Introduction
The “Third Parties” module allows you to manage entities like customers, prospects and / or suppliers (called Tiers). This module is a prerequisite for many other modules that are based on these concepts (invoices, orders, contracts, proposals, etc. …).
A Third Party means any customer, prospect or supplier. These can be a corporation/business entity (e.g.: an LLC, a trade association etc.) or an individual person. A contact, on the other hand, is an individual: a representative of the business entity (e.g. the CEO or any other person of an LLC, the sales manager of a trade customer, president or treasurer of an association etc.) or a person.
Werpos operates the same way for the third and businesses. Also, for individuals, a “Contact” contains the same features/information as the object “Company”.
Installation
This module is included with the Werpos distribution, so there is no need to install it.
Configuration
To use this module, you must first enable it using an administrator account, via the menu option “Home – Setup – Modules“.
Choose the tab where the module is listed. Then click on “Activate“.
The module is now activated.
If an icon appears at end of the line for the module, click on it to access the setup page specific to the module. A description of the setup of the Third Party module is available on page Module Third Parties setup.
Create a new Third Party
Click the tab ‘Third parties’ then under the menus ‘Third party’ choose ‘New Third party’ or ‘New prospect’ or ‘New customer’ (Example Third parties->Third party->New customer). Enter the information, not all fields are mandatory.
Once the Third Party has been created, you can add Notes and add linked 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/addresses
- Go to menu Third Parties – Contacts/Addresses – New contact/address. Enter the information (you do not have to complete all fields). This will create a contact that cannot be linked to third.
- On third, go to the customer or supplier tab and click on “Create Contact “. Enter the requested information (you do not have to complete all fields). This will create a contact linked to third.
Edit Contact
Go to menu Third Parties – Contacts/Addresses – List, click the contact to edit and select the tab sheet or personal info.
Click “Modify” (bottom right).
Enter the changes.
Click “Save”.
Delete Contact
Go to contact and click ‘Delete’.
Life Cycle / Business Case
A third party has only two state: Active Or Inactive. A deleted third party does not change its state, but disappears completely from Werpos.
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…).
Examples of Use Cases
| UCTP01: | |
| Situation | I have a new customer, prospect, supplier. |
| Actions | Go to menu Third party -> New third party -> Input all data and click on Create. |