From 13dc908b84477ff3f2d9cdb3de46c804ff9af040 Mon Sep 17 00:00:00 2001 From: "KC (ksc)" Date: Wed, 17 May 2023 19:01:45 +0000 Subject: [PATCH] [IMP] sales: updated different addresses doc for RST closes odoo/documentation#5528 X-original-commit: e4ebe9f277d659d1a0533f93b6b1bd738ad97edd Signed-off-by: Samuel Lieber (sali) Signed-off-by: Zachary Straub (zst) --- .../sales/sales/send_quotations.rst | 1 + .../send_quotations/different_addresses.rst | 78 ++++++++++++++++++ .../customer-addresses-setting.png | Bin 0 -> 4115 bytes 3 files changed, 79 insertions(+) create mode 100644 content/applications/sales/sales/send_quotations/different_addresses.rst create mode 100644 content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png 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 0000000000000000000000000000000000000000..72b86beb58b4378bb4db3cb2ded50e85817f2e84 GIT binary patch literal 4115 zcmV+u5bW=XP)Px#32;bRa{vGqB>(^xB>_oNB=7(L0{~D=R7L;)|Ed?bxW@fFmy#Sz{t+l_cywvLd|G%}p)!E*#wY{yi!^*t9|Nr0r z|L*$!{^tMx|Ns5`|NsC0<=Dl&|Nr*a|Noa}X7T_3@%s9$waowj&dTfm#lpj8W|wAu zwa)+l_W%F?|MCCa%(c+(vbMdgw!#1Z`nk2et-jc`=l`v^&SqwRwYa_Y-OROrX3+8f zzuow)yVBS9|Ns5$t+mO>)Z4Jhy}pTNYITNdXJ+U9|Hr$&vd-%F%9UnkgSf@i*6#emzrg+Q-|EMszR%jQ z#oxKr^7-xF|%qtT*t|NY;_+wk$dhsX8*()j=P*va0kfX3$kxY*$B+R$3Qz5n8^ z|NhmI#rfFs{;H9I&*b>5;Qo$hW}tCq*X8ik-s}JV=)1eXx|@7vd8)qN;Lg+2d8pj~ z?APD)|9_08W@nJ!)VTf8oZj>JZghLn#J|_s)M$K}|J9+0d1}ws)uzYl%*Dyc)#Q|O zXTQnRbCJQv|NrY|lEu}-y`Ow$@$vK2x|zG~|7VE3|MdoWe^5)?G=F*&=p8EFhqSE-^<=vIE)yI`)&6#k$$j-&Oz5MX#lC<69 zyOPG^_Vn1w;^No6(cPDabpQ3z$f}IJw!Nds)sKH}^3$!CrML0ex|h4x`svB$_|e$^ z@vxqptBY;SxT%uR&~?Vf>gCd_+x3H)x~s~%@&Dq^w7)H=90vdZ44g?sK~#9!?3;O5 zRmT;;FDl;Y19>3GW}jAKSso8W(TJcVs9+F{q7bcspaEBuMUBw}+&7H4#08h6Mh$M! z#Mm!rO*AoT)YO{9G@8|BZ4(pIHf_?qJ!fX_oq22mmFg#R{(v)Y?me^oX3jY?4>V1Q z5+zEMC{dzBi4rABlr&D-v{7@Q=qkCLrIVt2=ZcS_tLQ3Gbd}sf`B4qIZRz^=)bILf z4OK}q(hYh2Fko@?(AGuN2)|NB7HfI+dCKXa>47!0;Q2?k%Gm zGELWyrYw1?Krh>P)9IpdeSZf<_g2yU9@FQ4 zJ((gkRrB%eeN*+}|J)9bwR#G)L*tz^(R3iZs!#u;t!2_((`dSDb^Yh~`-xP2rA&7O z^VeO!<8%W*Vjs*4hI%H`kKxbfH)w%t*#`%Gz{2psxIeq?4y3=1c>CWu6pRDiy^EA3$f4xgjSa@U~B9&DB zc&BOb$@^ao)?f31ws&eXoHbz{h@Z?