[IMP] inventory: update 2 step routes doc
closes odoo/documentation#8966
X-original-commit: 16b0137ae5
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
@ -39,7 +39,7 @@ setting, :guilabel:`Save` the changes.
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Activating the :guilabel:`Multi-Step Routes` setting will also activate the :guilabel:`Storage
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Locations` feature.
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.. image:: receipts_delivery_two_steps/multi-step-routes.png
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-settings.png
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:align: center
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:alt: Activate multi-step routes and storage locations in inventory settings.
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@ -51,7 +51,7 @@ Then, select :guilabel:`Receive goods in input and then stock (2 steps)` for :gu
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Shipments`, and :guilabel:`Send goods in output and then deliver (2 steps)` for :guilabel:`Outgoing
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Shipments`.
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.. image:: receipts_delivery_two_steps/two-step-warehouse-config.png
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-shipments.png
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:align: center
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:alt: Set incoming and outgoing shipment options to receive and deliver in two steps.
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@ -80,57 +80,46 @@ quote as a new purchase order.
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the warehouse from the drop-down selection that includes the `Receipts` label at the end of the
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name.
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After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button will appear in
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the top of the :abbr:`PO (Purchase Order)` form — click it to reveal the associated receipt.
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After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button appears at the
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top of the :abbr:`PO (Purchase Order)` form. Click it to reveal the new receipt (WH/IN) operation.
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.. image:: receipts_delivery_two_steps/two-step-po-receipt.png
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-smart-button.png
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:align: center
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:alt: After confirming a purchase order, a Receipt smart button will appear.
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.. tip::
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Purchase order receipts can also be found in the :menuselection:`Inventory` application. In the
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:guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
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:guilabel:`Receipts` kanban card.
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.. image:: receipts_delivery_two_steps/two-step-receipts-kanban.png
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:align: center
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:alt: One receipt ready to process in the Inventory Overview kanban view.
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Process the receipt
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-------------------
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The receipt and internal transfer will be created once the purchase order is confirmed. The status
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of the receipt will be :guilabel:`Ready`, since the receipt must be processed first. The status of
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the internal transfer will be :guilabel:`Waiting Another Operation`, since the transfer cannot
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happen until the receipt is completed. The status of the internal transfer will only change to
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:guilabel:`Ready` once the receipt has been marked as :guilabel:`Done`.
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Once the purchase order is confirmed, a receipt is generated and ready to process.
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Navigate to the :menuselection:`Inventory app`, and locate the :guilabel:`Receipts` task card on the
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:guilabel:`Inventory Overview` dashboard. This reveals a list of all receipts to process.
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Click on the :guilabel:`Receipt` associated with the purchase order, then click :guilabel:`Validate`
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to complete the receipt and move the product to the :guilabel:`Input Location`.
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to complete the receipt and move the product to :guilabel:`WH/Input`.
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.. image:: receipts_delivery_two_steps/validate-two-step-receipt.png
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-receipt-form.png
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:align: center
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:alt: Validate the receipt by clicking Validate, then the product will be transferred to the
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WH/Input location.
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:alt: Receipt form for product move to WH/Input.
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Process the internal transfer
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-----------------------------
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Once the product is in the :guilabel:`Input Location`, the internal transfer is ready to move the
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product into stock. Navigate to the :menuselection:`Inventory` app, and on the :guilabel:`Inventory
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Overview` dashboard, click the :guilabel:`# To Process` smart button in the :guilabel:`Internal
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Transfers` kanban card.
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Once the receipt is validated, an internal transfer is created and ready to process.
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.. image:: receipts_delivery_two_steps/transfer-two-step-kanban.png
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:align: center
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:alt: One Internal Transfer ready to process in the Inventory Overview kanban view.
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Click back to the :guilabel:`Inventory Overview` in the breadcrumbs, and locate the
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:guilabel:`Internal Transfers` task card.
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Click on the :guilabel:`Transfer` associated with the purchase order, then click
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:guilabel:`Validate` to complete the receipt and move the product to stock. Once the transfer is
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validated, the product enters the stock and is available for customer deliveries or manufacturing
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orders.
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Click the :guilabel:`# To Process` button to reveal a list of all internal transfers to process, and
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select the transfer associated with the previously validated receipt.
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.. image:: receipts_delivery_two_steps/two-step-validate-transfer.png
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Click :guilabel:`Validate` to complete the transfer and move the product from :guilabel:`WH/Input`
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to :guilabel:`WH/Stock`.
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Once the transfer is validated, the product enters inventory and is available for customer
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deliveries or manufacturing orders.
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-internal-transfer.png
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:align: center
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:alt: Validate the internal transfer to move the item to stock.
