Dolibarr ERP CRM Wiki - User contributions [en]

Module Third Parties

2011-05-12T06:52:58Z

SmeTea: /* Create a contact */ translate to English

[[Category:Third parties]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Third Parties|
num=1|
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}

= Introduction =
The "Third Parties" module allows to manage entities 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 corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact to an individual (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).

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

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}
Description of setup of third party module is available on page [[Module Third Parties setup]].

= Create a new third party =

Go into module Customer - New customer, Prospect - New prospect or Supplier - New supplier. 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 "Edit" (right botton).

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 "Edit" (bottom right).

Enter the changes.

Click "Save".

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

= Life cycle / Business rules =

A third party has only one state. It exists or not.
A deleted third party does not change its status, but disappears completely from Dolibarr.

You can create 1 or more physical contact or addresses into a Third party (they will be then used as contacts to send emails for [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...).

= Examples of use cases =
{{ExamplesCaseEn
|name=UCTP01:
|situation=I have a new customer, prospect, supplier.
|actions=Go on menu Third party -> New third party -> Input all data and click on Create.
}} 

Module Third Parties

2011-05-12T06:43:42Z

SmeTea: /* Edit Contact */ translate English

[[Category:Third parties]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Third Parties|
num=1|
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}

= Introduction =
The "Third Parties" module allows to manage entities 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 corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact to an individual (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).

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

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}
Description of setup of third party module is available on page [[Module Third Parties setup]].

= Create a new third party =

Go into module Customer - New customer, Prospect - New prospect or Supplier - New supplier. 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 "Edit" (right botton).

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 =
{{ToComplete}}

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

Click "Edit" (bottom right).

Enter the changes.

Click "Save".

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

= Life cycle / Business rules =

A third party has only one state. It exists or not.
A deleted third party does not change its status, but disappears completely from Dolibarr.

You can create 1 or more physical contact or addresses into a Third party (they will be then used as contacts to send emails for [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...).

= Examples of use cases =
{{ExamplesCaseEn
|name=UCTP01:
|situation=I have a new customer, prospect, supplier.
|actions=Go on menu Third party -> New third party -> Input all data and click on Create.
}} 

Module Third Parties

2011-05-12T06:39:00Z

SmeTea: /* Delete Contact */ translate to English

[[Category:Third parties]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Third Parties|
num=1|
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}

= Introduction =
The "Third Parties" module allows to manage entities 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 corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact to an individual (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).

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

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}
Description of setup of third party module is available on page [[Module Third Parties setup]].

= Create a new third party =

Go into module Customer - New customer, Prospect - New prospect or Supplier - New supplier. 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 "Edit" (right botton).

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 =
{{ToComplete}}

= Modifier un contact =
{{ToComplete}}

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

= Life cycle / Business rules =

A third party has only one state. It exists or not.
A deleted third party does not change its status, but disappears completely from Dolibarr.

You can create 1 or more physical contact or addresses into a Third party (they will be then used as contacts to send emails for [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...).

= Examples of use cases =
{{ExamplesCaseEn
|name=UCTP01:
|situation=I have a new customer, prospect, supplier.
|actions=Go on menu Third party -> New third party -> Input all data and click on Create.
}} 

Module Third Parties

2011-05-12T06:32:31Z

SmeTea: /* Create a contact */

[[Category:Third parties]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Third Parties|
num=1|
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}

= Introduction =
The "Third Parties" module allows to manage entities 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 corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact to an individual (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).

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

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}
Description of setup of third party module is available on page [[Module Third Parties setup]].

= Create a new third party =

Go into module Customer - New customer, Prospect - New prospect or Supplier - New supplier. 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 "Edit" (right botton).

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 =
{{ToComplete}}

= Modifier un contact =
{{ToComplete}}

= Supprimer un contact =
{{ToComplete}}

= Life cycle / Business rules =

A third party has only one state. It exists or not.
A deleted third party does not change its status, but disappears completely from Dolibarr.

You can create 1 or more physical contact or addresses into a Third party (they will be then used as contacts to send emails for [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...).

= Examples of use cases =
{{ExamplesCaseEn
|name=UCTP01:
|situation=I have a new customer, prospect, supplier.
|actions=Go on menu Third party -> New third party -> Input all data and click on Create.
}} 

Module Third Parties

2011-05-12T06:24:55Z

SmeTea: /* Introduction */

[[Category:Third parties]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Third Parties|
num=1|
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}

= Introduction =
The "Third Parties" module allows to manage entities 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 corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact to an individual (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).

