Sale Order Recurring
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.
Related Modules
Features
Smart Interval Scheduling
Set recurring orders to trigger daily, weekly, monthly, or yearly with a single configuration.
Auto-Generate Quotations
Automatically create quotations when the interval period expires, without any manual action.
Manual Recurring Trigger
Trigger any recurring order on demand, independent of the scheduled cycle.
Visual Stage Pipeline
Track every recurring order through New → Running → To Renew → Expired → Cancelled stages at a glance
Bulk Stage Updates
Move multiple recurring orders to a new stage simultaneously from the list view.
Group By Analytics
Organize your recurring order list by customer, start date, end date, or status for quick reporting.
Recurring Due Date
Easy to set recurring due time in day/week/month/year. After due time over that recurring order, you can set the stage to renew or expire.
Digital Signature Approval
Let customers approve their recurring orders with an online signature before processing begins.
Chatter Communication Log
Keep a full conversation history on every recurring order for team collaboration and audit trail.
Smart Button Counters
Instantly see the count of linked quotations, sale orders, and invoices from the recurring order form.
Advanced Filter & Search
Filter recurring orders by Active, Inactive, Stage, Start Date, End Date, or Customer in seconds.
Sale Recurring Order Tree view.
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.
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.
Sale Recurring Order Filter 17 Group By.
Sale Recurring Order Tree view.
Click on the "Recurring Orders".
If you need to update the order status for multiple recurring orders at once.
Select the sale recurring order for which you wish to update.
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".
Version 18.0.2 | Released on : 22th November 2024
Version 18.0.1 | Released on : 2nd September 2024
- No, this application is not compatible with odoo.com(odoo saas).
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, currently it does not work if the product type is selected as a combo product. For more details, please contact our support team at support@softhealer.com.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.