Sale Order Automatic Workflow

by
Odoo

31.90

v 17.0 Third Party 50
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 278
Technical Name sh_sale_auto_invoice_workflow
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 15.0 16.0 13.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 278
Technical Name sh_sale_auto_invoice_workflow
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 15.0 16.0 13.0 14.0
logo
Community Enterprise Odoo.sh

Sale Order/Quotation Automatic Workflow

heading

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.

Hot Features

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Automatic Sale Orders Workflow
Different Workflow For Different Customer
Configure Workflow As Per Requirement
Auto-Delivery Order
Auto Invoice
Default Payment Journal
Default Payment Method
Auto Invoice Send By Email
Auto Force Transfer

Features

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  • Easy to create the auto workflow for sale order/ quotation.
  • You can create an auto workflow based on requirements.
  • No need to do each steps manually.
  • You can set default workflow as per customers.
  • 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.
  • This module saves your important time.

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 17.0.2 | Released on : 21th March 2024

Fixed Minor Bug Fixed.

Version 17.0.1 | Released on : 11th November 2023

Initial Initial Release.
  • 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.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

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