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@ -148,72 +137,52 @@ After confirming the :abbr:`SO (Sales Order)`, a :guilabel:`Delivery` smart butt
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the top, above the :abbr:`SO (Sales Order)` form. Click the :guilabel:`Delivery` smart button to
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reveal the associated receipt.
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.. image:: receipts_delivery_two_steps/two-step-sales-quote.png
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-delivery-button.png
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:align: center
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:alt: After confirming the sales order, the Delivery smart button appears showing two items
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associated with it.
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:alt: Delivery smart button on sales order form.
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.. tip::
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Sales order receipts can also be found in the :menuselection:`Inventory` application. In the
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:guilabel:`Overview` dashboard, click the :guilabel:`# To Process` smart button in the
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:guilabel:`Pick` kanban card.
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.. image:: receipts_delivery_two_steps/two-step-pick-kanban.png
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:align: center
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:alt: The pick order can be seen in the Inventory kanban view.
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:guilabel:`Pick` Kanban card.
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Process the picking
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-------------------
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The picking and delivery order will be created once the sales order is confirmed. When the
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:guilabel:`Delivery` smart button appears, click it to reveal the :guilabel:`Transfers` dashboard,
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which lists both the picking and the delivery orders.
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Once the sales order is confirmed, a picking order is generated and ready to process.
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The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock
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before it can be shipped. The status of the delivery order will be :guilabel:`Waiting Another
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Operation`, since the delivery cannot happen until the picking is completed. The status of the
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delivery order will only change to :guilabel:`Ready` once the picking has been marked as
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:guilabel:`Done`.
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Navigate to the :menuselection:`Inventory app`, and locate the :guilabel:`Pick` task card on the
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:guilabel:`Inventory Overview` dashboard. This reveals a list of all pickings to process.
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.. image:: receipts_delivery_two_steps/two-step-status.png
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:align: center
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:alt: Ready status for the pick operation while the delivery operation is Waiting Another
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Operation.
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Click on the picking delivery order to begin processing it. If the product is in stock, Odoo will
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automatically reserve the product. Click :guilabel:`Validate` to mark the picking as
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:guilabel:`Done`, then the delivery order will be ready for processing. Since the documents are
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linked, the products which have been previously picked are automatically reserved on the delivery
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Click on the picking (WH/PICK) operation associated with the sales order to reveal the picking
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order.
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.. image:: receipts_delivery_two_steps/validate-two-step-pick.png
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Click :guilabel:`Check Availability` on the picking order form. If the product is in stock, Odoo
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automatically reserves the product. Quantities can also be manually set by changing the value in the
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:guilabel:`Quantity` column to match the value in the :guilabel:`Demand` column.
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Once ready, click :guilabel:`Validate` to complete the picking and move the product from
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:guilabel:`WH/Stock` to :guilabel:`WH/Output.`
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-picking-form.png
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:align: center
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:alt: Validate the picking by clicking Validate.
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:alt: Picking operation form moving product to WH/Output.
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Process the delivery
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--------------------
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The delivery order will be ready to be processed once the picking is completed, and can be found in
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the :menuselection:`Inventory` application, on the :guilabel:`Inventory Overview` dashboard. Click
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the :guilabel:`# To Process` smart button in the :guilabel:`Delivery Orders` kanban card to begin.
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Once the picking has been processed, the delivery order is generated, and can be processed.
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.. tip::
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The delivery order associated with the :abbr:`SO (Sales Order)` can also be quickly accessed by
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clicking on the :guilabel:`Delivery` smart button again, and choosing the delivery order on the
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:guilabel:`Transfers` page (which should now be marked as :guilabel:`Ready`).
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Navigate back to the original sales order by going to :menuselection:`Sales app`, and selecting the
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associated sales order.
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.. image:: receipts_delivery_two_steps/deliver-two-step-kanban.png
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The :guilabel:`Delivery` smart button now indicates there are two transfers. Click the
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:guilabel:`Delivery` smart button to reveal each transfer tied to this sales order: the completed
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picking, and the new delivery (WH/OUT) operation. Click the delivery operation to open the delivery
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order.
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Once ready, click :guilabel:`Validate` to complete the delivery.
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.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-delivery-order.png
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:align: center
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:alt: The delivery order can be seen in the Inventory Kanban view.
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Click on the delivery order associated with the :abbr:`SO (Sales Order)`, then click on
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:guilabel:`Validate` to complete the move.
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.. image:: receipts_delivery_two_steps/validate-two-step-delivery.png
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:align: center
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:alt: Click Validate on the delivery order to transfer the product from the output location to
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the customer location.
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Once the delivery order is validated, the product leaves the :guilabel:`WH/Output` location on the
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:guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then, the
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status of the document will change to :guilabel:`Done`.
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:alt: Delivery operation form moving product to customer location.
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