Does anyone have best practice to register and handle different types of customers in Business Central?
We are moving from NAV to BC and want to clean up up customer register to fit for migration and smooth administration going forward.
We have many different type of customers and need a good way to know when we shall have some kind of hierarcy or not.
Our thoughts go as follows:
- Private person B2C - Only one customer card (no separate contact or delivery address)
- Company B2B - One customer card with connected contacts and ship-to addresses
- Large companies and public sector B2B - Many customer cards connected to an invoice customer
This opion is even possible to have related customers between many invoice customers that makes this even more complex.
Some questions:
- For option 1 - Is it the right decision to not use contact-register for private persons?
- For option 3 - Are there any problems to have multiple customers with the same VAT- and registration no?
- For option 3 - What's the best option to combine multiple customers to the same organisation (even between multiple invoice customers)? As I understand "chain name" is not a recommended way.
