合伙人模块

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合伙人
Numéro/ID du module 1
Doc utilisateur du module This page
Doc développeur du module Module Third Parties (developer)

介绍

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

A Third Party means any customer, prospect or supplier. These can be a corporation/business entity (e.g.: an LLC, a trade association etc.) or an individual person. A contact, on the other hand, is an individual: a representative of the business entity (e.g. the CEO or any other person of an LLC, the sales manager of a trade customer, president or treasurer of an association etc.) or a person.

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

安装

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设置

要使用此模块,必须首先使用管理员帐户启用它,通过菜单选项 "主页 - 设置 - 模块"。

选择模块列出的选项卡。然后点击 "激活"。

如果在该模块的末尾出现一个图标,则单击它以访问特定于模块的设置页。 A description of the setup of the Third Party module is available on page Module Third Parties setup.

新建合伙人

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). Enter the information, not all fields are mandatory.

Once the Third Party has been created, you can add Notes and add linked files using the corresponding tabs.

修改

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".

删除

Go to the Third party card and click on the "Delete" button. If a third party has linked objects (invoices, contracts, orders, etc), it cannot be deleted.

新建联系人

There are several ways to create contacts/addresses

  • Go to menu Third Parties - Contacts/Addresses - New contact/address. Enter the information (you do not have to complete all fields). This will create a contact that cannot 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.

编辑联系人

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".

删除联系人

Go to contact and click 'Delete'

生命周期 / 业务规则

合伙人有两种状态: 激活 或者 未激活 。

删除合伙人不会改变它的状态,但会彻底不显示它。

你可以为合伙人创建一个或多个自然联系人,或者为一个自然人创建多个地址。

(these will be then used as contacts to send emails for commercial proposals, customer orders, customer invoices, etc...).

用例

UCTP01:
Situation I have a new customer, prospect, supplier.
Actions Go to menu Third party -> New third party -> Input all data and click on Create.