Steps to complete when creating a new Customer

Navigate to the customer page on Business Central
On the page, select the “New” button.
If your Customer Number is generated from a number series (e.g. CUST001, CUST002), only populate the Name field. If not, populate both the No. and Name Fields:
Select a General Business Posting Group, Customer Posting Group & VAT Business Posting Group under the Invoicing fast tab as well as the customer’s currency code and VAT registration number:
Select a Shipment Methode Code under the Shipping Fast tab:
Populate the address fields under the Address & Contact fast tab
Create New Customer
- Search for Customer
- Choose New
- Complete all relevant fields on General, Invoicing and Paymentstabs
  1. Create Ship To Address

On the Customer Card, go to Menu, Navigate, Ship To Addresses
Create new Ship To Address code
This will be the code used by the Commercial team when allocating pallets (Allocated Delivery Point)
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3.  Point Mappings
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Search for Point Mappings
Choose aFreight Point (from Linc Lookup Values)
Select Customer as the Mapping Type
Map the freight point to a Mapping Parent No. (Customer No.)
Select aMapping Code (a Ship-to Code that is linked to the selected Customer No. in Mapping Parent No.) Mapping Namewill auto-populate.
Region Code and Country Code are optional fields for Customer Freight Points. If values are defined, these values are used to update the Next Freight Point Region and Current Freight Point Region of pallet lines that are allocated to the Freight Point when the related Freighter Trip Leg is set as Departed and Arrived.
Consignee No. and Notify Party No. are also not mandatory, but can be defined where default values can be linked to a Customer Freight Point. During pallet line container population, the default consignee and notify party is added to the Container. These fields have a lookup to Business Central’s Contacts master data, and values must first be set up in Contacts.

Freight Point	Mapping Type	Mapping Parent No.	Mapping Code	Mapping Name	Region Code	Country Code	Consignee No.	Notify Party No.
DFRESH	Customer	CFRUIT043	DFRESH	DFRESH SON

   4.  Set up Document Layouts per Customer

Set up email addresses for each of the following, should you wish to send documents via email:

     a) Produce Trade Invoice (Report ID 50073)

     b) Produce Trade Credit Memo (Report ID 50072)

     c) Customer Statement (Report ID 50085)