Module Third Parties
| 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 to manage entities customers, prospects and / or suppliers (called Tiers). This module is a pre-requisite for many other modules that are based on these concepts (invoices, orders, contracts, proposals, etc. ...).
A corporation is a business entity: customer, prospect or supplier (Example: An LLC, a trade association, an individual). The contact in turn represents an individual or a generic contact to an individual (Example: CEO of the LLC or worker, dealer principal of Trade, president or treasurer of the association).
Dolibarr operates the same way the third and businesses. Also, for individuals, we will seize usually a "Contact " which contains the same features 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.
Description of setup of third party module is available on page Module Third Parties setup.
Create a new third party
Go into module Customer - New customer, Prospect - New prospect or Supplier - New supplier. Input all information (fill only mandatory fields if you want).
Once third party is created, you can add some Notes, and add linked files using corresponding tabs.
Modify a third party
Go into menu third party, click on name of third party to modify.
Click on button "Edit" (right botton).
Type all changes.
Click on button "Save".
Delete a third party
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.
Create a contact
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Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
Modifier un contact
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Supprimer un contact
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Life cycle / Business rules
A third party has only one state. It exists or not. A deleted third party does not change its status, but disappears completely from Dolibarr.
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 commercial proposals, customer orders, customer invoices, etc...).
Examples of use cases
| 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. |