合作方模塊
| 合伙人 | |
|---|---|
| Numéro/ID du module | 1 |
| Doc utilisateur du module | This page |
| Doc développeur du module | Module Third Parties (developer) |
介紹
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".
安裝
該模塊包含在 Dolibarr 發行版中，因此無需安裝。
設置
要使用此模塊，必須首先使用管理員帳戶通過菜單選項 "主頁 - 設置 - 模塊"啟用它：
選擇列出模塊的選項卡。然後點擊 "激活"。。
模塊現在已激活。
如果在該模塊的行尾出現一個齒輪圖標
，則單擊它以訪問特定於模塊的設置頁面。
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".
刪除
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.
新建聯繫人
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.
編輯聯繫人
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".
刪除聯繫人
Go to contact and click 'Delete'
生命周期 / 業務規則
合伙人有兩種狀態: 激活 或者 未激活 。
刪除合伙人不會改變它的狀態，但會徹底不顯示它。
你可以為合伙人創建一個或多個自然聯繫人，或者為一個自然人創建多個地址。
(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. |