[IMP] Contacts: Address type correction

closes #14994

X-original-commit: 24f90d4
Signed-off-by: Felicia Kuan (feku) <[email protected]>
Co-authored-by: Felicia Kuan <[email protected]>

Author: jero-odoo

content/applications/essentials/contacts.rst

@@ -5,93 +5,69 @@ Contacts
 ========
 
 Contacts are created in the **Contacts** application for customers the company does business with
-through Odoo. A contact is a repository of vital business information, facilitating communication
-and business transactions.
+through Odoo. A contact record is a repository of vital business information, facilitating
+communication and business transactions.
 
 Contact form
 ============
 
-To create a new contact, navigate to the :menuselection:`Contacts app`, and click
-:guilabel:`Create`. A new form appears where various contact information can be added.
+To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`New`. A
+new form appears where various contact information can be added.
 
 Contact type
 ------------
 
-Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` contacts. Select either
-:guilabel:`Individual` or :guilabel:`Company`, depending on the type of contact that is being added.
-
-Name
-----
-
-First, fill in the name of the :guilabel:`Individual` or :guilabel:`Company`. This is how the name
-appears throughout the database. This field is **mandatory**.
+Odoo supports both :guilabel:`Person` and :guilabel:`Company` contacts. Select the appropriate type
+for the new contact. Fill in the name of the :guilabel:`Person` or :guilabel:`Company`. This is how
+the name appears throughout the database. This field is **mandatory**.
 
 .. tip::
-   :guilabel:`Individual` contacts can have a :guilabel:`Company` contact linked to it. After
-   selecting :guilabel:`Individual`, a new :guilabel:`Company Name...` field appears below the
-   first name field.
+   :guilabel:`Person` contacts can be linked to a :guilabel:`Company` contact. After selecting
+   :guilabel:`Person`, the :guilabel:`Company` field becomes visible.
 
-Address
--------
-
-Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Individual`.
-
-.. tip::
-   If the :guilabel:`Individual` option is chosen, then the *type of address* can be chosen from a
-   drop-down menu. Options for this drop-down menu include: :guilabel:`Contact`, :guilabel:`Invoice
-   Address`, :guilabel:`Delivery Address`, :guilabel:`Other Address`, and :guilabel:`Private
-   Address`.
+In the :icon:`fa-envelope` :guilabel:`(envelope)` field, enter the email address with the domain. In
+the :icon:`fa-phone` :guilabel:`(phone)`  field enter the phone number with the appropriate country
+code. Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Person`.
 
 Additional fields
 -----------------
 
 Additional details are included on the initial form. The following fields are available:
 
-- :guilabel:`VAT`: Value Added Tax number.
-- :guilabel:`Citizen Identification`: citizen or government identification number (only available
-  on :guilabel:`Individual`).
-- :guilabel:`Job Position`: list the job position of the :guilabel:`Individual` (only available on
-  :guilabel:`Individual`).
-- :guilabel:`Phone`: list phone number (with country code). Make a call, send an SMS, or WhatsApp
-  message by hovering over the field on the saved form, and clicking the desired option.
-- :guilabel:`Mobile`: list mobile phone number (with country code). Make a call, send an SMS, or
-  WhatsApp message by hovering over the field on the saved form, and clicking on the desired option.
-- :guilabel:`Email`: enter the email address with the domain.
+- :guilabel:`Job Position`: list the job position of the :guilabel:`Person` (only available on
+  :guilabel:`Person`).
+- :guilabel:`Tax ID`: the identification number used for tax and accounting purposes.
+- :guilabel:`Partner Level`: select the designated :ref:`partner <contacts/partner-assignment>`
+  level for this contact from the drop-down menu.
 - :guilabel:`Website`: enter the full website address, starting with `http` or `https`.
-- :guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`,
-  :guilabel:`Mister`, :guilabel:`Professor`, or create a new one directly from this field.
+- :guilabel:`Language`: enter the language used by the contact. All of the emails and documents sent
+  to this contact are then translated to the selected language.
 - :guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down
   menu, and selecting one. To create a new one, type the new tag in the field, and click
   :guilabel:`Create` from the resulting drop-down menu.
 
-Contacts & Addresses tab
-------------------------
+Contacts tab
+------------
 
-At the bottom of the contact form are several tabs. On the :guilabel:`Contacts & Addresses` tab,
-contacts can be added that are associated with a :guilabel:`Company` and related addresses. For
-example, a specific contact person for the company can be listed here.
+On the :guilabel:`Contacts` tab, contacts can be added that are associated with a
+:guilabel:`Company` and related addresses. For example, a specific contact person for the company
+can be listed here.
 
-Multiple addresses can be added on both :guilabel:`Individual` and :guilabel:`Company` contacts. To
-do so, click :guilabel:`Add` in the :guilabel:`Contacts & Addresses` tab. Doing so reveals a
+Multiple addresses can be added on both :guilabel:`Person` and :guilabel:`Company` contacts. To do
+so, click :guilabel:`Add Contact` in the :guilabel:`Contacts` tab. Doing so reveals a
 :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured.
 
 .. image:: contacts/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 at the top to reveal a drop-down menu of address-related options.
-
-Select any of the following options:
+On the :guilabel:`Create Contact` pop-up form,  select one 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.
+- :guilabel:`Invoice`: adds a specific invoice address to the existing contact form.
+- :guilabel:`Delivery`: adds a specific delivery address to the existing contact form.
+- :guilabel:`Other`: adds an alternate address to the existing contact form.
 
 .. image:: contacts/create-contact-window.png
-   :align: center
    :alt: Create a new contact/address on a contact form.
 
