Sale Recurring Orders Portal

by
Odoo

62.31

v 12.0 Third Party 1
Required Apps Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 1195
Technical Name sh_sale_order_recurring_portal
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 14.0 v 15.0
You bought this module and need support? Click here!
Required Apps Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 1195
Technical Name sh_sale_order_recurring_portal
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 14.0 v 15.0

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


Portal user's recurring orders.
Chatter for discussion.
Accept & Sign feature.
Filter & group by recurring orders.
Portal customer's recurring orders.
You can see quotations from the recurring order view.
You can see sale orders from the recurring order view.
You can see invoices from the recurring order view.
The customer can see recurring orders from the portal now.
  • 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 12.0.1 | Released on : 18 January 2021

  • Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise as well as Community.
  • Yes, we provide free upgrades as well as free support for 90 days.

You May Also Like!


Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.