[IMP] sales: update customer addresses
closes odoo/documentation#4291
X-original-commit: 07249080ca
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -2,74 +2,60 @@
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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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People and businesses often use separate addresses for billing (invoicing) and shipping (delivery)
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purposes. With the Odoo *Sales* app, contacts can have different specified addresses for
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delivery and invoicing.
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Activate the feature
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====================
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Configure the settings
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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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Begin by activating the :guilabel:`Customer Addresses` feature in the settings:
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.. image:: different_addresses/addresses_1.png
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- If the *Accounting* app is installed, the :guilabel:`Customer Addresses` feature is located in
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:menuselection:`Accounting --> Configuration --> Settings`.
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- If the *Accounting* app is **not** installed, the :guilabel:`Customer Addresses` feature is
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located in :menuselection:`Invoicing --> Configuration --> Settings`.
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.. image:: different_addresses/customer-addresses-setting.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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:alt: Activate the Customer Addresses setting
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Add addresses from a quotation
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Configure the contact form
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==========================
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Navigate to the :menuselection:`Contacts` app (or to :menuselection:`Sales --> Orders -->
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Customers`), and click on a customer to open their contact form.
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Under the :guilabel:`Contacts & Addresses` tab, click :guilabel:`Add`.
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.. image:: different_addresses/contact-form-add-address.png
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:align: center
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:alt: Add a contact/address to the contact form
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Then, select which type of address to add to the contact form (i.e. :guilabel:`Invoice Address` or
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:guilabel:`Delivery Address`).
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.. image:: different_addresses/create-contact-window.png
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:align: center
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:alt: Create a new contact/address on a contact form
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Enter the address information. Then click :guilabel:`Save & Close` to save the address and close
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the :guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save this address and
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immediately input another one.
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Add addresses to the 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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When a customer is added to a quotation, the :guilabel:`Invoice Address` and :guilabel:`Delivery
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Address` fields will autopopulate according to the addresses specified on the customer's contact
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form.
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.. image:: different_addresses/addresses_2.png
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.. image:: different_addresses/quotation-address-autopopulate.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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:alt: Invoice and Delivery Addresses autopopulate on a quotation
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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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The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be edited directly from
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the quotation by clicking on the :guilabel:`Internal link` buttons next to each address line.
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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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These addresses can be updated at any time to ensure accurate invoicing and delivery.
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