Microsoft Dynamics NAV

Webshop Customer Overview

 NOTE

Applies to: Sana 9.3.3 and higher

In Microsoft Dynamics NAV click: Webshop > Tasks > Webshop Customer Overview.

Use the Webshop Customer Overview window to see all your webshop customers, their data validity and sales transactions from a single place.

Using Webshop Customers Overview table, you can:

1. See an overview of all your customers per web store.
2. See customer type - B2C, B2B, Guest.
3. Check whether a customer is valid or not. If a customer is not valid, you can see the reason of it.
4. Open the Customer Card and other customer related information directly from this window, like ship-to addresses and bank accounts.
5. See all sales documents of a customer.
6. See customer specific prices and discounts.

You can use Webshop Customer Overview to easily identify and resolve issues with your customers, if there are any.

The table below provides the description of the filters on the General FastTab.

The table below provides the description of the fields.

At the bottom of the window you can see the additional information about every customer, like location code and currency code.

In the Customers Quantity field, you can see the general quantity of customer records shown in the window.

If you select some customer and click Related Information at the top of the window, you can open the Customer Card and see other customer-related data, like comments, bank accounts, ship-to addresses and contacts.

You can also see sales data of a customer, like invoice and line discounts, prices, orders, quotes, blanket orders and return orders.

If you set up webshop filters for customers using the fields No. and Name, then only those customers which meet the filter criteria will be shown in the Webshop Customer Overview window.