Recurring sale orders, delivered automatically — every cycle.

Configure a template order and a cadence once, and let Cerevantix generate a brand-new sale order, review queue entry and invoice every cycle — with a self-service portal your customers can manage on their own.

The problem

Re-creating the same sale order every week, month or quarter for repeat customers eats hours of a salesperson's time and invites mistakes — wrong quantities, missed cycles, delayed invoices. Odoo's native Subscriptions module bundles everything into one rolling record, which does not fit businesses that need a separate order, picking and invoice for every delivery.

The solution

Sale Order Recurring turns a template order and a cadence into a fully automated pipeline: a daily cron generates a brand-new, independent sale order every cycle, staff review it in a dedicated queue before it goes out, and customers get a self-service portal to track and manage their own schedule.

Capabilities

Everything a recurring sales operation needs

Every capability below is implemented in the module.

01

Scheduled Auto-Generation

A daily cron duplicates the template order into a brand-new sale order on your chosen daily, weekly, monthly or yearly cadence — no manual re-creation.

02

Full Template Preservation

Every generated order copies the template's lines, quantities, pricing, discounts and payment terms exactly, so setup is done once.

03

Pre-Generation Review Queue

Generated orders land as draft quotations in a dedicated review queue, giving staff a chance to adjust or skip before confirming.

04

Manual On-Demand Generation

A Generate Now button creates the next order immediately, for the times a customer needs an extra delivery outside the schedule.

05

Pause, Resume & Skip

Halt a configuration for a single cycle or indefinitely without losing its template or history, then resume exactly where it left off.

06

Bulk Pause & Resume

Stop or restart many recurring configurations at once from the list view — ideal for seasonal shutdowns across a book of business.

07

Dashboard & Revenue Analytics

A kanban dashboard groups every configuration by state, and pivot and graph views report generated revenue and order counts by customer.

08

Deep Customer Self-Service Portal

Customers view their schedule, invoice status and delivery status per order, and can pause, resume or skip the next cycle themselves.

09

Optional Auto-Invoice & Renewal Alerts

Turn on auto-confirm and auto-invoice for full automation, and get an Expiring Soon flag 30 days ahead of an end date for renewal outreach.

Workflow

How it works

1

Configure the Template

Pick a customer and a template sale order, then set the interval and start date for the recurring configuration.

2

Activate the Schedule

Activate the configuration; the next generation date computes automatically from the cadence you set.

3

Review & Confirm

The daily cron drops a draft order into the review queue for staff to check, adjust and confirm — or auto-confirm if enabled.

4

Customer Self-Service

Customers track invoice and delivery status per order in the portal, and can pause, resume or skip the next cycle themselves.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Subscriptions manages billing on a single rolling record. Sale Order Recurring generates a brand-new, independent sale order every cycle — with its own picking, invoice and document history — for teams that need a discrete order per delivery.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Sale Order Recurring

Scheduled auto-generation of discrete sale orders with a pre-generation review queue, pause/resume/skip controls and a customer self-service portal — a separate order, picking and invoice for every delivery, not one rolling subscription record.

Buy on Odoo App Store