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
• Creating Customers from a Customer Template
• Assigning Customer Templates for Contact Conversion
• Creating Customers from Contacts

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.

Creating Customers from Contacts

This section describes how to create a new customer via a contact card. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Contacts page.
• Select the contact from the table that you want to convert into a customer.
• On the contact card, select Actions > Functions > Create as > Customer from the menu bar.
• The dialog window Select a template for a new customer is displayed.
• Select the template that you want to use for this customer.
• To create the customer, confirm the dialog window with OK.

You have successfully created a customer from a contact card.