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[IMP] Sales: Minor 'Different Addresses' update
closes #15828 Signed-off-by: Felicia Kuan (feku) <[email protected]> Co-authored-by: Megan Valenzuela <[email protected]>
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content/applications/sales/sales/sales_quotations/different_addresses.rst

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@@ -3,78 +3,62 @@ Deliveries and invoices to different addresses
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==============================================
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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 delivery
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purposes. With the Odoo **Sales** app, contacts can have different specified addresses for delivery
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and invoicing.
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Settings
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========
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To properly utilize multiple addresses in Odoo, go to :menuselection:`Accounting app -->
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To properly utilize multiple addresses in Odoo, go to the :menuselection:`Accounting app -->
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Configuration --> Settings`, and scroll down to the :guilabel:`Customer Invoices` heading. Then,
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tick the checkbox.
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tick the :guilabel:`Customer Addresses` checkbox.
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.. image:: different_addresses/customer-addresses-setting.png
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:align: center
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:alt: Activate the Customer Addresses setting.
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.. _sales/send_quotations/contact-form-config:
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Contact form configuration
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==========================
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To add multiple addresses to a contact, go to :menuselection:`Sales app --> Orders --> Customers`,
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and clear any default filters from the search bar. Then, click on the desired customer to open their
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contact form.
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To add multiple addresses to a contact, go to the :menuselection:`Sales app --> Orders -->
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Customers`, and clear any default filters from the search bar. Then, click on the desired customer
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to open their contact form.
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.. tip::
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Contact forms can be accessed in the *Contacts* application, as well.
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Contact forms can be accessed in the **Contacts** application, as well.
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From the contact form, click :guilabel:`Edit`, and then select :guilabel:`Add`, which is located
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under the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up
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form, in which additional addresses can be configured.
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From the contact form, click the :guilabel:`Add Contact` button, which is located under the
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:guilabel:`Contacts` tab. This brings up the :guilabel:`Create Contact` pop-up form, in which
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additional addresses can be configured.
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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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On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other
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Address` field to reveal a drop-down menu of address-related options.
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On the :guilabel:`Create Contact` pop-up form, select any of the following options:
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Select any of the following options:
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- :guilabel:`Contact`: adds another contact to the existing contact form.
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- :guilabel:`Invoice Address`: adds a specific invoice address to the existing contact form.
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- :guilabel:`Delivery Address`: adds a specific delivery address to the existing contact form.
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- :guilabel:`Other Address`: adds an alternate address to the existing contact form.
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- :guilabel:`Private Address`: adds a private address to the existing contact form.
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Once an option is selected, proceed to enter the corresponding contact information that should be
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used for the specified address type.
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- :guilabel:`Contact`: Adds another contact, such as an employee at a company, to the contact form.
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- :guilabel:`Invoice`: Adds a default invoice address to the contact form.
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- :guilabel:`Delivery`: Adds a default delivery address to the contact form.
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- :guilabel:`Other Address`: Adds an alternate address to the contact form.
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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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Then, click :guilabel:`Save & Close` to save the address and close the :guilabel:`Create Contact`
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window. Or, click :guilabel:`Save & New` to save the address and immediately input another one.
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Once the corresponding information has been entered, click :guilabel:`Save & Close` to save the
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address and close the :guilabel:`Create Contact` window. To save the address and input additional
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contact information, click :guilabel:`Save & New` instead.
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Address added to quotations
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===========================
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Quotations and autopopulated addresses
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======================================
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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 autopopulate with the corresponding addresses specified on the customer's contact
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form.
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When a customer with invoice and delivery addresses in their contact form is added to a quotation,
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the :guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields autopopulate with the
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corresponding addresses.
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.. image:: different_addresses/quotation-address-autopopulate.png
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:align: center
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:alt: Invoice and Delivery Addresses autopopulate on a quotation.
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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 the :guilabel:`Edit` button, and then clicking the :guilabel:`➡️ (right
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arrow)` internal link buttons next to each address line.
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These addresses can be updated at any time to ensure accurate invoicing and delivery.
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.. tip::
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If any changes are made on a form in Odoo, include *Contacts* forms, remember to click
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:guilabel:`Save` to save the changes to the database.
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the quotation by mousing over the address and clicking the :icon:`oi-arrow-right`
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:guilabel:`(Internal Link)` icon.
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