---
title: "Third-party management in SIMA"
url: "https://help.simasuite.com/en/article/customers-providers-third-party-management-in-sima-cp-tpm-en"
language: "en"
last_updated: "2026-06-12T07:10:45.434Z"
---

# Third-party management in SIMA

## 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.