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

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}
Description of setup of third party module is available on page [[Module Third Parties setup]].

= Create a new third party =

Go into module Customer - New customer, Prospect - New prospect or Supplier - New supplier. 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 "Edit" (right botton).

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.

= Créer un contact =
{{ToComplete}}

= Modifier un contact =
{{ToComplete}}

= Supprimer un contact =
{{ToComplete}}

= Life cycle / Business rules =

A third party has only one state. It exists or not.
A deleted third party does not change its status, but disappears completely from Dolibarr.

You can create 1 or more physical contact or addresses into a Third party (they will be then used as contacts to send emails for [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...).

= Examples of use cases =
{{ExamplesCaseEn
|name=UCTP01:
|situation=I have a new customer, prospect, supplier.
|actions=Go on menu Third party -> New third party -> Input all data and click on Create.
}} 

Module Third Parties

2011-05-12T06:22:47Z

SmeTea: /* Introduction */ translate to English.

[[Category:Third parties]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Third Parties|
num=1|
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}

= Introduction =
The Third Society module allows to manage entities 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 corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact to an individual (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).

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

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}
Description of setup of third party module is available on page [[Module Third Parties setup]].

= Create a new third party =

Go into module Customer - New customer, Prospect - New prospect or Supplier - New supplier. 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 "Edit" (right botton).

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.

= Créer un contact =
{{ToComplete}}

= Modifier un contact =
{{ToComplete}}

= Supprimer un contact =
{{ToComplete}}

= Life cycle / Business rules =

A third party has only one state. It exists or not.
A deleted third party does not change its status, but disappears completely from Dolibarr.

You can create 1 or more physical contact or addresses into a Third party (they will be then used as contacts to send emails for [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...).

= Examples of use cases =
{{ExamplesCaseEn
|name=UCTP01:
|situation=I have a new customer, prospect, supplier.
|actions=Go on menu Third party -> New third party -> Input all data and click on Create.
}} 

Module Banks and Cash

2011-05-11T16:02:53Z

SmeTea: /* Deleting / disabling an account */

[[Category:Bank]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUserEn|
name=Bank|
num=85|
devdoc=[[Module Banks and Cash (developer)]]|
userdoc=This page|}}

= Introduction =
This module is used to manage bank or cash accounts.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Definitions =

* '''A bank account''' is a bank account (often this account can write cheques/checks or pay by credit card).
* '''A cash''', is cash account in which you put your cash or your wallet or cash register for merchants.

When we receive a payment by cheque/check, it will necessarily be deposited into a bank account but when receiving cash, you can store notes in a wallet, a cash register (cash account) as put them aside for deposit in the bank. Dolibarr can create as many bank accounts or credit union accounts as needed. To manage cash flow, it takes at least one (usually a bank account, unless the managed trade does not accept cheque/check or credit card and everything is made in cash, purchase as a sale), but this is optional. If the cash should not be managed by Dolibarr, the module Bank / Fund may be disabled.

= Lifecycle / Management Rules =
{{ToComplete}}

= Create a new account / cash =

1.1 / Click on the menu Bank/Cash.

1.2 / Click on "New Financial Account" in the left column.

1.3 / Specify Account Label and complete the details requested, and click on "Create Account ".

2.1 / Under the heading "Bank accounts" in the left column, click the Account Label you just specified.

2.2 / For the "Account Type" of "Current or credit card account" or "Savings account", Select the tab "Bank Account Number" and click "Edit" (bottom right) to fill in the details etc. GDI.

2.3 / You can now select the account for transfers in the module "Invoices and Credits" [login as an administrator, Configuration / Modules / Modules Financial (Accounting/Cash)]

= Deleting / Disabling an account =
{{ToComplete}}

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCBC01:
|situation=
|actions=
}} 

Module Banks and Cash

2011-05-11T16:00:20Z

SmeTea: /* Create a new account / cash */

[[Category:Bank]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUserEn|
name=Bank|
num=85|
devdoc=[[Module Banks and Cash (developer)]]|
userdoc=This page|}}

= Introduction =
This module is used to manage bank or cash accounts.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Definitions =

* '''A bank account''' is a bank account (often this account can write cheques/checks or pay by credit card).
* '''A cash''', is cash account in which you put your cash or your wallet or cash register for merchants.

