Clevacat Admin Sales Order Automations (Part Five): Automate Follow-Up Activity Creation Recap of the Series Congratulations! We have successfully built a complete sales automation workflow from start to finish. Part 1: Automated sales order confirmation. Click here Part 2: Automated emai... Automated Actions CRM Customer Service Follow-up Odoo Sales Tasks Workflow 11 Oct 2025
Clevacat Admin Sales Order Automations (Part Four): Automate Invoice Creation Recap of the Series We've built a powerful, end-to-end sales workflow in Odoo. Part 1: Automatically confirmed sales orders for VIP clients. Click here . Part 2: Sent automated email notifications to ... Automated Actions Billing ERP Invoicing Odoo Sales Workflow 4 Oct 2025
Clevacat Admin Sales Order Automations (Part Three): Automate Stock Reservation Recap of Part 1 2 In the first two parts of this series, we learned how to use Automated Actions in Odoo to: Part 1: Automatically confirm sales orders for VIP customers. Click here . Part 2: Send aut... Automated Actions ERP Fulfillment Inventory Odoo Sales Stock Supply Chain Workflow 27 Sep 2025
Clevacat Admin 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 custo... Automated Actions CRM Email Notifications Odoo Sales Workflow 20 Sep 2025
Clevacat Admin Sales Order Automations (Part One): How to Customize Odoo Sales Order Workflow Odoo's modularity and flexibility make it a powerful ERP solution, but sometimes business processes require specific customizations. One such case is automating the sales order workflow to fit a compa... Automated Actions CRM Email Notifications Odoo Workflow 13 Sep 2025
