Optimizations to the customer service form
In This Topic
The standard Microsoft Dynamics 365 for Finance and Operations customer service form (Retail > Customers > Customer service) has been extended with the following additional features:
- New anonymous order:
This function can be used for quick creation of a sales order for a customer that is not known in the system and you do not want to create a new customer record first. The customer account number from the field anonymous customer (Accounts receivable > Setup > Accounts receivable parameters > tab Sales order optimizer) will be used. Most of the time these kind of sales orders will be paid cash.
- New sales quotation:
After searching for a customer the function new sales quotation becomes active and will create a sales quotation for this customer.
Also a new view Sales quotations has been added to show the sales quotations of this customer.
- Change current user store / sign-out:
Within the counter sales solution it is possible to link a user to a register or a store. With the function change user store it is possible to switch to a different store. If the user is linked to a register this function is replaced by the sign-out function. This gives the worker the possibility to sign-out, which means that when a different worker is creating a new order he is asked for his credentials.
- Added contact person and loyalty card:
By enabling the Enable add loyalty card and contact person to sales order parameter the contact person and loyalty card become visible on the customer service form. It also enables the possibility to add contact persons of companies to loyalty cards.
- Added customer related information to tab "Customer" on the action Pane. This allows you to go quickly go to related customer information. Also added the ability to view all order lines with possibilies to filter on addressess
If within the customer service form will be searched by loyalty card, both the loyalty card and the linked contact person are shown in the customer service form.
Secondly, if from the customer service from a new sales order, sales quotation or return order is created for this customer, both fields will be transferred to the order or quotation.
Note
On the store there is also a field anonymous customer, this field is used when a sales order is created for a store. If nothing has been setup on the store, the system will not fall back to the accounts receivable parameters.
Setup
Accounts receivable > Setup > Accounts receivable parameters > tab Sales order optimizer
| Manual selection of loyalty card |
If enabled, when a customer has only one loyalty card, the loyalty card is not inherited to the sales order header automatically when a sales order is created, it needs to be selected manually. This parameter is not only influencing the behavior when a sales order is created from the customer service form, but also when the sales order is created from the customer form, sales list page or from a sales quotation. |
| Enable add loyalty card and contact person to sales order |
Enable add loyalty card and contact person to the sales order that's created from the customer service form.
The contact person is added as an option on the loyalty card. When searching for a loyalty card in the customer service form also the contact person is retreived.' |
| Enable search by priority |
When using the search function in the customer service form, one value can be chosen from the list.
The last saved value will be set when reopening the form.
This functionality enables the possibility to set a default search by value, in where will be search first. This can be handy when you have customers that use scanning of loyalty cards to find the customer and contact person.
Note: in order to use this functionality, ensure that the ID’s between the search by values are unique. If not, the search by priority value will always be found. |
