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Introduction

Customer master templates are used when adding customers via the , via or when a customer creates an account on your . The templates are used to pre-fill in certain fields in the customer record, so that staff is not required to fill in each field on or of the customer record each time they add a customer.

A customer master template is usually create for each state that you ship to, using that states abbreviation for the template code. This template is used for all Retail customers when adding them in to your database. A second set of templates are created for club signups that contain the necessary fields to flag your new customer as a club member with the proper and fields.

Table of Contents|Introduction

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Articles Referenced in this Article

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Central Table References

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"}}}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Where Is It Found","type":"text"}]},{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"ui-expand","parameters":{"macroParams":{"title":{"value":"Where to find it"}},"macroMetadata":{"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://static.dg.refinedtheme.refinedwiki.com/refinedtheme-for-cloud/macro-icons/expand.png"}}],"title":"Refined Expand (legacy editor)"}}},"content":[{"type":"mediaSingle","attrs":{"layout":"align-start","width":341,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":341,"id":"2a0b2c69-5e5a-4106-adcc-7078edcfcfbd","collection":"contentId-18549358","type":"file","height":413}}]}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Feature Overview & Examples","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":624,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1280,"id":"d34d783e-c451-4321-b77c-719604964723","collection":"contentId-18549358","type":"file","height":842}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"Not all fields are required to be filled in on a customer template. The fields that are blank on the template will be blank on the customer record and need to be filled in each time a customer is added to the system.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Recommended Fields to Use on Each Template","type":"text","marks":[{"type":"strong"},{"type":"underline"}]}]},{"type":"paragraph","content":[{"text":"Price Type","type":"text","marks":[{"type":"link","attrs":{"href":"https://amssoftware-wine.atlassian.net/wiki/spaces/DOC/pages/18546703"}}]}]},{"type":"paragraph","content":[{"text":"Resale","type":"text"}]},{"type":"paragraph","content":[{"text":"Customer Type","type":"text","marks":[{"type":"link","attrs":{"href":"https://amssoftware-wine.atlassian.net/wiki/spaces/DOC/pages/18546779"}}]}]},{"type":"paragraph","content":[{"text":"Market","type":"text"}]},{"type":"paragraph","content":[{"text":"Region","type":"text"}]},{"type":"paragraph","content":[{"text":"Mail List Codes","type":"text"}]},{"type":"paragraph","content":[{"text":"Shipping and Club Shipping Codes","type":"text","marks":[{"type":"link","attrs":{"href":"https://amssoftware-wine.atlassian.net/wiki/spaces/DOC/pages/18548820"}}]}]}],"version":1}

Customer Default Templates (MCT)

Where Is It Found

Feature Overview & Examples