[IMP] Sales: Invoicing policy page rewrite

X-original-commit: 81aec5c228
Co-authored-by: Lara Martini <larm@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Niki Brown <nikbr@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst

@@ -72,6 +72,8 @@ delivery order has been completed.
       :align: center
       :alt: The Packages smart button on a delivery order.
 
+.. _inventory/shipping/backorders:
+
 Create a backorder for items to be shipped later
 ================================================
 

content/applications/sales/sales/invoicing/invoicing_policy.rst

@@ -1,85 +1,125 @@
-================================================
+==================
-Invoice based on delivered or ordered quantities
+Invoicing policies
-================================================
+==================
 
-Different business policies might require different options for invoicing:
+Depending on business needs, it may be advantageous to choose whether to invoice customers based on
+the goods and services that they order or when those goods and services are delivered to them. To
+allow businesses maximum flexibility to best meet their needs, Odoo offers two invoicing policies
+that can be enabled in the **Sales** app: :ref:`Invoice what is ordered <invoice-on-order>` and
+:ref:`Invoice what is delivered <invoice-on-delivery>`.
 
-- The *Invoice what is ordered* rule is used as the default mode in Odoo *Sales*, which means
+Configuring an invoicing policy
-  customers are invoiced once the sales order is confirmed.
+===============================
-- The *Invoice what is delivered* rule invoices customers once the delivery is done. This rule is
-  often used for businesses that sell materials, liquids, or food in large quantities. In these
-  cases, the ordered quantity may differ slightly from the delivered quantity, making it preferable
-  to invoice the quantity actually delivered.
 
-Being able to have different invoicing options provides more flexibility.
+To configure an invoicing policy, go to :menuselection:`Sales app --> Configuration --> Settings`,
+and under the :guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` option:
+:guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is delivered`.
 
-Invoicing policy features
+Activating an invoicing policy option automatically applies the chosen option to all newly created
-=========================
+products. Existing products **must** have their invoicing policy manually updated on their product
-
+forms.
-To activate the necessary invoicing policy features, go to :menuselection:`Sales app -->
-Configuration --> Settings`, and under the :guilabel:`Invoicing` heading, select an
-:guilabel:`Invoicing Policy` rule: :guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is
-delivered`.
 
 .. image:: invoicing_policy/invoicing-policy-setting.png
-   :align: center
+   :alt: Choosing an invoicing policy in the Sales app.
-   :alt: Choosing an invoicing policy on Odoo Sales.
 
 .. important::
-   If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** possible to activate
+   If the :guilabel:`Invoice what is delivered` option is chosen, it is **not** possible to activate
    the :guilabel:`Automatic Invoice` feature, which automatically generates invoices when an online
    payment is confirmed.
 
-Invoicing policy on product form
+Changing the invoicing policy for existing products
-================================
+---------------------------------------------------
 
-On any product page, via the :menuselection:`Sales app --> Products --> Products dashboard`, locate
+After the invoicing policy has been configured in *Settings*, navigate to a product's form through
-the :guilabel:`Invoicing Policy` option located under the :guilabel:`General Information` tab. It
+:menuselection:`Sales app --> Products --> Products` and choosing a product. Locate the
-can be changed manually using the drop-down menu.
+:guilabel:`Invoicing Policy` option located under the :guilabel:`General Information` tab. Use the
+drop-down menu to change the policy.
 
 .. image:: invoicing_policy/invoicing-policy-general-info-tab.png
-   :align: center
+   :alt: How to change invoicing policy on a product form in the **Sales** app.
-   :alt: How to change your invoicing policy on a product form on Odoo Sales.
 
-Impact on sales flow
+.. _invoice-on-order:
-====================
 
-In Odoo *Sales*, the basic sales flow starts with the creation of a quotation. Then, that quotation
+Invoicing what is ordered
-is sent to a customer. Next, it needs to be confirmed, which turns the quotation into a sales order.
+=========================
-This, in turn, creates an invoice.
 
-The following is a breakdown of how invoicing policy rules impact the aforementioned sales flow:
+The *Invoice what is ordered* option is used as the default mode in the **Sales** app, which means
+customers are invoiced once a quotation has been sent to the customer and confirmed. The creation of
+a quotation in turn leads to the creation and confirmation of a sales order. An invoice can then be
+created as soon as the sales order is confirmed.
 
-- :guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An invoice is created as
+This invoicing policy has no impact on the basic Odoo sales flow.
-  soon as a sale is confirmed.
-- :guilabel:`Invoice what is delivered`: Minor impact on sales flow, because the delivered quantity
-  needs to be manually entered on the sales order. Or, the *Inventory* app can be installed and used
-  to confirm the delivered quantity before creating an invoice with the *Sales* app.
 
