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Question

How to create a customer directly from opportunity?


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  • Semi-Pro II
  • 258 replies

Hello all,

How can I convert an opportunity to a customer directly without creating a biz account from it?

 

Thanks.

2 replies

darylbowman
Captain II
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What's the motivation for this question? I know the Create Sales Order action will create a Customer if the associated Account isn't already a Customer. Are you hoping to save some time?


KushaniPerera88
Acumatica Employee
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Hi ​@Harry 

According to the testing done in the sales demo, we would need to create a business account from the opportunity and then extend it to a customer account. System does not allow us to skip the process of creating the Business account and create the customer account directly 

Click Create account from the opportunity 

 

Then it creates the business account which can be extended as a customer 
 

 


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