Odoo Sale Notification Module Documentation

Sale Notification

Module Overview

Odoo New Quotation and Sales Order Notification App helps customers and salespersons receive email--> notifications for newly created sales orders and quotations. The module provides configurable settings to choose when to send email notifications, including options for newly created sales, confirmed sales, or both. Additionally, it allows you to send notifications for confirmed website sale orders, and you can configure notifications to be sent to the customer and salespersons upon confirmation of the sale order. Email notifications are automatically triggered based on the selected email templates, ensuring that customers and salespersons are kept informed according to your preferences.

Key Features

• Configure email notifications for Sale Order creation and confirmation.
• Allow notification preferences for the customer: On Order Creation, On Order Confirmation, or Both.
• Option to send notifications to the salesperson as well.
• Easy customization with templates for email notifications for each event.
• Configurable through the Odoo backend settings.

Module Functionality

The module works by defining notification settings under the 'res.config.settings' model. These settings allow users to select when email notifications should be sent (either on sale order creation, confirmation, or both), and which email templates to use for these events. The 'sale.order' model is extended to trigger the sending of emails based on these preferences. The following functionality is provided:

• A preference selection for customer notifications (Create, Confirm, Create or Confirm, None).
• A configuration to allow sending notifications to the salesperson.
• Templates can be chosen for sale order creation and confirmation email notifications.

Benefits of this Module

• Streamlines communication with customers by notifying them instantly about important changes to their order.
• Increases customer satisfaction by keeping them informed throughout the sales process.
• Provides an automated way to communicate with salespeople, ensuring they are kept in the loop.
• Flexibility to configure and personalize email notifications for different sales events.
• Easy to maintain and update email templates through the Odoo settings interface.

Step-by-Step Guide

Step 1

Navigate to the 'Settings' menu in Odoo, then select 'Sale' under the Configuration section search " Sale Notification"

Step 2

Select the "Create" option, choose "Sale Order," and select the template for Sale Order creation.

Step 3

Create a Sale Order, and the state will be "Quotation."

Step 4

When the Sale Order is created, the customer will automatically receive an email with the Sale Order details.

Step 5

When we allow the salesperson, the salesperson is also added in the CC, and the salesperson also receives the email.

Step 6

Salesperson also receives the email.

Step 7

Select the "Create" option, and for website orders, also select the template for website order creation.

Step 8

Install Website and eCommerce Modules, and Create Website Order.

Step 9

Send Email to Customer When Website Order is Created.

Step 10

Click on Confirm, Select Sale Order, and Choose Appropriate Mail Template.

Step 11

Confirm sale order.

Step 12

Receive mail to customer.

Step 13

In the setting confirm and select website order .

Step 14

Confirm the website order from sales module

Step 15

Customer receive mail from the website order when we confirm the website order

Purchase Notification

Module Overview

The Purchase Email Notification App for Odoo enables automated email notifications for purchase orders. This module allows users to configure when and how notifications should be sent to customers and salespersons, ensuring efficient communication regarding the creation and confirmation of purchase orders.

Key Features

• Configurable email notifications for purchase orders.
• Options to notify customers when a purchase order is created or confirmed.
• Option to notify salespersons as well.
• Notification preferences include:
• Create: Notify when the order is created.
• Confirm: Notify when the order is confirmed.
• Create Or Confirm: Notify for both creation and confirmation.
• None: Disable notifications.
• Customizable email templates for order creation and order confirmation.

Module Functionality

The module utilizes Odoo's configuration settings and email templates to send notifications. Users can configure the email preferences through the settings, and when a purchase order is created or confirmed, the relevant email template is triggered and sent to the customer (and optionally, the salesperson).

Benefits of this Module

• Improved Customer Communication: Automatically notify customers when a purchase order is created or confirmed.
• Flexibility: Choose the level of notification (Create, Confirm, or both).
• Custom Templates: Use different email templates for creation and confirmation events.
• Time-Saving: Automated emails eliminate manual intervention and ensure timely communication.

Step-by-Step Guide

Step 1

Go to Settings and search for 'Purchase Notification'.

Step 2

Create a purchase order.

Step 3

The customer will receive an email immediately after the purchase order is created.

Step 4

Select the 'Confirm' button to confirm the purchase order.

Step 5

Immediately send an email to the customer.

Step 6

Also, select the 'Create and Confirm' option.

Step 7

Create and confirm the purchase order, and the customer will immediately receive an email.

Inventory Email Notification

Module Overview

The Inventory Email Notification App for Odoo enables automated email notifications for inventory operations. This module allows users to configure when and how notifications should be sent to relevant stakeholders, ensuring efficient communication regarding stock movements, receipts, and deliveries.

Key Features

• Customer & Salesperson Notifications: Enable/disable email alerts for stock movements.
• Customizable Triggers: Choose when to send notifications (Create, Validate, Both, or None).
• Predefined Email Templates:
• Delivery Order Notifications: Creation & Confirmation.
• Receipt Notifications: Creation & Confirmation.
• Efficient Stock Communication: Ensures timely updates on stock movements.

