Streamlining Third-Party Management in Dolibarr with the TIERSWITCH Module

Managing third-party entities such as clients and suppliers is a central task in any ERP system. In Dolibarr, a flexible and modular ERP/CRM platform designed for small and medium-sized businesses, handling third-party data across documents can become repetitive and error-prone. The TIERSWITCH module solves this challenge with a smart, user-friendly solution that dramatically improves the efficiency of third-party management within Dolibarr.

This article explores how TIERSWITCH revolutionizes third-party editing in Dolibarr, delving into its functionality, real-world application, and impact on administrative workflows. Whether you're a seasoned Dolibarr user or considering it for your organization, understanding how TIERSWITCH works will help you optimize document management and reduce operational friction.

The Complexity of Managing Third Parties in ERP Systems

In any ERP solution, third-party data drives interactions: invoices, quotes, orders, shipments, and contracts are all tied to a client or a supplier. As businesses grow and transactions increase, the need to edit or correct this information becomes inevitable. Whether it's due to a client reorganization, a misassigned document, or a procurement update, users often face the tedious task of modifying third-party associations manually for multiple documents.

Without a dedicated tool, such updates involve navigating each document individually, changing the data manually, regenerating PDFs, and ensuring consistency across records. This not only wastes valuable time but increases the risk of human error. Here is where the Dolibarr TIERSWITCH module makes a significant difference.

What is TIERSWITCH?

TIERSWITCH is a powerful Dolibarr extension designed to simplify the process of changing third-party information across a wide range of documents. It provides users with a single-click mechanism to swap or update third-party references within key business documents including:

• Quotes

• Invoices

• Orders

• Contracts

• Shipping records

• Supplier orders and RFQs

By integrating this functionality into Dolibarr, TIERSWITCH ensures seamless transitions, better data accuracy, and a much faster way to manage clients and suppliers.

Key Features and Functional Advantages

1. Instant Third-Party Editing

TIERSWITCH enables users to update the client or supplier associated with a document instantly. Instead of editing records manually, users can perform the update with one action. This is particularly useful when:

• A quote was generated under the wrong client.

• A shipment needs to be redirected to a new entity.

• A contract needs to be reassigned following a merger or split.

The time savings here are enormous, especially for teams handling high document volumes.

2. Supplier-Side Document Management

For procurement teams, TIERSWITCH extends its functionality to supplier-side documents, allowing modification of third parties in:

• Purchase orders

• Requests for quotations (RFQs)

This means purchasing teams can quickly update supplier details when working with new vendors, negotiating changes, or correcting assignments—without redoing the entire document workflow.

3. Automatic PDF Regeneration

One standout feature is the automatic generation of a new PDF after a third-party switch. This eliminates the need to manually reprint or regenerate documents after each change. It ensures:

• Updated information is accurately reflected.

• Saved documents are consistent with live system data.

• Professional presentation is preserved with no delay.

This is especially important for customer-facing documents such as quotes and invoices.

4. Seamless Compatibility with Dolibarr V17 and PHP8

TIERSWITCH is fully compatible with Dolibarr version 17 and PHP8, which means users benefit from high performance, reliability, and security. Businesses operating on the latest stack won’t face integration hiccups, and installation is as smooth as activating any native module in Dolibarr.

Real-World Applications of TIERSWITCH

To better understand the operational impact of TIERSWITCH, let’s look at how different teams benefit from the module:

Sales Teams

A sales representative sends a quote to a prospect but later learns that the quote was linked to the wrong client entity within a group of companies. Instead of recreating the quote from scratch, the rep uses TIERSWITCH to assign it to the correct client, saving time and maintaining the sales pipeline.

Accounting Departments

Invoices are sometimes created for the wrong third party, especially in companies with complex client hierarchies. TIERSWITCH allows finance teams to reassign the invoice without tampering with totals, line items, or document history.

Procurement Units

Supplier information often changes—vendors merge, rebrand, or are replaced. TIERSWITCH lets procurement officers modify RFQs and purchase orders instantly, ensuring alignment with current vendor lists.

Project Managers

In long-term contracts, the client entity may change due to acquisition or internal restructuring. Rather than rewriting the entire contract, managers use TIERSWITCH to update the client while preserving the original contract’s structure and terms.

Benefits Beyond Speed

TIERSWITCH not only saves time but also provides organizational advantages:

• Reduced Risk of Errors: Centralizing third-party switching in a controlled module reduces the risk of overlooking dependencies or causing document mismatches.

• Improved Data Hygiene: Ensures consistent and up-to-date third-party references across the system.

• Lower Administrative Overhead: Frees up time for teams to focus on high-value tasks.

• Enhanced User Experience: Simplifies one of the most repetitive ERP tasks.

Implementation Tips

To get the most out of TIERSWITCH in Dolibarr, consider the following best practices:

• Train Users on Document Structures: Ensure team members understand how third parties are linked across document types.

• Set Access Permissions: Restrict third-party switching functionality to authorized users to avoid unintended changes.

• Audit Changes Regularly: Keep track of which documents have had third-party switches for compliance and traceability.

• Integrate with Workflow Reviews: Include a TIERSWITCH check in your document review process to streamline validation.

Why TIERSWITCH is a Must-Have for Dolibarr Users

In the world of enterprise resource planning, flexibility and control are paramount. TIERSWITCH gives Dolibarr users both. It is a lightweight but powerful addition that transforms a mundane process into a simple click.

For businesses where accuracy, efficiency, and data coherence matter, TIERSWITCH is more than a convenience—it’s a strategic upgrade to document management. By reducing time spent on redundant tasks, it helps organizations scale and react to change with agility.

Final Thoughts

Dolibarr's modularity allows it to grow with your business. TIERSWITCH exemplifies this flexibility by offering a targeted solution to a common but critical problem: the management of third-party data across key documents.

With features like instant updates, PDF regeneration, supplier-side support, and full compatibility with modern environments, TIERSWITCH brings speed, simplicity, and consistency to Dolibarr’s ecosystem.

If your organization values accurate documentation and streamlined processes, integrating TIERSWITCH into your Dolibarr system could be one of the smartest moves you make toward operational excellence.