Sale Auto Process Config
by Syeda Khadizatul Maria https://cenotesoft.com/ , Cenote Soft https://cenotesoft.com/Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
Lines of code | 64 |
Technical Name |
sale_auto_process_config |
License | LGPL-3 |
Website | https://cenotesoft.com/ |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
Lines of code | 64 |
Technical Name |
sale_auto_process_config |
License | LGPL-3 |
Website | https://cenotesoft.com/ |
Auto Sale Process
Automate your sales operations: Delivery, Invoice, and Payment — all in one click!
Overview
This module automates multiple backend operations in the sales flow. On confirming a Sales Order, it can auto-validate delivery, generate invoices, and optionally register payments, based on your settings.
Key Features
- ✅ Automatically validate delivery orders
- ✅ Generate and post invoices automatically
- ✅ Register payments and mark invoices as paid
- ✅ Control automation independently for delivery and invoice
- ✅ Clean UI integrated in Sales Settings
Configuration
To enable and configure the automation:
- Navigate to Sales → Configuration → Settings
- Scroll to the section Automatic Sales Process
- Enable Auto Validate Delivery to validate delivery orders automatically
- Enable Auto Sale Invoice to automate invoice and payment actions
- Select a mode under Auto Sale Invoice:
- Create Invoice
- Invoice and Post
- Post and Register Payment
Workflow in Action
1. Configuration
Under Sales > Configuration > Settings enable "Auto Validate Deliver" and Choose option from "Auto Sale Invoice".

2. Sale Quotation
Create a Sale Quotation and confirm it from the Sales Order.

3. Auto Validate Delivery
After confirming the Sale Order, the system automatically validates the delivery.


4. Auto Invoice Generation
If you choose create invoice from Auto Sale Invoice, the system will create an invoice automatically but will not confirm it.



5. Auto Invoice and Post Generation
If you choose Invoice and Post, the system will create and confirm the invoice automatically.


6. Auto Payment Registration
If you choose Post and Register Payment, the system will create, confirm the invoice and register the payment automatically.



© 2025 Cenote Soft. All rights reserved.
Please log in to comment on this module