When we receive a payment by cheque/check, it will necessarily be deposited into a bank account but when receiving cash, you can store notes in a wallet, a cash register (cash account) as put them aside for deposit in the bank. Dolibarr can create as many bank accounts or credit union accounts as needed. To manage cash flow, it takes at least one (usually a bank account, unless the managed trade does not accept cheque/check or credit card and everything is made in cash, purchase as a sale), but this is optional. If the cash should not be managed by Dolibarr, the module Bank / Fund may be disabled.

= Lifecycle / Management Rules =
{{ToComplete}}

= Create a new account / cash =

1.1 / Click on the menu Bank/Cash.

1.2 / Click on "New Financial Account" in the left column.

1.3 / Specify Account Label and complete the details requested, and click on "Create Account ".

2.1 / Under the heading "Bank accounts" in the left column, click the Account Label you just specified.

2.2 / For the "Account Type" of "Current or credit card account" or "Savings account", Select the tab "Bank Account Number" and click "Edit" (bottom right) to fill in the details etc. GDI.

2.3 / You can now select the account for transfers in the module "Invoices and Credits" [login as an administrator, Configuration / Modules / Modules Financial (Accounting/Cash)]

= Suppression/Desactivation d'un compte =
{{ToComplete}}

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCBC01:
|situation=
|actions=
}} 

Module Banks and Cash

2011-05-11T15:59:15Z

SmeTea: /* Definitions */

[[Category:Bank]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUserEn|
name=Bank|
num=85|
devdoc=[[Module Banks and Cash (developer)]]|
userdoc=This page|}}

= Introduction =
This module is used to manage bank or cash accounts.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Definitions =

* '''A bank account''' is a bank account (often this account can write cheques/checks or pay by credit card).
* '''A cash''', is cash account in which you put your cash or your wallet or cash register for merchants.

When we receive a payment by cheque/check, it will necessarily be deposited into a bank account but when receiving cash, you can store notes in a wallet, a cash register (cash account) as put them aside for deposit in the bank. Dolibarr can create as many bank accounts or credit union accounts as needed. To manage cash flow, it takes at least one (usually a bank account, unless the managed trade does not accept cheque/check or credit card and everything is made in cash, purchase as a sale), but this is optional. If the cash should not be managed by Dolibarr, the module Bank / Fund may be disabled.

= Lifecycle / Management Rules =
{{ToComplete}}

= Create a new account / cash =

1.1 / Click on the menu Bank/Cash.

1.2 / Click on "New Financial Account" in the left column.

1.3 / Specify Account Label and complete the details requested, and click on "Create Account ".

2.1 / Under the heading "Bank accounts" in the left column, click the Account Label you just specified.

2.2 / For the "Account Type" of "Current or credit card account" or "Savings account", Select the tab "Bank Account Number" and click "Edit" (bottom right) to fill in the details etc. GDI.

2.3 / You can now select the account for transfers in the module "Invoices and Credits [login as an administrator, Configuration / Modules / Modules Financial (Accounting/Cash)]

= Suppression/Desactivation d'un compte =
{{ToComplete}}

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCBC01:
|situation=
|actions=
}} 

Module Banks and Cash

2011-05-11T15:57:49Z

SmeTea: /* Create a new account / cash */

[[Category:Bank]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUserEn|
name=Bank|
num=85|
devdoc=[[Module Banks and Cash (developer)]]|
userdoc=This page|}}

= Introduction =
This module is used to manage bank or cash accounts.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Definitions =
{{ToTranslate}}
* '''A bank account''' is a bank account (often this account can write cheques/checks or pay by credit card).
* '''A cash''', is cash account in which you put your cash or your wallet or cash register for merchants.

When we receive a payment by cheque/check, it will necessarily be deposited into a bank account but when receiving cash, you can store notes in a wallet, a cash register (cash account) as put them aside for deposit in the bank. Dolibarr can create as many bank accounts or credit union accounts as needed. To manage cash flow, it takes at least one (usually a bank account, unless the managed trade does not accept cheque/check or credit card and everything is made in cash, purchase as a sale), but this is optional. If the cash should not be managed by Dolibarr, the module Bank / Fund may be disabled.

= Lifecycle / Management Rules =
{{ToComplete}}

= Create a new account / cash =

1.1 / Click on the menu Bank/Cash.

1.2 / Click on "New Financial Account" in the left column.

1.3 / Specify Account Label and complete the details requested, and click on "Create Account ".

