View source for Module Third Parties

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[[Category:Third parties]]
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= Introduction =
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".

= Installation =
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= Configuration =
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A description of the setup of the Third Party module is available on page [[Module Third Parties setup]].

= Creating a new Third Party =

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.

= Modify a third party =
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".

= Delete a Third Party =
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.

= Create a Contact =
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.

= Edit Contact =
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".

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

= Life cycle / Business rules =

A third party has only two state: Active Or Inactive.
A deleted third party does not change its state, but disappears completely from Dolibarr.

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...).

= Related videos =
<youtube width="280">9ETxdpVsgU0</youtube>


Third parties:
(vocal in french but subtitles are available and review in this language)

<youtube width="200" height="120">eJUJUPDCOh8</youtube>

Contacts:
(vocal in french but subtitles are available and review in this language)

<youtube width="200" height="120">B3lYZgc5KAE</youtube>

Prospects:
(vocal in french but subtitles are available and review in this language)

<youtube width="200" height="120">L1qAVRXjAXE</youtube>

Customer:
(vocal in french but subtitles are available and review in this language)

<youtube width="200" height="120">49VOibps4Vw</youtube>

Suppliers:
(vocal in french but subtitles are available and review in this language)

<youtube width="200" height="120">HNstNg_AxHM</youtube>