As a sales employee, for example in a store or direct sales, you often have customers who buy something only once and pay in cash. For these one-time customers, you don’t want to maintain full master data or enter the same address multiple times.
Normally, you would have to enter the address separately in multiple areas of the sales document, which is time-consuming.
With the Cash Customer field, you can enter the address only once, and automatically copy it to the Shipping and Billing section.
Let’s see how you can set up a cash sale customer and automatically copy the address to all relevant sections!
Open Customers and select an existing Customer or create a new one specifically for cash sales.
On the Customer Card, in the General FastTab, activate the Cash Customer field.
Create a new sales document, e.g., a Sales Invoice, and select the Customer.
Enter the address details in the General FastTab, e.g., the customer’s name and address.
Check the Shipping and Billing section and see that the entered data is automatically copied.
Using Cash Customer simplifies the sales process for one-time customers. You only enter the address once, avoid duplicate entries, and save time when creating sales documents!
