We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1353 |
| Technical Name |
sh_sale_order_recurring_portal |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 16.0 13.0 12.0 17.0 15.0 14.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1353 |
| Technical Name |
sh_sale_order_recurring_portal |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 16.0 13.0 12.0 17.0 15.0 14.0 18.0 |
Community
Enterprise
Odoo.sh
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
See Quotations From Recurring Order View
See Sale Orders From Recurring Order View
See Invoices From Recurring Order View
Customer Can See Recurring Orders From Portal
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.
Click the 'Grant Access' button, then click the 'Close' button.
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.
A new recurring order displays in the customer portal, here the customer and salesperson can communicate using chatter.
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.
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.
Sale Recurring Order Filter 17 Group By.
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 17.0.1 | Released on : 3rd January 2024
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- 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.
- No, this application is not compatible with odoo.com(odoo saas).
Multi-Languages
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