[IMP] mrp: update variants doc
closes odoo/documentation#7114
X-original-commit: 04822cc9d6
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
@ -2,33 +2,108 @@
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Managing BoMs for product variants
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==================================
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Odoo allows one bill of materials (BoM) to be used for multiple variants of the same product.
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Having a consolidated BoM for a product with variants saves time by preventing the need to manage
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multiple BoMs.
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Odoo allows one bill of materials (BoM) to be used for multiple variants of the same product. Having
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a consolidated :abbr:`BoM (bill of materials)` for a product with variants saves time by preventing
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the need to manage multiple :abbr:`BoMs (bills of materials)`.
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Activate product variants
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=========================
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To activate variants, simply navigate to :menuselection:`Inventory --> Configuration --> Settings
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--> Products`, and then enable the :guilabel:`Variants` option. After that, click :guilabel:`Save`
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to apply the setting. For more information on configuring product variants, refer to :doc:`this
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page <../../../sales/sales/products_prices/products/variants>`.
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To activate the product variants feature, navigate to :menuselection:`Inventory app -->
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Configuration --> Settings`, and scroll down to the :guilabel:`Products` section. Then, click the
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checkbox to enable the :guilabel:`Variants` option. After that, click :guilabel:`Save` to apply the
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setting.
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.. image:: product_variants/inventory-variants-settings.png
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For more information on configuring product variants, refer to the :doc:`product variants
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<../../../sales/sales/products_prices/products/variants>` documentation.
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.. image:: product_variants/product-variants-variants-settings.png
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:align: center
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:alt: Selecting "Variants" from Inventory app settings.
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Create custom product attributes
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================================
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Once the product variants feature is activated, create and edit product attributes on the
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:guilabel:`Attributes` page.
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The :guilabel:`Attributes` page is accessible either from :menuselection:`Inventory app -->
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Configuration --> Settings` by clicking the :guilabel:`Attributes` button, or by clicking
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:menuselection:`Inventory app --> Configuration --> Attributes`.
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Once on the :guilabel:`Attributes` page, either click into an existing attribute, or click
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:guilabel:`Create` to create a new one. Clicking :guilabel:`Create` reveals a new, blank form for
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customizing an attribute. For an existing attribute, click :guilabel:`Edit` on its form to make
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changes.
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Assign an :guilabel:`Attribute Name`, and choose a category from the :guilabel:`Category` field's
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drop-down menu. Then, select the desired options next to the :guilabel:`Display Type` and
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:guilabel:`Variants Creation Mode` fields. Once the desired options are selected, click
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:guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a new value.
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.. tip::
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Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` checkbox. If selected,
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this value will be recognized as a custom value, which allows customers to type special
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customization requests upon ordering a custom variant of a product.
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.. example::
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.. image:: product_variants/product-variants-attribute.png
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:align: center
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:alt: Product variant attribute configuration screen.
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Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` to save the new
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attribute.
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Add product variants on the product form
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========================================
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Created attributes can be applied on specific variants for particular products. To add product
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variants to a product, navigate to the product form by going to :menuselection:`Inventory app -->
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Products --> Products`. To make changes to the product, click :guilabel:`Edit`. Then, click the
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:guilabel:`Variants` tab.
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Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add a new attribute, and
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select one to add from the drop-down menu.
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Then, under the :guilabel:`Values` header, click the drop-down menu to choose from the list of
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existing values. Click on each desired value to add them, and repeat this process for any additional
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attributes that should be added to the product.
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Once finished, click :guilabel:`Save` to save changes.
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.. image:: product_variants/product-variants-product-form.png
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:align: center
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:alt: Product form variants tab with values and attributes.
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.. tip::
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:abbr:`BoM (bill of materials)` products with multiple variants that are manufactured in-house
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should either have a **0,0 reordering rule** set up, or have their replenishment routes set to
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*Replenish on Order (MTO)*.
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Apply BoM components to product variants
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========================================
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Next, create a new BoM or edit an existing one by going to :menuselection:`Manufacturing -->
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Products --> Bills of Materials`. Then, click :guilabel:`Edit`. The :guilabel:`Apply on Variants`
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option to assign components to specific product variants on the BoM is available once the
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:guilabel:`Variants` setting is activated from the :guilabel:`Inventory` application. If the
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:guilabel:`Apply on Variants` field is not immediately visible, activate it from the additional
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options menu.
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Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing one, by going to
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:menuselection:`Manufacturing app --> Products --> Bills of Materials`. Then, click
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:guilabel:`Create` to open a new :guilabel:`Bills of Materials` form to configure from scratch.
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.. image:: product_variants/variants-kebab-menu.png
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Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-down menu in the
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:guilabel:`Product` field and selecting the desired product.
