| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 731 |
| Technical Name |
sales_auto_workflow |
| License | OPL-1 |
| Website | https://aakash.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 731 |
| Technical Name |
sales_auto_workflow |
| License | OPL-1 |
| Website | https://aakash.com |
Sales Automatic Workflow
Automation of Quotations, Sale Orders, Pickings and Invoices.
This application automates the processing of sales quotations. Users can customize the extent of automation, including automatic confirmation of sales orders, validation of picking, invoice creation, posting, and payment registration. Additionally, users can set up multiple instances of automated sales workflows.
Features
Confirm Sale OrderValidate PickingForce Validate PickingCreate InvoiceConfirm InvoiceRegister PaymentMultiple Instance of Workflow AutomationDefault Assigning of InstanceManual ProcessScheduled Action (Cron)Process LogsFailure Log LinesConfiguration
Here user can configure if they want to assign any instance by default to every new created sales quotation. It can be switched on / off as per their convenience.
Automatic Workflow Menu
When install Sales Automatic Workflow application, New menu will appear inside Sales menu. These nre menu contains Sales Automatic Workflow Instances, Process Logs amd Process Log Lines.
Instance
In Instance you can configure how many processes you want to complete automatically. You can configure any number of instances you want. Automated process will work according to the instance configured in sales quotation.
Sales Quotation
You can have many instances of sales automatic workflow. But Instance configured here in sales quotation will define what processes will be completed automatically.
Sheduled Action (Cron)
Scheduled action will process all sales automatic workflow instances at regular time interval processing sales orders, pickings and invoices as per configuration in instance.
Process Logs
Process logs contains details of process everytime instance runs to process sales workflow automatically.
Process Log Details
Process Log contains details of which instance was used to process, when was it processed and lines of each process done with sale order, picking and incoice.
Failure Logs
If due to any reason a process could not be completed, their logs are marked as failure and can be found under menu failure logs. So user does not have to nevigate through all logs and find failure logs.
Failure Log Details
Failure Logs contains details of Process which could not be performed along side related sale order, picking or invoice and notes containing possible failure reason. User can mark them processed after processing the records manually.
Our Services
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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