| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1235 |
| Technical Name |
sh_sale_order_recurring_portal |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 12.0 13.0 17.0 16.0 15.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1235 |
| Technical Name |
sh_sale_order_recurring_portal |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 12.0 13.0 17.0 16.0 15.0 14.0 |
Sale Recurring Orders Portal
This module helps to view recurring orders at the portal. portal users can see their customers recurring orders and portal customers can see their own recurring orders from the portal. portal user and customer both can discuss also easily using chatter in the portal. we have also given an optional feature to sign and accept recurring orders from the portal customer. so the portal customer can accept and sign recurring order and recurring order state auto change to running state.
Hot Features
- Easy to make recurring orders.
- The salesperson can make recurring orders manually.
- Customers can approve their recurring orders by signature.
- 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 with all, end last month, end last week, end last year, end this month, end this quarter, end today, end this week, end this year, start last month,start last week, start last year, start this month, start this quarter, start today, start this week, start this year.
- Easy to group by the list of recurring orders using partner and status.
- This module saves your important time.
The salesperson must have anyone access rights from below 3 rights. The salesperson must have access as an internal user.
The customer must have portal access rights to see recurring orders at the portal.
Sales Recurring Orders Portal With Customer Signature Workflow
If you check "Sale Recurring Online Signature" then customers can approve their recurring orders by signature.
Go to the "Action" and press "Grant Portal Access" to approve orders by customers.
Tick the "In Portal" checkbox and apply.
Login with the customer (my account) portal.
Recurring orders tree view at the portal.
You can filter recurring orders by the provided custom filter list.
You can group by recurring orders by the provided custom group by list.
New recurring order displays in the customer portal.
Customer and salesperson can communicate using chatter at the portal.
Customer approves recurring order after pressing "Accept & Sign".
The customer has to enter the name and sign for approval recurring order.
Now recurring order comes in the running stage.
The customer recurring order approval view at the backend.
You can count all quotations, sale orders & invoices of recurring order by smart buttons.
Sales Recurring Orders Portal Without Customer Signature Workflow
Salesperson makes a new recurring order.
The salesperson has to manually click "Running" Stage and then Create Order Manually if want to create a quotation against recurring order.
The salesperson can count all quotations of recurring orders by smart buttons.
The salesperson can see all recurring orders at the portal.
Recurring orders tree view.
The salesperson can see quotations from the recurring orders.
Customer and salesperson can communicate using chatter at the portal.
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.
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.
Version 13.0.1 | Released on : 18 January 2021
- Initial Release.
- Yes, this app works perfectly with Odoo Enterprise as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free upgrades as well as free support for 90 days.
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