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23905 Widoki

It is possible to set odoo to automatically send an email to the customer and to the seller after a purchase or sale.

Is there any modules that allow me to do it?

Awatar
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You mean when you confirm your sale order than email automatically send to customer and seller right ..??

Autor

Yes...

Override create functionality and add send mail function !

Autor

Without changing the code is it possible?

Override your confirm button and add you email function. i hope it's work for you.

Najlepsza odpowiedź

Yes you can do it very easily using automated actions.

Technical Settings ---- Automation ----- Automated Actions

Just Select the model in your Case "Purchase Order"
Action "Send Email"
Select the Desired Template
Select the Condition when you want this action to happen, for example Creation. So this will send an email when a New Purchase Order is Created.

I hope this helps.

Awatar
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Najlepsza odpowiedź

I'm trying this method: (can it be done in v. 12.0?). I'm trying to apply it through Scheduled Actions. Because "automated actions" doesn't appear any more.

Technical Settings ---- Automation ----- Automated Actions

Just Select the model in your Case "Purchase Order"
Action "Send Email"
Select the Desired Template
Select the Condition when you want this action to happen, for example Creation. So this will send an email when a New Purchase Order is Created.

Awatar
Odrzuć
Najlepsza odpowiedź

I tried following the steps as pointed out above:

Technical Settings ---- Automation ----- Automated Actions

Just Select the model in your Case "Purchase Order"
Action "Send Email"
Select the Desired Template
Select the Condition when you want this action to happen, for example Creation. So this will send an email when a New Purchase Order is Created.


And it works for me.

Thanks

Awatar
Odrzuć
Najlepsza odpowiedź

If you want to do it without overriding the confirmation method, you can create an automated action that check if the sales order or the purchase are validated and send an email.

Awatar
Odrzuć
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