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Recurring orders

Purpose​

A recurring order is a sales order that repeats: a monthly restock, a service under contract, a periodic delivery. Rather than re-entering the same order at every due date, a template is recorded that serves as the basis for the successive orders.

This screen presents the list of recurring orders for the workspace.

A viewing screen in this version

Only deletion works. The creation and editing buttons are present but have no effect — see Known limitations. Recurring orders are therefore fed from outside the web application.

Who can access this module?

The module is visible to accounts holding the Sales management right. Deletion additionally depends on the Commandes de ventes et récurrents → Edition sub-right, set in Profiles.

Access​

  • Menu: Sales management → Recurring orders
  • Address: /recurrents
  • Screen title: Commandes récurrents

The list​

The top bar contains ☰ side menu, 🏠 home, the name of the signed-in account, the language selector and the account menu. There is no search field.

ColumnContent
RéférenceThe reference of the recurring order.
DateThe order date, in dd/mm/yyyy format.
ClientThe customer concerned.
CommercialThe salesperson in charge.
EtatHow far the order has progressed.
Valeur HTThe total excluding tax.
TVAThe VAT rate, as a percentage.
Action✏️ Editer and 🗑️ Supprimer.

The list shows the first 50 recurring orders, with no pagination controls.

The states​

The states are the same as those of sales orders:

StateMeaning
En instanceOrder entered, not committed.
ConfirméeFirm order.
FacturéeThe invoice is issued.
ExpédiéeThe goods have gone.
UndéfinieState not recognised.

Deleting a recurring order​

  1. On the row concerned, click the red 🗑️ Supprimer icon.
  2. The confirmation request « Êtes-vous sûr de vouloir supprimer cette commande récurrente ? » appears.
  3. Choose Annuler to give up, or Supprimer to confirm.

The list reloads once the deletion has been carried out.

A refused deletion stays silent

If the server refuses the deletion, no message is displayed and the row stays in the table. Always check afterwards that the order has indeed disappeared from the list.

Deleting the recurrence, not the orders already issued

Deletion removes the recurring template. The sales orders already generated from it stay in Sales orders, with their invoices and their due dates.

Creating or editing a recurring order​

Neither of these two operations is available in this version of the web application:

  • the ➕ button at the top of the screen triggers no action;
  • the ✏️ Editer icon on a row does nothing either.

To set up a new recurrence or change an existing one, contact support.

In the meantime

An order that repeats can be handled as an ordinary sales order: open the previous one in Sales orders, note its lines, and enter a new one for the next period.

Messages and troubleshooting​

SituationMessageWhat to do
Order deletedNo messageCheck that the row has indeed disappeared from the list.
The row is still there after deletionNo messageThe operation failed: try again, then contact support.
The ➕ button does nothingNo messageNormal behaviour in this version.
The ✏️ Editer icon does nothingNo messageNormal behaviour in this version.
An expected recurring order does not appear—The list is limited to the first 50 and has no filter.
The session has expiredAutomatic return to the sign-in screenSign in again.

Known limitations in this version​

  • The ➕ button has no effect: no creation is possible.
  • The ✏️ Editer icon has no effect: no editing is possible.
  • No message confirms or denies the deletion.
  • The screen has neither search nor pagination, and is limited to the first 50 orders.
  • The columns cannot be sorted.
  • Two distinct internal states are both displayed as "Undéfinie", with a spelling mistake.
  • Nothing indicates the frequency of the recurrence — no column, and no next-due-date indicator.

See also​