Difference between revisions of "Module Third Parties"

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...).

@@ Line 1: / Line 1: @@
+<!-- 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]]
 {{TemplateDocUser}}
@@ Line 9: / Line 20: @@
 = Introduction =
-{{ToTranslate}}
+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. ...).
-Le module Tiers-Société permet de gérer les entités clients, prospects et/ou fournisseurs (appelés Tiers).
-Ce module est un pré-requis indispensable pour de nombreux autres [[Premiers paramétrages#Modules|modules]] qui se basent sur ces notions (factures, commandes, contrats, proposition commerciales, etc...).
-Une société est donc une entité métier: client, prospect ou fournisseur (Exemple: Une SARL, un commerce, une association, un particulier).
+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.
-Le contact quant à lui représente une personne physique ou un contact générique vers une personne physique (Exemple: PDG ou ouvrier de la SARL, vendeur principal du commerce, président ou trésorier de l'association).
+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 gère de la même manière les tiers particuliers et les entreprises. Aussi, pour les particuliers, on saisira en général un "Contact" qui contient les mêmes caractéristiques que l'objet "Société".
+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 =
@@ Line 23: / Line 32: @@
 = Configuration =
 {{ActivationModuleEn}}
-Description of setup of 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]].
+= 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.
-= Créer une nouvelle société =
+Click on button "Modify" (right bottom). Type all changes.
-Aller dans le menu Client - Nouveau client ou Prospect - Nouveau prospect ou encore Fournisseur - Nouveau fournisseur. Saisissez les informations demandées (vous n'êtes pas obligé de remplir tous les champs).
+Click on button "Save".
-Une fois la société créée , vous pouvez ajouter des Notes dans l'onglet correspondant, et joindre des documents liés.
+= 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.
-= Modifier une société =
+= Create a Contact =
-Aller dans le menu Société, cliquer sur le nom de la société à modifier.
+There are several ways to create contacts/addresses
-Cliquer sur le bouton "éditer" (en bas à droite).
+* 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.
-Saisir les modifications.
+* 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.
-Cliquer  sur le bouton "enregistrer".
+= Edit Contact =
+Go to menu Third Parties - Contacts/Addresses - List, click the contact to edit and select the tab sheet or personal info.
-= Delete a third party =
+Click "Modify" (bottom right).
-Go on third party card and click on button "Delete".
-Only a third party that has no linked objects (invoices, contracts, orders, etc) can be deleted.
-= Créer un contact =
+Enter the changes.
-{{ToComplete}}
-= Modifier un contact =
+Click "Save".
-{{ToComplete}}
-= Supprimer un contact =
+= Delete Contact =
-{{ToComplete}}
+Go to contact and click 'Delete'
 = Life cycle / Business rules =
-A third party has only one state. It exists or not.
+A third party has only two state: Active Or Inactive.
-A deleted third party does not change its status, but disappears completely from Dolibarr.
+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...).
+= 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>
-You can create 1 or more physical contact or addresses into a Third party (they 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...).
+Suppliers:
+(vocal in french but subtitles are available and review in this language)
-= Examples of use cases =
+<youtube width="200" height="120">HNstNg_AxHM</youtube>
-{{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.
-}}&nbsp;