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  1. APPS
  2. Sales
  3. Sale Quick Workflow v 18.0
  4. Sales Conditions FAQ

Sale Quick Workflow

by SM-IoT https://sm-iot.com
Odoo
v 18.0 Third Party 1
Download for v 18.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 186
Technical Name quick_cash_sale
LicenseLGPL-3
Websitehttps://sm-iot.com
Versions 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 • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 186
Technical Name quick_cash_sale
LicenseLGPL-3
Websitehttps://sm-iot.com
Versions 16.0 17.0 18.0

Sale Quick Workflow

Eliminate Click Fatigue. Automate your Sales-to-Payment pipeline in 1-Click.

Stop wasting time on repetitive clicks! This module allows your sales team to Confirm Quotations, Validate Deliveries, Create & Post Invoices, Register Payments, and Print Invoices — all from a single, clean pop-up wizard directly within the Sale Order.

No API keys. No external services. Just fewer clicks and faster cash collection.

Key Features

One-Click Wizard

A lightning-bolt button on every Sale Order opens a smart pop-up where you choose exactly which steps to run.

Confirm Quotation

Automatically confirm draft or sent quotations before proceeding to the next steps safely.

Validate Delivery

Process and validate all associated delivery orders (stock pickings) instantly without leaving the page.

Create & Post Invoice

Generate customer invoices from the sale order and post them immediately.

Register Payment

Register full payment using your selected Cash or Bank journal directly from the wizard.

Print Invoice

Trigger an automatic PDF download of the final invoice at the end of the workflow.

How It Works

  1. Open any Sale Order (Quotation or Confirmed).
  2. Click the Quick Workflow button in the top header.
  3. Check the boxes for the operations you want to automate.
  4. If registering a payment, easily select your Cash/Bank journal.
  5. Click Execute — The system processes everything seamlessly!

Screenshots

1. The 1-Click Workflow Button

Quotation form with Quick Workflow button

2. The Clean & Smart Wizard

Quick Workflow wizard

3. Fully Paid Invoice & Validated Delivery

Posted and paid invoice

Technical Information

  • Supported Versions: Odoo 16.0, 17.0, and 18.0
  • Dependencies: sale_management, account, stock

Support & Contact

Developed by SM-IoT.
For questions, customisations, or enterprise support, please reach out to us.

Visit Our Website

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