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Design

Design#

The Party Module introduces the following concepts:

Party#

Parties are the primary concept provided by the Party Module. Each party represents a person, business, organisation, association or other group that can be treated as a single entity.

There are often a lot of properties associated with a party, including things like Addresses, Contact Mechanisms, and sometimes one or more Identifiers and Categories.

See also

Parties can be found by opening the main menu item:

Reports#

Labels#

The Labels report creates a document containing the names and postal addresses of the selected parties. It is preformatted so it is ready to be printed onto labels which can then be stuck onto envelopes.

Wizards#

Check VIES#

The Check VIES wizard uses the European Commission’s VIES web service to verify that a party’s VAT-identification number is valid.

Replace#

This wizard is used to replace selected duplicate parties with the party that should be used instead. It updates all the documents that the duplicate party appears on so they point to the party that is replacing it. The duplicate party is then deactivated and linked to the party that replaces it.

Erase#

This wizard clears out all of a party’s personal data from the system including any historized data and any resources such as attachments or notes.

Note

If the party Replaced some other parties, then the personal data for those other parties is also erased.

Identifier#

A party identifier is a code that is used to identify a Party. They include things like company, personal identification, social security, tax and vat registration numbers. Most types of identifiers are checked by Tryton before they get saved to ensure that they are valid.

Address#

Tryton provides the party Address concept which is used to store a Party’s postal addresses. It has fields available for each different component of an address. Each party can have more than one address, and the preferred order of the addresses can also be defined.

See also

Party addresses can be found by opening the main menu item:

Address Format#

The Address Formats allow different address formats to be specified based on Country and language. These formats are then used when postal addresses need generating.

See also

You can find address formats by opening the main menu item:

Address Subdivision Type#

Address Subdivision Types allow you to define, for each Country, which types of Subdivision are used in their postal addresses.

See also

The address subdivision types can be accessed from the main menu item:

Contact Mechanism#

Each of the Contact Mechanisms represent a way in which a Party can be contacted. These are things such as email addresses, phone numbers, websites, and so on. In Tryton there is no limit to the number and type of contact mechanisms that can be associated with a party.

Note

If the Python phonenumbers library is installed, then any phone and fax numbers that get entered are validated and formatted before they are saved.

See also

A list of contact mechanisms can be found by opening the main menu item:

Category#

Party Categories are a flexible way of grouping Parties together. The categories can be structured by giving them a parent category and some sub-categories.

See also

The party categories can be found by opening the main menu item:

Configuration#

The party Configuration contains the settings which are used to configure the behaviour and default values for things to do with parties.

The default configuration will automatically generate a code for a new Party. This setting can be changed if you are Manually assigning party codes.

See also

Configuration settings are found by opening the main menu item:

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