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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / B2C - person as customer
Small and medium business | Business Central, N...
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B2C - person as customer

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Posted on by GER_Nico 117

Hello everyone,

my company is mainly in the B2C business. Most of the time, each person buys from us only once. Business Central, on the other hand, is designed for B2B business, where few companies buy regularly.

Does anyone have experience with this scenario and can tell me the best practice?

How can I create people as customers? That means, how can I enter "first name", "last name" and "salutation" instead of "name"? Or do I really need to create a Person type contact in the Marketing module and associate that record with the customer? However, this means that I have several data records to write exactly one invoice.

Thank you for your help and best regards
Nico

  • KTA Profile Picture
    KTA 1,200 on at
    RE: B2C - person as customer

    You can also use contacts in sales but it isn't mandatory. Contacts it's a second level of hierarchy. It's useful if you've different interlocutors in the same company or for marketing purposes as you said.

  • GER_Nico Profile Picture
    GER_Nico 117 on at
    RE: B2C - person as customer

    The Contact record is part of the Marketing module, not the Sales module, isn't it? We will not use that module in our company. That's an other reason why I don't want to use the contacts either, but only the customers.

  • GER_Nico Profile Picture
    GER_Nico 117 on at
    RE: B2C - person as customer

    However, the partner type only refers to the bank. I would like to label the entire record of the customer as a company or person. In order to then also specify the name for a person as first name, last name and salutation.

    Of course I will create a record for each customer for the reasons you mentioned. Even if he only buys once.

    But I don't want to have to create a contact for every customer. Only to make the information correct there and then link it to the customer.

    Do you understand what I mean? Or am I following a wrong approach?

  • Suggested answer
    KTA Profile Picture
    KTA 1,200 on at
    RE: B2C - person as customer

    That's not totally accurated, first you could see in payments section the partner type that indicates what kind of bank statement your customer entity is (B2B or B2C).

    Another thing to take in consideration it's your country tax regulations. Many years ago I've seen companies that only sell to people working with the same customer entity but nowadays they couldn't.

    Add to this it's how you want to analyse your data, I know a big company that the mostly their business it's selling to new customers but due to they've to create each one as customer, they can also keep track % customer who repeat and try to know the motivation.

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