Third parties
The directory
The third-party directory describes who each counterpart is: their commercial role, their nature, their state in your relationship and their tax identity. Everything starts here.
Updated on August 14, 2026
Customer, supplier, or both
Two independent flags set a third party's role: “Customer” and “Supplier”. You can turn on either, or both, on the same record. That is what keeps a single directory while letting you easily filter your customers on one side and your suppliers on the other, without ever duplicating a record.
Third-party type
The type states the nature of the entity and adapts the record's labels.
- Person — an individual or a sole trader.
- Company — an incorporated business. This is the default type.
- Institution — a public administration or a public-sector body.
Status
The status reflects the state of the relationship and lets you archive without deleting.
- Active — the relationship is ongoing.
- Prospect — a contact not yet turned into an established relationship.
- Inactive — a dormant relationship, kept for reference.
- Archived — removed from current lists, but never lost.
Tax and legal identity (Morocco)
Moroccan identifiers are entered once on the record and reused on the documents that need them.
ICE
Common Business Identifier (Identifiant Commun de l'Entreprise).
IF
Tax Identifier (Identifiant Fiscal).
TP
Professional Tax (Taxe Professionnelle).
RC
Trade Register (Registre de Commerce).
CNSS
Social security affiliation number.
CIN
National Identity Card, for an individual third party.
Internal code
You can give each third party a free internal code — for example the one used in your accounting software. It is optional and does not need to be unique; it only helps you find and reconcile a third party using your own conventions.