Automated Sales Order Processing

by
Odoo          
v 9.0 v 10.0 v 11.0 v 12.0 Third Party 12

49.00 €

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Technical name sale_order_confirm_transfer
LicenseSee License tab
Websitehttp://www.emiprotechnologies.com
Read description for v 12.0 v 11.0 v 10.0
Required Apps Inventory Management (stock)
Sales Management (sale)
Invoicing (account)
Included Dependencies
Technical name sale_order_confirm_transfer
LicenseSee License tab
Websitehttp://www.emiprotechnologies.com
Read description for v 12.0 v 11.0 v 10.0
Required Apps Inventory Management (stock)
Sales Management (sale)
Invoicing (account)
Included Dependencies

Automated Sales Order Processing

OVERVIEW

To complete Odoo Sales Order Processing cycle, requires several actions, such as converting a quotation to an order, creating an invoice, validating an invoice, registering payment for an invoice. Normally, one need to perform these actions manually to complete a Sales Order.

Automated Sales Order Processing app provides some smart and easy steps to configure workflow and automate all or some of these specific processes. Once the workflow is configured, it is to be associated with sales order and then all these process will be managed accordingly in just a single click.

Features

Confirm / Validate Order

User can choose this option to confirm the sales order automatically.

Validate Delivery

User can choose this option to transfer delivery order automatically. This option is only applicable when enough stock is available in your system. In case stock is not enough delivery order will wait for stock to get available and will not be validated.

In case you want to transfer the stock forcefully, set the option of "Force transfer, even if stock is unavailable"

Create Invoice

User can choose this option to create invoice automatically.

Also, set an appropriate sales journal under "Sales Journal" option.

Validate Invoice

User can choose this option to validate an invoice automatically.

Please note, this option is only applicable and available if “Create Invoice” option is set to true.

Register Payment

User can choose this option to register the invoice payment automatically.

Please note, to make this option work properly, you must configure an appropriate payment journal (e.g Bank or Cash journal) and set it under “Payment Journal” option.

Shipping Policy

User can define an appropriate shipping policy as per their need.

Invoice Policy

User can define an appropriate invoice policy as per their need.

If this option is not set in the workflow configuration, system will work with default invoicing flow of odoo.

Sale order auto process configuration

Customer wise auto workflow setup

Set auto workflow in Sales order from configuration of Customer

Process sale order with single click

Auto processed the delivery order

Auto processed invoice

Unprocessed log details

Suggested Products

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
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