diff --git a/content/applications/sales/sales/sales_quotations/different_addresses.rst b/content/applications/sales/sales/sales_quotations/different_addresses.rst index 07f5db2bb5..dddc2029c3 100644 --- a/content/applications/sales/sales/sales_quotations/different_addresses.rst +++ b/content/applications/sales/sales/sales_quotations/different_addresses.rst @@ -3,18 +3,17 @@ 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 +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:`Accounting app --> +To properly utilize multiple addresses in Odoo, go to the :menuselection:`Accounting app --> Configuration --> Settings`, and scroll down to the :guilabel:`Customer Invoices` heading. Then, -tick the checkbox. +tick the :guilabel:`Customer Addresses` checkbox. .. image:: different_addresses/customer-addresses-setting.png - :align: center :alt: Activate the Customer Addresses setting. .. _sales/send_quotations/contact-form-config: @@ -22,59 +21,46 @@ tick the checkbox. 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. +To add multiple addresses to a contact, go to the :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. + 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. +From the contact form, click the :guilabel:`Add` button, which is located under the +:guilabel:`Contacts & Addresses` tab. This brings up the :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. +On the :guilabel:`Create Contact` pop-up form, select any of the following 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. +- :guilabel:`Contact`: Adds another contact, such as an employee at a company, to the contact form. +- :guilabel:`Invoice Address`: Adds a default invoice address to the contact form. +- :guilabel:`Delivery Address`: Adds a default delivery address to the contact form. +- :guilabel:`Follow-up Address`: Adds a default contact address that is used for follow-up + communications about billing and other issues to the contact form. +- :guilabel:`Other Address`: Adds an alternate address to the contact form. .. 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. +Once the corresponding information has been entered, click :guilabel:`Save & Close` to save the +address and close the :guilabel:`Create Contact` window. To save the address and input additional +contact information, click :guilabel:`Save & New` instead. -Address added to quotations -=========================== +Quotations and autopopulated addresses +====================================== -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. +When a customer with invoice and delivery addresses in their contact form is added to a quotation, +the :guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields autopopulate with the +corresponding addresses. .. 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. +the quotation by mousing over the address and clicking the :icon:`oi-arrow-right` +:guilabel:`(Internal Link)` icon. diff --git a/content/applications/sales/sales/sales_quotations/different_addresses/contact-form-add-address.png b/content/applications/sales/sales/sales_quotations/different_addresses/contact-form-add-address.png index f65543a740..1aba06e3dd 100644 Binary files a/content/applications/sales/sales/sales_quotations/different_addresses/contact-form-add-address.png and b/content/applications/sales/sales/sales_quotations/different_addresses/contact-form-add-address.png differ diff --git a/content/applications/sales/sales/sales_quotations/different_addresses/create-contact-window.png b/content/applications/sales/sales/sales_quotations/different_addresses/create-contact-window.png index 37fa5ba8b3..0c7d227333 100644 Binary files a/content/applications/sales/sales/sales_quotations/different_addresses/create-contact-window.png and b/content/applications/sales/sales/sales_quotations/different_addresses/create-contact-window.png differ diff --git a/content/applications/sales/sales/sales_quotations/different_addresses/quotation-address-autopopulate.png b/content/applications/sales/sales/sales_quotations/different_addresses/quotation-address-autopopulate.png index c1d0fd48aa..2648b36382 100644 Binary files a/content/applications/sales/sales/sales_quotations/different_addresses/quotation-address-autopopulate.png and b/content/applications/sales/sales/sales_quotations/different_addresses/quotation-address-autopopulate.png differ