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v 17.0 Third Party 6
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 474
Technical Name bi_sale_auto_complete
LicenseLGPL-3
Websitehttps://www.browseinfo.com/demo-request?app=bi_sale_auto_complete&version=17&edition=Community
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 474
Technical Name bi_sale_auto_complete
LicenseLGPL-3
Websitehttps://www.browseinfo.com/demo-request?app=bi_sale_auto_complete&version=17&edition=Community
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Automated Order Processing on Website and Quotation/Sales Odoo Apps

BrowseInfo

Website Order Auto workflow processing Odoo Apps

Automatic Website Order Process workflow Odoo Apps

Odoo Website Quotation and backend Sales Order requires many actions, such as converting a quotation to an order, creating an invoice, validating an invoice, registering payment for an invoice. Normally, one need to perform these actions manually to complete a Website order or Sales Order. Automated Website order Processing Odoo app provides configuration workflow to automate all or some of these specific processes and action. Once the workflow is configured, it is to be linked with sales order and then all these process will manage accordingly on just one click.

This Odoo app supports for both community as well as enterprise version. This odoo app provides configuration workflow for both sales order and website order. You can select this configured workflow for specific customer and based on selected workflow setting order will be process automatically. While customer accept quotation from the web portal this automated workflow will be process and all the configured action will automatically runs which will reduce lots of manual efforts . Backend sales order user can see process button when user click on it than quotation and sales order process automatically.

Auto Confirm and Validate Order

Auto confirm order and validate order on one click.

Validate Picking

Automatic validate picking or done picking on one click.

Auto Invoice Generation

User can choose option for automatic invoice generation.

Validate an Invoice

User can choose option for validate invoice automatically.

Shipping/Invoice Policy

User can choose option to select the shipping and invoice policy for specific sale orders.

Sale/Payment Journal

User can choose option to select sale journal and payment journal for specific sale orders.

Website Workflow Process will manage by Customer

Customer can see quations and they will manage workflow process by clicking on accept button.

Accept Validate Order

Accept a validate order by customer so website workflow process will be done by automatically.

Website Auto Sales Workflow Configuration

Goto Invoicing -> Configuration -> Website Auto Sales Workflow for create website auto sale workflow.


Create Website Auto Sale Workflow

Here you can create website auto sale workflow with selection of multiple workflow option.


Workflow Setup from Customer Side

For particular customer tick "Is automated Workflow" then setup website workflow process.


Set Website Workflow Process in Sales Order


Send Quatation to Customer by Email

Quatation send to the customer by using Send by Email button so quatation sent successfully.


Quatation View and Accept by Customer

Here customer can see quatation then accept quatation so one wizard will be open for validate order.

Wizard for Validate Order

Customer has validate order with drawing signature after click on "Accept & Sign" button quoation will be confirmed, validate picking, create an invoice and validate an invoice.


After clicking Picking and Invoice will get Generated

After Clicking accept button from the customer side, picking and invoice get generated.

Website Auto Processed Picking


Website Auto Processed Invoicing

Create Website Auto Sale Workflow

Here you can create website auto sale workflow with selection of multiple workflow option.


Workflow Setup from Customer Side

For particular customer tick "Is automated Workflow" then setup website workflow process.

Set Website Workflow Process in Sales Order


Send Quatation to Customer by Email

Quatation send to the customer by using Send by Email button so quatation sent successfully.


Quatation View and Accept by Customer

Here customer can see quatation then accept quatation so one wizard will be open for validate order.

Wizard for Validate Order

Customer has validate order with drawing signature after click on "Accept & Sign" button quoation will be confirmed, validate picking, create an invoice and validate an invoice.


After clicking Picking and Invoice will get Generated

After Clicking accept button from the customer side, picking and invoice get generated.

Website Auto Processed Picking


Website Auto Processed Invoicing

Backend Automated Sale Order Processing

Auto Sale Workflow configuration


Create Auto Sale Workflow

Workflow setup from Customer side


Set auto workflow in Sales order

Process Sale Order with the click of button Auto process


After clicking picking and invoice will get generated

Auto Processed Picking


Auto Processed Invoicing

Version : 17.0.0.0
20 October 2023

Initial release of the app.


Version : 17.0.0.1
28 March 2024

Fixed issue related to the User Error.


Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on ticket@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : ticket@browseinfo.in


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Explore comprehensive Odoo solutions with our expert team at BrowseInfo. As your trusted Odoo Gold Partner, we provide top-tier services including Odoo customization, development, migration, implementation, training, and ongoing support.


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