 Once an option is selected, enter the corresponding contact information that should be used for the
@@ -101,7 +77,7 @@ Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along
 :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below.
 
 Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been
-selected. This is similar to the :guilabel:`Individual` contact.
+selected. This is similar to the :guilabel:`Person` contact.
 
 To add a note, click on the text field next to :guilabel:`Notes`, and write anything that is
 applicable to the customer or contact.
@@ -138,41 +114,72 @@ Point Of Sale section
 ~~~~~~~~~~~~~~~~~~~~~
 
 Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to
-identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part
-of a *Loyalty Program*.
+identify the contact.
 
 Purchase section
 ~~~~~~~~~~~~~~~~
 
+Under the :guilabel:`Purchase` heading, select how :abbr:`RFQs (requests for quotation)` for this
+contact should be grouped together:
+
+- :guilabel:`On Order`: replenishment needs are grouped together except for :abbr:`MTO (made to
+  order)`
+- :guilabel:`Daily`: replenishment needs are grouped if the expected arrival is the same day.
+- :guilabel:`Weekly`: replenishment needs are grouped if the expected arrival is the same week or
+  week day.
+- :guilabel:`Always`: replenishment needs are always grouped.
+
+Select a default :guilabel:`Buyer` if the :abbr:`RFQs (requests for quotation)` should always be
+assigned to the same user.
+
 Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred
-:guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well.
+:guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well. Select a
+:guilabel:`Supplier Currency` to be used for purchases from the contact.
+
+Fiscal information
+~~~~~~~~~~~~~~~~~~
+
+To assign a :guilabel:`Fiscal Position` to this contact, select it from the drop-down menu.
 
 Misc section
 ~~~~~~~~~~~~
 
-Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional
-information for this contact. If this contact should only be accessible for one company in a
-multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the
-:guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if
-working on a database with multiple websites). Select one or more :guilabel:`Website Tags` to assist
-in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry`
-for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a
-*Helpdesk* SLA policy to this contact.
+Under the :guilabel:`Misc.` heading, enter a :guilabel:`Citizen Identification` number for *Person*
+contacts, or :guilabel:`Company ID` for *Company* contacts. Use :guilabel:`Reference` field to add
+any additional information for this contact.
+
+If this contact should only be accessible for one company in a multi-company database, select it
+from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to
+restrict the publishing of this contact to one website (if working on a database with multiple
+websites).
+
+Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the
+`/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu.
+Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact.
+
+Inventory section
+~~~~~~~~~~~~~~~~~
+
+Under the :guilabel:`Inventory` heading, use the :guilabel:`Customer Location` drop-down to select
+the stock location to be used as a destination when sending goods to this contact. Next, use the
+:guilabel:`Vendor Location` drop-down to selection the stock location used as a source when
+recieving goods from this contact. Finally, use the :guilabel:`Subcontractor Location` drop-down to
+idenfy a location used as both a source and destination when sending goods to this contact during a
+subcontracting process.
 
 Accounting tab
 --------------
 
 The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user
 can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`.
 
-Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field to enter a Legal Entity
-Identifier, if necessary.
+Under the :ref:`Invoice Follow-Ups <accounting/follow_up/follow-ups-for-one-customer>` heading, the
+:guilabel:`Follow-up Status` indicates if the contact currently has any overdue payments. To
+configure :guilabel:`Reminders` for this contact, use the radio buttons to select either
+:guilabel:`Automatic` or :guilabel:`Manual` reminders, as well as schedule the :guilabel:`Next
+Reminder`.
 
-Internal Notes tab
-------------------
-
-Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be
-left on this contact form, just like on the contact form noted above.
+.. _contacts/partner-assignment:
 
 Partner Assignment tab
 ----------------------
@@ -185,6 +192,25 @@ Review` configurations. These are **only** present when the *Resellers* module i
    Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more
    information on publishing partners on the website.
 
+Internal Notes tab
+------------------
+
+Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be
+left on this contact form, just like on the contact form noted above.
+
+UBO tab
+-------
+
+The UBO (Ultimate Beneficial Owner) tab contains a snapshot of the *Holdings* information from the
+:guilabel:`Equity` app, as well as information for the individual contact, including their
+:guilabel:`Birth Date` and :guilabel:`Birth Place`.
+
+The :guilabel:`UBO` tab is **only** present when the *Equity* app is installed.
+
+To request the information required for the :abbr:`UBO (Ultimate Beneficial Owner)` tab, click the
+:icon:`fa-cog` :guilabel:`Action` icon, then select :guilabel:`Request UBO Form` to send an email to
+the contact.
+
 Smart buttons
 =============
 
@@ -199,8 +225,8 @@ Odoo integrates information from every single app, so there are many smart butto
    related to this customer from the *CRM* app are accessible.
 
 .. tip::
-   If the corresponding applications are installed, their related smart buttons appear
-   automatically on a contact form.
+   If the corresponding applications are installed, their related smart buttons appear automatically
+   on a contact form.
 
 A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`,
 :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals
@@ -221,10 +247,10 @@ If a user decides they no longer want to have this contact active, the record ca
 that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click
 :guilabel:`Archive`.
 
-Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window.
+Then, click :guilabel:`Archive` from the resulting :guilabel:`Confirmation` pop-up window.
 
-With this contact successfully archived, as indicated by a banner at the top, they do not show up
-in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter.
+With this contact successfully archived, as indicated by a banner at the top, they do not show up in
+the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter.
 
 .. tip::
    A contact can be *unarchived*, if the user decides to work with them again. To do that, just