Convert a Company

Activity required : addressbook.rw / rw for specialisation (e.g. shiprepair.marketing.rw)
Plug-in required : Address Book / plug-in for specialisation (e.g. Marketing)

A company can be converted to one of its specialisations such as a customer or a supplier if you hold the required activity.

1. Open the read-write editor for the company.
2. Buttons will appear on the top right indicating which specialisations are available:

   

   They are only visible if there are no outstanding modifications to the record.

3. Click the appropriate button.
4. The company record will be converted, saved and re-opened in the correct editor.

Note that the converted records cannot be converted back to companies.

See also:

• company
• customer
• supplier
• open read-write editor