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合作方模块: Difference between revisions
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(Created page with "Category:Third parties {{TemplateDocUser}} {{TemplateModEN}} {{BasculeDevUser| nom=Third Parties| num=1| devdoc=Module Third Parties (developer)| userdoc=This page|}} = ...") |
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[[Category: | [[Category:合伙人]] | ||
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{{ | {{TemplateMainPageZh}} | ||
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{{BasculeDevUser| | {{BasculeDevUser| | ||
nom=Third Parties| | nom=Third Parties| | ||
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userdoc=This page|}} | userdoc=This page|}} | ||
= | = 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. ...). | 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. ...). | ||
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Dolibarr operates the same way for the third and businesses. Also, for individuals, a "Contact" contains the same features/information as the object "Company". | 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 = | ||
{{NoInstallModuleEn}} | {{NoInstallModuleEn}} | ||
= | = 设置 = | ||
{{ActivationModuleEn}} | {{ActivationModuleEn}} | ||
A description of the setup of the Third Party module is available on page [[Module Third Parties setup]]. | 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'''). | 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'''). | ||
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Once the Third Party has been created, you can add Notes and add linked files using the corresponding tabs. | 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. | Go into menu third party, click on name of third party to modify. | ||
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Click on button "Save". | Click on button "Save". | ||
= | = 删除 = | ||
Go to the Third party card and click on the "Delete" button. | 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. | 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 | There are several ways to create contacts/addresses | ||
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* 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. | * 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. | Go to menu Third Parties - Contacts/Addresses - List, click the contact to edit and select the tab sheet or personal info. | ||
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Click "Save". | Click "Save". | ||
= | = 删除联系人 = | ||
Go to contact and click 'Delete' | Go to contact and click 'Delete' | ||
= | = 生命周期 / 业务规则 = | ||
A third party has only two state: Active Or Inactive. | A third party has only two state: Active Or Inactive. | ||
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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 [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...). | 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 [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...). | ||
= | = 用例 = | ||
{{ExamplesCaseEn | {{ExamplesCaseEn | ||
|name=UCTP01: | |name=UCTP01: | ||