Pathway: Setup > Account > New Account Template
New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the account setup process is expedited and consistent with the template's predefined values.
Permissions
The following permission is required to view, add and edit in the New Account Template Setup screen:
| Permission ID | Permission Name |
| 23 | Setup \ Account |
Field Descriptions
When a template is selected to create a new account from, fields populated in the template will auto-populate for the account.
| Field | Description |
| Name | The name of the template that will display for selection. |
| Division | Indicates the division an account using this template belongs to. |
| Sales Rep | Identifies the sales representative for the account. |
| Source | Indicates the source of how an account the template applies to originated. |
| Account Class | Indicates the account class for accounts the template applies to. |
| Bill Group | Indicates the bill group for accounts the template applies to. |
| Term | Indicates the payment term period for accounts the template applies to. |
| Rebate Payment Type | Identifies the payment type for accounts the template applies to. |
| Service Region | Indicates the service region for accounts the template applies to. |
| Tax Region | Indicates the tax region for accounts the template applies to. |
| Surcharge Group | Identifies the surcharge group for accounts the template applies to. |
New Account Template Setup Steps
After a template is created, it is available for selection upon adding a new account. Templates can not be deleted on the front-end once created.
- Click the green + icon to open the Add New Account Template editor.
- Complete the following required fields:
- Enter a Name for the New Account Template.
- Complete additional fields based on the template's requirements.
- Click Save when finished.
Assign a Template to a New Account
Account templates made in 'New Account Template' display for selection when adding a new account. Selecting a template option will automatically begin the 'Add Account' process with the preconfigured information.
