Module Third Parties

= Introduction = The "Third Parties" module allows you to manage entities like customers, prospects and / or suppliers (called Tiers). This module is a pre-requisite for many other modules that are based on these concepts (invoices, orders, contracts, proposals, etc. ...).

A third party means any customer, prospect or supplier which, can be a corporation/business entity (For example: An LLC, a trade association etc.) or can be an individual person. A contact on the otherhand, is a representative person of a corporation (For example: CEO or any other person of an LLC, the principal dealer of Trade, president or treasurer of an association etc.) or is the person himself (in case of an individual person).

Dolibarr operates the same way for the third and businesses. Also, for individuals, a "Contact " contains the same features as the object "Company".

= Installation =

= Configuration =

Description of setup of third party module is available on page Module Third Parties setup.

= Creating a new third party =

Click the tab 'Third parties' then under the menus 'Third party' choose 'New third party' or 'New prospect' or 'New customer' (Example Third parties->Third party->New customer). Input all information (fill only mandatory fields if you want).

Once third party is created, you can add some Notes, and add linked files using corresponding tabs.

= Modify a third party = Go into menu third party, click on name of third party to modify.

Click on button "Modify" (right bottom). Type all changes.

Click on button "Save".

= Delete a third party = Go on third party card and click on button "Delete". Only a third party that has no linked objects (invoices, contracts, orders, etc) can be deleted.

= Create a contact = There are several ways to create contacts/addresses


 * Go to menu Third Parties - Contacts/Addresses - New contact/address. Enter the requested information (you do not have to complete all fields). This will create a contact that can not be linked to third.


 * On third, go to the customer or supplier tab and click on "Create Contact ". Enter the requested information (you do not have to complete all fields). This will create a contact linked to third.

= Edit Contact = Go to menu Third Parties - Contacts/Addresses - List, click the contact to edit and select the tab sheet or personal info.

Click "Modify" (bottom right).

Enter the changes.

Click "Save".

= Delete Contact = Go to contact and click 'Delete'

= Life cycle / Business rules =

A third party has only two state: Active Or Inactive. A deleted third party does not change its state, but disappears completely from Dolibarr.

You can create one or more physical contact or addresses for a Third party (these will be then used as contacts to send emails for commercial proposals, customer orders, customer invoices, etc...).

= Examples of use cases =