Tutorial 4 - EN - Third Parties (Prospects, Customers, Vendors) with Dolibarr ERP CRM
Channel: Dolibarr ERP & CRM - Tutorials, Conferences...
Date: 2020-06-23

Manage your third parties (Prospects, Customers, Vendors) in Dolibarr ERP CRM - English version

Dolibarr's "Third Parties" module is a CRM and account management system that allows you to manage your customers, prospects, suppliers, and partners. Information about the business entity such as the business name, type of relationship (prospect, customer, or vendor), legal entity type, and location is captured. A customer or vendor code can be automatically or manually assigned for each new third-party, like the accounting code if the Dolibarr module "Double party accounting" is used. 

You can add people to third parties under the "contacts" tab. A contact can be a representative of the third party or an alternative address like another delivery address or the address of an accounting department. You can create tags in order to group third parties. Tags can be any attribute or qualification for grouping your customers such as sales region, type of customer, and their importance such as VIP.

Third-parties are one of the most important data of your company, and they are equally important for the efficient use of Dolibarr. If the third parties are well qualified, it will be easy to use them with other Dolibarr modules to make your commercial proposals, sales orders, invoices, and marketing emails.

If you need custom fields to capture any additional information belonging to a third party, you can use the custom fields option to add any number of fields to the third party.

Introduction: (0:00)
Prerequisites: (0:14)
Creating a Third Party: (0:43)
Third Parties - Module Features: (2:03)
Tags and Grouping: (3:58)
Conclusion: (5:03)

#dolibarr #erp #crm #thirdparty #thirdparties #accountmanagement