Business Central / NAV UG
Experts:
Customer Setup – Best Practices BC
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Customer Setup – Best Practices BC
We are installing Avalara for tax management which is causing me to rethink our customer set-up processes. We frequently use over-rides for ship to and billing addresses. We have some ship to locations established but I do not like it that it is not searchable in the customer card for the ordering team to easily locate the sell to customer.
Can anyone point me to any best practices? I was considering something with the number format to indicate bill to only addresses. We want the main entity to be represented but that isn’t always compatible with the billing address.
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1 Reply
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Lori – I normally number my customers beginning with a C and 4-5 digits. The number is irrelevant since I can search by Name, Phone Number, etc. As for Ship-to’s I number them by Zip Code and/or City Name.
If you want a way to search for Ship-to, I will expose the Ship-to List Page to all users so they can see the Ship-to’s.
One other note… Adding Avalara does not make me rethink changing my customer numbering. It will allow me to add a process to always validate Sell/Bill/Ship-to addresses using the Avalara address validation engine.
Hope this helps. Email of you have more questions.
Thank you,
Steve
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