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Then, add components by clicking :guilabel:`Add a line` under the :guilabel:`Component` section of
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the :guilabel:`Components` tab, and choosing the desired components from the drop-down menu.
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Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product Unit of Measure`
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columns. Then, choose the desired values in the :guilabel:`Apply on Variants` column.
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.. note::
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The :guilabel:`Apply on Variants` option to assign components to specific product variants on the
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:abbr:`BoM (bill of materials)` is available once the :guilabel:`Variants` setting is activated
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from the :menuselection:`Inventory` application. If the :guilabel:`Apply on Variants` field is
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not immediately visible, activate it from the additional options menu (three-dots icon, to the
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right of the header row).
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.. image:: product_variants/product-variants-apply-on-variants.png
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:align: center
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:alt: "Apply on Variants" option on the additional options menu.
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@ -36,10 +111,83 @@ Each component can be assigned to multiple variants. Components with no variants
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in every variant of the product. The same principle applies when configuring operations and
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by-products.
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When defining variant BoMs by component assignment, the :guilabel:`Product Variant` field in the
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main section of the BoM should be left blank, as shown below. This field is used only when creating
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a BoM specifically for one product variant.
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When defining variant :abbr:`BoMs (bills of material)` by component assignment, the
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:guilabel:`Product Variant` field in the main section of the :abbr:`BoM (bill of materials)` should
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be left blank. This field is *only* used when creating a :abbr:`BoM (bill of materials)`
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specifically for one product variant.
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.. image:: product_variants/apply-on-variants-bom.png
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When all desired configurations have been made to the :abbr:`BoM (bill of materials)`, click
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:guilabel:`Save` at the top of the form to save changes.
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.. tip::
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For components that only apply for specific variants, choose which operations the components
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should be consumed in. If the :guilabel:`Consumed in Operation` column is *not* immediately
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visible, activate it from the additional options menu (three-dots icon, to the right of the
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header row).
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Sell and manufacture variants of BoM products
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=============================================
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To sell and manufacture variants of :abbr:`BoM (bill of materials)` products to order, navigate to
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:menuselection:`Sales app --> Create` to create a new quotation.
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Sell variant of BoM product
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---------------------------
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Once on the blank :guilabel:`Quotation` form, click the drop-down next to the :guilabel:`Customer`
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field to add a customer.
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Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and select the
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previously-created :abbr:`BoM (bill of materials)` product with variants from the drop-down menu.
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Doing so reveals a :guilabel:`Configure a product` pop-up.
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From the pop-up window, click the desired attribute options to configure the correct variant of the
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product to manufacture. Then, click the green :guilabel:`+` or :guilabel:`-` icons next to the `1`
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to change the quantity to sell and manufacture, if desired.
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.. image:: product_variants/product-variants-variant-popup.png
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:align: center
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:alt: Applying components to multiple variants.
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:alt: Configure a product pop-up for choosing variant attributes.
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Once all the specifications have been chosen, click :guilabel:`Add`. This will change the pop-up to
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a second :guilabel:`Configure` pop-up, where available optional products will appear, if they have
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been created previously.
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Once ready, click :guilabel:`Confirm` to close the pop-up.
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Then, click :guilabel:`Save` to save all changes, and click :guilabel:`Confirm` at the top of the
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:guilabel:`Quotation` form to create and confirm a new sales order (SO).
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Manufacture variant of BoM product
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----------------------------------
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Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` smart button appears at
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the top of the :abbr:`SO (sales order)` form. Click the :guilabel:`Manufacturing` smart button to
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open the :guilabel:`Manufacturing Order` form.
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On this form, under the :guilabel:`Components` tab, the appropriate components for the chosen
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variant are listed. And, depending on the variant, different components will be listed. To see any
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mandatory or optional :guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab.
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To enter the tablet view work order screen, click the :guilabel:`tablet icon` to the right of the
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row for the desired operation to be completed.
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From the tablet view, click :guilabel:`Mark as Done` as the operation progresses to complete the
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operation steps.
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Alternatively, click the :guilabel:`Mark as Done` button at the top of the manufacturing order form
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to complete the order.
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.. image:: product_variants/product-variants-manufacturing-order.png
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:align: center
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:alt: Manufacturing order for variant of BoM product.
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Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at the top of the page.
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Now that the product has been manufactured, click the :guilabel:`Delivery` smart button to deliver
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the product to the customer. From the :guilabel:`Delivery Order` form, click :guilabel:`Validate`,
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then click :guilabel:`Apply` to deliver the product.
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To finish the sale, click back to the :abbr:`SO (sales order)` via the :guilabel:`breadcrumbs` at
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the top of the page again. Then, click :guilabel:`Create Invoice` followed by :guilabel:`Create
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Invoice` again to invoice the customer for the order.
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