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v 18.0 Third Party 28
Download for v 18.0 Deploy on Odoo.sh
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
LicenseLGPL-3
Websitehttps://cenotesoft.com/
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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
LicenseLGPL-3
Websitehttps://cenotesoft.com/

Auto Sale Process

Automate your sales operations: Delivery, Invoice, and Payment — all in one click!

Note: This module works only when Multi-Step Routes are disabled. Ensure that your Inventory configuration uses Single-Step Delivery.

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".

Settings Screenshot

2. Sale Quotation

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

Quotation

3. Auto Validate Delivery

After confirming the Sale Order, the system automatically validates the delivery.

Delivery Delivery Done

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.

Create Invoice Invoice Created Invoice Created without confirm

5. Auto Invoice and Post Generation

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

Invoice Post Invoice Posted

6. Auto Payment Registration

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

Invoice Payment Invoice Paid
Auto Sale Workflow

© 2025 Cenote Soft. All rights reserved.

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