diff --git a/content/applications/sales/sales/send_quotations/different_addresses.rst b/content/applications/sales/sales/send_quotations/different_addresses.rst index ca4a4b657..a1dfc43ce 100644 --- a/content/applications/sales/sales/send_quotations/different_addresses.rst +++ b/content/applications/sales/sales/send_quotations/different_addresses.rst @@ -1,75 +1,78 @@ -========================================== -Deliver and invoice to different addresses -========================================== +============================================== +Deliveries and invoices 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 -==================== +Settings +======== -Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Customer Addresses** -feature. +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/addresses_1.png +.. 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 -============================== +Contact form configuration +========================== -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. +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. -.. image:: different_addresses/addresses_2.png +.. 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 - :class: img-thumbnail - :alt: How to add addresses from a quotation on Odoo Sales? + :alt: Add a contact/address to the contact form. -.. 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. +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. -Add addresses from a contact form -================================= +Select any of the following options: -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. +- :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. -.. image:: different_addresses/addresses_3.png +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 - :class: img-thumbnail - :alt: How to add addresses from a contact form on Odoo Sales? + :alt: Create a new contact/address on a contact form. -Deal with different addresses -============================= +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. -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. +Address added to quotations +=========================== -.. image:: different_addresses/addresses_4.png +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 - :class: img-thumbnail - :alt: How to manage different customer addresses on Odoo Sales? + :alt: Invoice and Delivery Addresses autopopulate on a quotation. -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. +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. -.. image:: different_addresses/addresses_5.png - :align: center - :class: img-thumbnail - :alt: Automatic quotation fields filling on Odoo Sales +These addresses can be updated at any time to ensure accurate invoicing and delivery. -With Odoo Sales, it is now very convenient to play with various addresses in terms of invoice and -delivery features. +.. 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/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..9b5addfcf 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..9a289c2dd 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..95edd5a82 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/different_addresses/quotation-address-autopopulate.png differ