Creating customers from prospects

This feature is used with: Estimating.

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

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

    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.

    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.

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

See also

Maintain prospect records

Sales Ledger

The Sage 200 Manufacturing module is currently in extended support. You can find out more about support in our product lifecycle.

We are retiring the Manufacturing module from our software with the Sage 200 Professional 2025 R2 release. Please speak to your Sage Business Partner to find out more.