合作方模块: Difference between revisions

合作方模块 (view source)

Revision as of 08:36, 3 August 2023

69 bytes added , 3 years ago

→‎配置

VisualWikitext

ShengGang

714

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 =配置=
 {{ActivationModuleZh}}
-A description of the setup of the Third Party module is available on page [[Module Third Parties setup]].
+有关合作方模块设置的说明，请参阅[[Module Third Parties setup|合作方模块设置]]页面。
-=新建合伙人=
+=新建合作方=
-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''').
+点击顶部菜单“合作方”，然后在左侧菜单“合作方”下选择“新建合作方”或“新建潜在客户”或“新建客户”或“新建供应商”（'''示例：合作方->合作方->新建供应商'''）。
-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.
+输入信息，并非所有字段都是必填字段。
-=修改=
+创建合作方后，您可以使用相应的标签卡添加备注和添加链接文件。
-Go into menu third party, click on name of third party to modify.
-Click on button "Modify" (right bottom). Type all changes.
+=修改合作方=
+进入合作方菜单，点击合作方的名称进行修改。
-Click on button "Save".
+单击按钮“变更”（右下角）。然后输入所有更改。
-=删除=
+点击“保存”按钮。
-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.
+=删除合作方=
+进入合作方标签页，然后单击“删除”按钮。 如果合作方具有链接的对象（发票、合同、订单等），则无法将其删除。
 =新建联系人=
-There are several ways to create contacts/addresses
+有多种方法可以创建联系人/地址
-*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.
+*进入菜单“第三方 - 联系人/地址 - 新建联系人/地址”。输入信息（您不必填写所有字段）。这将创建一个无法链接到合作方的联系人。
-*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.
+*基于合作方创建，先进入客户或供应商标签页，然后单击“创建联系人”。输入需要的信息（您不必填写所有字段）。这将创建一个链接到合作方的联系人。
 =编辑联系人=

合作方模块: Difference between revisions

合作方模块 (view source)

Revision as of 08:36, 3 August 2023

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