Create a New Vendor Record from a Client

You can create a new vendor record that is based on an existing client record. This reduces the need to enter information in multiple places.

To create a new vendor from a client record, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Vendors.
2. Click New and select Create Vendor from Client.
3. On the Create Vendor from Client dialog box, click Search in the Client field.
4. On the Client lookup, select the client record that you want to use to create the new vendor record.
5. Select the Copy Client Addresses option to copy all addresses that are associated with the client to the new vendor record.
6. Enter a unique number in the New Vendor Number field, enter a name in the New Vendor Name field, and click OK. Vision closes the Create Vendor from Client dialog box and opens a new vendor record. Vision enters the client record's information into the new vendor record.
7. Edit the vendor information on the tabs of the Vendor Info Center form.
8. Click Save.