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Odoo-18.0-20251222/sale_automatic_workflow/README.rst
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Initial commit: Odoo 18.0-20251222 extra-addons
2026-03-13 20:43:25 +00:00

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=======================
Sale Automatic Workflow
=======================
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Create workflows with more or less automatization and apply it on sales
orders.
A workflow can:
- Apply default values:
- Shipping Policy (Deliver each product when available or Deliver all
products at once)
- Set the invoice's date to the sale order's date
- Set a sales team
- Apply automatic actions:
- Validate the order (only if paid, always, never)
- Send order confirmation mail (only when order confirmed)
- Create an invoice
- Validate the invoice
- Confirm the picking
This module is used by Magentoerpconnect and Prestashoperpconnect. It is
well suited for other E-Commerce connectors as well.
**Table of contents**
.. contents::
:local:
Usage
=====
To use this module, you need to:
1. Go to \*Sale > Configuration > Automatic Workflow > Automatic
Workflow
2. You can create/edit/delete automatic workflow
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_automatic_workflow%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Akretion
* Camptocamp
* Sodexis
Contributors
------------
- Guewen Baconnier
- Beau Sebastien
- Leonardo Pistone
- Stéphane Bidoul
- Damien Crier
- Alexandre Fayolle
- Sodexis
- Dave Lasley <dave@laslabs.com>
- Akim Juillerat <akim.juillerat@camptocamp.com>
- Thomas Fossoul <thomas@niboo.com>
- Phuc Tran Thanh <phuc@trobz.com>
- Sander Lienaerts <sander.lienaerts@codeforward.nl>
- Tri Doan <tridm@trobz.com>
- Chau Le <chaulb@trobz.com>
Other credits
-------------
The development of this module has been financially supported by:
- Camptocamp
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_automatic_workflow>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.