[MOV] accounting: update/move customer addresses to accounting

task-3304975

closes odoo/documentation#4632

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
“Dallas” 2023-06-06 08:54:44 +00:00
parent 0d4b8359ac
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@ -228,6 +228,7 @@ the material has been shipped to the customer.
:titlesonly:
customer_invoices/overview
customer_invoices/customer_addresses
customer_invoices/payment_terms
customer_invoices/cash_discounts
customer_invoices/credit_notes

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==============================
Delivery and invoice addresses
==============================
Companies often have multiple locations, and it is common that a customer invoice should be sent to
one address and the delivery should be sent to another. Odoo's **Customer Addresses** feature is
designed to handle this scenario by making it easy to specify which address to use for each case.
.. seealso::
:doc:`overview`
Configuration
=============
To specify a sales order's invoice and delivery addresses, first go to :menuselection:`Accounting
--> Configuration --> Settings`. In the :guilabel:`Customer Invoices` section, enable
:guilabel:`Customer Addresses` and click :guilabel:`Save`.
On quotations and sales orders, there are now fields for :guilabel:`Invoice Address` and
:guilabel:`Delivery Address`. If the customer has an invoice or delivery address listed on their
contact record, the corresponding field will use that address by default, but any contact's address
can be used instead.
Invoice and deliver to different addresses
==========================================
Delivery orders and their delivery slip reports use the address set as the :guilabel:`Delivery
Address` on the sales order. By default, invoice reports show both the shipping address and the
invoice address to assure the customer that the delivery is going to the correct location.
Emails also go to different addresses. The quotation and sales order are sent to the main contact's
email, as usual, but the invoice is sent to the email of the address set as the
:guilabel:`Invoice Address` on the sales order.
.. note::
- Reports, such as the delivery slip and invoice report, can be :doc:`customized using Studio
</applications/productivity/studio/pdf_reports>`.
- If :doc:`Send by Post <snailmail>` is checked when you click :guilabel:`Send & Print`, the
invoice will be mailed to the invoice address.

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@ -12,6 +12,5 @@ Send Quotations
send_quotations/get_signature_to_validate
send_quotations/get_paid_to_validate
send_quotations/deadline
send_quotations/different_addresses
send_quotations/terms_and_conditions
send_quotations/orders_and_variants

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==========================================
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.
Activate the feature
====================
Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Customer Addresses**
feature.
.. image:: different_addresses/addresses_1.png
:align: center
:class: img-thumbnail
:alt: How to enable different customer addresses on Odoo Sales?
Add addresses from a 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.
.. image:: different_addresses/addresses_2.png
:align: center
:class: img-thumbnail
:alt: How to add addresses from a quotation on Odoo Sales?
.. 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.
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.

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# applications/sales
applications/sales/sales/send_quotations/different_addresses.rst applications/finance/accounting/customer_invoices/customer_addresses.rst # move from sales to accounting
# developer/reference
developer/reference/backend/standard_modules.rst developer/reference/standard_modules.rst # move standard_modules/ one level up (#2456)