Add delivery settings for a customer

Before you start

Create a customer

Add general information for a customer

Add invoicing settings for a customer

In some of the steps in this procedure, you only have to check that the information is correct for the customer you are creating.

1. Go to the Customers (AR303000) window.

   Click on the Delivery settings tab.

2. Optional: In the Shipping address section, you can add an address that differs from the main address - for delivery. If the address is the same, select the Same as main check box.

3. Optional: In the Shipping contact section, you can add a contact that differs from the main contact - for delivery. If the contact is the same, select the Same as main check box.

4. In the Default location settings section, enter a Corporate ID and/or a VAT registration ID.

5. Optional: If yo have enabled the Warehouses functionality in your system, select the Warehouse and other shipping information in the Shipping instructions section.

6. Fill in any other fields you think is relevant for this customer.

7. Click .

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• Make customer-specific changes
• Delete customer
• Create a customer
• Set customer print and email preferences
• Prepare to use electronic invoices for customers
• Enable write-offs for customer
• Set up e-mail invoices for one customer
• Configure mailing settings for dunning letters for a customer
• Set up invoice mailing for a customer
• Add a payment method and a bank account to a customer
• Add general information for a customer
• Add invoicing settings for a customer

Windows

• Customers (AR303000)
• Customer ledger preferences (AR101000)