[IMP] sales: update content about deliver and invoice addresses
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Deliver and invoice to different addresses
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Deliver and invoice to different addresses
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==========================================
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==========================================
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In Odoo you can configure different addresses for delivery and
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With Odoo Sales, you can configure different addresses for delivery and invoicing. For some
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invoicing. This is key, not everyone will have the same delivery
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customers, it will be very practical to define specific billing and shipping addresses. Indeed, not
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location as their invoice location.
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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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Activate the feature
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====================
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====================
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Customer Addresses**
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the *Customer Addresses* feature.
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feature.
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.. image:: media/invoice_and_deliver_to_different_address01.png
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.. image:: media/addresses_1.png
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:align: center
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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 different addresses to a quotation or sales order
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Add addresses from a quotation
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=====================================================
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==============================
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If you select a customer with an invoice and delivery address set, Odoo
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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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will automatically use those. If there's only one, Odoo will use that
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with specific billing and shipping addresses already defined and registered in the system, or it can
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one for both but you can, of course, change it instantly and create a
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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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new one right from the quotation or sales order.
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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:: media/invoice_and_deliver_to_different_address02.png
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.. image:: media/addresses_2.png
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:align: center
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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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Add invoice & delivery addresses to a customer
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.. note::
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==============================================
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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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If you want to add them to a customer before a quotation or sales order,
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Add addresses from a contact form
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they are added to the customer form. Go to any customers form under
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=================================
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:menuselection:`SALES --> Orders --> Customers`.
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From there you can add new addresses to the customer.
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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:: media/invoice_and_deliver_to_different_address03.png
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.. image:: media/addresses_3.png
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:align: center
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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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Various addresses on the quotation / sales orders
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Deal with different addresses
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=================================================
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=============================
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These two addresses will then be used on the quotation or sales order
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Like for the previous example, go to :menuselection:`Sales --> Orders --> Customers` and create a
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you send by email or print.
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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:: media/invoice_and_deliver_to_different_address04.png
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.. image:: media/addresses_4.png
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:align: center
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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:: media/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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sales/send_quotations/media/addresses_1.png
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