We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French /
Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple
languages, so possible translations may not be accurate. We welcome suggestions to make the translations
more accurate at support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 320 |
| Technical Name |
sh_sale_auto_invoice_workflow |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 320 |
| Technical Name |
sh_sale_auto_invoice_workflow |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Days Free Support
365
Custom Apps
1300+
top seller of odoo marketplace
Happy Customer
8987+
Year Of Experience
9+
countries
50+
Talented healers
100+
Industries Served
45+
Odoo Community Implementation
200+
Best partner Nominee
2024
Branches
4
Demo
support@softhealer.com
Support
support@softhealer.com
Customization
sales@softhealer.com
Community
Enterprise
Odoo.sh
Sale Order/Quotation Automatic Workflow
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.
Related Modules
Hot Features
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
- 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.
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 'Delivery' operation performed quickly.
Enable 'Create Invoice' option. If you save the 'Auto Sale Workflow' without specifying a Sales Journal, a warning will be displayed
Enter the Sales Journal and save your changes.
Select the 'Sale Workflow' and confirm the Sales Order.
Based on workflow configuration all operations performed quickly.
This is the form view of the invoice. As you can see, the invoice is generated based on the workflow configuration.
Enable the 'Validate Invoice' option.
After confirming the Sales Order, all operations are executed automatically based on the workflow configuration.
The invoice is automatically posted according to the workflow configuration.
Enable the 'Register Payment' option. If you save the workflow without specifying a payment journal and method, a validation warning will be displayed.
Enter Payment Journal and Method and save it.
The invoice is automatically marked as paid based on the workflow configuration.
Version 18.0.3 | Released on : 10th March 2025
Fixed
Minor Bug Fixed.
Version 18.0.2 | Released on : 21st October 2024
Update
Improvements Based on the Latest Odoo Code
Changes
Version 18.0.1 | Released on : 4th September 2024
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).
- No, currently it does not work if the product type is selected as a combo product. For more details, please contact our support team at support@softhealer.com.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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