Creating a Vendor Record from a Customer Record

Accounting > Accounts Receivable > Customers

· Vendor records may be created from Customer records.

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within the Customer Record:

3. Click the Class dropdown and select either Commercial, Fleet, or Wholesale.

4. Input the Company Name.

5. Click the [Make Vendor] button.

6. Input any additional vendor information in the vendor record as needed.

7. Click the [Save] button in the Action Ribbon.

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