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+{{ToTranslate}}+Le module Tiers-Société permet de gérer les entités clients, prospects et/ou fournisseurs (appelés Tiers).
−Ce module est un pré-requis indispensable pour de nombreux autres [[Premiers paramétrages#Modules|modules]] qui se basent sur ces notions (factures, commandes, contrats, proposition commerciales, etc...).
−Une société est donc une entité métier: client, prospect ou fournisseur (Exemple: Une SARL, un commerce, une association, un particulier).+Le contact quant à lui représente une personne physique ou un contact générique vers une personne physique (Exemple: PDG ou ouvrier de la SARL, vendeur principal du commerce, président ou trésorier de l'association).+Aller dans le menu Client - Nouveau client ou Prospect - Nouveau prospect ou encore Fournisseur - Nouveau fournisseur. Saisissez les informations demandées (vous n'êtes pas obligé de remplir tous les champs).+Une fois la société créée , vous pouvez ajouter des Notes dans l'onglet correspondant, et joindre des documents liés.+Aller dans le menu Société, cliquer sur le nom de la société à modifier.+Cliquer sur le bouton "éditer" (en bas à droite).+Saisir les modifications.+Cliquer sur le bouton "enregistrer".+Aller sur la fiche société et cliquer sur le bouton "Supprimer".+Seule une société qui n'a pas d'objets rattachés (factures, contrats, commandes, etc) peut etre supprimée.
−= Créer un contact =+= Modifier un contact =+= Supprimer un contact =+Une société ne peut avoir qu'un seul état. Elle existe ou pas.+Une société supprimée ne change pas d'état, mais elle disparait complètement de Dolibarr.+
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+Vous pouvez créer 1 à plusieurs Contacts physiques à l'intérieur de la Société (ils seront ensuite utilisés comme destinataire pour les envois email de [[Module Propositions commerciales|proposition commerciales]], [[Module Commandes Clients|commandes clients]] ou de [[Module Factures Clients|factures clients]]...).+
<!-- BEGIN interlang links -->
+<!-- Do NOT edit this section
+ Links below are automatically managed by PolyglotBot
+ You can edit links on the English source page : Módulo_Terceiros -->
+[[fr:Module_Tiers]]
+[[es:Módulo_Terceros]]
+[[de:Modul_Partner]]
+[[pt:Módulo_Terceiros]]
+[[zh:合作方模块]]
+<!-- END interlang links -->
+
[[Category:Third parties]]
[[Category:Third parties]]
{{TemplateDocUser}}
{{TemplateDocUser}}
+{{TemplateModEN}}
{{BasculeDevUser|
{{BasculeDevUser|
−nom=Third Parties|
+nom=Third Parties|
+num=1|
devdoc=[[Module Third Parties (developer)]]|
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}
userdoc=This page|}}
= Introduction =
= 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 gère de la même manière les tiers particuliers et les entreprises. Aussi, pour les particuliers, on saisira en général un "Contact" qui contient les mêmes caractéristiques que l'objet "Société".
+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 =
= Installation =
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= Configuration =
= Configuration =
{{ActivationModuleEn}}
{{ActivationModuleEn}}
+A description of the setup of the Third Party module is available on page [[Module Third Parties setup]].
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+= Creating a new Third Party =
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+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.
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+Once the Third Party has been created, you can add Notes and add linked files using the corresponding tabs.
−= Créer une nouvelle société =
+= 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".
−= Modifier une société =
+= 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.
−= Supprimer une société =
+= 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 =
= 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)
−= Examples of use cases =
+<youtube width="200" height="120">HNstNg_AxHM</youtube>