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.
2) The salesperson can make recurring orders manually.
3) Customers can approve their recurring orders by signature.
4) Easy to set an Interval date for automatically make quotations after the interval is over.
5) 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.
6) Easy to know the ending date of recurring after set recurring due time in day/week/month/year.
7) Easy to set schedule time to execute them all recurring orders scheduled.
8) Easy to count all quotations, sale orders & invoices of each and every recurring order by smart buttons into recurring orders.
9) 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.
10) Easy to group by the list of recurring orders using partner and status.
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_sale_order_recurring_portal’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.