Create Customer Templates to easily create new Customers

This is what happens in the video

Customer templates in Business Central let you predefine the standard settings for new customers, so you don’t have to fill in the same information by hand every time. You set up posting groups, prices, discounts, payment terms, currency, language, and dimensions once, and then reuse them.

You create a template in two ways. You can build one from scratch under Actions, Functions, Templates on the customer card, or you can use Save As Template to turn an existing customer into a template.

When you create a new customer, Business Central asks which template to use. If you pick the wrong one, you can correct it with Apply Template, which overwrites the settings with those from the new template.

You edit an existing template from the template list. Open Actions, Functions, Templates, mark the template, and open the card.

What customer templates do in Business Central

When you work with customers in Business Central, you can set up templates for creating new customers. A template holds a set of standard values, so a new customer is created with the right setup from the start instead of you typing everything in manually.

A typical use is to have one template for domestic customers and another for export customers, since they often need different posting groups, currencies, and dimensions.

How to create a new customer template

To make a new template, open the customer list and open any customer card. Go into Actions, Functions, and Templates. From here you can create a new template.

You give the template a name, for example Domestic, decide whether it is enabled, and assign a number series. You can fill in address and contact information.

Under Invoicing you set the posting groups, and you can define prices and discounts. You can also set the currency code and the language code, and predefine payment terms.

Adding dimensions to a customer template

If you work with dimensions on your customers, you can include them in the template as well. You do this under Dimensions on the template, where you set up the dimensions you want the template to apply to new customers.

Once you have entered the values, the template is saved and ready to use for creating customers.

Creating a template from an existing customer

You don’t have to build every template from scratch. You can base a template on a customer that is already set up. Go back to the customer card, then into Actions, Functions, and Save As Template.

Give the template a name, for example Export. Under Customer, you can then keep, change, or delete the information that was brought in automatically from the customer. For instance, you might delete the address information and the currency code, since those are specific to the original customer.

If the customer had dimensions set on it, those are transferred to the template automatically. If you don’t want them in the template, you simply delete them, or change them to the values you do want.

Choosing and changing the template when creating a customer

When you create a new customer, Business Central asks which template you want to use. You pick the one that fits, for example Domestic.

If you choose the wrong template by mistake, you can correct it. Go into Actions, Functions, and Apply Template, choose the correct one, for example Export, and press OK. After applying the Export template, you can see under Invoicing that the general business posting group has been set to Export.

Editing an existing customer template

If you later want to change the content of a template, you do this from the template list. Go into Actions, Functions, and Templates, mark the template you want to edit, and open the card.

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