{"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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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\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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Cr\u00e9ez, enregistrez et utilisez simplement des ouvrages ou des forfaits regroupant plusieurs produits et\/ou services. Enregistrez dans votre catalogue des ensembles de produits\/services (avec la quantit\u00e9 de chacun) et gagnez un temps pr\u00e9cieux\u00a0: vous ajoutez (et modifiez si besoin) en un clic votre\u00a0package dans vos devis\/commandes\/factures !<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Assurez automatiquement le suivi de vos impay\u00e9s gr\u00e2ce \u00e0 ce module. Cr\u00e9ez facilement et rapidement des emails ou des courriers de relance d\u2019impay\u00e9s sur-mesure, avec 4 niveaux diff\u00e9rents : du rappel avant \u00e9ch\u00e9ance \u00e0 la mise en demeure de payer. Le module prend en charge le multilangue et multi-entit\u00e9.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Cr\u00e9ez automatiquement des produits\/services dans votre catalogue depuis des produits libres des devis\/commandes ou factures ! Vous pourrez ainsi les r\u00e9utiliser plus tard.<\/p>\n

 <\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Le module permet de g\u00e9n\u00e9rer le PDF d\u2019offre commerciale compl\u00e8te en compilant :<\/p>\n

– Une page de garde auto-g\u00e9n\u00e9r\u00e9e avec les informations de devis, selon charte graphique d\u00e9finie OU votre propre page de garde (d\u00e9finie en admin du module)
\n– Un sommaire autog\u00e9n\u00e9r\u00e9 (si option activ\u00e9e)
\n– Le devis r\u00e9alis\u00e9
\n– Les documents PDF joints au devis
\n– Des CGV \u00e0 la fin<\/p>\n

Nouveau : Personnalisez vos documents avec vos images !<\/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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