Link/unlink a customer and a vendor

A customer can also be a vendor (and vice versa). It is therefore possible to link them together.

Link a customer and a vendor #

1. In the left menu, choose Sales -> Customers or Purchases -> Vendors.
   
   OR
   
2. Click on the customer/vendor to link. The contact information will appear on the screen.
3. In the More actions menu at the top right, select Link to customer or Link to vendor.
   
4. Select the customer/vendor to link from the list provided.
   
5. Click Confirm.
6. The linked customer/vendor now appears at the top right of the Informations section.
   

Unlink a customer and a vendor #

1. In the left menu, choose Sales -> Customers or Purchases -> Vendors.
   
   OR
   
2. Click on the customer/vendor to unlink. The contact information will appear on the screen.
3. In the More actions menu at the top right, select Unlink from customer or Unlink from vendor.