#23 - How to manage third parties (service providers) and contacts?

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Written by cedric
Updated 5 months ago

How to Create a Service Provider?

  1. Select the "Suppliers / Contacts" function found in the main menu under "Suppliers"
  2. Activate the "Create supplier" option.
  3. Fill out the form to complete the information related to the service provider.
  4. Validate the creation of the service provider.

How to Create a Contact?

  1. Select the "service provider/contact" function in the main menu.
  2. Open the page of the concerned service provider (double-click on the line).
  3. Activate the "plus" function near "contacts."
  4. Fill out the form to complete the information related to the contact.
  5. Validate the creation of the contact.
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