ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Customer Addresses

For customers who register online in the webshop, the address which is entered during registration is used as a billing address and as a shipping address. In the webshop, when a B2C customer places an order, he or she can select whether to deliver an order to the same address as the billing address, or a customer can enter a custom shipping address.

A business customer, that is already present in Dynamics 365 Business Edition and retrieved by Sana, can have multiple shipping addresses. All addresses of a business customer are stored and managed in Dynamics 365 Business Edition. All addresses available for a business customer in Dynamics 365 Business Edition are shown on the Shipping information checkout step in the Sana webshop. A customer can select the necessary shipping address from a list to which he or she wants the order to be delivered.

To manage the billing address in Dynamics 365 Business Edition choose the Search for Page or Report icon and enter Customers. Open the necessary customer card and on the Address & Contact FastTab enter the billing address of the customer.

To manage the shipping addresses of the customer, on the Home tab of the customer card click Ship-to Addresses.

When no shipping address is available for the customer, the billing address will be used as the shipping address.

 NOTE

If you use Dynamics 365 Business Edition NA localization, there are two fields in the shipping address details - Tax Liable and Tax Area Code. You can select the Tax Liable checkbox and enter the tax area code which is used to calculate sales tax when delivering to this address. A customer can have several shipping addresses, each holding its tax area code.

In the webshop when a customer selects a shipping address on the Shipping information checkout step, sales tax will be calculated for the selected shipping address.

If a customer enters the custom shipping address, sales tax will be calculated based on the tax area code set for the customer on the Invoicing FastTab.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition