The creation of a third party varies depending on whether you are creating a customer, supplier or employee:
- Access the Third party list.
Third parties > Suppliers or Customers or Employees
- Add a new third party ( ).
To create a customer:
- Complete the third party information
- Add contacts
- Add payment terms
- Add additional addresses where necessary
- Define the sales terms and conditions
To create a supplier:
To create an employee:
Third party information
- Enter the mandatory information in the fields marked with an asterisk.
- Provide further information in the optional fields as necessary for your business. This includes information about tax identification numbers and the classification code of economic activities based on the country the customer or supplier is based in.
- Provide a Main address for customers and suppliers. This is necessary for the creation of sales invoices and is used as the Default delivery address and billing address.
If the Main address is missing or incomplete, you will not be able to add additional addresses in the Addresses tab. - Optionally, complete the information for the Main contact (address, phone, e-mail, website).
- Save the Main contact (
). - Save the third party ( ) or go to the next tab.
Contacts
Adding contacts is not mandatory, but doing so allows you to assign contact information for specific people based on their role or department.
To add contacts for a third party:
- Access the Contacts tab.
- Add a contact to the third party.
- Fill in the contact information (address, telephone, e-mail, website).
- Confirm.
The contact appears in the list of contacts attached to the third-party account you are creating. You can add, modify or delete the created contacts if necessary.
Payment terms
- automate the payment entry. payment terms or select previously created Payment terms to
- Confirm.
Addresses
Adding additional addresses is not mandatory but can be useful when working with customers that have multiple business locations such as production sites, warehouses, regional offices, etc.
To add an additional address:
- Go to the Addresses tab.
- as many addresses as needed.
- Save.
Sales terms and conditions
You can define the terms and conditions that apply when selling to a specific customer, and how you want to set up the sales document creation for this customer.
- Go to the Sales terms and conditions tab.
- Select the price list or the discount group you want to assign to the customer.
- If necessary, add a Customer discount % used for the customer at the sales document level.
- Determine if any sales document type needs to be locked for the customer.
- Confirm.
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