合作方模块 - Revision history

ShengGang: /* 相关视频 */

2023-08-16T02:05:04Z

ShengGang at 08:58, 3 August 2023

2023-08-03T08:58:57Z

← Older revision		Revision as of 08:58, 3 August 2023
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	<!-- END interlang links -->		<!-- END interlang links -->

	[[Category:~~合伙人~~]]		[[Category:合作方]]
	{{Template用户手册}}		{{Template用户手册}}
	[[Category:标准模块列表]]		[[Category:标准模块列表]]

ShengGang: /* 相关视频 */

2023-08-03T08:53:22Z

ShengGang: /* 用例 */

2023-08-03T08:49:57Z

用例

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 您可以为合作方创建一个或多个实际联系人或地址（这些联系人将被用于发送[[Module Commercial Proposals|商业提案]]、[[Module Customers Orders|客户订单]]、[[Module Customers Invoices|客户发票]]等的电子邮件...）。
-=用例=
+=相关视频=
-{{ExamplesCaseEn
+<youtube width="280">9ETxdpVsgU0</youtube>
-|name=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.
+Third parties: (vocal in french but subtitles are available and review in this language)
-}}&nbsp;

ShengGang: /* 编辑联系人 */

2023-08-03T08:48:50Z

编辑联系人

← Older revision		Revision as of 08:48, 3 August 2023
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	=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.~~		进入菜单“合作方 - 联系人/地址 - 列表”，单击要编辑的联系人，然后选择标签页或个人信息。

	~~Click "Modify" (bottom right).~~		单击“变更”（右下角）。

	~~Enter the changes.~~		输入更改。

	~~Click "Save".~~		点击“保存”。

	=删除联系人=		=删除联系人=
	~~Go to contact and click 'Delete'~~		打开联系人标签页，然后单击“删除”按钮。

	=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。~~		合作方有两种状态: 打开或者禁用。已删除的合作方不会改变其状态，但会彻底不显示它。

	~~删除合伙人不会改变它的状态，但会彻底不显示它。~~		您可以为合作方创建一个或多个实际联系人或地址（这些联系人将被用于发送[[Module Commercial Proposals\|商业提案]]、[[Module Customers Orders\|客户订单]]、[[Module Customers Invoices\|客户发票]]等的电子邮件...）。

	~~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~~ [[Module Commercial Proposals\|~~commercial proposals~~]], [[Module Customers Orders\|~~customer orders~~]], [[Module Customers Invoices\|~~customer invoices~~]]~~, etc~~...).

	=用例=		=用例=

ShengGang: /* 配置 */

2023-08-03T08:36:09Z

配置

← Older revision		Revision as of 08:36, 3 August 2023
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	=配置=		=配置=
	{{ActivationModuleZh}}		{{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=		=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=		=编辑联系人=

ShengGang at 08:13, 3 August 2023

2023-08-03T08:13:52Z

← Older revision		Revision as of 08:13, 3 August 2023
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	userdoc=本页\|}}		userdoc=本页\|}}

	= 介绍 =		=简介=
	~~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. ...).~~		“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。

	~~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.~~		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。
	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".~~		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}}

	= 设置 =		=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:

ShengGang at 07:48, 3 August 2023

2023-08-03T07:48:47Z

← Older revision		Revision as of 07:48, 3 August 2023
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	{{Template用户手册}}		{{Template用户手册}}
	[[Category:标准模块列表]]		[[Category:标准模块列表]]
	{{~~TemplateMainPageZh~~}}		{{TemplateModZH}}
	{{模块模板\|		{{模块模板\|
	name=合作方\|		name=合作方\|

ShengGang at 07:37, 3 August 2023

2023-08-03T07:37:32Z

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	{{TemplateMainPageZh}}		{{TemplateMainPageZh}}
	{{模块模板\|		{{模块模板\|
	~~nom~~=合作方\|		name=合作方\|
	num=1\|		num=1\|
	devdoc=[[Module Third Parties (developer)]]\|		devdoc=[[Module Third Parties (developer)]]\|

ShengGang at 07:36, 3 August 2023

2023-08-03T07:36:05Z

← Older revision		Revision as of 07:36, 3 August 2023
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	[[Category:标准模块列表]]		[[Category:标准模块列表]]
	{{TemplateMainPageZh}}		{{TemplateMainPageZh}}
	{{~~BasculeDevUser~~\|		{{模块模板\|
	nom=~~合伙人~~\|		nom=合作方\|
	num=1\|		num=1\|
	devdoc=[[Module Third Parties (developer)]]\|		devdoc=[[Module Third Parties (developer)]]\|
	userdoc=~~This page~~\|}}		userdoc=本页\|}}

	= 介绍 =		= 介绍 =

← Older revision		Revision as of 02:05, 16 August 2023
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	<youtube width="200" height="120">B3lYZgc5KAE</youtube>		<youtube width="200" height="120">B3lYZgc5KAE</youtube>

	~~潜在客户：~~ （法语配音，但有字幕，并以此语言评论）		准客户：（法语配音，但有字幕，并以此语言评论）

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

← Older revision		Revision as of 08:53, 3 August 2023
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	<youtube width="280">9ETxdpVsgU0</youtube>		<youtube width="280">9ETxdpVsgU0</youtube>

			合作方：（法语配音，但有字幕，并以此语言评论）
	~~Third parties: (vocal in french but subtitles are available and review in this language)~~

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

	~~Contacts: (vocal in french but subtitles are available and review in this language)~~		联系人：（法语配音，但有字幕，并以此语言评论）

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

	~~Prospects: (vocal in french but subtitles are available and review in this language)~~		潜在客户：（法语配音，但有字幕，并以此语言评论）

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

	~~Customer: (vocal in french but subtitles are available and review in this language)~~		客户：（法语配音，但有字幕，并以此语言评论）

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

	~~Suppliers: (vocal in french but subtitles are available and review in this language)~~		供应商：（法语配音，但有字幕，并以此语言评论）

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

← Older revision		Revision as of 07:37, 3 August 2023
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	{{TemplateMainPageZh}}		{{TemplateMainPageZh}}
	{{模块模板\|		{{模块模板\|
	~~nom~~=合作方\|		name=合作方\|
	num=1\|		num=1\|
	devdoc=[[Module Third Parties (developer)]]\|		devdoc=[[Module Third Parties (developer)]]\|