| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Inventory (stock) |
| Lines of code | 64 |
| Technical Name |
sim_sale_quick_operation |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Inventory (stock) |
| Lines of code | 64 |
| Technical Name |
sim_sale_quick_operation |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
Quick Operations in SO
The Quick Operations in SO module is designed to accelerate and simplify day-to-day sales processing by enabling users to perform essential sales actions with minimal clicks. It allows sales teams to quickly confirm quotations, validate related deliveries, and generate invoices directly from the sales workflow, significantly reducing manual steps and operational delays. By streamlining these repetitive sales operations into fast, actionable controls, the module improves efficiency, minimizes human error, and helps businesses process orders faster while maintaining a smooth and consistent sales cycle.
Key Features
One-Click Sales Processing
Quickly confirm sales orders and execute related actions without navigating through multiple screens, saving time on routine operations.
Integrated Delivery & Invoicing Flow
Seamlessly validate deliveries and create invoices directly from the sales process, ensuring a smooth and connected order lifecycle.
Reduced Manual Effort & Errors
Automates common sales steps, minimizing repetitive data entry and lowering the risk of operational mistakes during order execution.
Set Up & Configuration
Download & Install: Install the Quick Operations in SO from the Odoo App Store.
Work Flow
Open Sales app, tap on create and fill the basic fields. Do not forget to add products. Save and confirm
it.
Apps >> Sales >> Create >> Fill in the form with few products >> Save >> Confirm
To validate the delivery, you do not have to move to the delivery page. We provide a direct button in
the sales order form. Click on Delivery Validate button.
Confirmed Sales Order >> Delivery Validate
Fill in the necessary details required for the payment and do not forget to tap on Create Payment
button. Ta-da, your payment is done too!!
Confirmed Sales Order >> Delivery Validate >> Create Invoice >> Validate Invoice >> Register Payment >>
Create Payment
You can now access paid invoice from the Invoice button on the top side.
Hurrah, it's done!
That's it, all you did is followed few easy steps to reach the goal.
I hope you have enjoyed our module tour and look forward to use it super soon!!
Frequently Asked Questions (FAQs)
The module supports commonly used structured file formats for importing sales order data, allowing easy upload and processing of order details.
Yes, all imported sales orders are created in a draft state, giving you full control to review and modify details before confirmation.
Absolutely. By automatically mapping data from the uploaded file to sales order fields, the app minimizes manual input and significantly reduces the risk of errors.
GET YOUR CUSTOM DEMO
Copy Link : https://simbeez.com/contact/
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