| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 227 |
| Technical Name |
sale_auto_workflow_app |
| License | OPL-1 |
| Versions | 13.0 12.0 11.0 15.0 17.0 16.0 14.0 |
Odoo Sale Order Automatic Workflow App
Odoo sales automatic workflow apps help to finish ssales order workflow automatically based on selected configuration. this app used to auto send quotation, auto create delivery order, auto force stock transfer, auto create invoice, auto validate invoice, auto register payment, auto send invoice receipt by email based on workflow configuration. while the sale order is confirmed this auto workflow process is called and based on configuration rest other workflow is processed on sales order.
Configure the Access Rights
Sale auto process assigned users access sale auto workflow menu.
Configure Sale Auto Workflow
Configured sale automatic workflow process.
Complete Auto Workflow Process
Complete auto workflow process based on configuration.
Description
Select the Configurations
User can select configurations for sale auto process.
Sale Auto Process Access User Create Workflow
After selecting the configurations user can add workflow from Sales --> Configurations --> Sale auto Workflow , here user add auto workflow process based on requirement.
Sale Auto Workflow Process
After creating workflow process set here which process user want automatic execute when sale order confirm.
Sale Auto Workflow Process Set on Sale Order
After creating workflow process, set it to sale order.
Send quotation email
Send quotation by emails feature auto send quotation in email when sale order confirm.
Delivery Order
Delivery order feature auto generate delivery order when sale order confirm.
Create an Invoice
Create an invoice feature auto create invoice when sale order confirm.
Validate an Invoice
Validate an invoice feature auto invoice validate when sale order confirm.
Register Payment
Register payment feature auto payment of invoice when sale order confirm.
Send Invoice Receipt By Email
Send invoice receipt by email feature send auto email of invoice when sale order confirm.
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edgetechnologies.odoo@gmail.comOdoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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