Updated: 30.05.2024

Creating Customers

This chapter explains how to assign a specific customer template so that it will be used when you create a customer either from a contact or manually. The customer template to be used is selected based on the contact’s country/region code or when creating the customer.

The contents of this chapter are divided into the following sections:

Creating Customer Templates

To create a customer, we recommended using a customer template. Customer templates contain information such as the general business posting group, the customer posting group and the payment terms code. These values will be added automatically to a newly created customer.

To create a customer template, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Customer Templates page.
  • Click New in the menu bar.
  • Fill in the Customer Type, Code, Description and Contact Type fields and other fields as needed in the General FastTab.
  • Fill in the Gen. Bus. Posting Group, Customer Posting Group and other fields as needed in the Invoicing FastTab.
  • Fill in the Payment Terms Code field and other fields as needed in the Payments FastTab.
  • Fill in the fields in the Address & Contact and Shipping FastTabs as needed.
  • Your changes are saved automatically.

You have successfully created a customer template.

Creating Customers from a Customer Template

This section describes how to create a customer without an existing contact by using a customer template. If you create a customer in this way, a new contact will be created automatically.
To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Customers page.
  • Click New in the menu bar.
  • Select a Customer Template.
  • Enter the name of the customer in the Name field in the General FastTab.
  • Fill in the Address, City and Post Code fields in the Address & Contact FastTab.
  • Fill in the other fields as needed.
  • Your changes are saved automatically.

You have successfully created a customer from a customer template.

Assigning Customer Templates for Contact Conversion

To set a default customer template for contact conversion, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Contact Conversion Templates page.
  • Create a new contact conversion table or select a contact conversion table from the list.
  • Click Countries in the menu bar.
  • Use the Country Code column to enter the code for the country for which a specific customer template will be selected when converting a contact into a customer.

You have successfully assigned a country-specific customer template to a contact so that it will be used when converting a contact into a customer. If you enter a value in the Country/Region Code field in the Invoicing FastTab, the customer template for the country will be inserted automatically in the Customer Template Code field.