Third-party management in SIMA

Documentation on third-party management in SIMA.

Creating an individual third party

Third party creation is done from the Third-party Tracking, located at: [Spare Parts Module → CRM Tab → Third Parties Section → Third Parties Option]

To create an individual third party, follow these steps:

Open Third-party Tracking.
Select the New third party option from the left menu.
The third-party creation wizard will appear.
Enable the Individual checkbox.
Enable the Fiscal address in our country checkbox if the third party resides in our country.
Click the Next button.
Fill in the following data:
Salutation
First name
Last name 1
Last name 2
Document
Click the Finish button.

Now create the third party's address:

Fill in the country and municipality data.
Click the Next button.
Fill in the address data.
Click the Next button.
In the address uses, right-click and select the New option.
Double-click on the fiscal use.
Click the Finish button.

Now create the third party's communications:

Fill in the communications provided by the third party.
Click the Finish button.

Creating a company third party

Third party creation is done from the Third-party Tracking, located at: [Spare Parts Module → CRM Tab → Third Parties Section → Third Parties Option]

To create a company third party, follow these steps:

Open Third-party Tracking.
Select the New third party option from the left menu.
The third-party creation wizard will appear.
Uncheck the Individual checkbox.
Enable the Fiscal address in our country checkbox if the third party resides in our country.
Click the Next button.
Fill in the following data:
Company name
Abbreviated company name
Document
Click the Finish button.

Now create the third party's address:

Fill in the country and municipality data.
Click the Next button.
Fill in the address data.
Click the Next button.
In the address uses, right-click and select the New option.
Double-click on the fiscal use.
Click the Finish button.

Now create the third party's communications:

Fill in the communications provided by the third party.
Click the Finish button.

Third-party management in SIMA