Module Third Parties
|Numéro/ID du module||1|
|Doc utilisateur du module||This page|
|Doc développeur du module||Module Third Parties (developer)|
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".
This module is included with the Dolibarr distribution, so there is no need to install it.
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.
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.
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.
Third parties: (vocal in french but subtitles are available and review in this language)
Contacts: (vocal in french but subtitles are available and review in this language)
Prospects: (vocal in french but subtitles are available and review in this language)
Customer: (vocal in french but subtitles are available and review in this language)
Suppliers: (vocal in french but subtitles are available and review in this language)