2.7 Global Prerequisites required for all channel types – 7. Setting Up Number Sequences in Dynamics 365

Setting Up a Default Customer and Address Book in Dynamics 365 Commerce

Creating a default customer in Dynamics 365 Commerce is a straightforward process that requires first setting up a customer group and a customer address book. This ensures that the default customer is correctly categorized and associated with the necessary address information for transactions.

Step 1: Create a Customer Group

A customer group defines a set of customers that share common characteristics, such as payment terms or tax rules.

To create a customer group:

1. Navigate to Modules > Retail and commerce > Customers > Customer groups.
2. On the Action Pane, select New.
3. Enter a Customer group ID.
4. Provide a clear Description.
5. Specify the Terms of payment, if applicable.
6. Enter the Time between invoice due date and payment date.
7. Select a Default tax group, if applicable.
8. Check Prices include sales tax, if necessary.
9. Enter a Default write-off reason, if applicable.

This ensures that all customers assigned to this group inherit these default settings.

Step 2: Create a Customer Address Book

Every customer in Dynamics 365 Commerce must be linked to an address book. If an address book does not already exist, create one as follows:

1. Navigate to Modules > Organization administration > Global address book > Address books.
2. On the Action Pane, select New.
3. Enter a Name for the address book.
4. Provide a Description.
5. Select Save to create the address book.

The address book serves as a central repository for all customer addresses.

Step 3: Create a Default Customer

Once the customer group and address book are set up, you can create the default customer:

1. Navigate to Modules > Retail and commerce > Customers > All customers.
2. On the Action Pane, select New.
3. Set Type to Person.
4. Enter a Customer account number (e.g., 100001).
5. Enter the First name (e.g., Default).
6. Enter the Middle name (e.g., Retail).
7. Enter the Last name (e.g., Customer).
8. Select the Currency (e.g., AED).
9. Assign the customer to the Customer group created earlier (e.g., 30).
10. Link the customer to the Address book (e.g., RetailCust).
11. Select Save to return to the customer details screen.

Note: Adding an address for a default customer is optional.

12. On the customer details screen, expand Sales order defaults.
13. Select the appropriate Site.
14. Select the appropriate Warehouse.

This completes the setup of a default customer, ready for transactions in Dynamics 365 Commerce.