Automate the sales flow: confirm the order, validate the delivery when the stock is there, create and post the invoice and register the payment, by rules on sales team, payment terms, tags or amount.
No reviews yet0 salesby TAQNIXUpdated Oct 23, 2026
An order arrives, somebody confirms it, somebody validates the delivery, somebody creates the invoice, somebody posts it, somebody registers the payment. Sales Auto Workflow does these steps by itself.
28 automated tests: every condition, every step and their combinations, waiting for stock, failures and retries, instant and the job, batches, archived workflows and access rights.
Illustrated documentation in English and Arabic and an Arabic translation of the module.
Odoo 19.0 with Sales, Inventory and Invoicing.
The files in the archive you can download after you buy.
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Install and use it in a few lines.
env['taqnix.sale.workflow'].create({'name': 'Web orders', 'team_ids': [(6, 0, team.ids)], 'auto_confirm': True,
'auto_deliver': True, 'auto_invoice': True, 'auto_post': True})env['taqnix.sale.workflow']._process_order(order)Setup, settings and troubleshooting, written by the author.
Every release, newest first.
The ones that meet its conditions: sales team, payment terms, customer tags and total, all the ones you fill must hold. At least one condition is needed. Orders created before the workflow was set up are left alone. You can also pick a workflow by hand on an order.
No. The delivery is validated only when everything is available. Otherwise the order waits and the delivery is tried again every five minutes.
As soon as the order is confirmed, or once the delivery is done, as you choose. It then follows the invoicing policy of the products.
Yes, in the bank or cash journal you choose, for the whole invoice, dated today. It does not connect to a card or a payment provider.
The error is logged and shown in red on the order, and the step is tried again. After three failures the salesperson gets an activity. Press Run automation after fixing the cause.
Yes. Tick No automation on the order, or pick another workflow.
It can run as soon as the order is confirmed, or by a job every five minutes, as you choose.
Yes. Everything is translated and works right to left, and the documentation is in Arabic too.
Compare check-ins with the working schedule: who was late, who left early, who worked overtime and who was absent, with totals per employee, the days, PDF and Excel.
See on every sales and purchase order line the last price this customer paid or this vendor charged, the difference in percent, and the full history in one click.
Print bank cheques from vendor payments on your pre-printed stock: cheque books with automatic numbers, the amount in words in English or Arabic, a layout you can adjust and a register.
Set targets for salespeople and teams, and see at once what was invoiced or sold, the percentage, what is left and who is on track.
See on every sales and purchase order line the last price this customer paid or this vendor charged, the difference in percent, and the full history in one click.
Set targets for salespeople and teams, and see at once what was invoiced or sold, the percentage, what is left and who is on track.
Warranties created by the delivery, with a start, an end and a status for every customer, and claims that say at once whether the product is in or out of warranty.
Set a credit limit per customer and stop sales orders and deliveries when it is exceeded, when the customer is on hold or has old overdue invoices. Credit managers approve exceptions.
Sales Auto Workflow for Odoo 19 – Automatic Confirm, Delivery, Invoice and Payment by Rules
$69.00