[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>
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KC (ksc) 2023-05-17 19:01:45 +00:00
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========================================== ==============================================
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 People and businesses often use separate addresses for billing (invoicing) and shipping (delivery)
customers, it will be very practical to define specific billing and shipping addresses. Indeed, not purposes. With the Odoo *Sales* app, contacts can have different specified addresses for delivery
everyone will have the same delivery location as the invoicing location. and invoicing.
Activate the feature Settings
==================== ========
Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Customer Addresses** To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales app --> Configuration
feature. --> 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 :align: center
:class: img-thumbnail :alt: Activate the Customer Addresses setting.
:alt: How to enable different customer addresses on Odoo Sales?
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 To add multiple addresses to a contact, go to :menuselection:`Sales app --> Orders --> Customers`,
with specific billing and shipping addresses already defined and registered in the system, or it can and clear any default filters from the search bar. Then, click on the desired customer to open their
be a new customer. In this case, you have to **Create and edit** the contact form for your new contact form.
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.
.. 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 :align: center
:class: img-thumbnail :alt: Add a contact/address to the contact form.
:alt: How to add addresses from a quotation on Odoo Sales?
.. note:: On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other
If you select a customer with defined invoice and delivery addresses, Odoo will automatically use Address` field to reveal a drop-down menu of address-related options.
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.
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 - :guilabel:`Contact`: adds another contact to the existing contact form.
sales order to add billing and shipping addresses to customers. But, if you go to - :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form.
:menuselection:`Sales --> Orders --> Customers`, you can create or modify every customer you want - :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form.
and add, delete or modify invoice and delivery addresses instantly there, before creating a - :guilabel:`Other Address`: adds an alternate address to the existing contact form.
quotation. - :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 :align: center
:class: img-thumbnail :alt: Create a new contact/address on a contact form.
:alt: How to add addresses from a contact form on Odoo Sales?
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 Address added to quotations
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 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 :align: center
:class: img-thumbnail :alt: Invoice and Delivery Addresses autopopulate on a quotation.
: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 The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be edited directly from
your new customer, you will see that the other fields will fill in by themself with the information the quotation by clicking the :guilabel:`Edit` button, and then clicking the :guilabel:`➡️ (right
previously saved for billing and shipping addresses. arrow)` internal link buttons next to each address line.
.. image:: different_addresses/addresses_5.png These addresses can be updated at any time to ensure accurate invoicing and delivery.
: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 .. tip::
delivery features. 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.

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