{"id":58958,"date":"2023-05-11T10:20:40","date_gmt":"2023-05-11T08:20:40","guid":{"rendered":"https:\/\/www.dolibiz.com\/?page_id=58958"},"modified":"2026-04-24T16:21:29","modified_gmt":"2026-04-24T14:21:29","slug":"documentation-module-changement-de-tiers","status":"publish","type":"page","link":"https:\/\/www.dolibiz.com\/en\/documentation-module-changement-de-tiers\/","title":{"rendered":"Module documentation \u00ab\u00a0Change third party\u00a0\u00bb"},"content":{"rendered":"
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<\/span>Overview<\/span><\/div><\/div>\n\t
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With our \u201cChange third party\u201d module you can modify the third party on various Dolibarr business objects: commercial proposals, orders, invoices, etc.<\/span>For customer documents, you will be able to modify quotes, orders, shipping, contracts and invoices.<\/span>
\nFor supplier documents, you will be able to change the third Party on price requests, purchase orders, receptions and invoices.<\/span><\/p>\n

\u2705 Ce module est compatible avec la \u00ab\u00a0R\u00e9forme Facturation Electronique\u00a0\u00bb \u00e0 partir de la version 2.4.0<\/strong><\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n

<\/span>Configuration<\/span><\/div><\/div>\n\t
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Before using the module\u2019s features you\u2019ll need to set it up through: Configuration menu<\/strong> > Modules<\/strong> > Change third party<\/strong> Click on the Configuration icon (cog).<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t

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Set for the \u201cCustomers\u201d section and for the \u201cSuppliers\u201d section, each element on which you want to be able change the third party.<\/span><\/p>\n

Please note for users in France:<\/strong>
\nEditing invoices that have been printed and sent to the customer is not allowed. You should only use the editing function on invoices with the \"draft\" status.<\/span><\/p>\n

You can also choose to record these Third Party changes in Dolibarr, within the \u201cEvents\u201d section. To do this, set the \u201cRecord changes in events\u201d toggle.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n

<\/span>Modifying a third party on a commercial proposal<\/span><\/div><\/div>\n\t
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In the following example the third party will be changed on a commercial proposal. For all other elements, the procedure is the same.<\/strong><\/span>
\nTo change the third party on a proposal (regardless of its status), open the proposal and simply use the \"edit\" button next to the third party's name.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t

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You can then choose the new third party from the drop-down list and validate the change with the \u201cModify\u201d button.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t

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The third party is now changed. The new PDF for the proposal has automatically been generated. You can now open it or send it by email.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n

<\/span>User permissions<\/span><\/div><\/div>\n\t
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You can set which users can access this feature in the user permissions. For each user, go to their profile or group, in the \"Permissions\" tab and activate\/deactivate the rights linked to this module.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t

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Nous vous proposons d\u2019autres modules Dolibarr<\/u><\/a> pour vous permettre de gagner du temps et d\u2019optimiser l\u2019utilisation quotidienne de votre logiciel de gestion d\u2019entreprise.<\/span><\/p>\n

Nous vous proposons aussi de l\u2019accompagnement et diff\u00e9rentes formations autour de Dolibarr (d\u00e9buter avec Dolibarr, ma\u00eetriser Dolibarr, d\u00e9velopper sur Dolibarr, la comptabilit\u00e9 sur Dolibarr…). Pour mieux ma\u00eetriser les fonctionnalit\u00e9s de Dolibarr, vous pouvez trouver nos formations adapt\u00e9es et sur mesure, directement sur notre site<\/span>\u00a0www.ma-formation-dolibarr.com<\/a>\u00a0(Organisme certifi\u00e9 Qualiopi par l\u2019AFNOR \u2013 cat\u00e9gorie actions de formation).<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n

