Convert an organisation/person to a debtor

You convert an organisation or person to a sales contact. In this situation you have recorded the organisation or person previously, for example in connection with previous contacts or marketing activities. When adding a new debtor, Profit checks whether the entered address and organisation/person are already known. If that is the case, you can display and select the data for the matching person/organisation and immediately record the person/organisation as a sales contact/debtor.

You can also convert an organisation into a sales contact in the properties of the organisation using the Create sales contact action.

To convert an organisation/person to a debtor:

1. Go to:
   • Financial / Debtor / Debtor
   • Order Management / Sales / Sales contact
   • CRM /Organisation/person / Sales contact
   • Subscriptions / Subscription / Sales contact
   • Projects / Project / Sales contact
2. Click on: New.
3. Specify whether you want the sales contact to be based on an organisation or a person.
4. Enter the details of the organisation/person.
5. Press: Tab.

   Profit enters the search name.

6. Enter the address data.
7. Click on: OK.

   Profit checks if the address is already present for the organisation/person. If yes, Profit notifies you:

   

8. Click on: Display results to display the matching addresses.
9. Select the address; in this example select .
10. Click on: Next.

    Profit checks whether a matching organisation/person already exists in the database. If yes, Profit lets you know.

11. Click on: Display results.

    You now see a view with matching organisations.

    

12. Select the organisation.
13. Click on: OK.

    Profit copies the communication data from the organisation/person and displays it. So there is no need for you to complete this.

14. Select the Provide values for additional organisation fields check box if it has not yet been selected.
15. Click on: Next.
16. Select the Is debtor check box.
17. Complete the procedure for adding a debtor.