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Sale Order - Recurrence

sale_order_recurrence folder_open OCA/sale-workflow open_in_new
Sale License: AGPL-3

This module provides a wizard that facilitates the recurrence of sales with a certain recurrence.

User defines a begin date and recurrence (week, monthly) and the wizard creates draft quotations with the dates selected in the wizard

It's useful for users who regularly sell the same products to the same customer, such as bakers who receive the same orders from shops every week.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Lets salespeople duplicate a sale order into a series of future quotations at regular weekly or monthly intervals, useful for repeat customers who order the same products on a schedule.

This module adds a recurrence wizard that turns one existing sale order into several future draft quotations. It is available from the Sale Orders list through the action menu (the "Recurrence Wizard" action is bound to the sale order model), and it opens as a pop-up form.

The wizard shows the sale order and customer being duplicated, then asks for a start date, whether to include the current date, a recurrence type (Weekly or Monthly) and a number of occurrences. As soon as these settings change, Odoo automatically fills a "New Dates" list with the calculated delivery dates, which the user can review and edit before confirming.

Two buttons are provided: "Duplicate" creates the quotations and closes the wizard, while "Duplicate and Open" creates them and immediately opens the list of the newly created quotations. Each generated quotation is a copy of the original order with its order date and delivery date set to the corresponding recurrence date.

Access is granted to the standard salesperson group. The module only touches sale orders and customers; it does not change prices, taxes or stock rules.

Depends on

sale
Models and fields (2)
  • sale.order.recurrence.wizard · new modelorder_id (Sale Order), begin_date, partner_id (Partner), date_line_ids (New Dates), recurrence_type, recurrence_duration, include_current_date
  • sale.order.recurrence.wizard.date.line · new modelwizard_id, commitment_date (Delivery Date)

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 16.0

To use this module, you need to

  • go to Sale / Sales / Quotation (or Sale Orders)
  • Select any sale order and click on 'Action' / 'Recurrence Wizard'

And wizard creates quotations

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.