{*VAwZEsO59(WAFCk}ib5TIpWgrN0)eJ)E1n zgVBXmfXOfHaGZCX-4S%t)5?2s17qDiV4-Y-?Dgm2PKD=wq2m_zM|Ui#{BeMG5FYBaD!hL4VO`?nW(DZLl1RGh^ldKAMV_8QQ zmq%bQrj_s^7sI!kUO(YYM0df)pQfplr1HmS81HxQ25VvXp#^U-SI#ua{F6^(uXg*i zw5;l{qn|P1-VD#I<$aIyneYau%d04p>U4SHRf8_L;IfYR3herN>5dR|11kzpIa#Qg znq*$PNCWiz_gWZTKx@KnT2?jKIjhpNk{^CwfSd1zdlz<;akz1!Yi>z!r}ffZFQ2(G z4nwX?Gcm47<{^Dv`olN6(+x?B@XTW8Hu^+#!A8?tx(W9uV*Kmg?fR7~n;}{bhH0-Q z?mE+Te8^VFsxT+I^svihe`1|+7axa}h3y9Zr|`?aTzN^;fM?h5Os#`3Kj+G~F-FTR zE34XO!fg~?*hBm_~;XyFG!~sbf9fGy%X%xhtGrhI4hB z(XgAyr`i6(V8%|O1sMPM8MAC7hR^Ef-D-3LEBF?Tk@s$ePBUR@btRr{jPtHgjmKFy z#V9{xD%0MRG+};EPo`bypy)P?u5X6;79sG{RDJ#@6-du9huu}dr`M0^!{2netExs< z)BXSMvS(g584jql0azYzq`?cSPu7}uRa7+}&-e=ZaOgA8{$$=z3C%RmzVT?W zcU4XL2GCF4=H9_{l_Co4vb1{THEd0xw+RBhVJJY>v?>zy2Wk+<5XNFqx|fiCJG4-O!ubXc>p?8z9?~>#FSqw+6Ef)`{Pf`p5!8+Y4WGb7zKEAGdPDC;^^ba9)<~C6)yfP{Wr)F&379t@K5~1{0$fPOVT`3dO~X zZ1~!st?|S%5&t%4^%5)T_ZvY|DhCdWXIJ0!ISz-K-2H#aULjDl!sk&J@M+ z|B(#AYCcvN^|&Jxsi}HNh^cxa{OUj7dW*NGkbAWcupsSTz!|3Mg>nAEh z39Oj~f45Hw#+oS%01PX~BgqwWh3p7AY~muT-d+}~W$}H`r!jH4t`O11JPA!2z%p0Q zSJ)t%fi84*TqXP04c}7F@iY*Rq~n!}tz41B&}+RrNS^swI^Jk&UmVaWKYX&U-<~3L z^nJWyk?9~mtS@HoFt3FwB*~|^VTmp_wg)#zf6IMk&a3QK*E4|d@Z8|$o?C!t9L2ngSd8Vg3?Vq6L}N=&oyr6RBnI?d#;3{kWPP0iTy! zA4SKg(Uc(4M(K)Ph*q3Z0(cobGj*_?J9>LjS8B#tsT`8ly8~4tZ6;mcESTSrw5UX> zk{N?#F%oKGW1Pdc3ygz4i6$f!+QG@_A5KpP;DW?F2~8RR3kmO@Z(ibPi`w{OQ^cXK!C()EN3OR8kXs8i01m|{$S2E<)DE4!U8H$3HE96R*6@jy!OfIaalln1DzTO80uL&c9D-R4pdGHBGh>cG(jhb8 z141@!Ex%(gt-#e?7u~S>=%RbvQv^$ct!jy`*$dH%5qHPLRi4jkINeF?_1(dOF1qGT zu$QDtP8TzQP3Ev68=1I!bjh_F(S0C}nVBHwNoeu_N+1`oEO@Rt=sHgCwy`S((pt*r z83eOf>)u6q_jEkuwtPU2D%`uRP2bhTy$d0$__BSZ+0>cZ_O8>h%s;<(qUo6%MAyut z1zoK)cH>#_uTmwa3o-Z9S#xEv0E}z5e!6UFI?a>NoCn}|X9;QQU0l6%z0>%VwIyMB z5oQzEx?E%dZtE-CrGCBRfd}Qhh)8!S?rwt2id$xJ*L&0=TkUao_3^iBr|YQdorE#6 zj<^fG5Uue1j=o&#MAw_;Tyoqs%6p2;bt2KdY~RwZ7&AMw(x96ik#fy!kYUS&O$;EzqtcIUuI4%KPRV5cX0u}~&Gs^m_u{FoS>)O3K&PC!Kg~gL?lEW9 zSk63jAm+Z>GC0gOGG`WawM~Rzl=IJztu1GUUP!H=tZRo?F>thy>GJ-GoLMTjC793# zj`~cdd!~rcOh{B3bRAVhWxWx8P4lJnwh5?NRW-MniIe6-y-3QFf)+6&PN4=bKmlWC43(Z%yN z9zhMdQn^nW855Tj4@Vz~E^Ift0Y#-j7nYlFob+VdgPOr}J3sFV)krZ15a@g|tQ0X% zLX!p%ZS};ndQt<80000eas!vLGk0mD R2WtQT002ovPDHLkV1mlq%MAbk literal 0 HcmV?d00001