From cf5a3276c9b452ce3d4640f10a5e341d91522dbb Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E2=80=9CDallas=E2=80=9D?= Date: Tue, 6 Jun 2023 08:54:44 +0000 Subject: [PATCH] [MOV] accounting: update/move customer addresses to accounting task-3304975 closes odoo/documentation#4772 Signed-off-by: Castillo Jonathan (jcs) --- .../finance/accounting/customer_invoices.rst | 1 + .../customer_invoices/customer_addresses.rst | 39 +++++++++++ .../sales/sales/send_quotations.rst | 1 - .../send_quotations/different_addresses.rst | 62 ------------------ .../customer-addresses-setting.png | Bin 4115 -> 0 bytes content/applications/sales/subscriptions.rst | 2 +- redirects/saas-15.2.txt | 4 ++ 7 files changed, 45 insertions(+), 64 deletions(-) create mode 100644 content/applications/finance/accounting/customer_invoices/customer_addresses.rst delete mode 100644 content/applications/sales/sales/send_quotations/different_addresses.rst delete mode 100644 content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png diff --git a/content/applications/finance/accounting/customer_invoices.rst b/content/applications/finance/accounting/customer_invoices.rst index 29cac5962..061a81ae8 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/terms_conditions customer_invoices/cash_discounts 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 74a680326..15b4be007 100644 --- a/content/applications/sales/sales/send_quotations.rst +++ b/content/applications/sales/sales/send_quotations.rst @@ -12,5 +12,4 @@ Send Quotations send_quotations/get_signature_to_validate send_quotations/get_paid_to_validate send_quotations/deadline - send_quotations/different_addresses 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 72085473a..000000000 --- a/content/applications/sales/sales/send_quotations/different_addresses.rst +++ /dev/null @@ -1,62 +0,0 @@ -========================================== -Deliver and invoice to different addresses -========================================== - -People and businesses often use separate addresses for billing (invoicing) and shipping (delivery) -purposes. With the Odoo *Sales* app, contacts can have different specified addresses for delivery -and invoicing. - -Configure the settings -====================== - -Go to :menuselection:`Invoicing --> Configuration --> Settings` and scroll down to the -:guilabel:`Customer Invoices` section. Then, check the box next to :guilabel:`Customer Addresses`, -and click :guilabel:`Save`. - -.. note:: - Navigating through the *Invoicing* app will not be possible if the *Accounting* app has been - installed. Instead, go through :menuselection:`Accounting --> Configuration --> Settings` to - enable the :guilabel:`Customer Addresses` feature. - -.. image:: different_addresses/customer-addresses-setting.png - :align: center - :alt: Activate the Customer Addresses setting. - -Configure the contact form -========================== - -Navigate to the :menuselection:`Contacts` app (or to :menuselection:`Sales --> Orders --> -Customers`), and click on a customer to open their contact form. - -Under the :guilabel:`Contacts & Addresses` tab, click :guilabel:`Add`. - -.. image:: different_addresses/contact-form-add-address.png - :align: center - :alt: Add a contact/address to the contact form - -Then, select which type of address to add to the contact form (i.e. :guilabel:`Invoice Address` or -:guilabel:`Delivery Address`). - -.. image:: different_addresses/create-contact-window.png - :align: center - :alt: Create a new contact/address on a contact form. - -Enter the address information. Then click :guilabel:`Save & Close` to save the address and close the -:guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save this address and -immediately input another one. - -Add addresses to the quotation -============================== - -When a customer is added to a quotation, the :guilabel:`Invoice Address` and :guilabel:`Delivery -Address` fields will autopopulate according to the addresses specified on the customer's contact -form. - -.. image:: different_addresses/quotation-address-autopopulate.png - :align: center - :alt: Invoice and Delivery Addresses autopopulate on a quotation. - -The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be edited directly from -the quotation by clicking on the :guilabel:`Internal link` buttons next to each address line. - -These addresses can be updated at any time to ensure accurate invoicing and delivery. diff --git a/content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png b/content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png deleted file mode 100644 index 72b86beb58b4378bb4db3cb2ded50e85817f2e84..0000000000000000000000000000000000000000 GIT binary patch literal 0 HcmV?d00001 literal 4115 zcmV+u5bW=XP)Px#32;bRa{vGqB>(^xB>_oNB=7(L0{~D=R7L;)|Ed?bxW@fFmy#Sz{t+l_cywvLd|G%}p)!E*#wY{yi!^*t9|Nr0r z|L*$!{^tMx|Ns5`|NsC0<=Dl&|Nr*a|Noa}X7T_3@%s9$waowj&dTfm#lpj8W|wAu zwa)+l_W%F?|MCCa%(c+(vbMdgw!#1Z`nk2et-jc`=l`v^&SqwRwYa_Y-OROrX3+8f zzuow)yVBS9|Ns5$t+mO>)Z4Jhy}pTNYITNdXJ+U9|Hr$&vd-%F%9UnkgSf@i*6#emzrg+Q-|EMszR%jQ z#oxKr^7-xF|%qtT*t|NY;_+wk$dhsX8*()j=P*va0kfX3$kxY*$B+R$3Qz5n8^ z|NhmI#rfFs{;H9I&*b>5;Qo$hW}tCq*X8ik-s}JV=)1eXx|@7vd8)qN;Lg+2d8pj~ z?APD)|9_08W@nJ!)VTf8oZj>JZghLn#J|_s)M$K}|J9+0d1}ws)uzYl%*Dyc)#Q|O zXTQnRbCJQv|NrY|lEu}-y`Ow$@$vK2x|zG~|7VE3|MdoWe^5)?G=F*&=p8EFhqSE-^<=vIE)yI`)&6#k$$j-&Oz5MX#lC<69 zyOPG^_Vn1w;^No6(cPDabpQ3z$f}IJw!Nds)sKH}^3$!CrML0ex|h4x`svB$_|e$^ z@vxqptBY;SxT%uR&~?Vf>gCd_+x3H)x~s~%@&Dq^w7)H=90vdZ44g?sK~#9!?3;O5 zRmT;;FDl;Y19>3GW}jAKSso8W(TJcVs9+F{q7bcspaEBuMUBw}+&7H4#08h6Mh$M! 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