| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 169 |
| Technical Name |
eg_automated_sale_order |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 169 |
| Technical Name |
eg_automated_sale_order |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 |
Automated Sale Order
The Automated Sale Order module streamlines the sales order process in Odoo by enabling automatic workflows. With this module, users can automate the transition from Quotation to Sales Order, create invoices, validate invoices, and register payments in a single step. When a workflow is configured, it links to the sales order, automatically completing the selected actions according to the specified workflow.
Highlight Automated Sale Order
Configure workflows to automate key steps in sales
Complete the sales process from quotation to payment with a single click
Customize workflows to automate specific actions only
Features
Screenshots
Support
Service
Features
Automatic Sales Order Conversion:
Transforms Quotations into Sales Orders based on configured workflows.
Automated Invoicing:
Creates and validates invoices automatically as per workflow settings.
Payment Registration:
Automatically registers payments for invoices in line with the configured workflow.
Customer-Specific Workflow:
Set workflows for specific customers for a tailored sales experience.
Screenshot
1) Invoices Configuration View:
Authorized sales users can configure the Auto Sales Workflow to define which actions should be automated.
Navigation : Invoicing → Configuration → Auto Sales Workflow
2) Auto Sales Workflow List View:
Users can view pre-configured workflows and select their preferred one for automating sales actions.
Navigation : Invoicing → Configuration → Auto Sales Workflow
>
3) Auto Sales Workflow Creation View:
The "Create" button allows users to set up a new workflow, specifying which actions (e.g., confirming order, invoicing, payment) should be automated.
4) Sales Customer View:
Users can enable the "Is Automated Workflow" option at the customer level to automate sales actions for selected customers.
5) Quotations View:
With the "Auto Process" button, users can initiate the configured workflow for a quotation, triggering the automated steps up to sales order confirmation.
6) Quotation Picking View:
Picking operations are auto-processed based on the workflow, continuing seamlessly to the next actions as defined in the workflow.
7) Auto-Processed Invoicing View:
User Guide
Suggested Products
Odoo 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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