$ 12.88
| Required Apps |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Technical Name |
bi_automated_sale_order
|
| License | OPL-1 |
| Technical Name |
bi_automated_sale_order
|
| License | OPL-1 |
Introduction
The bi_automated_sale_order module empowers Odoo users with sophisticated automation for sales workflows. By setting up rule-based triggers, you can automate the progression of sales orders—from quotation through confirmation, invoicing, payment, and delivery—without manual intervention. This module dramatically reduces processing time, eliminates repetitive tasks, and enhances efficiency in sales operations.
Key Features
Automate confirmation of sales orders at the click of a button
Generate and validate invoices automatically based on configured workflow
Enable auto-registration of payments upon invoice validation
Choose shipping and invoice policies per order for tailored automation
Configure sales and payment journals to guide automated entries
Benefits
Streamline sales workflows with minimal manual effort
Reduce human error by automating repetitive sales tasks
Accelerate order-to-cash cycles for improved cashflow and customer satisfaction
Standardize processing with consistent automated logic
Empower sales teams to focus on exceptions rather than routine steps
Compatibility & Technical Details
Technical Name: bi_automated_sale_order
License: OPL-1
Required Modules:
Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Installation Steps:
Ensure that required modules (Inventory, Sales, Discuss, Invoicing) are installed.
Add the module to your Odoo add-ons directory.
Update the module list and install it.
Navigate to sales workflow settings, configure your desired automation rules (e.g., auto-confirm, invoice, payment), and link them to specific sales orders for one-click processing.
Automated Sale Order Processing Workflow Odoo
Odoo Sales Order requires many 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 Odoo app provides configuration workflow to automate all or some of these specific processes and action. Once the workflow is configured, it is to be linked with sales order and then all these process will manage accordingly on just one click . Based on the configuration setup automatic workflow will call for each sales order which reduce the lots of time and work.
Multi Language Translation Available
We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.
Features
Auto Confirm and Validate
Auto confirm order and validate order on one click.
Auto Invoice Generation
User can choose option for automatic invoice generation.
Validate Invoice
User can choose option for validate invoice automatically.
Auto Register Payment
User can choose the option of register payment automatically.
Shipping/Invoice Policy
User can choose option to select the shipping and invoice policy for specific sale orders.
Sale/Payment Journal
User can choose option to select sale journal and payment journal for specific sale orders.Auto Sale Workflow configuration
Create Auto Sale Workflow
Workflow setup from Customer side
Set auto workflow in Sales order
Process Sale Order with the click of button Auto process
After clicking picking and invoice will get generated
Auto Processed Picking
Auto Processed Invoicing
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on [email protected] or raise a ticket on support.
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.