Cards hold master data for database records that represent business accounts such as items, vendors, and customers. For example, an item card displays all the information necessary to store, maintain, and trade the item.
Each record can be based on a number of data templates reflecting different characteristics of the business account in question. For example, item cards can be based on a Wholesale template or a Production template. The data templates are imported into the database during initial company setup using the Rapid Implementation (RIM) toolkit. You can use data templates to quickly create new account cards.
Open, for example, the Items window.
Click New to create a new empty item card.
Leave the No. field to automatically insert a number from the item card number series.
Click Apply Template.
In the Data Template List window, select the appropriate template, for example, Wholesale Item, and then click OK.
The fields on the item card are now filled with all the default values of the template, and you can proceed to make any necessary edits.