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Re: Recurring / periodic Sale

by
Camptocamp France SAS, Alexandre Fayolle - Camptocamp
- 07/29/2015 15:11:41
Antony,


> Why would you generate sales order again ? Should it be sold
> again by a salesperson ? Recurring sales are more than invoices. For instance they can involve shipping goods.
I'm pretty certain Sylvain's use case is about people "subscribing" to getting a basket
filled with fresh green groceries each week, and for this the easy way is to generate
recurring sale orders which will drive a delivery.

Alexandre

2015-07-29 21:02 GMT+02:00 Antony Lesuisse <al@openerp.com>:
The sale_contract is in community (it's a complete refactor of 
account_analytic_analysis).

Revenue forecast, mrr analysis and churn and downsell/upsell dashboard will be 
available but as an Odoo enterprise feature only the module is named 
account_contract_dashboard.

It provides a global dashboard for the company executive and a salesperson 
specific dashboard for every account manager.

Every account manager can use this tool on daily basis to oversee revenue, 
churn upselling/downsell of the sets of contracts he is in charge of. A small 
demo was done during the odoo days. The dashboard has not yet been merged in 
enterprise it's under code review atm.

On 07/29/2015 07:58 PM, Pedro Manuel Baeza Romero wrote:
> Well, all of the existing recurring solutions still lack one thing: the
> forecasting. Although not the best way, with my module (but I insist, it's a
> very old one when I started in this world), you can forecast in the sales
> analysis all future incoming revenues from the same view as the current one,
> because this view is based on sales orders.
>
> Another solution I thought about was to create analytic lines for this
> forecasting, but I see more difficult to maintain.
>
> I suppose that your new enterprise module for cash forecasting will have into
> account this recurring entries, so maybe you have a third option for this task.
>
> Regards.
>
> 2015-07-29 19:36 GMT+02:00 Antony Lesuisse <al@openerp.com
> <mailto:al@openerp.com>>:
>
>     Why would you generate sales order again ? Should it be sold again by a
>     salesperson ?
>
>     sale_contract generate draft invoice and you may choose to confirm them
>     manually or automatically (i.e. only credit card debit succeed).
>
>     On 07/29/2015 07:24 PM, Pedro Manuel Baeza Romero wrote:
>     > Antony, but the flow you propose is:
>     >
>     > sales order > contract > recurring invoices,
>     >
>     > and Sylvain is looking for the flow:
>     >
>     > sales order > contract > recurring sales orders
>     >
>     > And my module does that, but it was done before even account_analytic_analysis
>     > includes recurring invoicing, so it uses a separated model. As an enhancement,
>     > modifications for recurring orders can be integrated on current
>     > account.analytic.account object.
>     >
>     > Regards
>     >
>     > 2015-07-29 19:05 GMT+02:00 Antony Lesuisse      > >:
>     >
>     >     The sale_contract module recently merged in master does that. You create a
>     >     sale order with a template linked to a contarct template. Once paid (online by
>     >     credit card or by wire transfert) a contract is created based on the template
>     >     filled with the reccuring lines of the SO.
>     >
>     >     Then the cusomter is automatically charged every period (if you use credit
>     >     card) or an invoice is sent to be paid by wire transfer. The customer can log
>     >     into the portal on /my/contract to check the contract add or remove options,
>     >     change its credit card...
>     >
>     >     If you service include varying amount you should update the contract lines
>     >     every period with the correct amount before the next invoice date.
>     >
>     >     On 07/29/2015 05:08 PM, Sylvain LE GAL wrote:
>     >     > Hi all,
>     >     >
>     >     > I'm looking for a module to make more easy recurring sale order. The need of
>     >     > my user is to have a form to select :
>     >     > - a customer ;
>     >     > - a list of product ;
>     >     >   a frequency : exemple : a sale by week during the next 8 week;
>     >     > The aim of this feature is to generate 8 draft / confirmed (depending of
>     >     > options) sale order for the 8 dates;
>     >     >
>     >     > Is this kind of module in OCA ? I search on odoo-code-search, and in
>     >     >https://github.com/OCA/sale-workflow   but I didn't found any module that match
>     >     > with my need.
>     >     >
>     >     > If not, I'll write one module and propose it to the community, if any people
>     >     > are interested by this feature...
>     >     >
>     >     > Kind regards and have a nice Hollidays.
>     >     >
>     >     >
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