Manage business contacts for Shipping

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In this video we're going to review part 2 of Creating Customer Contacts so we are going to create the contacts for the people. In the first video we showed contacts at a high level where we created the contact company and as I mentioned in this one we're now going to create the people to associate to those contact companies. So here we are again in our favourite product Microsoft NAV and what we're going to do is we're going to navigate to our "Contacts list" the same as we did when we created the contact for the company. We can see that here is the Fastenal company that we created in part 1 of this little video series. Now what we want to do is from the contact header we're going to select "New" and very similar to how we created the contact company we are going to create the person. So here I'll just create myself-now you will run in potentially to a character limitation in the number column so you may want to use just NAV to put a number series in for you, you may want to use first letter last name, however you want to do that. So the difference now is that I want my Type to be a person and when you have a Type of person you need to associate a company number. So this is why we had to create the company contact in the first example. So here what we're going to do is we're going to associate the Fastenal contact company so you'll notice that this pre-filters to only your company contacts and now basically what we're saying is that Jen Morton is a contact of this company. And then you would do the same things as you had done previously so for example if there was a different Salesperson Code you could associate that the address information will default in from the company contact however you could make a change to that so say for example if Jen Morton was at a different location for that company you could associate that there. Once you're done that you want to create the company associations so if I click f5 you'll notice that now Jen Morton is underneath Fastenal contact we've got John Smith and he's underneath Acme and then what we want to do as I mentioned is when we create a Sales Quote or a Sales Order we want the Fastenal contacts to update for specific customers. So what we want to do is we want to link Fastenal with that customer so what we're going to do is we'll highlight Fastenal as our as our contact and we are going to link with an existing customer. And when we do that we will link it with whoever so say for example we wanted to link this with Bronze Manufacturing and we say okay now when we select "Sales Quote" or "Sales Order" and we select Bronze Manufacturing. We will have the Fastenal contacts be options for us to associate. So let's show that so again if we went to our NAV we could navigate the long way through department sales and marketing order processing we could come here to Sales Orders or we could have just simply done a search for Sales Orders either way would have been perfectly acceptable so I'm just going to let NAV assign me a Sales Order number and from the drop down here I'm going to select the customer ID for Bronze Manufacturing now you'll notice it did update our name to the Fastenal contact because we had that associated. So from the drop down here we can drop down this contact list and here we can see that we've got Jen Morton. So again if I had created additional contacts and associated them to that contact company we would see a list of multiple contacts. So I can select Jen Morton here it asks us if we want to update the information and then from there we can just carry on and create our Sales Order as we normally would. So that is how you're going to setup your contact people again you're going to associate those contact people to contact companies and then you want to link those contacts to existing customers or vendors depending on how you want to use it whether it be on the Sales Order side or the Purchase Order side as you go through and setup your customer contacts. If you have any questions please call me at (519)585-7524 or reach out to info@sabrelimited com.