Sales orders that process themselves, end to end
No-code workflow templates confirm, deliver, invoice, and collect payment on every sale order automatically — with conditional gating, scheduled runs, and a full execution log.
The problem
Confirming a sale order is only the first click. Someone still has to validate the delivery, create and post the invoice, register the payment, and send the confirmation email — order after order, day after day. High-volume sellers lose hours to this repetitive processing, orders sit untouched overnight, and errors creep in when it is done by hand.
The solution
Automated Sale Order Processing runs the whole order lifecycle for you. Build reusable no-code templates with business-language conditions, trigger them on events or a schedule, and watch confirm, deliver, invoice, and pay happen automatically — with a visible log and retry for anything that needs a second look.
Everything you need to automate the order cycle
Every capability below is implemented in the module.
End-to-End Workflow Automation
Confirm, deliver, invoice, post, register payment, and send the confirmation email in one automated run — no step left for someone to click manually.
No-Code Workflow Templates
Build named, reusable templates — VIP Fast-Track, Prepaid Retail, Wholesale on Account — through plain forms. No Python, no developer mode.
Conditional Gating
Restrict automation by payment status, VIP or tagged customers, and minimum/maximum order value — expressed as simple, business-language rules.
Event + Scheduled Triggers
Fire in real time on order create, confirm, or update — or run timezone-aware scheduled batch windows for off-hours processing.
One-Click Manual & Bulk Run
Run the workflow on a single order from its form, or select many orders from the list and bulk-run a template across all of them at once.
Execution Log with Retry
Every run is logged step by step with pass/fail detail and the failed step and error — and a one-click Retry button when a run needs a second attempt.
Native Sale Order Integration
A Run Automation button, an Automation Status bar, and an Automation smart button live directly on the standard sale order form — nothing to switch screens for.
Configurable Automation Settings
A master enable toggle, batch size, timezone-aware batch window hours, and a default template — all set from Sales Settings, no technical menus.
Automatic Confirmation Emails
Selectable mail templates dispatch confirmation emails automatically as a step in the workflow — no separate manual send.
How it works
Create a template
Define trigger, conditions, and steps — confirm, deliver, invoice, pay, email — in a no-code form.
Set the trigger
Choose event-driven automation or a timezone-aware scheduled batch window, or both.
Let it run
Matching orders confirm, deliver, invoice, and get paid automatically — or run it manually anytime.
Review & retry
Check the execution log for each step's result and retry any failed run in one click.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Every workflow template, trigger, and condition is configured through standard Odoo forms — no code and no developer mode required.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Automated Sale Order Processing
Automate the full sales order workflow -- confirm, deliver, invoice, and register payment -- with no-code templates, conditional gating, and event or scheduled triggers.
Buy on Odoo App StoreMore Odoo sales apps
BOM Selection on Sale Order Line — Informed Picker & MO Handoff
Pick the exact Bill of Material on the quote line, compare candidates side by side with type, unit cost and component count, and carry that choice reliably into the manufacturing order.
Bulk Product Add In Pricelist
Add, remove and price hundreds of pricelist rules in one pass — by category, vendor, manual pick or CSV/XLSX import — behind a confirmation preview, a persistent operation history and one-click revert.
Catalog List View
A dense, sortable, filterable product table with reference, price, category and live stock on every row, built directly into the order catalog for both quotations and RfQs — with inline quantity entry that syncs back in real time.
Change Customer In Validated Sale Order
Change the customer on a sale order in any state and cascade it to every linked invoice, delivery and payment — with a pre-commit impact preview, manager approval and one-click rollback.
Company-Specific Product Attributes
Scope product attributes and values to a single company, with parent-to-child inheritance and a global sharing toggle — plus near-duplicate detection and a bulk reassignment wizard with impact preview.
Confirm Multiple Sale Orders
Bulk confirm, cancel and revert straight from the sale order list, gated by a preview dialog that filters out orders in the wrong state and followed by a summary of exactly what happened — with customer email as a deliberate opt-in.