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It is a little but long for my need
I need a simple Sales work Flow
Is it possible to do in Odoo?
Right now it is like that:
Create a quotation,
Create Sales Order
Create Invoice
Create Delivery
Create Payments
I want an option for a direct invoice with much simple process i.e a Single invoice where I have check box for :
[ ] Create Invoice
[ ] Deliver
[ ] Paid
Without having to go through all these Steps every time
How can I achieve this?
Hi,
If you need to create picking/delivery order from the invoice, you can use any of the available free modules from the odoo app store, one such module is this: Stock Picking From Invoice
Other than the above, if these long process of sale seems difficult for you, you can try using the odoo point of sale or you can use the automation modules in the odoo sales for auto creating the picking/invoice and auto validating of it. See: Sale Order Automation
Thanks
Thank you Niyas,
this is working exactly as I want :)
In the warehouse, I checked the check boxes for is Delivery Set to Done, Create Invoice and Validate invoice
Now when I conform the Quotation it doe everything in a single step
Thanks you saved me a hell of a time
The only issue with Sales Order Automation is that it is on the warehouse level, so any quotation based on that warehouse will be posted automatically,
I wish if it was on the Quotation level, i.e I can determine if this is direct sale or not
Thanks!
Hello
we have already develop the module that will create the invoice automatically based on you validate the incoming/outgoing receipt.
https://apps.odoo.com/apps/modules/14.0/eq_invoice_from_picking_extended/
Sounds good, I will have a look on it
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