Open the 
Templates window.
Specifies all the templates you can use to quickly register new customers, vendors, or items.
Related Tasks
The following table shows tasks that are related to the Templates window, with links to the topics that describe them.
| To | See |
|---|---|
Create a customer card for each customer that you sell to. | |
Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms. | |
Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice. | |
Create a vendor card for each vendor that you purchase from. | |
Create a purchase invoice to record your agreement with a vendor to purchase products on certain delivery and payment terms. | |
Create an item card for each inventory item or service that you trade in. |
 Tip |
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For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |