Creating customers from prospects

Open: Manufacturing System Manager > Prospects > Records > Create Customer.

  1. Choose the Prospect A/C from the drop-down list.

    2. The New customer A/C defaults to the reference you entered for the prospect. The Short Name and Name shown are also those you entered for the prospect.

  2. Amend the New Customer A/C, if required.

    3. Note: You cannot enter an account that is already used in the Sales Ledger.

  3. Amend the Short Name and Name for the New Customer A/C, if required.
  4. Click OK.

    5. The prospect details are removed from the list of prospects and the customer record is created in the Sales Ledger.

See also

Other tasks

Maintain prospect records

Reference

Sales Ledger