Key Highlights
Create Recurring Orders manually
Create Sale Orders based on the Recurring Orders
Compatibility
Expire the Recurring Orders automatically.
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Create Recurring Orders
Go to Sales module => select Orders => Open Recurring Orders.
Form view of Recurring Orders.
Only we can create the Sale Order if the state is in Running and Un-archive, Also we can see the total Sale Orders and Quotations in smart button
Cancel Recurring Orders
Easily we can Cancel or Archive Recurring Orders.
Quotations
Create Quotations manually
Created Quotation
Can see the recurring order from the created quotation.
Create Sale Orders automatically
By using this cron function which will create Sale Orders automatically.
Create the Quotations Automatically
Which will create the Quotations based on the start date automatically.
Sale Order Smart Button
If we confirm the created Sale Order we can view it on the smart button of recurring order.
Automatically Expired
If the End Date is less than the current date which will automatically moved to Expired state.
Set Stop After
If the 'Stop After' is not specified, it will create the Sale orders continuously.
Filter Options
Filter option in Recurring Orders.
Group By Option
Group By option in Recurring Orders.
EasilyCreate Recurring Orders manually.
Create Sale Orders automatically based on the Recurring.
Expire the Recurring Orders automatically.
A Sale Recurring Order is a feature that allows businesses to automate the creation of sales orders based on a predefined schedule, enabling regular sales transactions without manual entry each time.
To set up a Sale Recurring Order, you typically define the customer, products, duration of the order in your sales management system.
Yes, most systems allow you to modify or cancel a Sale Recurring Order at any time. Changes will apply to future orders while past orders remain unchanged.
Latest Release 18.0.1.0.0
30th September, 2024- Initial Commit
