Open the Customer Template window.
Specifies a customer template that you can use to quickly register new customers.
Related Tasks
The following table shows tasks that are related to the Customer Template window, with links to the topics that describe them.
To | See |
---|---|
Create a customer card for each customer that you sell to. | |
Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms. | |
Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice. |
Tip |
---|
For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |