[IMP] sales: update customer addresses

closes odoo/documentation#3784

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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Melanie Nguyen (meng) 2023-03-09 19:28:53 +00:00
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Deliver and invoice to different addresses
==========================================
With Odoo Sales, you can configure different addresses for delivery and invoicing. For some
customers, it will be very practical to define specific billing and shipping addresses. Indeed, not
everyone will have the same delivery location as the invoicing location.
People and businesses often use separate addresses for billing (invoicing) and shipping (delivery)
purposes. With the Odoo *Sales* app, contacts can have different specified addresses for
delivery and invoicing.
Activate the feature
====================
Configure the settings
======================
Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Customer Addresses**
feature.
Begin by activating the :guilabel:`Customer Addresses` feature in the settings:
.. image:: different_addresses/addresses_1.png
- If the *Accounting* app is installed, the :guilabel:`Customer Addresses` feature is located in
:menuselection:`Accounting --> Configuration --> Settings`.
- If the *Accounting* app is **not** installed, the :guilabel:`Customer Addresses` feature is
located in :menuselection:`Invoicing --> Configuration --> Settings`.
.. image:: different_addresses/customer-addresses-setting.png
:align: center
:class: img-thumbnail
:alt: How to enable different customer addresses on Odoo Sales?
:alt: Activate the Customer Addresses setting
Add addresses from a quotation
Configure the contact form
==========================
Navigate to the :menuselection:`Contacts` app (or to :menuselection:`Sales --> Orders -->
Customers`), and click on a customer to open their contact form.
Under the :guilabel:`Contacts & Addresses` tab, click :guilabel:`Add`.
.. image:: different_addresses/contact-form-add-address.png
:align: center
:alt: Add a contact/address to the contact form
Then, select which type of address to add to the contact form (i.e. :guilabel:`Invoice Address` or
:guilabel:`Delivery Address`).
.. image:: different_addresses/create-contact-window.png
:align: center
:alt: Create a new contact/address on a contact form
Enter the address information. Then click :guilabel:`Save & Close` to save the address and close
the :guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save this address and
immediately input another one.
Add addresses to the quotation
==============================
When you create a quotation, you must add a customer. This customer can be a company or a person
with specific billing and shipping addresses already defined and registered in the system, or it can
be a new customer. In this case, you have to **Create and edit** the contact form for your new
customer and link it, if necessary, to a company. In this contact form, you will be able to add,
delete and modify invoice and delivery addresses.
When a customer is added to a quotation, the :guilabel:`Invoice Address` and :guilabel:`Delivery
Address` fields will autopopulate according to the addresses specified on the customer's contact
form.
.. image:: different_addresses/addresses_2.png
.. image:: different_addresses/quotation-address-autopopulate.png
:align: center
:class: img-thumbnail
:alt: How to add addresses from a quotation on Odoo Sales?
:alt: Invoice and Delivery Addresses autopopulate on a quotation
.. note::
If you select a customer with defined invoice and delivery addresses, Odoo will automatically use
them to fill in the fields. Now, if you want to change it instantly, it is possible to do so
directly from the quotation or the sales order.
The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be edited directly from
the quotation by clicking on the :guilabel:`Internal link` buttons next to each address line.
Add addresses from a contact form
=================================
Previously, we talked about the contact form that you can fill in directly from a quotation or a
sales order to add billing and shipping addresses to customers. But, if you go to
:menuselection:`Sales --> Orders --> Customers`, you can create or modify every customer you want
and add, delete or modify invoice and delivery addresses instantly there, before creating a
quotation.
.. image:: different_addresses/addresses_3.png
:align: center
:class: img-thumbnail
:alt: How to add addresses from a contact form on Odoo Sales?
Deal with different addresses
=============================
Like for the previous example, go to :menuselection:`Sales --> Orders --> Customers` and create a
new customer. There, you can add company information but, more importantly, you can enter billing
and shipping addresses under the **Contacts & Addresses** tab.
.. image:: different_addresses/addresses_4.png
:align: center
:class: img-thumbnail
:alt: How to manage different customer addresses on Odoo Sales?
Once done, you can return to your Sales dashboard and create a new quotation. Now, if you enter
your new customer, you will see that the other fields will fill in by themself with the information
previously saved for billing and shipping addresses.
.. image:: different_addresses/addresses_5.png
:align: center
:class: img-thumbnail
:alt: Automatic quotation fields filling on Odoo Sales
With Odoo Sales, it is now very convenient to play with various addresses in terms of invoice and
delivery features.
These addresses can be updated at any time to ensure accurate invoicing and delivery.

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