2.1 / Under the heading "Bank accounts" in the left column, click the Account Label you just specified.

2.2 / For the "Account Type" of "Current or credit card account" or "Savings account", Select the tab "Bank Account Number" and click "Edit" (bottom right) to fill in the details etc. GDI.

2.3 / You can now select the account for transfers in the module "Invoices and Credits [login as an administrator, Configuration / Modules / Modules Financial (Accounting/Cash)]

= Suppression/Desactivation d'un compte =
{{ToComplete}}

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCBC01:
|situation=
|actions=
}} 

Module Banques et Caisses

2011-05-11T15:30:38Z

SmeTea: /* Création d'un nouveau compte bancaire / caisse */ Move from English page.

[[Category:Banque]]
{{TemplateDocUtil}}
{{TemplateModFR}}
{{BasculeDevUser|
nom=Banque|
num=85|
devdoc=[[Module Banques et Caisses (développeur)]]|
userdoc=Cette page|}}

= Introduction =
Ce module permet de suivre un compte bancaire ou compte de caisse.

= Installation =
{{NoInstallModuleFr}}

= Configuration =
{{ActivationModuleFr}}

= Définitions =
* '''Un compte banque''' c'est un compte bancaire (souvent ce compte permet de faire des chèques ou de payer par carte bancaire).
* '''Une caisse''', c'est la boite à gâteau de grand-mère dans laquelle tu mets de l'argent liquide ou encore ton porte-monnaie ou encore la caisse enregistreuse pour les commerçants.

Quand on reçoit un paiement en chèque, il sera forcement déposé sur un compte bancaire (compte banque) mais en cas de réception d'argent liquide, il est possible de ranger les billets dans un porte monnaie, une caisse enregistreuse (compte caisse) comme de les mettre de coté pour les déposer à la banque.
Dolibarr permet de créer autant de comptes banque ou de comptes caisse que besoin. Pour gérer une trésorerie, il en faudra au moins un (en général compte bancaire, à moins que le commerce géré n'accepte ni chèque, ni carte bleu et que tout soit fait en liquide, achat comme vente), mais ceci reste optionnel. Si la trésorerie ne doit pas être gérée par Dolibarr, le module Banque/Caisse peut être désactivé.

= Cycle de vie / Règles de gestion =
{{ToComplete}}

= Création d'un nouveau compte bancaire / caisse =

Aller dans le menu Compta/Trésorerie puis Banque puis bouton "Créer compte".

1/ Cliquez sur le menu Banques/Caisses.

2/ Cliquez sur le bouton "Nouveau compte financier" tout en bas.

3/ Remplissez les détails demandés puis cliquez sur "Créer compte".

4/ Sous le titre "Comptes bancaires", dans la colonne à gauche, cliquez sur le code du compte.

5/ Choisissez la page "Numéro Compte" et cliquez sur "Modifier" (en bas à droite) pour remplir les détails RIB etc.

6/ Vous pouvez maintenant sélectionner ce compte pour les virements dans le module "Factures et Avoirs" [login en tant qu'administrateur, menu Configuration/Modules/Modules financiers (Compta/trésorerie)]

= Suppression/Desactivation d'un compte =
{{ToComplete}}

= Exemples de cas d'utilisations =
{{ToComplete}}
{{ExamplesCaseFr
|nom=UCBC01:
|situation=
|actions=
}} 

Module Banks and Cash

2011-05-11T15:12:59Z

SmeTea: /* Lifecycle / Management Rules */

[[Category:Bank]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUserEn|
name=Bank|
num=85|
devdoc=[[Module Banks and Cash (developer)]]|
userdoc=This page|}}

= Introduction =
This module is used to manage bank or cash accounts.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Definitions =
{{ToTranslate}}
* '''A bank account''' is a bank account (often this account can write cheques/checks or pay by credit card).
* '''A cash''', is cash account in which you put your cash or your wallet or cash register for merchants.

When we receive a payment by cheque/check, it will necessarily be deposited into a bank account but when receiving cash, you can store notes in a wallet, a cash register (cash account) as put them aside for deposit in the bank. Dolibarr can create as many bank accounts or credit union accounts as needed. To manage cash flow, it takes at least one (usually a bank account, unless the managed trade does not accept cheque/check or credit card and everything is made in cash, purchase as a sale), but this is optional. If the cash should not be managed by Dolibarr, the module Bank / Fund may be disabled.

