{"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":"2024-12-02T08:25:40","modified_gmt":"2024-12-02T07:25:40","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

Please note: modifying validated invoices does not comply with French law. Doing this will prevent certification concerning the use of secure software or cash register systems. In order to remain compliant with the current legislation, the module can be restricted to only allow \u201cdraft\u201d invoices to be modified.<\/em><\/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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Gagnez du temps : cl\u00f4turer et cloner votre devis en un clic pour faire une nouvelle proposition \u00e0 votre client sur la base de la premi\u00e8re.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Vous acc\u00e9dez \u00e0 tous les param\u00e8tres cach\u00e9s (+ de 200) de Dolibarr au m\u00eame endroit. Vous pourrez les activer\/d\u00e9sactiver et les param\u00e9trer en un clic.<\/p>\n

D\u00e9sactiver la notion de prospects de votre Dolibarr ou encore passer automatiquement vos tiers en \u00ab\u00a0particulier\u00a0\u00bb, param\u00e9trer les pdf, \u2026 tout cela devient un vrai jeu d\u2019enfants avec ce module\u00a0!<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Vous pourrez inclure automatiquement vos co\u00fbts de transport fournisseurs en les r\u00e9partissant sur le prix de chaque produit command\u00e9 et ainsi valoriser votre stock au plus juste !<\/p>\n

 <\/p>\n

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Ce module vous permet de cr\u00e9er et enregistrer des ouvrages\/forfaits dans Dolibarr qui seront utilis\u00e9s dans les devis, commandes, factures, \u2026.
\nUn ouvrage regroupe diff\u00e9rents produits et services (ainsi que la quantit\u00e9 de chacun) en un seul et m\u00eame package pour proposer en un clic \u00e0 vos clients un ensemble construit de produits\/services.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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MultiSMTP OAuth permet d\u2019attribuer un serveur SMTP personnalis\u00e9 \u00e0 chaque utilisateur Dolibarr, avec une authentification s\u00e9curis\u00e9e via OAuth2 (Microsoft 365, Gmail\u2026).
\nId\u00e9al pour s\u00e9curiser l\u2019envoi d\u2019emails, am\u00e9liorer la d\u00e9livrabilit\u00e9 et se conformer aux nouvelles exigences des fournisseurs de messagerie, sans g\u00e9rer de mots de passe SMTP.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Le module permet d\u2019afficher la liste des doublons de tiers d\u00e9tect\u00e9s dans un menu \u00ab D\u00e9doublonnage de tiers \u00bb d\u00e9di\u00e9 (Menu Outils de Dolibarr).<\/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":102,"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 - 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