| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 399 |
| Technical Name |
bi_sale_auto_complete |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 16.0 13.0 12.0 14.0 15.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 399 |
| Technical Name |
bi_sale_auto_complete |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 16.0 13.0 12.0 14.0 15.0 17.0 |
Automated Order Processing on Website and Quotation/Sales Odoo Apps
Website Order Auto workflow processing Odoo Apps
Automatic Website Order Process workflow Odoo Apps
Odoo Website Quotation and backend 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 Website order or Sales Order. Automated Website 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.
This Odoo app supports for both community as well as enterprise version. This odoo app provides configuration workflow for both sales order and website order. You can select this configured workflow for specific customer and based on selected workflow setting order will be process automatically. While customer accept quotation from the web portal this automated workflow will be process and all the configured action will automatically runs which will reduce lots of manual efforts . Backend sales order user can see process button when user click on it than quotation and sales order process automatically.
Features
Auto Confirm and Validate Order
Auto confirm order and validate order on one click.
Validate Picking
Automatic validate picking or done picking on one click.
Auto Invoice Generation
User can choose option for automatic invoice generation.
Validate an Invoice
User can choose option for validate invoice 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.
Website Workflow Process will manage by Customer
Customer can see quations and they will manage workflow process by clicking on accept button.
Accept Validate Order
Accept a validate order by customer so website workflow process will be done by automatically.Website Order Auto Processing
Website Auto Sales Workflow Configuration
Goto Invoicing -> Configuration -> Website Auto Sales Workflow for create website auto sale workflow.
Create Website Auto Sale Workflow
Here you can create website auto sale workflow with selection of multiple workflow option.
Workflow Setup from Customer Side
For particular customer tick "Is automated Workflow" then setup website workflow process.
Set Website Workflow Process in Sales Order
Send Quatation to Customer by Email
Quatation send to the customer by using Send by Email button so quatation sent successfully.
Quatation View and Accept by Customer
Here customer can see quatation then accept quatation so one wizard will be open for validate order.
Wizard for Validate Order
Customer has validate order with drawing signature after click on "Accept & Sign" button quoation will be confirmed, validate picking, create an invoice and validate an invoice.
After clicking Picking and Invoice will get Generated
After Clicking accept button from the customer side, picking and invoice get generated.
Website Auto Processed Picking
Website Auto Processed Invoicing
Create Website Auto Sale Workflow
Here you can create website auto sale workflow with selection of multiple workflow option.
Workflow Setup from Customer Side
For particular customer tick "Is automated Workflow" then setup website workflow process.
Set Website Workflow Process in Sales Order
Send Quatation to Customer by Email
Quatation send to the customer by using Send by Email button so quatation sent successfully.
Quatation View and Accept by Customer
Here customer can see quatation then accept quatation so one wizard will be open for validate order.
Wizard for Validate Order
Customer has validate order with drawing signature after click on "Accept & Sign" button quoation will be confirmed, validate picking, create an invoice and validate an invoice.
After clicking Picking and Invoice will get Generated
After Clicking accept button from the customer side, picking and invoice get generated.
Website Auto Processed Picking
Website Auto Processed Invoicing
Backend Automated Sale Order Processing
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 ticket@browseinfo.in 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.
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