Step 1: In main menu select Purchase module.
Then under Profiles Category select Vendors (AP303000) form after opening Vendor worksheet select any one of the Vendor in Worksheet and open it.
Hardco vendor has been chosen as the vendor here.
Step 2: On the form toolbar click the three dots and select Extend as Customer. Then system will convert the Vendor into Customer and it will open the Customers (AR303000) form in a pop window then on the form toolbar click Save.
Step 3: Have a look at the data inserted into the form and modify if required.
Thus, the selected Vendor has been extended as a Customer in Acumatica.
Contact us and let us know the challenges being faced in your business processes, and see our team eradicating those challenges with the best solutions.
What We Do – GerminIT, one of the oldest ERP providers, is well known for its ERP implementation and customizations. We provide complete end-to-end assistance for data migration, system integrations, technical consultations, and implementation competence, third-party add-on development, and product customizations for clients across the US, UK, Middle East, Australia, Asia, and Africa.