Blog Post

  • Home
  • Blogs
  • Sale Order Automatic Workflow | Quotation Automatic Workflow v16
logo
Community Enterprise Odoo.sh

Sale Order/Quotation Automatic Workflow

heading

This module helps to create an auto workflow in sale order/quotation. A salesperson can quickly perform all sales-related operations in one shoot. You can create workflows with automatization and apply it to sales orders. When you create a quotation if you select auto workflow then press the "Confirm" button to proceed with workflow as per the configuration. You can configure auto workflow as per the requirement, for example, Automatically create the delivery order, auto-create & validate invoice, default payment journal & default payment method, auto register payments, auto invoice send by email, etc.

Hot Features

heading
Automatic Sale Orders Workflow
Different Workflow For Different Customer
Configure Workflow As Per Requirement
Auto-Delivery Order
Auto Invoice
Default Payment Journal
Default Payment Method
Auto Invoice Send By Email
Auto Force Transfer

Features

heading
  • Easy to create the auto workflow for sale order/ quotation.
  • You can create an auto workflow based on requirements.
  • No need to do each steps manually.
  • You can set default workflow as per customers.
  • We provide below options for auto workflow : Auto-create delivery order, Auto force transfer, Auto-create invoice, Default sale journal, Auto-validate invoice, Auto-register payment, Default payment journal, Default payment method, Auto invoice send by email.
  • This module saves your important time.

Tick "Enable Auto Workflow" to create the auto workflow for sale order/ quotation. You can choose the default workflow from here or you can choose workflow from quotation/sale order.


Now go to the "Configuration" => "Auto Sales Workflow".


Auto sales workflow form view looks like this. We provide below options for auto workflow, Auto-create delivery order, Auto force transfer, Auto-create invoice, Default sale journal, Auto-validate invoice, Auto-register payment, Default payment journal, Default payment method, Auto invoice send by email.


You can choose created workflow in the default workflow from here.


You can also choose workflow from quotation/sale order.


When you create a quotation if you select auto workflow then press the "Confirm" button to proceed with workflow as per the configuration.


Based on workflow configuration all operations performed quickly.










Version 16.0.2 | Released on : 3rdFebruary 2023

Update Compatible With Multi Company.

Version 16.0.1 | Released on : 28th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas).
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
Purchase Order Revision v16

Transforming Businesses with Next-Gen Solutions

Our next-generation solutions are built to transform businesses and drive growth in the digital era.

Find Us

905, Corporate Levels, 150 Ft. Ring RD
Nr. Ayodya Chowk, Opp Synergy Hospital
Rajkot 360006

Contact No.

HR : +91 90232 46069
Sales : +91 93288 25451

Reach Us Read Blog Contact Us Submit Support Ticket Watch Video Tutorial