Configuration of three-parties

On this help page you will find documentation on the Third party configuration in Spare Parts.

Third party configuration

Third-party settings, regardless of whether Physical person either company, is done from the Third Party Tracking, located on the following route: [Spare Parts Module -> CRM Tab -> Third Party Section -> Third Party Option]

To configure a third party we must perform the following steps:

• We open third-party tracking
• We are looking for the third
• We open the third party file
• We select the tab Departments
• We click on the button Spare parts
• If the third party does not have spare parts configuration, SIMA will ask us if we want to copy the configuration of the anonymous client, press the button Yeah
• The third party parameter configuration screen will appear in spare parts.
• As you have copied the configuration of the anonymous third party, the third party is already configured, with which we close the screen that is displayed

Creating customer rates

The creation and association of rates from clients to clients is done in two steps:

• Creation of the customer rate
• Association of the client rate to clients

First step: Creating the customer rate

To create customer rates we do the following:

• We open the Client rates, which is located on the following route: [Spare Parts Module -> References Tab -> Rates Section -> Customer Rates Option]
• We click on the option New from the left menu
• The Client rate sheet
• We enter the following data:
• Rate name
• Date from
• Date until
• Currency
• Prices updateable from BTAC (in case they are going to be updated through this device)
• Base Rate (in the event that they are going to have another rate as a base)
• We press the button Accept

Second step: Association of the client rate to clients

• We click the right mouse button on the customer rate and select the option Add clients
• window appears Add Clients
• We select
• Client level
• Client channel
• We press the button Accept

Creation of commercial conditions for clients

Although the dealership manages a single price list for all customers, sometimes special prices are determined for certain customers, this is done based on commercial conditions.

Commercial conditions are established based on the client's category.

To create commercial conditions for a third party we do the following:

• We open the Third Party Tracking, which is located on the following route: [Spare Parts Module -> CRM Tab -> Third Party Section -> Third Party Option]
• We look for the client and open their file by clicking with the right mouse button on the third one and selecting the option See third file
• We select the tab Departments
• We click on the button Spare parts
• window appears Spare parts customers
• We press the button
• We click on the button Customer Commercial Conditions
• We establish the Client level
• We press the button Mass creation of trading conditions and we press the button Accept
• window appears Creation of commercial conditions
• We set the date and press the button Accept
• With the buttons and we create and modify the commercial conditions to establish the discount percentage

You can also set Supplier commercial conditions, it is done in the same way as for third parties, but by pressing the button Supplier commercial conditions.

Creating customer levels

Creating customer levels allows you to define discounts.

To create customer levels we do the following:

• We open the Third Party Tracking, which is located on the following route: [Spare Parts Module -> Configuration Tab -> Customer Section -> Levels Option]
• window appears Maintenance of client levels
• With the buttons and we create and modify client levels