[MOV] accounting: update/move customer addresses to accounting
task-3304975 closes odoo/documentation#4632 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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@ -228,6 +228,7 @@ the material has been shipped to the customer.
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:titlesonly:
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customer_invoices/overview
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customer_invoices/customer_addresses
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customer_invoices/payment_terms
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customer_invoices/cash_discounts
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customer_invoices/credit_notes
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@ -0,0 +1,39 @@
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==============================
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Delivery and invoice addresses
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==============================
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Companies often have multiple locations, and it is common that a customer invoice should be sent to
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one address and the delivery should be sent to another. Odoo's **Customer Addresses** feature is
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designed to handle this scenario by making it easy to specify which address to use for each case.
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.. seealso::
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:doc:`overview`
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Configuration
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=============
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To specify a sales order's invoice and delivery addresses, first go to :menuselection:`Accounting
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--> Configuration --> Settings`. In the :guilabel:`Customer Invoices` section, enable
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:guilabel:`Customer Addresses` and click :guilabel:`Save`.
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On quotations and sales orders, there are now fields for :guilabel:`Invoice Address` and
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:guilabel:`Delivery Address`. If the customer has an invoice or delivery address listed on their
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contact record, the corresponding field will use that address by default, but any contact's address
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can be used instead.
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Invoice and deliver to different addresses
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==========================================
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Delivery orders and their delivery slip reports use the address set as the :guilabel:`Delivery
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Address` on the sales order. By default, invoice reports show both the shipping address and the
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invoice address to assure the customer that the delivery is going to the correct location.
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Emails also go to different addresses. The quotation and sales order are sent to the main contact's
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email, as usual, but the invoice is sent to the email of the address set as the
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:guilabel:`Invoice Address` on the sales order.
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.. note::
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- Reports, such as the delivery slip and invoice report, can be :doc:`customized using Studio
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</applications/productivity/studio/pdf_reports>`.
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- If :doc:`Send by Post <snailmail>` is checked when you click :guilabel:`Send & Print`, the
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invoice will be mailed to the invoice address.
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@ -12,6 +12,5 @@ Send Quotations
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send_quotations/get_signature_to_validate
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send_quotations/get_paid_to_validate
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send_quotations/deadline
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send_quotations/different_addresses
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send_quotations/terms_and_conditions
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send_quotations/orders_and_variants
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@ -1,75 +0,0 @@
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==========================================
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Deliver and invoice 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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Activate the feature
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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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.. image:: different_addresses/addresses_1.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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Add addresses from a quotation
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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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.. image:: different_addresses/addresses_2.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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.. 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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Add addresses from a contact form
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=================================
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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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.. image:: different_addresses/addresses_3.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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Deal with different addresses
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=============================
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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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.. image:: different_addresses/addresses_4.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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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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.. 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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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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@ -1,3 +1,7 @@
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# applications/sales
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applications/sales/sales/send_quotations/different_addresses.rst applications/finance/accounting/customer_invoices/customer_addresses.rst # move from sales to accounting
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# developer/reference
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developer/reference/backend/standard_modules.rst developer/reference/standard_modules.rst # move standard_modules/ one level up (#2456)
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