diff --git a/content/applications/sales/sales/send_quotations/different_addresses.rst b/content/applications/sales/sales/send_quotations/different_addresses.rst index ca4a4b657..c794a7283 100644 --- a/content/applications/sales/sales/send_quotations/different_addresses.rst +++ b/content/applications/sales/sales/send_quotations/different_addresses.rst @@ -2,74 +2,60 @@ 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. diff --git a/content/applications/sales/sales/send_quotations/different_addresses/addresses_2.png b/content/applications/sales/sales/send_quotations/different_addresses/addresses_2.png deleted file mode 100644 index cf459b0f9..000000000 Binary files a/content/applications/sales/sales/send_quotations/different_addresses/addresses_2.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/different_addresses/addresses_3.png b/content/applications/sales/sales/send_quotations/different_addresses/addresses_3.png deleted file mode 100644 index 94daff0d2..000000000 Binary files a/content/applications/sales/sales/send_quotations/different_addresses/addresses_3.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/different_addresses/addresses_4.png b/content/applications/sales/sales/send_quotations/different_addresses/addresses_4.png deleted file mode 100644 index 2022d7abf..000000000 Binary files a/content/applications/sales/sales/send_quotations/different_addresses/addresses_4.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/different_addresses/addresses_5.png b/content/applications/sales/sales/send_quotations/different_addresses/addresses_5.png deleted file mode 100644 index 1d568e000..000000000 Binary files a/content/applications/sales/sales/send_quotations/different_addresses/addresses_5.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/different_addresses/contact-form-add-address.png b/content/applications/sales/sales/send_quotations/different_addresses/contact-form-add-address.png new file mode 100644 index 000000000..f65543a74 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/different_addresses/contact-form-add-address.png differ diff --git a/content/applications/sales/sales/send_quotations/different_addresses/create-contact-window.png b/content/applications/sales/sales/send_quotations/different_addresses/create-contact-window.png new file mode 100644 index 000000000..37fa5ba8b Binary files /dev/null and b/content/applications/sales/sales/send_quotations/different_addresses/create-contact-window.png differ diff --git a/content/applications/sales/sales/send_quotations/different_addresses/addresses_1.png b/content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/different_addresses/addresses_1.png rename to content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png diff --git a/content/applications/sales/sales/send_quotations/different_addresses/quotation-address-autopopulate.png b/content/applications/sales/sales/send_quotations/different_addresses/quotation-address-autopopulate.png new file mode 100644 index 000000000..c1d0fd48a Binary files /dev/null and b/content/applications/sales/sales/send_quotations/different_addresses/quotation-address-autopopulate.png differ