Customer and Customer Groups

Modified on Sun, 5 Jun, 2022 at 2:43 PM

In this topic, we will define a new customer group and a new customer belonging to this group.  We will create a lead and then convert the lead into a customer.

Summary: 

  1. There are three types of business partners: leads, customer and vendors. 
  2. Leads and customers are used in the sales process.  
  3. Vendors are used in purchasing. Leads are used mostly in pre-sales, but can be used on a sales order.
  4.  A lead master data record can be converted to a customer master data record. Leads cannot be used in deliveries or invoices.  
  5. A customer must be used on documents with a possible accounting impact. Customers and leads can have multiple addresses for shipping, billing, and contact persons. You can set a default for each type of address.

You can also download the document here for your records.


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