Link a customer and a vendor

Link a customer and a vendor

Summary

If a vendor is also a customer (or vice versa), it is possible to link them together.


 Link a customer and a vendor


  1. Go either to Sales -> Customers or Purchases -> Vendors.



OR



  1. Click on the customer/vendor to link. The information of this customer/vendor will appear on the screen.
  2. In the "More actions" menu at the top right, select "Link to customer" or "Link to vendor".


  1. Select the customer/vendor to link from the proposed list.


  1. Click on "Confirm".
  2. The linked customer/vendor appears in the top right of the "Informations" section.



 Unlink a customer/vendor

     
  1. Go either to Sales -> Customers or Purchases -> Vendors.



    2. OR


  1. Click on the customer/vendor to unlink. The information of this customer/vendor will appear on the screen.
  2. In the "More actions" menu at the top right, select "Unlink from customer" or "Unlink from vendor".





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