diff --git a/content/applications/sales/sales/send_quotations.rst b/content/applications/sales/sales/send_quotations.rst index 15b4be007..74a680326 100644 --- a/content/applications/sales/sales/send_quotations.rst +++ b/content/applications/sales/sales/send_quotations.rst @@ -12,4 +12,5 @@ Send Quotations send_quotations/get_signature_to_validate send_quotations/get_paid_to_validate send_quotations/deadline + send_quotations/different_addresses send_quotations/orders_and_variants diff --git a/content/applications/sales/sales/send_quotations/different_addresses.rst b/content/applications/sales/sales/send_quotations/different_addresses.rst new file mode 100644 index 000000000..a1dfc43ce --- /dev/null +++ b/content/applications/sales/sales/send_quotations/different_addresses.rst @@ -0,0 +1,78 @@ +============================================== +Deliveries and invoices to different addresses +============================================== + +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. + +Settings +======== + +To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales app --> Configuration +--> Settings` and scroll down to the :guilabel:`Quotations & Orders` heading. Then, check the box +next to :guilabel:`Customer Addresses`, and click :guilabel:`Save`. + +.. image:: different_addresses/customer-addresses-setting.png + :align: center + :alt: Activate the Customer Addresses setting. + +Contact form configuration +========================== + +To add multiple addresses to a contact, go to :menuselection:`Sales app --> Orders --> Customers`, +and clear any default filters from the search bar. Then, click on the desired customer to open their +contact form. + +.. tip:: + Contact forms can be accessed in the *Contacts* application, as well. + +From the contact form, click :guilabel:`Edit`, and then select :guilabel:`Add`, which is located +under the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up +form, in which additional addresses can be configured. + +.. image:: different_addresses/contact-form-add-address.png + :align: center + :alt: Add a contact/address to the contact form. + +On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other +Address` field to reveal a drop-down menu of address-related options. + +Select any of the following options: + +- :guilabel:`Contact`: adds another contact to the existing contact form. +- :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form. +- :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form. +- :guilabel:`Other Address`: adds an alternate address to the existing contact form. +- :guilabel:`Private Address`: adds a private address to the existing contact form. + +Once an option is selected, proceed to enter the corresponding contact information that should be +used for the specified address type. + +.. image:: different_addresses/create-contact-window.png + :align: center + :alt: Create a new contact/address on a contact form. + +Then, click :guilabel:`Save & Close` to save the address and close the :guilabel:`Create Contact` +window. Or, click :guilabel:`Save & New` to save the address and immediately input another one. + +Address added to quotations +=========================== + +When a customer is added to a quotation, the :guilabel:`Invoice Address` and :guilabel:`Delivery +Address` fields autopopulate with the corresponding addresses specified on the customer's contact +form. + +.. image:: different_addresses/quotation-address-autopopulate.png + :align: center + :alt: Invoice and Delivery Addresses autopopulate on a quotation. + +The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be edited directly from +the quotation by clicking the :guilabel:`Edit` button, and then clicking the :guilabel:`➡️ (right +arrow)` internal link buttons next to each address line. + +These addresses can be updated at any time to ensure accurate invoicing and delivery. + +.. tip:: + If any changes are made on a form in Odoo, include *Contacts* forms, remember to click + :guilabel:`Save` to save the changes to the database. diff --git a/content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png b/content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png new file mode 100644 index 000000000..72b86beb5 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png differ