Wednesday, December 5, 2018

Create Sales Transactions (e.g. Sales Orders, Invoices, Cash Sales) to existing Vendor Records

1. Navigate to Lists > Relationships > Vendors.

2. Select the Vendor record.

3. Click Edit

4. Under Info or Relationships tab > Other Relationships field, click the plus sign.

5. Select Customer.

6. Click Save.

You can now create any sales transaction (e.g. sales orders, invoices, cash sales) and pull up the vendor record as customer.

Also, when you go to the Vendor record> Transactions tab, you should be able to see the sales transactions in the sub list view provided that the appropriate type is selected.

For more information, please read the related Help topic – Records as Multiple Types.


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