$ 16.74
| Required Apps |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Technical Name |
sh_sale_auto_invoice_workflow
|
| License | OPL-1 |
| Technical Name |
sh_sale_auto_invoice_workflow
|
| License | OPL-1 |
Introduction
The Sale Order Automatic Workflow module for Odoo automates the end-to-end sales order process, from quotation confirmation to payment registration. This functionality is particularly beneficial for businesses aiming to reduce manual intervention, minimize errors, and accelerate order processing.
Key Features
Automatic Delivery Orders: Upon confirming a sales order, the system automatically generates the corresponding delivery order, streamlining the fulfillment process.
Auto Invoicing: Invoices are automatically created and validated based on the sales order, ensuring timely billing and reducing administrative workload.
Payment Registration: Payments are automatically registered, updating the financial records in real-time and improving cash flow management.
Email Notifications: Invoices can be automatically sent to customers via email, enhancing communication and customer satisfaction.
Customizable Workflows: Define default workflows for different customers or sales teams, tailoring the automation process to specific business needs.
Multi-Company Support: The module is compatible with Odoo's multi-company feature, allowing for centralized management of sales processes across different entities.
Benefits
Enhanced Efficiency: Automates repetitive tasks, freeing up time for sales teams to focus on customer engagement and strategic activities.
Reduced Errors: Minimizes manual data entry, decreasing the likelihood of errors in order processing and financial records.
Improved Customer Experience: Provides timely and accurate invoicing, along with prompt delivery, leading to higher customer satisfaction.
Better Financial Management: Real-time payment registration ensures up-to-date financial records, aiding in effective cash flow management.
Scalability: Supports business growth by streamlining sales operations and reducing the need for additional administrative resources.
Compatibility & Technical Details
Required Modules: Sales (sale_management), Inventory (stock), Invoicing (account), Discuss (mail).
License: Odoo Proprietary License v1.0.
Installation: Simple installation process with no complex configurations required.
Deployment: Compatible with both cloud and on-premise Odoo deployments.
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.