47 lines
2.2 KiB
ReStructuredText
47 lines
2.2 KiB
ReStructuredText
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==================
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Subscription plans
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==================
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Subscription plans are :doc:`quotation templates <../sales/send_quotations/quote_template>` specific
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to **subscriptions** used to preconfigure selectable **plans** and **recurrence periods** to
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configure quotations quickly.
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Configuration
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=============
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To create a new subscription plan or edit an existing one, go to :menuselection:`Subscriptions -->
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Configuration --> Plans`, and click :guilabel:`New` or select an existing plan.
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.. image:: plans/subplan-configuration.png
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:alt: Subscription plan (quotation template) configuration
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When creating a subscription plan, several options are available:
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- The **name** of the plan;
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- :guilabel:`Quotation expires after`: after how many days the quotation expires;
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- :guilabel:`Online confirmation`: if the customer's :guilabel:`Signature` or
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:guilabel:`Payment` confirms the order. Enable both to leave the choice to the customer;
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- :guilabel:`Confirmation Mail`: the **mail template** used for the order confirmation mail;
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- :guilabel:`Recurrence`: the recurrence of **recurring products** used with this template.
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Selecting a :guilabel:`Recurrence` enables the following additional options:
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- :guilabel:`Duration`: whether **recurring products** used with this template have no **end date**,
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or if they have a :guilabel:`Fixed` duration. Selecting :guilabel:`Fixed` enables an additional
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option to select the **duration**;
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- :guilabel:`Self Closable`: if enabled, the **customer** can terminate their subscription from
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their **customer portal**;
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- :guilabel:`Automatic Closing`: the number of days after which **unpaid** subscriptions *past* the
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due date are automatically closed;
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- :guilabel:`Invoicing Journal`: if set, subscriptions with this template are invoiced in the set
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journal. If none, the sales journal with the lowest sequence is used.
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.. note::
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On each template, you can add specific :doc:`Terms & Conditions
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<../sales/send_quotations/terms_and_conditions>`. If **terms and conditions** are specified on a
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template, these will be used instead of the default **terms and conditions** set in the **Sales**
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app settings (if any are set).
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.. image:: plans/subplan-terms.png
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:alt: Terms and conditions of subscription plan
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