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Automated Sale Order Processing

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Required Apps Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Technical Name bi_automated_sale_order
License OPL-1
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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:

  1. Ensure that required modules (Inventory, Sales, Discuss, Invoicing) are installed.

  2. Add the module to your Odoo add-ons directory.

  3. Update the module list and install it.

  4. 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.

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.