You can make a recurring order for your regular customers using this module. For example, a consumer could set up an order to have particular goods in every three months. you can make recurring orders using this module would let this purchase happen automatically on a regular schedule. The salesperson can give access rights to the customer that he/she can approve recurring orders by signature and other information and after approving recurring orders go to the running stage. You can also make recurring orders manually from recurring orders. You can set the scheduled time. You can communicate using chatter with each other. You can easily update the customer name or order stage mass action.
Features
You can easily update the customer name or order stage in multiple recurring orders at once. New
Easy to change stages like "To Renew" or "In process" or "Expired" in multiple recurring orders at once. New
You can communicate using the chatter. New
You can see quotations, sale orders & invoices from the recurring order view. New
Customers can approve their recurring orders by signature. New
This module fluently work with multiple company.
Easy to make recurring orders.
Also, make recurring orders manually.
Easy to set an Interval date for automatically make quotations after the interval is over.
Easy to set recurring due time in day/week/month/year. After due time over that recurring order, you can set the stage in renew or expire.
Easy to know the ending date of recurring after set recurring due time in day/week/month/year.
Easy to set schedule time to execute them all recurring orders scheduled.
Easy to count all quotations, sale orders & invoices of each and every recurring order by smart buttons into recurring orders.
Easy to filter recurring order list with Active, Inactive, New, Running, To Renew, Expired, Cancel, Start/End Date.
Easy to group by the list of recurring orders using customer, start date, end date and also status.
No special configuration required just install it and cheers!
Version
- New Mass Action Added To Update Recurring Order Customer & Stages.
- Fixed Minor Bug Fixed.
- New Chatter added.
- New Smart button added to see quotations, sale orders & invoices from the recurring order.
- New Signature field added for approving recurring orders by customers.
- Initial Release
v 14.0.4
Sale Recurring Order Tree view.
Click on the "Recurring Order".
If you need to update the customer name or order status for multiple recurring orders at once.
Select the sale recurring order for which you wish to update the customer name.
Once you have selected the recurring order, you will able to modify the customer name.
Click on the "Save" button.
After that "Confirmation" wizard will be apear.
To confirm the changes, click on the "OK" button.If you do not wish to change the customer name, click on the "CANCEL" button instead.
Here, you can see the customer's name is changed.
In the sale recurring order list view, You can see the "To Renew" or "In process" or "Expired" options.
To renew a sale recurring order, first, you need to select the sale recurring orders from the list. Then, click on the "Action" button and choose the "To Renew" stage option.
Here, you can see the stage is changed to "To Renew".
v 14.0.2
If you check "Sale Recurring Online Signature" then customers can approve their recurring orders by signature.
Sale recurring order with the signature and the "Other Info" tab.
After approving the recurring order our stage is running and you can see Quotations, Sale Orders & Invoices from the smart buttons.
You can communicate using the chatter.
v 14.0.1
Sale Recurring Order Tree view.
Sale Recurring Order Filter.
Sale Recurring Order Group By.
Sale Recurring Order Form View.
Quotation created from recurring order looks like below.
Recurring order and order date field in sale order.
Sale Recurring Order Cron.
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