Customer FastTab

The next FastTab down is the Customer FastTab.

The setup in this FastTab determines who qualifies for the promotion. Specifically, the Sales Type that qualifies for the promotion, this can be applied to a specific customer, a Customer Price Group or All Customers.

The selection you make in the Sales Type setup field will depend on the list presented to you when you choose your Sales Code (Customer list, or Customer Price Groups list)

If you choose Customer, when you drill into the Sales Code field a list of your Dynamics 365 Business Central customers will be presented to you.

From the list choose one specific customer that this promotion can be applied for. Once chosen, the description field will populate with the chosen customer’s name.

If you choose Customer Price Group, when you drill into the Sales Code field a list of your Dynamics 365 Business Central customer price groups (standard Customer setup) will be presented to you.

From the list choose one of your customer price groups that this promotion may qualify for. Once chosen the description field will populate with your chosen customer price group name.

NB: To link a customer to a price group, populate the Customer Price Group field on the Customer card -- Invoicing FastTab.