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Re: Recurring / periodic Sale

by
Antony Lesuisse (al)
- 07/29/2015 16:23:36
Yes i understand the use case.

The module sale_contract only cover "service" subscriptions like utility, 
internet connection, mobile phone plan etc.... If you need shipping then the 
module of perdo is probably a better fit.

On 07/29/2015 09:19 PM, Alexandre Fayolle wrote:
> 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
> <mailto: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      > >:
>     >
>     >     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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