Auto Invoice Workflow

Before Importing the orders from Walmart to Odoo, Need some pre-configuration for the Sales Auto Invoice Workflow. You can configure the Auto invoice Workflow by navigating to Walmart / Configuration / Sale Auto Workflow.

 

Sale Auto Workflow Settings are important when you want to handle Orders of different Instances in different ways. Suppose you have an order from one instance. In such a case you might prefer to manually validate invoice and register payment. Whereas if an order has been imported from Second Instance, you may want to automatically validate their invoice and register the payment. For such different conditions, you can assign separate workflow settings. You can create multiple Sales Auto Workflow and you set those workflows from Walmart / Configuration / Settings / Select Instance.

By default, there is one Auto Workflow record created while installing the app.

You can further update the workflow as per your requirements. 

There are few configuration settings, And based on that configuration, Walmart orders will import in the Odoo.

• Confirm Quotation: If it’s checked, the Order will be Validated. Auto-Confirms Quotation and creates the Delivery Order once it is imported from Walmart.
• Create & Validate Invoice: If it’s checked, the Invoice for the Order will be Created and Posted. Automatically Create & Validate Invoice after the Delivery Order is processed.
• Register Payment: If it’s checked, Payment will be registered for the Invoice. Once the Invoice is processed completely, it will automatically Register the Payment in Odoo. However, the system will allow you to choose the Journal in which you want to settle the payment.
• Force Accounting Date : If it is checked then, the account journal entry will be generated based on Order date and if unchecked then, the account journal entry will be generated based on Invoice Date.

NOTE

While in your Workflow configuration, Checked Confirm Quotation, Create & Validate the Invoice, And Register Payment. Then your ordered product invoice policy must be “Ordered Policy”. Then and then only the invoice will be created. 

In addition to this, you will need to select a Sales Journal, Debit Method & Payment Journal that are relevant to you. To configure Journals in Odoo, go to Invoicing / Configuration / Journals. Also, select the appropriate Shipping Policy that is applicable to your business process.

 

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