41.70

v 14.0 Third Party 27
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Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 641
Technical Name sh_sale_order_recurring
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 10.0 v 12.0 v 13.0 v 9.0 v 15.0
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Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 641
Technical Name sh_sale_order_recurring
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 10.0 v 12.0 v 13.0 v 9.0 v 15.0
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.

Videos

Features


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


v14.0.3 (3rd March 2022)
  • Fixed Minor Bug Fixed.
v14.0.2 (1 January 2021)
  • 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.
v14.0.1 (15 October 2020)
  • Initial Release

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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Recurring Activities

Help & Support

You will get free support for 90 days and assistance in case of any issues


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