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Automated Sale Order

by
Odoo

17.59

v 16.0 Third Party
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
LicenseOPL-1
Websitehttp://www.inkerp.com
Versions 15.0 16.0 17.0
You bought this module and need support? Click here!
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
LicenseOPL-1
Websitehttp://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.



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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

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


Click to Play

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

>
Click to Play

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.


Click to Play

4) Sales Customer View:

Users can enable the "Is Automated Workflow" option at the customer level to automate sales actions for selected customers.


Click to Play

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.


Click to Play

6) Quotation Picking View:

Picking operations are auto-processed based on the workflow, continuing seamlessly to the next actions as defined in the workflow.


Click to Play

7) Auto-Processed Invoicing View:


Click to Play

User Guide

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