[IMP] sales: updated different addresses doc for RST

closes odoo/documentation#5518

X-original-commit: 84b38b8b09
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
KC (ksc) 2023-05-17 19:01:45 +00:00 committed by Sam Lieber (sali)
parent bb04b18e7f
commit e4ebe9f277
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@ -12,4 +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/orders_and_variants

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==============================================
Deliveries and invoices 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.
Settings
========
To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales app --> Configuration
--> Settings` and scroll down to the :guilabel:`Quotations & Orders` heading. Then, check the box
next to :guilabel:`Customer Addresses`, and click :guilabel:`Save`.
.. image:: different_addresses/customer-addresses-setting.png
:align: center
:alt: Activate the Customer Addresses setting.
Contact form configuration
==========================
To add multiple addresses to a contact, go to :menuselection:`Sales app --> Orders --> Customers`,
and clear any default filters from the search bar. Then, click on the desired customer to open their
contact form.
.. tip::
Contact forms can be accessed in the *Contacts* application, as well.
From the contact form, click :guilabel:`Edit`, and then select :guilabel:`Add`, which is located
under the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up
form, in which additional addresses can be configured.
.. image:: different_addresses/contact-form-add-address.png
:align: center
:alt: Add a contact/address to the contact form.
On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other
Address` field to reveal a drop-down menu of address-related options.
Select any of the following options:
- :guilabel:`Contact`: adds another contact to the existing contact form.
- :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form.
- :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form.
- :guilabel:`Other Address`: adds an alternate address to the existing contact form.
- :guilabel:`Private Address`: adds a private address to the existing contact form.
Once an option is selected, proceed to enter the corresponding contact information that should be
used for the specified address type.
.. image:: different_addresses/create-contact-window.png
:align: center
:alt: Create a new contact/address on a contact form.
Then, click :guilabel:`Save & Close` to save the address and close the :guilabel:`Create Contact`
window. Or, click :guilabel:`Save & New` to save the address and immediately input another one.
Address added to quotations
===========================
When a customer is added to a quotation, the :guilabel:`Invoice Address` and :guilabel:`Delivery
Address` fields autopopulate with the corresponding 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 the :guilabel:`Edit` button, and then clicking the :guilabel:`➡️ (right
arrow)` internal link buttons next to each address line.
These addresses can be updated at any time to ensure accurate invoicing and delivery.
.. tip::
If any changes are made on a form in Odoo, include *Contacts* forms, remember to click
:guilabel:`Save` to save the changes to the database.

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