= Lifecycle / Management Rules =
{{ToComplete}}

= Création d'un nouveau compte bancaire / caisse =

1/ Cliquez sur le menu Banques/Caisses.

2/ Cliquez sur le bouton "Nouveau compte financier" tout en bas.

3/ Remplissez les détails demandés puis cliquez sur "Créer compte".

4/ Sous le titre "Comptes bancaires", dans la colonne à gauche, cliquez sur le code du compte.

5/ Choisissez la page "Numéro Compte" et cliquez sur "Modifier" (en bas à droite) pour remplir les détails RIB etc.

6/ Vous pouvez maintenant sélectionner ce compte pour les virements dans le module "Factures et Avoirs" [login en tant qu'administrateur, menu Configuration/Modules/Modules financiers (Compta/trésorerie)]

= Suppression/Desactivation d'un compte =
{{ToComplete}}

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCBC01:
|situation=
|actions=
}} 

Module Banks and Cash

2011-05-11T15:08:26Z

SmeTea: /* Definitions */

[[Category:Bank]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUserEn|
name=Bank|
num=85|
devdoc=[[Module Banks and Cash (developer)]]|
userdoc=This page|}}

= Introduction =
This module is used to manage bank or cash accounts.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Definitions =
{{ToTranslate}}
* '''A bank account''' is a bank account (often this account can write cheques/checks or pay by credit card).
* '''A cash''', is cash account in which you put your cash or your wallet or cash register for merchants.

When we receive a payment by cheque/check, it will necessarily be deposited into a bank account but when receiving cash, you can store notes in a wallet, a cash register (cash account) as put them aside for deposit in the bank. Dolibarr can create as many bank accounts or credit union accounts as needed. To manage cash flow, it takes at least one (usually a bank account, unless the managed trade does not accept cheque/check or credit card and everything is made in cash, purchase as a sale), but this is optional. If the cash should not be managed by Dolibarr, the module Bank / Fund may be disabled.

= Cycle de vie / Règles de gestion =
{{ToComplete}}

= Création d'un nouveau compte bancaire / caisse =

1/ Cliquez sur le menu Banques/Caisses.

2/ Cliquez sur le bouton "Nouveau compte financier" tout en bas.

3/ Remplissez les détails demandés puis cliquez sur "Créer compte".

4/ Sous le titre "Comptes bancaires", dans la colonne à gauche, cliquez sur le code du compte.

5/ Choisissez la page "Numéro Compte" et cliquez sur "Modifier" (en bas à droite) pour remplir les détails RIB etc.

6/ Vous pouvez maintenant sélectionner ce compte pour les virements dans le module "Factures et Avoirs" [login en tant qu'administrateur, menu Configuration/Modules/Modules financiers (Compta/trésorerie)]

= Suppression/Desactivation d'un compte =
{{ToComplete}}

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCBC01:
|situation=
|actions=
}} 

User FAQ

2011-05-11T10:18:45Z

SmeTea: /* FAQ on this Wiki */ Correct a question: speed

[[Category:FAQ EN]]
{{TemplateDocUser}}
This page contains some frequently asked questions related to miscellaneous topics. For frequently asked questions on Dolibarr development, read page [[Developer FAQ]].

= FAQ on Forum =
A lot of Questions and Answers are available on Dolibarr forum.

[http://www.dolibarr.org/forum/ Dolibarr Forum]

= FAQ on this Wiki =
Others can be found here. Feel free to complete.

* '''What is Dolibarr ?'''
[[What Dolibarr Do|What is Dolibarr]]

* '''Who use Dolibarr ?'''
[[Who use Dolibarr]]

* '''How to remove "easily" an invoice customer "by hand" in the database ?'''
[[FAQ Facture EN]]

* '''How to Export the Dolibarr Agenda (including Google)?'''
[[FAQ Agenda EN]]

* '''Is there an autoinstaller for Windows ?'''
[[FAQ Is there an autoinstaller for Windows]]

* '''Who are Dolibarr developers team ?'''
[[FAQ Who are Dolibarr developers team ?]]

* '''What is Dolibarr licence ?'''
[[FAQ What is Dolibarr licence ?]]

* '''How to be informed on news and what happens on Dolibarr project ?'''
[[FAQ How to be informed about Dolibarr project ?]]

* '''How to help Dolibarr project ?'''
[[Dolibarr Project#Help_the_project]]

* '''How to increase the speed of using ?'''
[[FAQ Increase Performance]]