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+Description of setup of third party module is available on page [[Module Third Parties setup]].+Only a third party that has no linked objects (invoices, contracts, orders, etc) can be deleted.+{{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.+}} +
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<!-- 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}}
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= Introduction =
= 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 =
= 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]].
−= 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 =
= Modify a third party =
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Click on button "Save".
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.
−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
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.
* 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.
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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...).
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...).
−= Examples of use cases =
+= 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>