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121 lines
4.0 KiB
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*****
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Usage
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*****
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The items found under the [:menuselection:`Party`] main menu item allow you to
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see and manage the parties on your system in a variety of different ways.
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.. tip::
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A `Party <model-party.party>` is often referred to from documents generated
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in other parts of your Tryton system, from a party you can
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:guilabel:`Open related records` to quickly find documents related to that
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party.
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.. _Categorising parties:
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Categorising parties
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====================
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It can be a good idea to organise the `Parties <model-party.party>` on Tryton
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into groups.
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This is especially important if you have a lot of parties on your system,
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as it helps you find and manage them effectively.
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To do this you use party `Categories <model-party.category>`.
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You can create categories with any name you like, and then add the appropriate
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categories to each party.
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These categories can also be organised into a structure, with each category
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containing one or more subcategories.
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This can help you classify the parties more finely.
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For example::
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Haulier
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Local
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National
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International
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In this example hauliers that only deliver goods locally are added to the
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``Haulier / Local`` category.
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A haulier that delivers to anywhere in the country is added to both the
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``Haulier / Local`` and ``Haulier / National`` categories.
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.. tip::
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Opening a category from the tree view will show a list of the parties
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that are a member of that category, or any of its subcategories.
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.. _Manually assigning party codes:
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Manually assigning party codes
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==============================
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Each `Party <model-party.party>` that gets entered onto the system needs a
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unique code.
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By default Tryton will automatically generate a code for each new party using
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the *Sequence* defined in the party `Configuration
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<model-party.configuration>`.
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There are times when you want to manually allocate codes to parties.
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Perhaps you have a policy of coding parties based on part of their name, or
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maybe you have some other reason for needing to give each party a specific
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code.
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In these cases you need to clear out the :guilabel:`Party Sequence` defined in
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the party *Configuration*.
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Once you have done this, as you create the parties, you must fill in the party
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code manually.
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.. _Setting a default party language:
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Setting a default party language
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================================
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When a new `Party <model-party.party>` is created the default language for the
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party is taken from the party `Configuration <model-party.configuration>`.
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Providing a default language for parties can help reduce data entry, and ensure
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that new parties are given a language.
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This, in turn, can be important as Tryton will automatically generate reports,
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such as invoices and delivery notes, in the correct language for each party.
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.. _Checking VAT numbers are valid:
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Checking VAT numbers are valid
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==============================
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If the `Party <model-party.party>` is in the European Union you can use the
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`Check VIES <wizard-party.check_vies>` on it to check whether its VAT number
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is valid or not.
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.. _Merging duplicate parties together:
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Merging duplicate parties together
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==================================
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Even when you have checks in place to try and avoid creating duplicate
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`Parties <model-party.party>` it is quite common to find this has accidentally
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happened.
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If you do find some duplicates you will first need to decide which of them
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you want to use from now on.
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Then, with the list of parties open, you should select all of the duplicates,
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apart from the one you want to keep, and then run the
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`Replace <wizard-party.replace>` party wizard.
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Here, you will be able to enter which party you want to keep and get Tryton to
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replace the duplicates with it.
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.. _Erasing a party's personal data:
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Erasing a party's personal data
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===============================
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In order to help you comply with privacy legislation, personal data about a
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person or business can be erased from the system by using the
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`Erase <wizard-party.erase>` party wizard.
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.. tip::
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Tryton will stop you from accidental erasing a party that has pending
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operations.
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