Difference between revisions of "Module Third Parties"
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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 --> | ||
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[[Category:Third parties]] | [[Category:Third parties]] | ||
{{TemplateDocUser}} | {{TemplateDocUser}} | ||
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= Introduction = | = Introduction = | ||
| − | The "Third Parties" module allows you to manage entities like customers, prospects and / or suppliers (called Tiers). This module is a | + | 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 | + | 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 = | ||
| Line 20: | Line 32: | ||
= Configuration = | = Configuration = | ||
{{ActivationModuleEn}} | {{ActivationModuleEn}} | ||
| − | + | A description of the setup of the Third Party module is available on page [[Module Third Parties setup]]. | |
| − | = Creating a new | + | = Creating a new Third Party = |
| − | Click the tab 'Third parties' then under the menus 'Third party' choose 'New | + | 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 | + | 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 = | ||
| Line 35: | Line 48: | ||
Click on button "Save". | Click on button "Save". | ||
| − | = Delete a | + | = Delete a Third Party = |
| − | Go | + | 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 | + | = 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 | + | * 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. | ||
| Line 65: | Line 78: | ||
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...). | ||
| − | = | + | = 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> | ||
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...).
Related videos
Third parties:
(vocal in french but subtitles are available and review in this language)
Contacts: (vocal in french but subtitles are available and review in this language)
Prospects: (vocal in french but subtitles are available and review in this language)
Customer: (vocal in french but subtitles are available and review in this language)
Suppliers: (vocal in french but subtitles are available and review in this language)