Sales Order Automations (Part Two): How to Send Email Notifications to the Sales Team

Recap of Part 1

In the first part of this guide, we covered how to use Automated Actions in Odoo to:

• Automatically confirm sales orders for VIP customers
• Set up domain filters to target specific customer categories
• Execute Python code within an Automated Action to trigger workflow changes

Click here to read the post.

Now, we will expand on this by setting up automated email notifications to inform the sales team when a sales order is confirmed.

Step 1: Create an Email Template

1. Go to Settings > Technical > Email Templates.
2. Click Create.
3. Fill in the details:
   • Name: Sales Order Confirmation Notification
   • Model: Sales Order (sale.order)
   • To (Emails): {{ object.user_id.email }} (This sends the email to the salesperson assigned to the order.)
   • Subject: Sales Order {{ object.name }} Confirmed
   • Body: Add a custom message, including details like {{ object.partner_id.name }} and {{ object.amount_total }}.
4. Save the template.

Step 2: Configure an Automated Action

1. Navigate to Settings > Technical > Automated Actions.
2. Click Create and fill in the following:
   • Model: Sales Order (sale.order)
   • Trigger: On Update
   • Apply On: Orders where the state changes to sale. Example domain filter:

     [('state', '=', 'sale')]

   • Action To Do: Send Email
   • Email Template: Select the template you created earlier.
3. Save the action.

Step 3: Test the Automation

1. Create a new sales order and confirm it.
2. The assigned salesperson should receive an email notification.

By implementing this automation, your sales team will always be informed about new orders, ensuring efficient follow-ups and improved customer service.

Stay tuned for part 3 where we will learn how to automatically trigger stock reservation upon confirmation!