Difference between revisions of "Module Third Parties"

Latest revision as of 07:23, 3 August 2023

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 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

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. 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 commercial proposals, customer orders, customer invoices, etc...).

@@ Line 1: / Line 1: @@
+<!-- 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]]
 {{TemplateDocUser}}
@@ Line 9: / Line 20: @@
 = Introduction =
-The "Third Parties" module allows to manage entities 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. ...).
+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 corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact / individual of a corporation (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).
+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 as the object "Company".
+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 =
@@ Line 20: / Line 32: @@
 = Configuration =
 {{ActivationModuleEn}}
-Description of setup of 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]].
-= Create a new third party =
+= 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).
+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 third party is created, you can add some Notes, and add linked files using corresponding tabs.
+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 "Edit" (right bottom). Type all changes.
+Click on button "Modify" (right bottom). Type all changes.
 Click on button "Save".
-= Delete a third party =
+= Delete a Third Party =
-Go on third party card and click on button "Delete".
+Go to the Third party card and click on the "Delete" button.
-Only a third party that has no linked objects (invoices, contracts, orders, etc) can be deleted.
+If a third party has linked objects (invoices, contracts, orders, etc), it cannot be deleted.
-= Create a contact =
+= 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.
+* 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.
@@ Line 49: / Line 62: @@
 Go to menu Third Parties - Contacts/Addresses - List, click the contact to edit and select the tab sheet or personal info.
-Click "Edit" (bottom right).
+Click "Modify" (bottom right).
 Enter the changes.
@@ Line 63: / Line 76: @@
 A deleted third party does not change its state, but disappears completely from Dolibarr.
-You can create 1 or more physical contact or addresses into a Third party (they 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...).
+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>
-{{ExamplesCaseEn
-|name=UCTP01:
-|situation=I have a new customer, prospect, supplier.
-|actions=Go on menu Third party -> New third party -> Input all data and click on Create.
-}}&nbsp;