To register new clients and suppliers, we first need to go to the “Third Parties” section in the top bar. Once there, the lateral menu will show different options, including “New potential client,” “New Client,” and “New Supplier.”
Create a third party:
Once we select the option we need, a form will open for us to enter the details of the client, potential client, or supplier.
(1) We will select the type of client: client or potential client. If it is a potential client, orders or invoices cannot be issued until they become a client.
(2) We will select whether they are a supplier or not. Remember, the same company can be both a supplier and a client.
(3) Barcode, for later search through a barcode reader.
(5) Once data entry is complete, we will click the “CREATE THIRD PARTY” button.
Delete a third party
To delete a third party, we need to go to the third party’s profile. We can do this by clicking on the third party’s name in any of the lists in Dolibarr.
Once on the third party’s profile, we will click the “DELETE” button.
We will be asked if we are sure we want to delete the third party and all dependent information. If we are sure, we will click “Yes.”
If the third party has child records (invoices, quotations, orders…), the third party cannot be deleted.
