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Sale Automatic Workflow Stock

sale_automatic_workflow_stock folder_open OCA/sale-workflow open_in_new
Sales Management License: AGPL-3

Create stock related workflows with more or less automatization and apply it on sales orders.

Workflows are extended with:

  • Apply default values:
  • Packing Policy (partial, complete)
  • Apply automatic actions:
  • Confirm the picking

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Extend automatic sales workflows with stock options: choose the shipping policy and let Odoo automatically confirm and transfer the delivery pickings for sales orders handled by a workflow.

This module adds stock-related settings to the automatic sales workflows you already use. On each workflow process you can now pick a Shipping Policy: deliver each product when available, or deliver all products at once. When a sales order uses that workflow, its shipping policy is filled in automatically, and it can still be changed by hand.

A new option, Confirm and Transfer Picking, makes Odoo automatically validate the delivery orders linked to those sales orders. You can restrict which deliveries are handled by choosing a saved filter on stock pickings; a default filter covering draft, confirmed and assigned deliveries is provided.

When a delivery is created from a sales order, it keeps a link to the workflow process used, so the automatic job knows which rule to apply. The automatic job then assigns stock, fills in the quantities actually picked, and validates the delivery, skipping the immediate-transfer and SMS steps.

On the sales order form, a new indicator shows whether everything has been delivered. The workflow screens (form and list) show the new shipping policy and picking validation options. The module also updates the old picking filter reference so existing data keeps working after installation.

Depends on

sale_automatic_workflowsale_stock

Required by other modules

sale_automatic_workflow_stock_job
Models and fields (4)
  • sale.order · extends an existing modelpicking_policy
  • stock.move · extends an existing model
  • stock.picking · extends an existing modelworkflow_process_id (Sale Workflow Process)
  • sale.workflow.process · extends an existing modelpicking_policy (Shipping Policy), validate_picking (Confirm and Transfer Picking), picking_filter_id (Picking Filter), picking_filter_domain (Picking Filter Domain)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.

terminal Installation and usage

No verified information

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.

info

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.