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合作方模块: Difference between revisions
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userdoc=本页|}} | userdoc=本页|}} | ||
= | =简介= | ||
“合作方”模块允许您管理客户、潜在客户和/或供应商（称为第三方）等实体。该模块是基于发票、订单、合同、提案等概念的许多其他模块的先决条件。 | |||
合作方是指任意客户、潜在客户或供应商。可以是公司/商业实体（例如：有限责任公司、贸易协会等）或个人。 | |||
联系人是业务实体的代表（例如有限责任公司的首席执行官或任何其他人、贸易客户的销售经理、协会的总裁或财务主管等）或个人。 | |||
= 安装 = | Dolibarr对合作方和企业以同样的方式运作。此外，对于个人，“联系人”具有与“公司”对象相同的特征/信息。 | ||
=安装= | |||
{{NoInstallModuleZh}} | {{NoInstallModuleZh}} | ||
= | =配置= | ||
{{ActivationModuleZh}} | {{ActivationModuleZh}} | ||
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 = | =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 = | =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 = | =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 = | =新建联系人= | ||
There are several ways to create contacts/addresses | 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. | *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. | *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 = | =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 = | =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 = | =生命周期 / 业务规则= | ||
合伙人有两种状态: 激活 或者 未激活 。 | 合伙人有两种状态: 激活 或者 未激活 。 | ||
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(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...). | (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 = | =用例= | ||
{{ExamplesCaseEn | {{ExamplesCaseEn | ||
|name=UCTP01: | |name=UCTP01: | ||