[ADD] sale: How to use different invoice and delivery addresses?
https://docs.google.com/document/d/11ajzdV1qjYkYOlSn4wgkSLKK-BT3DNWNQDMfzYZkV2Q/edit
This commit is contained in:
parent
6c9e05622d
commit
dea6b78627
@ -6,3 +6,4 @@ Setup
|
||||
:titlesonly:
|
||||
|
||||
setup/first_quote
|
||||
setup/different_addresses
|
||||
|
@ -1,3 +1,62 @@
|
||||
==================================================
|
||||
How to use different invoice and delivery address?
|
||||
==================================================
|
||||
====================================================
|
||||
How to use different invoice and delivery addresses?
|
||||
====================================================
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
It is possible to configure different addresses for delivery and
|
||||
invoicing. This is very useful, because it could happen that your clients
|
||||
have multiple locations and that the invoice address differs from the
|
||||
delivery location.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
First, go to the Sales application, then click on
|
||||
:menuselection:`Configuration --> Settings` and activate the option
|
||||
**Enable the multiple address configuration from menu**.
|
||||
|
||||
.. image:: media/different_addresses01.png
|
||||
:align: center
|
||||
|
||||
Set the addresses on the contact form
|
||||
=====================================
|
||||
|
||||
Invoice and/or shipping addresses and even other addresses are added on
|
||||
the contact form. To do so, go to the contact application, select the
|
||||
customer and in the **Contacts & Addresses** tab click on **Create**
|
||||
|
||||
.. image:: media/different_addresses02.png
|
||||
:align: center
|
||||
|
||||
A new window will open where you can specify the delivery or the invoice
|
||||
address.
|
||||
|
||||
.. image:: media/different_addresses03.png
|
||||
:align: center
|
||||
|
||||
Once you validated your addresses, it will appear in the **Contacts &
|
||||
addresses** tab with distinctive logos.
|
||||
|
||||
.. image:: media/different_addresses04.png
|
||||
:align: center
|
||||
|
||||
On the quotations and sales orders
|
||||
==================================
|
||||
|
||||
When you create a new quotation, the option to select an invoice address
|
||||
and a delivery address is now available. Both addresses will
|
||||
automatically be filled in when selecting the customer.
|
||||
|
||||
.. image:: media/different_addresses05.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
Note that you can also create invoice and delivery addresses on
|
||||
the fly by selecting **Create and edit** in the dropdown menu.
|
||||
|
||||
When printing your sales orders, you'll notice the two addresses.
|
||||
|
||||
.. image:: media/different_addresses06.png
|
||||
:align: center
|
BIN
sales/quotation/setup/media/different_addresses01.png
Normal file
BIN
sales/quotation/setup/media/different_addresses01.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 5.7 KiB |
BIN
sales/quotation/setup/media/different_addresses02.png
Normal file
BIN
sales/quotation/setup/media/different_addresses02.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 15 KiB |
BIN
sales/quotation/setup/media/different_addresses03.png
Normal file
BIN
sales/quotation/setup/media/different_addresses03.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 8.4 KiB |
BIN
sales/quotation/setup/media/different_addresses04.png
Normal file
BIN
sales/quotation/setup/media/different_addresses04.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 21 KiB |
BIN
sales/quotation/setup/media/different_addresses05.png
Normal file
BIN
sales/quotation/setup/media/different_addresses05.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 3.8 KiB |
BIN
sales/quotation/setup/media/different_addresses06.png
Normal file
BIN
sales/quotation/setup/media/different_addresses06.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 12 KiB |
Loading…
Reference in New Issue
Block a user