<\/span><\/span><\/span><\/span>\n<\/div>
<\/span>D\u00e9couvrir nos autres modules..<\/span><\/div><\/div>
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\n\n\t\t\"Restrictions<\/a>\n\t<\/div>\n\t
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Le module permet de choisir, en admin, les restrictions\/limitations\/blocages que l\u2019on souhaite activer parmi l\u2019ensemble des possibles.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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\n\n\t\t\"G\u00e9n\u00e9ration<\/a>\n\t<\/div>\n\t
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Ce module permet de cr\u00e9er des commandes group\u00e9es \u00e0 partir de la liste des propositions commerciales. Une action en masse \u00ab\u00a0Proposition commerciale vers commande\u00a0\u00bb est disponible dans la liste des propositions commerciales, permettant apr\u00e8s s\u00e9lection d’une \u00e0 plusieurs propositions commerciales de les transformer en commandes avec le choix parmi deux modes : une proposition commerciale -> une commande ou plusieurs propositions commerciales d’un m\u00eame tiers -> une commande group\u00e9e<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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\n\n\t\t\"Exports<\/a>\n\t<\/div>\n\t
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Le module permet de g\u00e9n\u00e9rer automatiquement des exports de donn\u00e9es et de les envoyer par email ou par FTP selon les param\u00e9trages enregistr\u00e9s en admin du module. Envoyez automatiquement chaque mois l’export de vos factures \u00e0 votre comptable par exemple.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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\n\n\t\t\"Rappel<\/a>\n\t<\/div>\n\t
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Le module \u00ab\u00a0Rappel des proc\u00e9dures\u00a0\u00bb a \u00e9t\u00e9 con\u00e7u pour am\u00e9liorer l\u2019application des processus au sein de l’entreprise en facilitant l’ex\u00e9cution des t\u00e2ches par les collaborateurs. Afin de garantir le respect des proc\u00e9dures d\u00e9finies, des rappels contextuels seront affich\u00e9s lors de la confirmation d’actions via des fen\u00eatres popups. Ces rappels fourniront des indications pr\u00e9cises sur les processus \u00e0 suivre, et pourront \u00eatre personnalis\u00e9s en fonction des besoins sp\u00e9cifiques de chaque fiche document.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Modifiez en un clic les tiers\/clients sur un devis, une commande, une facture, un contrat et\/ou une fiche d’exp\u00e9dition. Vous pourrez \u00e9galement changer les fournisseurs sur les demandes de prix et les commandes.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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\n\n\t\t\"vignette<\/a>\n\t<\/div>\n\t
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G\u00e9rez automatiquement vos frais de gestion, commissions ou encore participations au traitement. Ce module ajoute automatiquement une ligne \u00e0 vos devis\/factures\/commandes, repr\u00e9sentant un pourcentage du montant total.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n<\/div><\/div>

<\/span><\/div><\/div><\/div><\/div><\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"

Fonctionnement g\u00e9n\u00e9ral Avec ce module \u00ab Changement de tiers \u00bb vous pouvez modifier en un clic les tiers sur la plupart des \u00e9l\u00e9ments Dolibarr : devis, commandes, factures, \u2026C\u00f4t\u00e9 client, vous pourrez le modifier sur un devis, une facture et\/ou une commande. \u00c9galement sur les fiches d\u2019exp\u00e9dition et les contrats. C\u00f4t\u00e9 fournisseurs, vous pourrez les…<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-58958","page","type-page","status-publish","hentry","description-off"],"yoast_head":"\nDocumentation module "Changement de tiers"<\/title>\n<meta name=\"description\" content=\"La documentation de ce module \u00ab Changement de tiers \u00bb vous explique comment modifier vos tiers avec Dolibarr.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dolibiz.com\/en\/documentation-module-changement-de-tiers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Documentation module "Changement de tiers"\" \/>\n<meta property=\"og:description\" content=\"La documentation de ce module \u00ab Changement de tiers \u00bb vous explique comment modifier vos tiers avec Dolibarr.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.dolibiz.com\/en\/documentation-module-changement-de-tiers\/\" \/>\n<meta property=\"og:site_name\" content=\"Dolibiz - L'expert Dolibarr - Module Dolibarr - Formation\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-24T14:21:29+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.dolibiz.com\\\/documentation-module-changement-de-tiers\\\/\",\"url\":\"https:\\\/\\\/www.dolibiz.com\\\/documentation-module-changement-de-tiers\\\/\",\"name\":\"Documentation module \\\"Changement de tiers\\\"\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.dolibiz.com\\\/#website\"},\"datePublished\":\"2023-05-11T08:20:40+00:00\",\"dateModified\":\"2026-04-24T14:21:29+00:00\",\"description\":\"La documentation de ce module \u00ab Changement de tiers \u00bb vous explique comment modifier vos tiers avec Dolibarr.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.dolibiz.com\\\/documentation-module-changement-de-tiers\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.dolibiz.com\\\/documentation-module-changement-de-tiers\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.dolibiz.com\\\/documentation-module-changement-de-tiers\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/www.dolibiz.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Documentation module \u00ab\u00a0Changement de tiers\u00a0\u00bb\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.dolibiz.com\\\/#website\",\"url\":\"https:\\\/\\\/www.dolibiz.com\\\/\",\"name\":\"Dolibiz - 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