Changes

[[Category:Third parties]]

[[Category:Third parties]]

{{TemplateDocUser}}

{{TemplateDocUser}}

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.

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

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.

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 =

|name=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.

 

<youtube width="200" height="120">eJUJUPDCOh8</youtube>

 

 

 

Prospects:

 

<youtube width="200" height="120">L1qAVRXjAXE</youtube>

 

 

<youtube width="200" height="120">49VOibps4Vw</youtube>

 

(vocal in french but subtitles are available and review in this language)