How to Configure Automation in Odoo 17 Project App | Automation in Odoo 17 Project | Odoo 17 Videos – CBMS Odoo ERP

How to Configure Automation in Odoo 17 Project App | Automation in Odoo 17 Project | Odoo 17 Videos – CBMS Odoo ERP

Automation in Odoo 17: A Comprehensive Guide

Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities:

1. Workflow Automation:
Define business processes: Create workflows to guide the movement of data through different stages of a process (e.g., sales order approval, purchase order validation).
Set automated actions: Trigger actions based on workflow transitions (e.g., sending notifications, creating tasks, updating records).
Implement approvals: Automate approval processes with customizable rules and notifications.
2. Scheduled Actions:
Automate recurring tasks: Schedule tasks to run automatically at specific intervals (e.g., sending invoices, generating reports).
Use cron jobs: Configure cron jobs to execute Python code or server actions periodically.

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