[IMP] sales: updated different addresses doc for RST
closes odoo/documentation#5424
X-original-commit: 3a6123715d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -1,75 +1,78 @@
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==========================================
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Deliver and invoice to different addresses
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==========================================
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==============================================
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Deliveries and invoices to different addresses
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==============================================
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With Odoo Sales, you can configure different addresses for delivery and invoicing. For some
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customers, it will be very practical to define specific billing and shipping addresses. Indeed, not
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everyone will have the same delivery location as the invoicing location.
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People and businesses often use separate addresses for billing (invoicing) and shipping (delivery)
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purposes. With the Odoo *Sales* app, contacts can have different specified addresses for delivery
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and invoicing.
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Activate the feature
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====================
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Settings
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========
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Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Customer Addresses**
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feature.
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To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales app --> Configuration
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--> Settings` and scroll down to the :guilabel:`Quotations & Orders` heading. Then, check the box
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next to :guilabel:`Customer Addresses`, and click :guilabel:`Save`.
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.. image:: different_addresses/addresses_1.png
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.. image:: different_addresses/customer-addresses-setting.png
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:align: center
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:class: img-thumbnail
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:alt: How to enable different customer addresses on Odoo Sales?
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:alt: Activate the Customer Addresses setting.
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Add addresses from a quotation
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==============================
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Contact form configuration
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==========================
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When you create a quotation, you must add a customer. This customer can be a company or a person
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with specific billing and shipping addresses already defined and registered in the system, or it can
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be a new customer. In this case, you have to **Create and edit** the contact form for your new
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customer and link it, if necessary, to a company. In this contact form, you will be able to add,
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delete and modify invoice and delivery addresses.
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To add multiple addresses to a contact, go to :menuselection:`Sales app --> Orders --> Customers`,
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and clear any default filters from the search bar. Then, click on the desired customer to open their
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contact form.
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.. image:: different_addresses/addresses_2.png
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.. tip::
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Contact forms can be accessed in the *Contacts* application, as well.
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From the contact form, click :guilabel:`Edit`, and then select :guilabel:`Add`, which is located
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under the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up
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form, in which additional addresses can be configured.
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.. image:: different_addresses/contact-form-add-address.png
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:align: center
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:class: img-thumbnail
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:alt: How to add addresses from a quotation on Odoo Sales?
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:alt: Add a contact/address to the contact form.
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.. note::
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If you select a customer with defined invoice and delivery addresses, Odoo will automatically use
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them to fill in the fields. Now, if you want to change it instantly, it is possible to do so
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directly from the quotation or the sales order.
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On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other
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Address` field to reveal a drop-down menu of address-related options.
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Add addresses from a contact form
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=================================
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Select any of the following options:
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Previously, we talked about the contact form that you can fill in directly from a quotation or a
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sales order to add billing and shipping addresses to customers. But, if you go to
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:menuselection:`Sales --> Orders --> Customers`, you can create or modify every customer you want
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and add, delete or modify invoice and delivery addresses instantly there, before creating a
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quotation.
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- :guilabel:`Contact`: adds another contact to the existing contact form.
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- :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form.
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- :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form.
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- :guilabel:`Other Address`: adds an alternate address to the existing contact form.
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- :guilabel:`Private Address`: adds a private address to the existing contact form.
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.. image:: different_addresses/addresses_3.png
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Once an option is selected, proceed to enter the corresponding contact information that should be
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used for the specified address type.
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.. image:: different_addresses/create-contact-window.png
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:align: center
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:class: img-thumbnail
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:alt: How to add addresses from a contact form on Odoo Sales?
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:alt: Create a new contact/address on a contact form.
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Deal with different addresses
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=============================
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Then, click :guilabel:`Save & Close` to save the address and close the :guilabel:`Create Contact`
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window. Or, click :guilabel:`Save & New` to save the address and immediately input another one.
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Like for the previous example, go to :menuselection:`Sales --> Orders --> Customers` and create a
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new customer. There, you can add company information but, more importantly, you can enter billing
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and shipping addresses under the **Contacts & Addresses** tab.
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Address added to quotations
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===========================
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.. image:: different_addresses/addresses_4.png
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When a customer is added to a quotation, the :guilabel:`Invoice Address` and :guilabel:`Delivery
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Address` fields autopopulate with the corresponding addresses specified on the customer's contact
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form.
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.. image:: different_addresses/quotation-address-autopopulate.png
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:align: center
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:class: img-thumbnail
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:alt: How to manage different customer addresses on Odoo Sales?
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:alt: Invoice and Delivery Addresses autopopulate on a quotation.
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Once done, you can return to your Sales dashboard and create a new quotation. Now, if you enter
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your new customer, you will see that the other fields will fill in by themself with the information
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previously saved for billing and shipping addresses.
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The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be edited directly from
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the quotation by clicking the :guilabel:`Edit` button, and then clicking the :guilabel:`➡️ (right
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arrow)` internal link buttons next to each address line.
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.. image:: different_addresses/addresses_5.png
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:align: center
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:class: img-thumbnail
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:alt: Automatic quotation fields filling on Odoo Sales
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These addresses can be updated at any time to ensure accurate invoicing and delivery.
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With Odoo Sales, it is now very convenient to play with various addresses in terms of invoice and
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delivery features.
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.. tip::
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If any changes are made on a form in Odoo, include *Contacts* forms, remember to click
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:guilabel:`Save` to save the changes to the database.
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