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Re: Automation of sale workflow

by
Juan
- 04/11/2016 23:09:54
Hello Jalal,

I have installed the modules and please see my configuration as follows.

I dont understand the last thing about the payment, I thought if I configure an entry for lets say.... Cash Payment. When I hit the order confirmation button, it will automatically apply the flow and process the payment of the invoice?

Do Im missing something?

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On Mon, Apr 11, 2016 at 2:33 PM, zahid jalal <j.zahid@gmail.com> wrote:
In the same OCA repo (sale workflow ) you have this one Payment method automatic workflow 


Odoo Integrator,
Data integration
BI and IT consulting.

j.zahid@auriumtechnologies.com
tél  0661360233 - 0636898882
fax 0528215738

On Mon, Apr 11, 2016 at 7:37 PM, Juan Vidal Luis <juanvidal0123@gmail.com> wrote:
Lovely, thanks a lot Jalal.

It does just what I need, noted that REGISTER payment is still manual but I can understand the nature of that.

Do you know if there's another module for it?

On Mon, Apr 11, 2016 at 11:47 AM, zahid jalal <j.zahid@gmail.com> wrote:
This addon allows you to assign a specific workflow to each SO you create. you can create as many workflows as you want . When you install the module go to 
Sales > Configuration > Sales > Automatic Workflow
From the form, you create a new WF, and you set your rules on the picking, invoicing ....
After that, this WF is available every SO you create. in the "Automation Informations" tab  (see the pitures attached )

I hope this helps.

 


Odoo Integrator,
Data integration
BI and IT consulting.

j.zahid@auriumtechnologies.com
tél  0661360233 - 0636898882
fax 0528215738

On Mon, Apr 11, 2016 at 5:22 PM, Juan Vidal Luis <juanvidal0123@gmail.com> wrote:
Thanks, I installed it successfully.

However, con the rules works? or how this works? any documentation for it?

On Mon, Apr 11, 2016 at 9:32 AM, zahid jalal <j.zahid@gmail.com> wrote:
you can use Sale Automatic Workflow addon fom OCA.  https://www.odoo.com/apps/modules/8.0/sale_automatic_workflow/
You can automatically validate SO and Create Invoice from your defined rules.


Odoo Integrator,
Data integration
BI and IT consulting.

j.zahid@auriumtechnologies.com
tél  0661360233 - 0636898882
fax 0528215738

On Mon, Apr 11, 2016 at 4:17 PM, Juan Vidal Luis <juanvidal0123@gmail.com> wrote:
Hi Jalal,

Im using v8 and will continue using :D. Do you have examples to achieve it with v8? I need to make the process less bureaucratic :)

On Mon, Apr 11, 2016 at 9:12 AM, zahid jalal <j.zahid@gmail.com> wrote:
+1 
In v8, v7 sale_workflow allows to do such automation. Removing it from v9 was a huge mistake.



Odoo Integrator,
Data integration
BI and IT consulting.

j.zahid@auriumtechnologies.com
tél  0661360233 - 0636898882
fax 0528215738

On Mon, Apr 11, 2016 at 3:57 PM, Juan Vidal Luis <juanvidal0123@gmail.com> wrote:
Hello,

Does anybody have some automation of sale workflow? I want to make it faster and with less steps. For example, when selecting the products, I want the sale automatically extract them from the warehouse and best if payment is requested is one less step.

If anybody knows about an example of how to achieve it, it will be appreciated the guidance.

Regards,
Juan Vidal

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