New Account Template Setup
Last Modified on 04/15/2026 11:26 am PDT
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. When a template is selected to create a new account from, fields populated in the template will auto-populate for the account.
Field Descriptions
| 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.
|
Logic
If a template has an assigned division, its availability is restricted based on the user's division access, as set in their user account. If no division is assigned, the template remains visible to all users.
Add a New Account Template
To add a New Account Template use the following 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.
- Enter a descritive Name for the New Account Template.
- Select a Division if the template should be made available to only users assigned to that same division.
- Complete additional fields based on the template's requirements.
- Click Save when finished.
Note: To edit, double click on the New Account Template that needs to be modified from the Setup screen. Make changes and select Save.
Application of a New Account Template
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.
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 |
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