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Marketplace Automation

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16.84

14.0 0
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Required Apps Inventory (stock)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Community Apps Dependencies base_marketplace
Technical Name marketplace_automation_ts
License OPL-1
Also available in version 15.0 14.0
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Technical Name marketplace_automation_ts
License OPL-1
Also available in version v 15.0 v 14.0

Introduction

The Marketplace Automation (TS) module for Odoo 15.0 is designed to streamline and automate various sales and invoicing processes within your marketplace. This module acts as a foundational component for marketplace connectors, facilitating seamless order processing and financial transactions.

Key Features

Sales Order Automation

  • Confirm Sale Orders:

    • Automatically confirm sales orders upon creation, reducing manual intervention.

  • Lock Confirmed Orders:

    • Prevent modifications to confirmed orders, ensuring data integrity.

Invoice Management

  • Create Invoices:

    • Generate invoices automatically based on sales orders.

  • Validate Invoices:

    • Automatically validate invoices to streamline the billing process.

  • Register Payments:

    • Record payments against invoices, updating financial records in real-time.

  • Invoice Policies:

    • Configure invoice policies to align with business requirements.

  • Force Invoice Date:

    • Set a specific invoice date, overriding default settings.

Payment and Shipping Configuration

  • Payment and Order Journals:

    • Define payment and order journals to categorize financial transactions.

  • Shipping Policies:

    • Configure shipping policies to standardize delivery processes.

Benefits

  • Efficiency:

    • Automates repetitive tasks, freeing up time for more strategic activities.

  • Accuracy:

    • Reduces human errors by automating data entry and processing.

  • Consistency:

    • Ensures standardized processes across the marketplace.

  • Scalability:

    • Facilitates the handling of increased order volumes without additional manual effort.

Compatibility & Technical Details

  • Required Modules:

    • Inventory (stock)

    • Invoicing (account)

    • Sales (sale_management)

    • Discuss (mail)

  • Technical Name:

    • marketplace_automation_ts

  • License:

    • Odoo Proprietary License v1.0

  • Installation Steps:

    1. Install the module via the Odoo Apps interface.

    2. Configure automation settings in the module's configuration menu.

    3. Define workflows for sales orders, invoices, payments, and shipping.

    4. Monitor automated processes through the Odoo dashboard.

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.