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.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Lets you define automatic workflows that Odoo applies to sales orders on a scheduled job: confirm orders, send confirmation emails, create and post invoices, lock orders and register payments, each limited by a saved filter.
This module adds a new configuration screen, Automatic Workflow, under Sales > Configuration. There you create workflow processes that can be assigned to sales orders; a new "Automation Information" tab on the sales order form holds the chosen workflow.
Each workflow can: - Confirm orders automatically, optionally sending the order confirmation email afterwards. - Create invoices for orders, and post (validate) those invoices. - Lock sales orders once they are fully invoiced. - Register and post a payment for unpaid customer invoices, using a chosen payment journal.
Every automatic action is limited by a saved search filter (order filter, invoice filter, payment filter, etc.), so only matching records are processed. A scheduled job named "Automatic Workflow Job" runs every minute and applies each workflow to the records that match its filters.
Other behaviours: choosing a workflow can show a warning message on the order; the workflow can force the invoice date to equal the order date, set a sales team on the order, and set default sales and payment journals on invoices. An option marks service lines as delivered when the first invoice is created. Invoices keep a link to the workflow that produced them.
Two sample workflows, Automatic and Manual, and their default filters are installed. Only sales managers can create or edit workflows; other users can read them.
Depends on
Required by other modules
Menus it adds
Models and fields (4)
- sale.order · extends an existing modelall_qty_delivered (All quantities delivered), workflow_process_id (Automatic Workflow)
- account.move · extends an existing modelworkflow_process_id (Sale Workflow Process)
- sale.workflow.process · new modelname, team_id (Sales Team), warning (Warning Message), sale_done, create_invoice, validate_order, order_filter_id, register_payment, validate_invoice, payment_filter_id (Register Payment Invoice Filter), order_filter_domain (Order Filter Domain), property_journal_id (Sales Journal), sale_done_filter_id (Sale Done Filter), payment_filter_domain, sale_done_filter_domain (Sale Done Filter Domain), create_invoice_filter_id (Create Invoice Filter), invoice_service_delivery (Invoice Service on delivery), invoice_date_is_order_date (Force Invoice Date), validate_invoice_filter_id (Validate Invoice Filter), property_payment_journal_id (Payment Journal), create_invoice_filter_domain (Create Invoice Filter Domain), send_order_confirmation_mail, validate_invoice_filter_domain (Validate Invoice Filter Domain)
- automatic.workflow.job · new model
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To use this module, you need to:
- Go to *Sale \> Configuration \> Automatic Workflow \> Automatic Workflow
- You can create/edit/delete automatic workflow
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.