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      Set Up a Customer Template 

      Overview: 

      • Learn how to set up a preconfigured template containing predefined information 
      • Save an existing customer card as a template 

      Note: Customer templates make it quicker and easier to create new customer records. By using templates with preset details, such as payment terms and posting groups you save time and maintain consistency in customer data.

      Why Use Customer Templates? 

      Customer templates make set up faster and consistent by automatically applying standard settings like payment terms, posting groups, and dimensions. You can create different templates for customer types such as retail, wholesale, or international.

      How to Set Up a Customer Template? 

      Here are the steps to set up a customer template: 

      1. Set up a new customer template 
      2. Use a template when setting up a customer 

      Step 1: Set Up a New Customer Template 

      1. Search for Customer Templates on the top right-hand corner of the page. Select the related link, and the page displays.  
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      2. Select +New. 
      3. A new Customer Template displays.  
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        Note: You can copy an existing template by selecting Copy Template. 

        Note: You can define default Dimensions in the customer template. 
      4. Fill in the relevant details across the General, Registration, Address & Contact, Invoicing, Payments, and Shipping FastTabs. 
        1. General section:
           
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          1. Code: Assign a unique identifier 
          2. Description: Provide a short description that explains the purpose of the template.  
          3. Blocked: Your options are Blank, Ship, Invoice or All.  

            Note: Set the Blocked field to All if customers using this template should not be used for transactions yet. 
          4. Contact Type: Select Company or Person, depending on the customer type. 
        2. Invoicing section: 
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          1. Gen. Bus. Posting Group: Tax settings.  
          2. Customer Posting Group: Specifies how to categorise and post transactions. 
          3. Currency Code: Set the default currency.  
          4. Customer Price Group: Determines the pricing rules. 
        3. Payments section: 
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          1. Payment Terms Code: Set the required payment terms for the customer. 
      5. You've set up a new customer template. 

      Note: You only need to fill in the fields that should be prefilled for customers using this template. 

      Step 2: Use a Template When Setting up a New Customer 

      1. Go to Customers. 
      2. Select + New to set up a new customer. 
      3. A list of templates displays asking you to select one.  
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      4. Highlight the appropriate template row. Then, select OK to continue or Cancel to open a blank customer card.  
      5. When you select Cancel, a message displays to confirm if you want to open a blank customer card. 
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      6. Select Yes to continue or No to cancel the action to set up a new customer.  
      7. The new customer card opens with fields auto-filled from the selected template. Fill in any missing details. 
      8. You’ve set up customer templates and applied them to a new customer.  

      Note: You can use an existing customer card as a template when you set up new customers. On your Customer Card, select Actions.

      From the drop-down menu, select Functions. Then, select Save as Template. Update the new customer template and save. 

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      What’s Next? 

      Find out how to set up a new customer.  

       

      If you have any questions, please reach out to support@wiise.com