How to create a consumer, a reseller or other third party ?

Modified on Thu, 3 Apr at 4:58 PM

There are two ways to create a consumer: 


1/ from the "Third party" module 

2/ when entering a case file


1/

a. Click on "Third party" then "Consumer" (or reseller, or other Third party).


b. Click on "Add a consumer" : 


c. Providing consumer information 

d. Click on ‘Save’.



You can add an accounting account number for account customers. To set it up as an account customer, change the billing type to "Reccuring billing".



2/ When new third parties are entered in files, sales or orders, they will be orders, they are automatically created in the corresponding categories.  

It is possible to modify the information at any time by opening the third party files.

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