Create Customer Templates to easily create new Customers

Configuring Customers
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics

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Presenter: Christina Fausbøll, Product Manager

How to create a customer template in Business Central?

A neat little feature when working with customers is that we can make templates for creating customers.

This is what happens in the video

To make a new customer template, we open the customer list and open a random customer card.

We go into Actions, Functions, and Templates.

Here I can create a new template.

I give my template a Name, such as Domestic, state if it’s enabled or not, give it a number series.

I can type in address or contact information.

In Invoicing, I can set the posting groups.

I can give prices and discounts.

I can set the currency code, or the language code.

I can also predefine payments.

If I’m working with dimensions on my customer, I can also apply this to the customer template.

I do this up in Dimensions.

In here, I can set up the dimensions that I would like to be contained in this template.

I can here see that the template is saved so it will be possible to use it for creating customers.

I can also make a customer template based on a customer that has already been set up.

If we go back to the customer card, I can go into Actions, Functions, and Save As Template.

I first give my template another Name, for instance Export.

In Customer, I can then either define or change information that has been brought in automatically from the customer.

I would like to delete the address information… If dimensions were set on the customer, as they were here, they will automatically be transferred here.

And if this is not what I want for my template, I can simply delete it.

Though I could have changed it if that was what I wanted.

When I now make a new customer, I will be asked which template I would like to use.

I will choose the Domestic.

If I accidentally choose the wrong template, I can change it by applying the other template.

I go into Actions, Functions, and Apply Template.

Now I can choose Export instead and press OK.

And under here, under invoicing, I can now see that the general business posting group has been set to Export.

If I later want to change my template, If I later would like to change the content of my template, I can do this from the template list.

I go into Actions, Functions, and Templates, mark the template that I want to edit, and open the card.