How to Manage Different Invoice & Delivery Addresses of a Customer in Odoo 17

CelineGeorge1 91 views 13 slides Jul 24, 2024
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About This Presentation

There are several important aspects in case of customer address in odoo. The main importance is to identify and contact the customers. With the contact information, Odoo provides different actions like send quotations, delivery, invoicing, drop shipping etc. This slide will show how to manage diffe...


Slide Content

How to Manage Different Invoice & Delivery Addresses of a Customer in Odoo 17 Enterprise

Introduction Enterpr ise There are several important aspects in case of customer address in odoo. The main importance is to identify and contact the customers. With the contact information, Odoo provides different actions like send quotations, delivery, invoicing, drop shipping etc. This slide will show how to manage different invoice and delivery addresses of a customer in Odoo 17.

Enterprise Configuring Customer Invoices Enable the Customer Addresses option from settings.

Enterprise After saving this feature the delivery and invoice addresses are available on sale orders. If a contact has the customer's address as their invoice or delivery address, then that address will be used by default: if not, any contact's address will be used.

Enterprise

Enterprise Keeping Track of Multiple Client Addresses When creating a new customer, we can add multiple addresses inside the Contacts & Addresses tab.

Enterprise By clicking on the Add button we can set different addresses for the customer

Enterprise After creating new addresses the tab will be like this.

Enterprise Invoice and deliver to multiple addresses It is possible to invoice and deliver to different addresses. First set the addresses on customer form. Then create a sales order for the same customer. Check an example with already created customer with multiple addresses(ie, invoice address and delivery address)

Enterprise

Enterprise After confirming the sale order go to delivery, there we can see the customer’s delivery address.

Enterprise Then create an invoice for the order then there will be added the invoice address specified on customer form.

For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com