Changes

Line 1: Line 1: −
[[Category:Third parties]]
+
<!-- BEGIN interlang links -->
{{TemplateDocUser}}
+
<!-- Do NOT edit this section
{{TemplateModEN}}
+
    Links below are automatically managed by PolyglotBot
{{BasculeDevUser|
+
    You can edit links on the English source page : Module_Third_Parties -->
nom=Third Parties|
+
[[en:Module_Third_Parties]]
 +
[[fr:Module_Tiers]]
 +
[[es:Módulo_Terceros]]
 +
[[de:Modul_Partner]]
 +
[[pt:Módulo_Terceiros]]
 +
<!-- END interlang links -->
 +
 
 +
[[Category:合作方]]
 +
{{Template用户手册}}
 +
[[Category:标准模块列表]]
 +
{{TemplateModZH}}
 +
{{模块模板|
 +
name=合作方|
 
num=1|
 
num=1|
 
devdoc=[[Module Third Parties (developer)]]|
 
devdoc=[[Module Third Parties (developer)]]|
userdoc=This page|}}
+
userdoc=本页|}}
 +
 
 +
=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=
 +
{{NoInstallModuleZh}}
 +
 
 +
=配置=
 +
{{ActivationModuleZh}}
 +
有关合作方模块设置的说明,请参阅[[Module Third Parties setup|合作方模块设置]]页面。
 +
 
 +
=新建合作方=
 +
 
 +
点击顶部菜单“合作方”,然后在左侧菜单“合作方”下选择“新建合作方”或“新建潜在客户”或“新建客户”或“新建供应商”('''示例:合作方->合作方->新建供应商''')。
 +
 
 +
输入信息,并非所有字段都是必填字段。
 +
 
 +
创建合作方后,您可以使用相应的标签卡添加备注和添加链接文件。
 +
 
 +
=修改合作方=
 +
进入合作方菜单,点击合作方的名称进行修改。
 +
 
 +
单击按钮“变更”(右下角)。然后输入所有更改。
 +
 
 +
点击“保存”按钮。
   −
= Introduction =
+
=删除合作方=
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. ...).
+
进入合作方标签页,然后单击“删除”按钮。 如果合作方具有链接的对象(发票、合同、订单等),则无法将其删除。
   −
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.
+
=新建联系人=
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.
+
有多种方法可以创建联系人/地址
   −
Dolibarr operates the same way for the third and businesses. Also, for individuals, a "Contact" contains the same features/information as the object "Company".
+
*进入菜单“第三方 - 联系人/地址 - 新建联系人/地址”。输入信息(您不必填写所有字段)。这将创建一个无法链接到合作方的联系人。
   −
= Installation =
+
*基于合作方创建,先进入客户或供应商标签页,然后单击“创建联系人”。输入需要的信息(您不必填写所有字段)。这将创建一个链接到合作方的联系人。
{{NoInstallModuleEn}}
     −
= Configuration =
+
=编辑联系人=
{{ActivationModuleEn}}
+
进入菜单“合作方 - 联系人/地址 - 列表”,单击要编辑的联系人,然后选择标签页或个人信息。
A description of the setup of the Third Party module is available on page [[Module Third Parties setup]].
     −
= Creating a new Third Party =
+
单击“变更”(右下角)。
   −
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''').
+
输入更改。
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.
+
点击“保存”。
   −
= Modify a third party =
+
=删除联系人=
Go into menu third party, click on name of third party to modify.
+
打开联系人标签页,然后单击“删除”按钮。
   −
Click on button "Modify" (right bottom). Type all changes.
+
=生命周期 / 业务规则=
   −
Click on button "Save".
+
合作方有两种状态: 打开 或者 禁用 。已删除的合作方不会改变其状态,但会彻底不显示它。
   −
= Delete a Third Party =
+
您可以为合作方创建一个或多个实际联系人或地址(这些联系人将被用于发送[[Module Commercial Proposals|商业提案]]、[[Module Customers Orders|客户订单]]、[[Module Customers Invoices|客户发票]]等的电子邮件...)。
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 =
+
=相关视频=
There are several ways to create contacts/addresses
+
<youtube width="280">9ETxdpVsgU0</youtube>
   −
* 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.
+
合作方: (法语配音,但有字幕,并以此语言评论)
   −
* 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.
+
<youtube width="200" height="120">eJUJUPDCOh8</youtube>
   −
= Edit Contact =
+
联系人: (法语配音,但有字幕,并以此语言评论)
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).
+
<youtube width="200" height="120">B3lYZgc5KAE</youtube>
   −
Enter the changes.
+
准客户: (法语配音,但有字幕,并以此语言评论)
   −
Click "Save".
+
<youtube width="200" height="120">L1qAVRXjAXE</youtube>
   −
= Delete Contact =
+
客户: (法语配音,但有字幕,并以此语言评论)
Go to contact and click 'Delete'
     −
= Life cycle / Business rules =
+
<youtube width="200" height="120">49VOibps4Vw</youtube>
   −
A third party has only two state: Active Or Inactive.
+
供应商: (法语配音,但有字幕,并以此语言评论)
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 [[Module Commercial Proposals|commercial proposals]], [[Module Customers Orders|customer orders]], [[Module Customers Invoices|customer invoices]], etc...).
+
<youtube width="200" height="120">HNstNg_AxHM</youtube>
   −
= Examples of use cases =
+
&nbsp;
{{ExamplesCaseEn
  −
|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.
  −
}}&nbsp;
 
714

edits