Making an Existing Customer a Vendor 

Navigate to: Service > Miscellaneous > Customers  

Inside the Primary Grid:

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

• Select the customer by clicking on the corresponding line.

Within a Customer Record:

1. Select Commercial, Fleet, or Wholesale from the Class dropdown list. You will have the option to assign a Vendor after choosing the Class.
   
   
   
   
2. Click the [Save] Button in the action Ribbon.
3. Click on the [Make Vendor] button.
   
   
   
   
   
4. You will be directed to the Vendor Tab. Please check the appropriate box(es) in the Vendor Type section.
   
   
   
   
5. Click the [Save] Button in the action Ribbon.