Show Product On Order Lines Selection Based On Recurrence Selected

Odoo’s standard Sales Order functionality allows adding products manually, but there’s no restriction based on recurrence type. This feature introduces a smart filtering mechanism that ensures that only relevant products are available for selection based on the recurrence duration defined in the Sales Order.

How It Works:

1. When a recurrence is selected on the Sales Order (e.g., 6 months), the system automatically filters the products shown in the Sale Order Line.
2. Only products with a matching recurrence period (6 months in this case) will be available for selection.
3. If a different recurrence period is chosen, the available products will update dynamically.
4. This eliminates manual filtering mistakes, ensuring that customers are only offered valid products based on their subscription term.
5. The logic applies to both manual selection and automated product additions.

Example Use Case

A Sales Representative is creating a Sales Order for a client who subscribes to a 6-month recurring service.

• Before this feature, the rep could mistakenly add products with different recurrence periods, leading to billing and fulfillment issues.
• With this feature, when the recurrence is set to 6 months, only products matching 6-month recurrence will be selectable in the order line, ensuring seamless processing.

Key Benefits

1. Improves Sales Accuracy
   Ensures that products are correctly assigned based on recurrence duration.
2. Eliminates Manual Errors
   Reduces the risk of selecting products that do not match the selected recurrence.
3. Enhances User Experience
   Sales teams can quickly identify valid products without searching manually.
4. Optimized Subscription Management
   Helps businesses manage recurring sales with automated product filtering.
5. Seamless Order Processing
   Prevents mismatches between recurrence-based sales and product selection.

Conclusion

The Show Products on Order Lines Based on Recurrence Selected feature enhances the Sales Order experience by automatically filtering eligible products based on the selected recurrence duration. This ensures accurate product selection, improves efficiency in subscription management, and prevents manual selection errors, making the sales process more reliable and streamlined.