Introduction
The “Third Parties” module enables you to manage entities such as customers, prospects, and suppliers, collectively referred to as Tiers. This module serves as a prerequisite for many other modules that rely on these concepts, including invoices, orders, contracts, and proposals.
A Third Party can refer to any customer, prospect, or supplier, which may be a corporation or business entity (such as an LLC or a trade association) or an individual person. A “Contact,” in contrast, specifically denotes an individual who represents a business entity, such as a CEO or a sales manager of a customer, or any other person associated with the organization.
SolutionsInc functions similarly for both third parties and businesses. For individuals, the “Contact” contains the same features and information as the “Company” object.
Creating a new Third Party
Click on the ‘Third Parties’ tab, then navigate to the ‘Third Party’ menu to choose either ‘New Third Party,’ ‘New Prospect,’ or ‘New Customer’ (for example, Third Parties -> Third Party -> New Customer). Fill in the required information; please note that not all fields are mandatory.
After the Third Party has been created, you can add Notes and link files using the corresponding tabs.
Modify a third party
Go into menu third party, click on name of third party to modify.
Click on button “Modify” (right bottom). Type all changes.
Click on button “Save”.
Delete a Third Party
Go to the Third party card and click on the “Delete” button. If a third party has linked objects (invoices, contracts, orders, etc), it cannot be deleted.
Create a Contact
There are several ways to create contacts or addresses:
- Creating a Standalone Contact/Address:
- Go to the menu Third Parties > Contacts/Addresses > New Contact/Address. Enter the necessary information (not all fields are mandatory). This will create a contact that is not linked to any Third Party.
- Creating a Linked Contact:
- Navigate to the Customers or Suppliers tab under Third Parties and click on Create Contact. Enter the requested information (again, not all fields are mandatory). This will create a contact that is linked to the respective Third Party.
Edit Contact
To edit a contact’s information, follow these steps:
Navigate to the menu Third Parties > Contacts/Addresses > List.
Click on the contact you wish to edit and select the Personal Info tab.
Click Modify (located at the bottom right).
Enter the necessary changes.
Click Save to apply the updates.
Delete Contact
Go to contact and click ‘Delete’
Life cycle / Business rules
A third party has only two state: Active Or Inactive. A deleted third party does not change its state, but disappears completely from SolutionsInc.
You can create one or more physical contact or addresses for a Third party (these will be then used as contacts to send emails for commercial proposals, customer orders, customer invoices, etc…).
