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Automate Sale And Purchase Orders

A Module for automating the sale and purchase orders flow.

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Overview

This module crafted by Cybrosys Technologies provides an option to automate the sale and purchase orders. One can automate the actions to confirm the quotation, create and validate invoices. Automatic actions are also available to confirm RFQ. A button can be added in the sale order and purchase order to print invoices and bills directly from the order form.

Configuration

The accounting localization for the country has to be installed.

The invoice policy should be set as 'Ordered Quantities' to automate invoice creation and printing.

Features

Automatic actions for sale and purchase

Easily enable or disable the features from the settings

Print invoice from sale order form

Print bill from purchase order form

Screenshots

Enable the corresponding checkbox to automate the actions for sale order.

Sales -> Configuration -> Settings

Enable the checkbox "Confirm Quotation"

Create a quotation and save. A confirmed quotation will be created("Sales Order").

Enable the checkboxes "Confirm Quotation" and "Create Invoice".

Create a quotation and save. A confirmed quotation with a draft invoice will be created.

Enable the checkboxes "Confirm Quotation", "Create Invoice" and "Validate Invoice".

Create a quotation and save. A confirmed quotation with a posted invoice will be created.

Enable the checkboxes "Confirm Quotation", "Create Invoice", "Validate Invoice" and "Print Invoices".

Create a quotation and save. A confirmed quotation with a posted invoice will be created also a button to print invoices will appear in the sale order form.

Enable the corresponding checkbox to automate the actions for purchase.

Purchase -> Configuration -> Settings

Enable the checkbox "Confirm RFQ".

Create an RFQ and save. A confirmed RFQ will be created("Purchase Order").

Enable the checkboxes "Confirm RFQ" and "Print Bills".

Create an RFQ and save. A confirmed RFQ will be created. Create a bill for the purchase order, a button to print the bill will appear in the purchase order form.

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