Sales Auto Workflow for Odoo 19 documentation

A guide to the sales auto workflow: choosing the orders and the steps, the automation log, errors, access rights and the limits.

Documents version 1.0.0Updated Oct 23, 2026

About Sales Auto Workflow for Odoo 19 Download the PDF(PDF, 1.4 MB)

Start here

In plain words: 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, for the orders you choose: by sales team, payment terms, customer tags or amount. Every step is logged, and an order that cannot go on tells you why.

A workflow with its steps, an order with its automation log, and the orders handled by themselves.

Tip: Start with confirm only, then add the delivery and the invoice when you trust it. Orders created before the workflow are left alone.

What you get

Feature	What it does
Workflows by conditions	Sales team, payment terms, customer tags and amount choose the orders. The first workflow that fits wins.
Steps	Confirm, validate the delivery, create the invoice, post it, register the payment.
Delivery	Validated only when everything is available; otherwise the order waits and is tried again.
Invoice	As soon as the order is confirmed, or when it has been delivered.
Instant or every 5 minutes	Run when the order is confirmed, or by a job every five minutes.
A log and errors	Every step on the order; the error if one failed; an activity for the salesperson after three failures.
By hand	Pick a workflow on an order, switch automation off for one, or press Run automation.
Arabic	Everything is translated and works right to left.

Requirements

Item	Details
Odoo	19.0 (Community or Enterprise)
Apps needed	Sales and Inventory (`sale_stock`), Invoicing (`account`)
License	OPL-1 (Odoo Proprietary License v1.0)

Install

Unzip the package. Inside is taqnix_auto_workflow.zip; unzip it to get the folder taqnix_auto_workflow.
Copy the folder into one of the addons_path folders of your Odoo server and restart Odoo.
Log in as an administrator, activate Developer mode, open Apps and press Update Apps List.
Remove the “Apps” filter, search Sales Auto Workflow and press Install.

# or from the command line
./odoo-bin -c odoo.conf -d YOUR_DATABASE -i taqnix_auto_workflow --stop-after-init

Create a workflow

In plain words: Open Sales → Configuration → Auto Workflows and press New.

Four workflows: website, wholesale, kiosk and phone orders.

Website orders: confirmed, delivered, invoiced, posted and paid by themselves.

Field	Meaning
Apply by conditions	Orders that meet the conditions get the workflow by themselves. Off: it is used only when chosen on an order.
Orders created from	Older orders are left alone. The default is today.
Sales teams, payment terms, customer tags, total	The conditions. All the ones you fill must hold. At least one is needed.
Confirm the order	Confirms quotations.
Validate the delivery	Only when all the products are available.
Create / post the invoice	When: as soon as the order is confirmed, or once the delivery is done.
Register the payment	In the journal you choose, for the full amount, dated today.
Run as soon as the order is confirmed	Otherwise the job takes the order within five minutes.

Important: A workflow that confirms quotations confirms every matching quotation. Choose the conditions carefully, for example the sales team of your web shop.

On the order

In plain words: Each order has an Automation tab with its workflow, the failed attempts and the log of every step.

An order taken from confirmation to payment.

Situation	What happens
Not everything is in stock	The order stays confirmed with its delivery waiting. Nothing is logged as an error; it is tried again after the next receipt.
A step fails	The error is logged and shown in red on the order; it is tried again. After three failures the salesperson gets an activity.
Run automation	Starts again, for example after you fixed the cause.
No automation	Tick it to handle one order by hand.

A payment that failed because the journal was archived.

The automation log

In plain words: Sales → Reporting → Automation Log lists every step of every order, with the failures in red.

Who can do what

Who	Can
Salespeople	See the workflow and log of their orders and press Run automation.
Sales managers	Create and edit workflows, see the whole log.

Arabic and right to left

Limits

Limit	Detail
Full delivery only	A delivery is validated when everything is available; partial deliveries and backorders are not created.
Full payment	The payment is the whole invoice, in the journal you choose, dated today. It does not take a card or a payment provider.
Invoices by order	The invoice follows the product's invoicing policy (on order or on delivery).
Batches	The job handles up to 50 orders every five minutes.
Rules of other modules	A credit limit or an approval module that refuses the confirmation shows as a failed step.

For developers

In plain words: Skip this chapter if you only use the module.

Item	Details
Models	`taqnix.sale.workflow` and `taqnix.sale.workflow.log`; `sale.order.tx_workflow_id`.
Methods	`_workflow_for(order)`, `_process_order(order)`, `_run(order)`.

workflow = env['taqnix.sale.workflow'].create({
    'name': 'Web orders', 'team_ids': [(6, 0, team.ids)], 'auto_confirm': True,
    'auto_invoice': True, 'auto_post': True,
})
env['taqnix.sale.workflow']._process_order(order)

Troubleshooting

Problem	What to do
Nothing happens to an order	Check the workflow is active, the order was created after Orders created from, the conditions fit and Apply by conditions is on. Or choose the workflow on the order.
The delivery is not validated	The stock is not complete yet. It is tried again every five minutes.
A red error on the order	Read the log, fix the cause (a journal, an access right, a stock rule) and press Run automation.
Orders are handled twice	They are not: a finished order is marked and never processed again.

Updating and removing

Replace the folder with the new version, restart Odoo and run -u taqnix_auto_workflow. Workflows and logs are kept.

Support

Installation help and bug fixes are included for 6 months, with lifetime updates. Contact us through the marketplace page where you bought the module or write to support@taqnix.com with your Odoo version and a screenshot.