[IMP] Sales: Minor 'Different Addresses' update

closes odoo/documentation#15864

X-original-commit: 96c6ae8ac0
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: Megan Valenzuela <meval@odoo.com>
This commit is contained in:
therealthagomizer
2025-12-23 01:13:38 +00:00
parent 992d027239
commit 98fb1c0aa5
4 changed files with 25 additions and 41 deletions

View File

@@ -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 +21,44 @@ 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 Contact` button, which is located under the
:guilabel:`Contacts` 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`: Adds a default invoice address to the contact form.
- :guilabel:`Delivery`: Adds a default delivery address 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.

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