diff --git a/content/applications/finance/accounting/customer_invoices.rst b/content/applications/finance/accounting/customer_invoices.rst index 17e63a68b..babe77d19 100644 --- a/content/applications/finance/accounting/customer_invoices.rst +++ b/content/applications/finance/accounting/customer_invoices.rst @@ -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 diff --git a/content/applications/finance/accounting/customer_invoices/customer_addresses.rst b/content/applications/finance/accounting/customer_invoices/customer_addresses.rst new file mode 100644 index 000000000..3443229d8 --- /dev/null +++ b/content/applications/finance/accounting/customer_invoices/customer_addresses.rst @@ -0,0 +1,39 @@ +============================== +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 + `. + - If :doc:`Send by Post ` is checked when you click :guilabel:`Send & Print`, the + invoice will be mailed to the invoice address. diff --git a/content/applications/sales/sales/send_quotations.rst b/content/applications/sales/sales/send_quotations.rst index 5dc617841..13461ba2a 100644 --- a/content/applications/sales/sales/send_quotations.rst +++ b/content/applications/sales/sales/send_quotations.rst @@ -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 diff --git a/content/applications/sales/sales/send_quotations/different_addresses.rst b/content/applications/sales/sales/send_quotations/different_addresses.rst deleted file mode 100644 index ca4a4b657..000000000 --- a/content/applications/sales/sales/send_quotations/different_addresses.rst +++ /dev/null @@ -1,75 +0,0 @@ -========================================== -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. diff --git a/content/applications/sales/sales/send_quotations/different_addresses/addresses_1.png b/content/applications/sales/sales/send_quotations/different_addresses/addresses_1.png deleted file mode 100644 index 72b86beb5..000000000 Binary files a/content/applications/sales/sales/send_quotations/different_addresses/addresses_1.png and /dev/null differ 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/redirects/saas-15.2.txt b/redirects/saas-15.2.txt index 31808bec8..5e4416b2d 100644 --- a/redirects/saas-15.2.txt +++ b/redirects/saas-15.2.txt @@ -1,3 +1,7 @@ +# 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)