Contacts

Partner (model)

Internal name:contacts.Partner
Implemented by:Partner

A Partner is any physical or moral person for which you want to keep contact data (address, phone numbers, ...).

Every Partner can also be a Person or a Organization (or both).

Lino differentiates the following subclasses of Partner:

digraph foo {
  "Partner" -> "Person"
  "Partner" -> "Organization"   
}

Views on Partner

  • Partners (Partners) (Menu Contacts ‣ Partners)
  • Partners (PartnersByCity)
  • Partners (PartnersByCountry)

Fields in Partner

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Language (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • VAT Regime (vat_regime, ChoiceListField to VatRegimes) – The default VAT regime for sales and purchases of this partner.
  • Payment Term (payment_term, ForeignKey to Payment Term) – The default payment term for sales invoices to this customer.
  • ... and ID (id, AutoField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), Invoicing address (invoicing_address, ForeignKey to Partner)

Actions on Partner

  • Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
  • Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
  • Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients
  • Debts (due, ShowSlaveTable)

Tables referring to Partner

  • Invoices (InvoicesByPartner)
  • Unregistered invoices (InvoicesByPartner)
  • Movements (MovementsByPartner)

Person (model)

Internal name:contacts.Person
Implemented by:Person

A Person is a Partner which corresponds to a physical person or human being.

Views on Person

  • Persons (Persons) (Menu Contacts ‣ Persons)

Fields in Person

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Language (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • VAT Regime (vat_regime, ChoiceListField to VatRegimes) – The default VAT regime for sales and purchases of this partner.
  • Payment Term (payment_term, ForeignKey to Payment Term) – The default payment term for sales invoices to this customer.
  • Title (title, CharField) – Text to print before first_name as part of the first address line.
  • ... and ID (id, AutoField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), Invoicing address (invoicing_address, ForeignKey to Partner), Partner (partner_ptr, OneToOneField to Partner), First name (first_name, CharField), Last name (last_name, CharField), Gender (gender, ChoiceListField to Genders)

Actions on Person

  • Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
  • Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
  • Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients
  • Merge (merge_row, MergeAction) – Merge this object into another object of same class.
  • Debts (due, ShowSlaveTable)

Tables referring to Person

  • Contact for (RolesByPerson)

Organization (model)

Internal name:contacts.Company
Implemented by:Company

A Company is a Partner which corresponds to a company or any other type of organization.

Views on Organization

  • Organizations (Companies) (Menu Contacts ‣ Organizations)

Fields in Organization

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Language (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • VAT Regime (vat_regime, ChoiceListField to VatRegimes) – The default VAT regime for sales and purchases of this partner.
  • Payment Term (payment_term, ForeignKey to Payment Term) – The default payment term for sales invoices to this customer.
  • ... and ID (id, AutoField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), Invoicing address (invoicing_address, ForeignKey to Partner), Partner (partner_ptr, OneToOneField to Partner), prefix (prefix, CharField), Company type (type, ForeignKey to Organization Type), VAT id (vat_id, CharField)

Actions on Organization

  • Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
  • Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
  • Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients
  • Merge (merge_row, MergeAction) – Merge this object into another object of same class.
  • Debts (due, ShowSlaveTable)

Tables referring to Organization

  • Contact persons (RolesByCompany)

Contact Person (model)

Internal name:contacts.Role
Implemented by:Role

A Role is when a given Person plays a given Function in a given Organization.

Views on Contact Person

  • Contact Persons (Roles) (Menu Explorer ‣ Contacts ‣ Contact Persons)
  • Contact persons (RolesByCompany)
  • Contact for (RolesByPerson)

Fields in Contact Person

  • ID (id, AutoField), Contact Role (type, ForeignKey to Function), Person (person, ForeignKey to Person), Organization (company, ForeignKey to Organization)

Actions on Contact Person

  • Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
  • Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document

Function (model)

Internal name:contacts.RoleType
Implemented by:RoleType

A Function is “what a given Person can be for a given Organization”.

The default database comes with the following list of Functions:

ID Designation Designation (de) Designation (fr)
1 Manager Geschäftsführer Gérant
2 Director Direktor Directeur
3 Secretary Sekretär Secrétaire
4 IT Manager EDV-Manager Gérant informatique
5 President Präsident Président

Views on Function

  • Functions (RoleTypes) (Menu Configure ‣ Contacts ‣ Functions)

Fields in Function

Actions on Function

  • Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
  • Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document

Organization Type (model)

Internal name:contacts.CompanyType
Implemented by:CompanyType

The default database comes with the following list of organization types:

Designation Designation (de) Designation (fr)
Public Limited Company Aktiengesellschaft Société Anonyme
Limited Liability Company Private Gesellschaft mit beschränkter Haft Société Privée à Responsabilité Limitée
One-person Private Limited Company   Société d’Une Personne à Responsabilité Limitée
Cooperative Company with Limited Liability   Société Coopérative à Responsabilité Limitée
Cooperative Company with Unlimited Liability   Société Coopérative à Responsabilité Illimitée
General Partnership   Société en Nom Collectif
Limited Partnership   Société en Commandite Simple
Non-stock Corporation Gesellschaft öffentlichen Rechts Société de Droit Commun
Charity/Company established for social purposes Vereinigung ohne Gewinnabsicht Association sans But Lucratif
Cooperative Company Genossenschaft Société Coopérative
Company Firma Société
Public service Öffentlicher Dienst Service Public
Ministry Ministerium Ministère
School Schule école
Freelancer Freier Mitarbeiter Travailleur libre
Sole proprietorship Einzelunternehmen Entreprise individuelle

Views on Organization Type

  • Organization Types (CompanyTypes) (Menu Configure ‣ Contacts ‣ Organization Types)

Fields in Organization Type

Actions on Organization Type

  • Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
  • Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document

Kontakte verwalten

Im Menü Kontakte haben wir drei Befehle: Kontakte ‣ Personen, Kontakte ‣ Organisationen und Kontakte ‣ Partner.

In Lino Così müssen Empfänger von Verkaufsrechnungen und Absender von Einkaufsrechnungen zumindest als “Partner” erfasst werden. Ein Partner ist normalerweise entweder eine Organisation (Firma, Institution,...) oder eine Person. Theoretisch kann er auch beides zugleich sein: Zum Beispiel kann ein befreundeter selbstständiger Schreiner zugleich Person und Organisation (Einzelunternehmen) sein.

Ein Partner kann (noch theoretischer) auch weder Person noch Organisation sein: zum Beispiel eine Verteilerliste.

Produkte verwalten

Produkte sind alle Dinge, die Sie verkaufen wollen. Also das können auch Dienstleistungen sein. Ein Produkt hat eine Bezeichnung und einen Stückpreis.

Wenn Sie viele Produkte haben, können Sie diese optional in Kategorien ordnen.

EN DE FR

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