Module Functionality

The module works by defining notification settings under the 'res.config.settings' model. These settings allow users to select when email notifications should be sent (either on stock operation creation, validation, or both) and which email templates to use for these events. The 'stock.picking' model is extended to trigger the sending of emails based on these preferences.

The following functionality is provided:

• Preference Selection for Customer Notifications: Choose from Create, Validate, Create & Validate, or None.
• Salesperson Notification Configuration: Allows enabling/disabling notifications for salespersons.
• Customizable Email Templates: Select templates for delivery order creation, delivery order confirmation, receipt creation, and receipt confirmation.

Benefits of this Module

• Improved Communication: Automatically notifies customers and salespersons about stock operations.
• Real-Time Updates: Ensures instant email alerts for stock creation and validation events.
• Customizable Notifications: Users can configure when and to whom notifications should be sent.
• Predefined Email Templates: Simplifies the process with ready-to-use templates for deliveries and receipts.
• Enhanced Operational Efficiency: Reduces manual follow-ups and improves supply chain visibility.

Step-by-Step Guide

Step 1

Go to Settings and search for 'Stock Notification' under Inventory.

Step 2

Select the Create option and choose the Delivery Order Creation Template.

Step 3

Go to the Inventory module, navigate to Operations → Transfers → Deliveries, and create a new delivery.

Step 4

When a transfer is created, the customer will immediately receive an email notifying them that their delivery order has been created.

Step 5

Select the Create option and choose the Receipt Creation Template.

Step 6

Go to the Inventory module, navigate to Operations → Transfers → Receipts, and create a new receipt.

Step 7

Customer receive mail for Receipt

Step 8

Go to Settings, select the Confirm option, and choose the Delivery Order Confirmation Template.

Step 9

Go to the Inventory module, navigate to Operations → Transfers → Deliveries, open the delivery order, and click Confirm.

Step 10

When the delivery order is confirmed, the customer will receive a confirmation email notifying them that their delivery has been processed.

Step 11

Go to Settings, select the Confirm option, and choose the Receipt Confirmation Template.

Step 12

Go to the Inventory module, navigate to Operations → Transfers → Receipts, open the receipt, and click Confirm.

Step 13

When the receipt is confirmed, the customer will receive a confirmation email notifying them that their receipt has been processed.

Account Email Notification

Module Overview

The Account Email Notification App for Odoo enables automated email notifications for accounting operations. This module allows users to configure when and how notifications should be sent to relevant stakeholders, ensuring efficient communication regarding invoice creation, posting, and payments.

Key Features

• Customer & Salesperson Notifications: Enable/disable email alerts for invoice-related actions.
• Customizable Triggers: Choose when to send notifications (Create, Post, Payment, Create & Post, or Post & Payment).
• Predefined Email Templates:
  • Invoice Order Notifications: Creation & Confirmation.
  • Payment Notifications: Confirmation of invoice payments.
• Efficient Accounting Communication: Ensures timely updates on invoice and payment processes.

Module Functionality

The module works by defining notification settings under the 'res.config.settings' model. These settings allow users to select when email notifications should be sent (either on invoice creation, posting, payment, or a combination) and which email templates to use for these events. The 'account.move' model is extended to trigger the sending of emails based on these preferences.

The following functionality is provided:

• Preference Selection for Customer Notifications: Choose from Create, Post, Payment, Create & Post, or Post & Payment.
• Salesperson Notification Configuration: Allows enabling/disabling notifications for salespersons.
• Customizable Email Templates: Select templates for invoice creation, confirmation, and payment notifications.

Benefits of this Module

• Improved Communication: Automatically notifies customers and salespersons about invoice-related actions.
• Real-Time Updates: Ensures instant email alerts for invoice creation, posting, and payments.
• Customizable Notifications: Users can configure when and to whom notifications should be sent.
• Predefined Email Templates: Simplifies the process with ready-to-use templates for invoices and payments.
• Enhanced Accounting Efficiency: Reduces manual follow-ups and improves financial process visibility.

Step-by-Step Guide

Step 1

Go to Settings and search for 'Account Notification' under the Accounting module.

Step 2

Go to Settings, select the "Create" option, and choose the template for Invoice Order Creation.

Step 3

Create a new invoice in the Accounting module under Customers → Invoices.

Step 4

The customer immediately receives an email when an invoice is created.

Step 5

Go to Settings, select the "Post" option, and choose the appropriate email template.

Step 6

In the Accounting module, post the invoice.

Step 7

When the invoice is confirmed, the customer immediately receives an email.

Step 8

Then, in Settings, select the "Payment" option and choose the Payment Notification Template.

Step 9

Then, in the Accounting module, click the Pay button, fill in the required information in the wizard, and click the Create Payment button.

Step 10

Then, the customer will receive an email stating that their payment has been processed.

Step 11

The same process applies for Create & Post and Post & Payment options: Create & Post: The customer receives an email when the invoice is created and posted. Post & Payment: The customer receives an email when the invoice is posted and when the payment is processed.

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