Create a Customer or VendorFrom a Contact| Microsoft Docs

You may want to record some of your existing contacts as customers, vendors, or bank accounts. Creating a customer, vendor, or bank account from a contact enables you use existing data. When you create a customer, vendor, or bank account this way, it is synchronized with the contact. Synchronization makes information that is common between contacts and customers, vendors, or bank account the same.

Before you can record contacts this way, you must specify a business relation code for customers, vendors, and bank accounts on the Marketing Setup page. If you will be recording contacts as bank accounts, you must also specify numbers series for bank accounts on the General Ledger Setup page.

To create a contact as a customer, vendor, or bank account

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Contacts, and then choose the related link.
  2. Select the contact you want to create as a customer, vendor, or bank account.
  3. Choose the Create As action, and then choose either Customer, Vendor, or Bank.
  4. Confirm the subsequent message.

The contact information is transferred from the Contact card to the Bank Account card, the Customer card, or the Vendor card. You may want to add specific information to each of the cards, such as invoicing and payment details.

See Also

Create Contact Companies
Create Contact Persons
Synchronizing Contacts With Customers, Vendors, and Bank Accounts
Link Contacts to Existing Customers, Vendors, or Bank Accounts
Assign Business Relations to a Contact
Working with Business Central


© 2019 Microsoft. All rights reserved.