Customer Template Setup

Owned by Stephen Juliano (Unlicensed)
Last updated: Jul 31, 2022 by Colleen Juliano
3 min read

Table of Contents

Overview

Customer templates are used to streamline the process of entering new customers.  Templates are used on the Customer Entry/Query screen to provide default values for most of the fields.  By having a variety of templates for different customer categories, users need only enter the template number and the relevant customer information such as name and address. 

Detail

  • Source – This is the source or the way in which first contact with the customer was made.  By tracking the source of customers, sales reports can be printed to determine which methods of customer attraction work best.

  • Territory – This is the sales territory where the customer should be assigned.  Sales reports can be printed by territory to determine the territories with most or least sales.

  • Customer Type - This indicates what type of customer this customer is.  It is common to break out customers by wholesale vs. retail vs. employees, etc…

  • Salesman – this is the default salesperson that is assigned to this customer type.  This can be changed on the order.  If not change this salesperson will be the salesperson of record. 

  • Order Priority - This is the default priority level to assign to all sales orders for this customer.  Options are High, Medium, and Low. 

  • Preferred shipping - This is a Ship Via code and is the customer has preferred method of shipping items from sales orders.  It is used as a default value on all sales orders for the customer.

    • Allow Over Shipping – check this box if more than the customer ordered can be shipped or leave blank if shipment must be exact 

  • Warehouse - This is a warehouse from the Inventory module.  It indicates the default warehouse for items on sales orders for this customer.

  • Print Price on Packing Slip – If you would like item prices printed on packing slips for this customer please check this box. 

  • FOB - This is an FOB code and is used as a default value for all sales orders for this customer. 

  • Terms - These are the payment terms that this customer set up will default to.  Terms are defined in AR Set up and can be called with the F9 function.

  • Allow Partial invoices on orders – check this box if the customer type created by this template can receive partial invoices. 

  • Taxable – Will the customers that are created with this template be taxable.  Check box if they are taxable and enter tax authority that is defined in SYS > Tax authorities.

  • Print AR Statements – Check this button if the customer types created by this template will be able to have customer statements printed for them.

  • Declare the finance charge - Check the box to declare if that customer will be eligible for finance charges and declare what percent will be applied for them.  This is a monthly percent 1.0 equals 12% annually.

  • AR Tax Account - Enter the Default AR account to apply to customers that are created with this template.

  • Flex Field – In customer setup on the miscellaneous tab you can choose to define a Flex Field.  In TRX flex fields are available for the user to create a place to store any info that they may need.  A possible use would be creating a field called credit app.  You could track weather a credit application has been filled out for customers.

To Create a Customer Template

  • Choose Customer Templates from the A/R Special Functions submenu on the ARV menu.

  • Enter up to 10 characters for a template name to represent the template.  If a template with this name already exists it will be displayed.

  • Enter or change the fields of the template.  If a user leaves a field blank, when the template is used on the Customer Entry/Query screen, the user will need to supply the information.

  • All fields do not need to be completed for a template only the relevant fields for the type of customer created are necessary.

To Change a Customer Template

  • Choose Customer Templates from the A/R Special Functions submenu on the ARV menu.

  • Enter the template name (or press F9 for a list of existing templates) and press enter.  The template will be displayed.

  • Enter or change the relevant fields

To Delete a Customer Template

  • Choose Customer Templates from the A/R Special Functions submenu on the ARV menu.

  • Enter the template name and press enter.  The template will be displayed.

  • Click on the delete icon on the toolbar.