Module Third Parties

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Third Parties
Numéro/ID du module	1
Doc utilisateur du module	This page
Doc développeur du module	Module Third Parties (developer)

Introduction

The "Third Parties" module allows you to manage entities like customers, prospects and / or suppliers (called Tiers). This module is a pre-requisite for many other modules that are based on these concepts (invoices, orders, contracts, proposals, etc. ...).

A third party means any customer, prospect or supplier which, can be a corporation/business entity (For example: An LLC, a trade association etc.) or can be an individual person. A contact on the otherhand, is a representative person of a corporation (For example: CEO or any other person of an LLC, the principal dealer of Trade, president or treasurer of an association etc.) or is the person himself (in case of an individual person).

Dolibarr operates the same way for the third and businesses. Also, for individuals, a "Contact " contains the same features/informations as the object "Company".

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module. Description of setup of 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). Input all information (fill only mandatory fields if you want).

Once third party is created, you can add some Notes, and add linked files using 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 on third party card and click on button "Delete". Only a third party that has no linked objects (invoices, contracts, orders, etc) can 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 requested information (you do not have to complete all fields). This will create a contact that can not 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 commercial proposals, customer orders, customer invoices, etc...).

Examples of use cases

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.