-.. warning::
+Invoice ordered quantity workflow
-   If a user attempts to create an invoice without validating the delivered quantity, the following
+---------------------------------
-   error message appears: :guilabel:`There is no invoiceable line. If a product has a Delivered
-   quantities invoicing policy, please make sure that a quantity has been delivered.`
 
-   .. image:: invoicing_policy/invoicing-policy-error-message.png
+Confirm that the product's invoicing policy is set to :guilabel:`Ordered quantities` in the product
-      :align: center
+form. :ref:`Create a quotation and sales order <sales/create-quotation>` as normal. After the sales
-      :alt: If Delivered Quantities invoicing policy is chosen, ensure a quantity has been delivered.
+order has been confirmed, create an invoice by clicking the :guilabel:`Create Invoice` button on the
+sales order form. Choose the type of invoice to be sent, click :guilabel:`Create Draft Invoice`,
+confirm the invoice when ready, and proceed with the payment flow as normal.
 
-.. note::
+.. example::
-   Once a quotation is confirmed, and the status changes from :guilabel:`Quotation sent` to
+   A independent artisan with a small business sells handmade jewelery nationwide online. Because
-   :guilabel:`Sales order`, the delivered and invoiced quantities are available to view, directly
+   they have direct control over their inventory levels and ship with 3rd party carriers, they
-   from the sales order. This is true for both invoicing policy rule options.
+   invoice their customers after a sales order has been confirmed.
+
+   The artisan receives an order for a necklace. They send their customer a quotation, confirm it,
+   and create a sales order. After the sales order has been confirmed, an invoice can be created and
+   sent to the customer for payment without any additional steps be taken. The invoice gets paid,
+   the necklace is shipped and delivered, and the transaction is complete.
+
+.. _invoice-on-delivery:
+
+Invoicing what is delivered
+===========================
+
+The *Invoice what is delivered* option invoices customers as different amounts of the ordered goods
+are delivered. This option is often used for businesses that sell large quantities of physical goods
+in each sales order, but may not always be able to completely fulfill a given order all at once. In
+these cases, the ordered quantity may differ slightly from the delivered quantity based on product
+availability. Once a quotation is confirmed, and the status changes from :guilabel:`Quotation sent`
+to :guilabel:`Sales order`, Odoo automatically adds both the delivered and invoiced quantities to
+the invoice and sales order. Both partial and complete deliveries are tracked. :ref:`Backorders
+<inventory/shipping/backorders>` can be created for partial orders that will be completed at a later
+time.
+
+This invoicing policy has a minor impact on the sales flow because the delivered quantity of a
+product needs to be manually entered on the sales order.
 
 .. image:: invoicing_policy/invoicing-policy-order-lines.png
-      :align: center
+   :alt: How to see delivered and invoiced quantities on Odoo Sales.
-      :alt: How to see your delivered and invoiced quantities on Odoo Sales.
 
-   Odoo automatically adds the quantities to the invoice, both :guilabel:`Delivered` and
+Invoice delivered quantity workflow
-   :guilabel:`Invoiced`, even if it's a partial delivery, when the quotation is confirmed.
+-----------------------------------
 
-Finally, there are a few different options to create an invoice: :guilabel:`Regular invoice`,
+Confirm that the product's invoicing policy is set to :guilabel:`Delivered quantities` in the
-:guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`.
+product form. :ref:`Create a quotation and sales order <sales/create-quotation>` as normal. After
+the sales order has been confirmed, the product must be delivered before an invoice can be created.
+
+Once the product has been shipped and delivery has been confirmed, click the :guilabel:`Delivery`
+smart button on the sales order screen and click :guilabel:`Validate` to validate the delivery
+order. Once at least a partial delivery has been confirmed, return to the sales order form. The
+:guilabel:`Create Invoice` button is now purple to indicate that an invoice can be created and
+confirmed, and that it is possible to proceed with the payment flow as normal.
+
+.. warning::
+   If a user attempts to create an invoice without validating the delivered quantity, the system
+   returns an error message alerting them to the issue.
+
+   .. image:: invoicing_policy/invoicing-policy-error-message.png
+      :alt: If Delivered Quantities invoicing policy is chosen, ensure a quantity has been
+            delivered.
+
+.. example::
+   A produce distributor using the invoice what is delivered option sells 50 heads of lettuce to a
+   local restaurant. At the time the delivery is made, only 40 heads are available. The distributor
+   delivers the available heads of lettuce and creates an invoice for what was delivered. Later,
+   when more supply comes in, the distributor delivers the remaning 10 heads of lettuce and creates
+   a second invoice to complete the order.
 
 .. seealso::
-   Be sure to check out the documentation explaining down payment options to learn more:
+   - :doc:`../sales_quotations/create_quotations`
-   :doc:`/applications/sales/sales/invoicing/down_payment`
+   - :doc:`down_payment`
+   - :doc:`../../../inventory_and_mrp/inventory`
+   - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`

content/applications/sales/sales/sales_quotations/create_quotations.rst

@@ -66,6 +66,8 @@ To view and/or modify any listed quotation from the :guilabel:`Quotations` dashb
 desired quotation line from the list, and Odoo reveals the specific form for that selected
 quotation.
 
+.. _sales/create-quotation:
+
 Create quotation
 ================