Sale Order Automatic Workflow | Quotation Automatic Workflowby Softhealer Technologies https://www.softhealer.com
• Sales (sale_management)
• Invoicing (account)
|Lines of code||288|
|Also available in version||v 13.0 v 14.0 v 15.0 v 12.0|
Sale Order/Quotation Automatic Workflow
This module helps to create an auto workflow in sale order/quotation. A salesperson can quickly perform all sales-related operations in one shoot. You can create workflows with automatization and apply it to sales orders. When you create a quotation if you select auto workflow then press the "Confirm" button to proceed with workflow as per the configuration. You can configure auto workflow as per the requirement, for example, Automatically create the delivery order, auto-create & validate invoice, default payment journal & default payment method, auto register payments, auto invoice send by email, etc.
Tick "Enable Auto Workflow" to create the auto workflow for sale order/ quotation. You can choose the default workflow from here or you can choose workflow from quotation/sale order.
Now go to the "Configuration" => "Auto Sales Workflow".
Auto sales workflow form view looks like this. We provide below options for auto workflow, Auto-create delivery order, Auto force transfer, Auto-create invoice, Default sale journal, Auto-validate invoice, Auto-register payment, Default payment journal, Default payment method, Auto invoice send by email.
You can choose created workflow in the default workflow from here.
You can also choose workflow from quotation/sale order.
When you create a quotation if you select auto workflow then press the "Confirm" button to proceed with workflow as per the configuration.
Based on workflow configuration all operations performed quickly.
Version 16.0.2 | Released on : 3rdFebruary 2023
Version 16.0.1 | Released on : 28th October 2022
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
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