How to: Create a Customer from a Terminal Market Order

In a terminal market environment, the initial contact with a new customer often occurs at the time of the first sale. While it is possible to set up a single customer record in Microsoft Dynamics NAV to which all sales are posted, it may be that a company wishes to record these transactions against specific customer records. Using data templates, it is possible to quickly create a new customer record directly from a terminal market sales order.

To create a customer from a terminal market order

1. In the Search box, enter Terminal Market Sales Orders, and then choose the related link.
2. On the Home tab, in the New group, choose New.
3. Fill in the No. field.
4. On the Actions tab, in the Functions group, choose New Customer. The Create New Customer window appears.
5. In the Template field, select the data template that will be used as the basis for the new customer record.
6. In the Name field, enter the customer's name.
7. Choose the Next button.

The fields on this screen are filled in with any default template values.

8. Fill in or edit the fields on this screen.
9. Choose the Finish button.

The new customer record is assigned to the terminal market sales order.