@@ -3,78 +3,62 @@ Deliveries and invoices to different addresses
33==============================================
44
55People and businesses often use separate addresses for billing (invoicing) and shipping (delivery)
6- purposes. With the Odoo *Sales * app, contacts can have different specified addresses for delivery
6+ purposes. With the Odoo ** Sales * * app, contacts can have different specified addresses for delivery
77and invoicing.
88
99Settings
1010========
1111
12- To properly utilize multiple addresses in Odoo, go to :menuselection: `Accounting app -->
12+ To properly utilize multiple addresses in Odoo, go to the :menuselection: `Accounting app -->
1313Configuration --> Settings `, and scroll down to the :guilabel: `Customer Invoices ` heading. Then,
14- tick the checkbox.
14+ tick the :guilabel: ` Customer Addresses ` checkbox.
1515
1616.. image :: different_addresses/customer-addresses-setting.png
17- :align: center
1817 :alt: Activate the Customer Addresses setting.
1918
2019.. _sales/send_quotations/contact-form-config :
2120
2221Contact form configuration
2322==========================
2423
25- To add multiple addresses to a contact, go to :menuselection: `Sales app --> Orders --> Customers `,
26- and clear any default filters from the search bar. Then, click on the desired customer to open their
27- contact form.
24+ To add multiple addresses to a contact, go to the :menuselection: `Sales app --> Orders -->
25+ Customers `, and clear any default filters from the search bar. Then, click on the desired customer
26+ to open their contact form.
2827
2928.. tip ::
30- Contact forms can be accessed in the *Contacts * application, as well.
29+ Contact forms can be accessed in the ** Contacts * * application, as well.
3130
32- From the contact form, click :guilabel: ` Edit `, and then select :guilabel: `Add ` , which is located
33- under the :guilabel: `Contacts & Addresses ` tab. Doing so reveals a :guilabel: `Create Contact ` pop-up
34- form, in which additional addresses can be configured.
31+ From the contact form, click the :guilabel: `Add Contact ` button , which is located under the
32+ :guilabel: `Contacts ` tab. This brings up the :guilabel: `Create Contact ` pop-up form, in which
33+ additional addresses can be configured.
3534
3635.. image :: different_addresses/contact-form-add-address.png
37- :align: center
3836 :alt: Add a contact/address to the contact form.
3937
40- On the :guilabel: `Create Contact ` pop-up form, start by clicking the default :guilabel: `Other
41- Address ` field to reveal a drop-down menu of address-related options.
38+ On the :guilabel: `Create Contact ` pop-up form, select any of the following options:
4239
43- Select any of the following options:
44-
45- - :guilabel: `Contact `: adds another contact to the existing contact form.
46- - :guilabel: `Invoice Address `: adds a specific invoice address to the existing contact form.
47- - :guilabel: `Delivery Address `: adds a specific delivery address to the existing contact form.
48- - :guilabel: `Other Address `: adds an alternate address to the existing contact form.
49- - :guilabel: `Private Address `: adds a private address to the existing contact form.
50-
51- Once an option is selected, proceed to enter the corresponding contact information that should be
52- used for the specified address type.
40+ - :guilabel: `Contact `: Adds another contact, such as an employee at a company, to the contact form.
41+ - :guilabel: `Invoice `: Adds a default invoice address to the contact form.
42+ - :guilabel: `Delivery `: Adds a default delivery address to the contact form.
43+ - :guilabel: `Other Address `: Adds an alternate address to the contact form.
5344
5445.. image :: different_addresses/create-contact-window.png
55- :align: center
5646 :alt: Create a new contact/address on a contact form.
5747
58- Then, click :guilabel: `Save & Close ` to save the address and close the :guilabel: `Create Contact `
59- window. Or, click :guilabel: `Save & New ` to save the address and immediately input another one.
48+ Once the corresponding information has been entered, click :guilabel: `Save & Close ` to save the
49+ address and close the :guilabel: `Create Contact ` window. To save the address and input additional
50+ contact information, click :guilabel: `Save & New ` instead.
6051
61- Address added to quotations
62- ===========================
52+ Quotations and autopopulated addresses
53+ ======================================
6354
64- When a customer is added to a quotation, the :guilabel: ` Invoice Address ` and :guilabel: ` Delivery
65- Address ` fields autopopulate with the corresponding addresses specified on the customer's contact
66- form .
55+ When a customer with invoice and delivery addresses in their contact form is added to a quotation,
56+ the :guilabel: ` Invoice Address ` and :guilabel: ` Delivery Address ` fields autopopulate with the
57+ corresponding addresses .
6758
6859.. image :: different_addresses/quotation-address-autopopulate.png
69- :align: center
7060 :alt: Invoice and Delivery Addresses autopopulate on a quotation.
7161
7262The :guilabel: `Invoice Address ` and :guilabel: `Delivery Address ` can also be edited directly from
73- the quotation by clicking the :guilabel: `Edit ` button, and then clicking the :guilabel: `➡️ (right
74- arrow) ` internal link buttons next to each address line.
75-
76- These addresses can be updated at any time to ensure accurate invoicing and delivery.
77-
78- .. tip ::
79- If any changes are made on a form in Odoo, include *Contacts * forms, remember to click
80- :guilabel: `Save ` to save the changes to the database.
63+ the quotation by mousing over the address and clicking the :icon: `oi-arrow-right `
64+ :guilabel: `(Internal Link) ` icon.
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