Automate Sale And Purchase Orders

v 15.0 Third Party 1348

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail)
Lines of code	238
Technical Name	`sale_purchase_automated`
License	AGPL-3
Website	https://www.cybrosys.com
Versions	17.0 16.0 13.0 14.0 15.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail)
Lines of code	238
Technical Name	`sale_purchase_automated`
License	AGPL-3
Website	https://www.cybrosys.com
Versions	17.0 16.0 13.0 14.0 15.0

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Automate Sale And Purchase Orders

A Module for automating the sale and purchase orders flow.

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Overview

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Configuration

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Features

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Screenshots

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Overview

This module crafted by Cybrosys Technologies provides an option to automate the sale and purchase orders. One can automate the actions to confirm the quotation, create and validate invoices. Automatic actions are also available to confirm RFQ. A button can be added in the sale order and purchase order to print invoices and bills directly from the order form.

Configuration

The accounting localization for the country has to be installed.

The invoice policy should be set as 'Ordered Quantities' to automate invoice creation and printing.

Features

Automatic actions for sale and purchase

Easily enable or disable the features from the settings

Print invoice from sale order form

Print bill from purchase order form

Screenshots

Enable the corresponding checkbox to automate the actions for sale order.

Sales -> Configuration -> Settings

Enable the checkbox "Confirm Quotation"

Create a quotation and save. A confirmed quotation will be created("Sales Order").

Enable the checkboxes "Confirm Quotation" and "Create Invoice".

Create a quotation and save. A confirmed quotation with a draft invoice will be created.

Enable the checkboxes "Confirm Quotation", "Create Invoice" and "Validate Invoice".

Create a quotation and save. A confirmed quotation with a posted invoice will be created.

Enable the checkboxes "Confirm Quotation", "Create Invoice", "Validate Invoice" and "Print Invoices".

Create a quotation and save. A confirmed quotation with a posted invoice will be created also a button to print invoices will appear in the sale order form.

Enable the corresponding checkbox to automate the actions for purchase.

Purchase -> Configuration -> Settings

Enable the checkbox "Confirm RFQ".

Create an RFQ and save. A confirmed RFQ will be created("Purchase Order").

Enable the checkboxes "Confirm RFQ" and "Print Bills".

Create an RFQ and save. A confirmed RFQ will be created. Create a bill for the purchase order, a button to print the bill will appear in the purchase order form.

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what about confirming delivery orders before creating invoices and bills?

Mr Islam Gaber

on 5/10/22, 5:55 PM

what about validating delivery orders before creating invoices and bills?

Re: what about confirming delivery orders before creating invoices and bills?

Cybrosys Technologies

on 5/12/22, 7:14 AM Author

Validating delivery orders has to be done manually. The main functionality of the module is to automate sale order confirmation, RFQ confirmation and invoice and bills. Automate delivery will be created, if the invoicing policy is ordered quantities. In case the end-user doesn't deliver the complete products, done quantities in delivery have to change. It cannot be done if validation of delivery is automated.