Making an Existing Customer a Vendor (Service)

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Service > Miscellaneous > Customers

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 a Customer Record:

1. Select Comercial, Fleet, or Wholesale from the Class dropdown list.
2. Click on the [Make Vendor] button.
3. Check the appropriate box(s) in the Vendor Type(s) section in the lower right.
4. Click the [Save} Button in the action Ribbon.