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Automated Sale Order
The Automated Sale Order module enhances the Odoo sales workflow by enabling end-to-end automation of the entire sales process. It allows businesses to seamlessly convert quotations into confirmed sales orders, generate and validate invoices, and register payments all through predefined workflows.
Features
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Features
Automatic Sales Order Conversion
This feature enables seamless transformation of quotations into confirmed sales orders based on predefined workflows. Once configured, the system automatically progresses the document without requiring manual confirmation.
Automated Invoicing
The module automatically generates and validates invoices according to the configured workflow rules. As soon as a sales order reaches the appropriate stage, invoices are created instantly without user intervention.
Payment Registration
With this feature, payments are automatically registered once invoices are validated, aligning perfectly with the defined workflow. This removes the need for manual payment entry and reconciliation.
Customer-Specific Workflow
The module allows businesses to assign customized workflows for individual customers, enabling a more personalized sales process. Different customers can have tailored automation rules based on their agreements or requirements.
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1.) Invoices Configuration View
A dedicated configuration area where authorized sales users can define how the automated workflow should operate. It provides full control over which actions such as order confirmation, invoicing, and payment are executed automatically.
2.) Auto Sales Workflow List View
A centralized list of all available workflows, making it easy to review, compare, and select the most suitable automation setup.
3.) Auto Sales Workflow Creation View
An intuitive interface for creating new workflows tailored to specific business needs. Users can define each step of the automation, including order confirmation, invoice generation, and payment processing.
4.) Sales Customer View
Customer-level settings enable businesses to activate automated workflows for specific clients. This allows for a more personalized approach, where selected customers benefit from fully automated sales processing.
5.) Quotations View
A convenient "Auto Process" action empowers users to trigger the configured workflow directly from a quotation. With a single click, the system initiates the automation, progressing through the defined steps efficiently and reducing manual effort in converting quotations to orders.
6.) Quotation Picking View
Inventory operations are handled automatically as part of the workflow, ensuring that picking and delivery processes are executed without delays.
7.) Auto-Processed Invoicing View
Invoices are generated, validated, and processed automatically as part of the workflow. The result is a smooth transition from sales to accounting, where financial documents are handled efficiently, ensuring timely billing and accurate transaction records.
User Guide
