In CushionsERP, every Third Party (👥) can act as a Customer, a Vendor, or both — depending on your business relationship with them. This flexible approach allows for efficient record-keeping and reduces duplicate data.

🛒 Customer Role

A Third Party is considered a Customer when you:

• Sell products or services to them
• Issue Sales Orders, Proposals, and Sales Invoices
• Track receivables (money they owe you)

Key Features:

• 💰 Payment terms, price levels, and credit limits
• 📦 Shipping addresses and delivery tracking
• 📑 Sales history and account balance overview

🏭 Vendor (Supplier) Role

A Third Party becomes a Vendor when you:

• Purchase raw materials or services from them
• Create Purchase Orders and Vendor Invoices
• Manage payables (what you owe them)

Key Features:

• ⏳ Supplier lead times and payment conditions
• 🧾 Purchase tracking and invoice matching
• 📊 Cost analysis by supplier

🔁 Dual Role: Customer & Vendor

Some companies act as both customers *and* suppliers. In CushionsERP, this is easy:

✅ You simply check both “Customer” and “Supplier” when editing or creating the Third Party profile.

Examples:

• A contractor who buys your parts and also does subcontracting work for you
• A partner company with reciprocal transactions

This allows you to:

• Issue Sales Orders *and* Purchase Orders to the same entity
• Track all transactions in one place
• See combined financial balances

🔐 User Permissions Tip

Depending on your role (e.g., Sales vs Purchasing), you may only see one side of the transactions. Admins can configure permissions for each user profile accordingly.

📎 Related Topics

• Third Party Concept
• Creating Sales Orders
• Creating Purchase Orders