Difference between revisions of "合作方模块"
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| − | = | + | =简介= |
| − | + | “合作方”模块允许您管理客户、潜在客户和/或供应商（称为第三方）等实体。该模块是基于发票、订单、合同、提案等概念的许多其他模块的先决条件。 | |
| − | + | 合作方是指任意客户、潜在客户或供应商。可以是公司/商业实体（例如：有限责任公司、贸易协会等）或个人。 | |
| − | |||
| − | + | 联系人是业务实体的代表（例如有限责任公司的首席执行官或任何其他人、贸易客户的销售经理、协会的总裁或财务主管等）或个人。 | |
| − | = 安装 = | + | Dolibarr对合作方和企业以同样的方式运作。此外，对于个人，“联系人”具有与“公司”对象相同的特征/信息。 |
| + | |||
| + | =安装= | ||
{{NoInstallModuleZh}} | {{NoInstallModuleZh}} | ||
| − | = | + | =配置= |
{{ActivationModuleZh}} | {{ActivationModuleZh}} | ||
A description of the setup of the 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]]. | ||
| − | = 新建合伙人 = | + | =新建合伙人= |
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'''). | 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'''). | ||
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Once the Third Party has been created, you can add Notes and add linked files using the corresponding tabs. | Once the Third Party has been created, you can add Notes and add linked files using the corresponding tabs. | ||
| − | = 修改 = | + | =修改= |
Go into menu third party, click on name of third party to modify. | Go into menu third party, click on name of third party to modify. | ||
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Click on button "Save". | Click on button "Save". | ||
| − | = 删除 = | + | =删除= |
Go to the Third party card and click on the "Delete" button. | 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. | If a third party has linked objects (invoices, contracts, orders, etc), it cannot be deleted. | ||
| − | = 新建联系人 = | + | =新建联系人= |
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 information (you do not have to complete all fields). This will create a contact that cannot 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. |
| − | = 编辑联系人 = | + | =编辑联系人= |
Go to menu Third Parties - Contacts/Addresses - List, click the contact to edit and select the tab sheet or personal info. | Go to menu Third Parties - Contacts/Addresses - List, click the contact to edit and select the tab sheet or personal info. | ||
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Click "Save". | Click "Save". | ||
| − | = 删除联系人 = | + | =删除联系人= |
Go to contact and click 'Delete' | Go to contact and click 'Delete' | ||
| − | = 生命周期 / 业务规则 = | + | =生命周期 / 业务规则= |
合伙人有两种状态: 激活 或者 未激活 。 | 合伙人有两种状态: 激活 或者 未激活 。 | ||
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(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...). | (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...). | ||
| − | = 用例 = | + | =用例= |
{{ExamplesCaseEn | {{ExamplesCaseEn | ||
|name=UCTP01: | |name=UCTP01: | ||
Revision as of 08:13, 3 August 2023
| 合作方 | |
|---|---|
| 模块ID | 1 |
| 用户手册 | 本页 |
| 开发文档 | Module Third Parties (developer) |
简介
“合作方”模块允许您管理客户、潜在客户和/或供应商（称为第三方）等实体。该模块是基于发票、订单、合同、提案等概念的许多其他模块的先决条件。
合作方是指任意客户、潜在客户或供应商。可以是公司/商业实体（例如：有限责任公司、贸易协会等）或个人。
联系人是业务实体的代表（例如有限责任公司的首席执行官或任何其他人、贸易客户的销售经理、协会的总裁或财务主管等）或个人。
Dolibarr对合作方和企业以同样的方式运作。此外，对于个人，“联系人”具有与“公司”对象相同的特征/信息。
安装
该模块包含在 Dolibarr 发行版中，因此无需安装。
配置
要使用此模块，必须首先使用管理员帐户通过菜单选项 "主页 - 设置 - 模块"启用它：
选择列出模块的选项卡。然后点击 "激活"。。
模块现在已激活。
如果在该模块的行尾出现一个齿轮图标
，则单击它以访问特定于模块的设置页面。
A description of the setup of the Third Party module is available on page Module Third Parties setup.
新建合伙人
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.
修改
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".
删除
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.
新建联系人
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.
编辑联系人
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".
删除联系人
Go to contact and click 'Delete'
生命周期 / 业务规则
合伙人有两种状态: 激活 或者 未激活 。
删除合伙人不会改变它的状态，但会彻底不显示它。
你可以为合伙人创建一个或多个自然联系人，或者为一个自然人创建多个地址。
(these will be then used as contacts to send emails for commercial proposals, customer orders, customer invoices, etc...).
用例
| 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. |