{"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>
<\/span><\/div>
\n\n
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\n\n\t\t\"Relances<\/a>\n\t<\/div>\n\t
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G\u00e9rez vos relances commerciales et assurez le pilotage gr\u00e2ce \u00e0 ce module : propositions\/devis \u00e0 relancer, suivi des relances r\u00e9alis\u00e9es, \u2026 Ne passez plus \u00e0 c\u00f4t\u00e9 de clients ! Cr\u00e9ez facilement et rapidement des emails ou des courriers de relance de devis sur-mesure, avec autant de mod\u00e8les diff\u00e9rents que n\u00e9cessaires. Relances automatiques ou manuelle. Un seul clic suffit pour relancer tous les devis en cours.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

\n\n\t
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\n\n\t\t\"Liste<\/a>\n\t<\/div>\n\t
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Le module \u00ab\u00a0Liste Export\/Import V2\u00a0\u00bb\u00a0pour Dolibarr simplifie l’exportation et l’importation des donn\u00e9es en permettant de t\u00e9l\u00e9charger ou charger des listes dans diff\u00e9rents formats (CSV, PDF, PNG, SQL). Facile \u00e0 utiliser, il am\u00e9liore la gestion de vos donn\u00e9es et optimise vos processus.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

\n\n\t
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\n\n\t\t\"vignette<\/a>\n\t<\/div>\n\t
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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

\n\n\t
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\n\n\t\t\"R\u00e9ception<\/a>\n\t<\/div>\n\t
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G\u00e9rez efficacement la r\u00e9ception de commandes en masse avec notre module d\u00e9di\u00e9. S\u00e9lectionnez vos fournisseurs, visualisez les commandes en cours et mettez \u00e0 jour vos stocks en temps r\u00e9el gr\u00e2ce \u00e0 une interface intuitive.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

\n\n\t
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\n\n\t\t\"Gestion<\/a>\n\t<\/div>\n\t
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Le module permet d\u2019indiquer les mat\u00e9riels\/\u00e9quipements g\u00e9r\u00e9s sur chaque fiche client comme
\npar exemple nom, N\u00b0 s\u00e9rie, caract\u00e9ristiques, habilitations et EPI n\u00e9cessaires, \u2026.
\nIl permet \u00e9galement d\u2019indiquer les sp\u00e9cificit\u00e9s de chaque site client : habilitations et EPI
\nn\u00e9cessaires, restrictions d\u2019acc\u00e8s,
\nEnfin, les informations n\u00e9cessaires sont reprises sur les fiches d\u2019intervention pour aider
\nchaque technicien \u00e0 pr\u00e9parer son intervention avant d\u00e9part.<\/p>\n<\/div>\n\n\t<\/figcaption>\n<\/figure>\n\n<\/article>\n\n\n\n

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Version Demo non disponible<\/p>\n

Soyez conforme \u00e0 la nouvelle r\u00e9glementation europ\u00e9enne concernant la gestion des donn\u00e9es personnelles (RGPD). Ce module ajoute les fonctionnalit\u00e9s n\u00e9cessaires \u00e0 votre Dolibarr pour atteindre les exigences du RGPD (droit d’opposition, droit \u00e0 l’oubli, portabilit\u00e9, dur\u00e9e de conservation, …).<\/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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