From checkout to cash without lifting a finger
Website Sale Auto Workflow confirms, invoices, posts, and collects payment on every web order automatically — then creates the delivery and validates the stock transfer. Template-first setup, conditional rules, and a full audit trail keep finance in control.
The problem
Website checkout captures the order, but everything after it stays manual: confirming the quotation, creating the invoice, posting it, registering the payment, and starting fulfillment. For a store processing dozens of orders a day, that is hours of repetitive clicking every week — and a lag between money collected online and the books showing it.
The solution
Website Sale Auto Workflow runs the entire order-to-cash-and-fulfillment chain for you. Confirm, invoice, post, pay, deliver, and validate stock transfers happen automatically per order, driven by configurable, condition-aware workflows you can preview before they ever touch a live order.
Everything the back office used to do by hand
Every capability below is implemented in the module.
Auto Order-to-Cash Chain
Confirm, invoice, post, and register payment automatically for every website order, on the sale and payment journals you configure.
Delivery & Stock Automation
Auto-create deliveries and validate stock transfers as soon as an order is confirmed, so fulfillment starts without a manual handoff.
Template-First Setup
Four ready-made workflows — B2B Invoice-First, B2C Immediate Payment, Cash on Delivery, and Subscription — get automation running in minutes.
Non-Destructive Dry-Run Preview
See exactly which of the seven automation steps an order will trigger — and why — before anything executes on real data.
Per-Customer & Segment Assignment
Apply a different automation workflow to an individual customer, or assign a whole customer segment in one action.
Conditional Automation Rules
Gate automation on order total, customer credit limit, or payment provider, matched ALL or ANY, so it only acts where it is safe.
Payment-Method-Aware Logic
Restrict automatic payment registration to specific payment providers, so higher-risk payment channels stay a manual step.
Partial & Deposit Payments
Collect a configurable percentage of the invoice instead of forcing a single full payment, ideal for deposits and subscriptions.
Visible Audit Trail & Dashboard
A timestamped log of every automated step plus a dashboard of which workflow each customer or segment is running, for full traceability.
How it works
Pick a template or build one
Start from B2B, B2C, Cash on Delivery, or Subscription, or configure your own steps, journals, and conditions from scratch.
Assign customers or segments
Attach the workflow to specific customers, a whole segment at once, or make it the store-wide default.
Preview before go-live
Run the dry-run preview on any order to see exactly which steps will run and why, with nothing touched yet.
Let automation run
Orders confirm, invoice, post, get paid, and ship automatically, with every action recorded in the audit trail.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
It depends on Website, Sales, Sales-Inventory, Accounting, and Discuss — all standard Odoo apps. No third-party add-ons are 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.
Website Sale Auto Workflow
Template-driven, condition-aware automation of order confirmation, invoicing, payment, and fulfillment, with a non-destructive dry-run preview and full audit trail.
Buy on Odoo App Store