your source of income. You must register each customer you sell to as a customer card. Customer cards contain the information required to sell products to the customer.

To create a new address from a Customer

  1. On the Customer card, choose the Create as (address) action
  2. The address is made, you can choose Yes to open the Address card.
  3. You can now change any of the address details if needed. The Types Shipper Address, Sender Address, Consignee Address and Ship-To Address are enabled by default.
Note

The system will create a Mapping record for the created address, linking the address to the Customer. The field Customer No. on the address card is also copied from the Customer card.

How to set up default addresses

To setup default Shipper, Sender (Ship-from), Consignee and/or Ship-to addresses:

  1. Choose the Cust./Vendor Address Setup action from the Customer card.
  2. Now you can add the addresses that need to be used as default address
  3. Enable the Default Shipper Export, Default Sender Export (Ship-from), Default Consignee Import and/or Default Ship-to Import fields.

Margin rules

Margin rules can be used in the quotation process to calculate revenues from costs based on the margin rules you have defined on the customer card.

Note

Lear more about quotations: To create a request for quotation.

Vendors

Vendors provide the products or services you sell. Each vendor you purchase from must be registered with a vendor card.

Fields with specific forwarding functionallity:

Field Description
Mapping Method When you register a Purchase invoice, the Mapping Method will be copied to the Purchase invoice. Mapping Method are configured to reconsile registration lines with cost lines on Shipments.
To configure the mapping methods for IATA Cass, in the Object Id field, choose 11172776 "3PL FMS Purch. Mapp. Functions".

Learn more about how to set up a Carrier in the forwarding module.

See also

Links to standard Business Central documentation:
Register new customers
Register new vendors
Managing contacts

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