[MERGE] Forward-port of branch 12.0 to 13.0

content/applications/sales/subscriptions/sales_flow/closing.rst

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+====================
+Close a subscription
+====================
+
+Losing a customer is always difficult, especially if you put a lot of effort into getting them to
+sign up for your products/services. However, many companies come up with dubious methods to reduce
+the probability of this happening.
+
+.. raw:: html
+
+   <div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>What is the right
+   way to go?</b> </div>
+
+1. If you adopt such methods, you are among companies that actively and indirectly spread the
+   phobia of subscriptions, who do not think about how negatively dissatisfied customers could impact
+   their business and, who frustrate the customers in a way or another. However, at some point, it is
+   understandable that you do not want your customers to be involved in your subscription status.
+
+2. If you do not adopt such methods, you are among companies that continue to evolve in a
+   long-term subscription business model, especially in an era of ultra-fast communications between
+   dissatisfied customers, and who retain their customers by making it easier for them to leave if
+   they want to. By giving them the opportunity to close their own subscriptions, your customers do
+   not feel trapped because they subscribed to your products/services.
+
+In summary, the **Odoo Subscriptions** application gives you the
+**possibility to choose what you want to apply**. Indeed, you can decide whether to give your customers the
+option to close their subscriptions whenever they want to or to restrict this possibility. It depends
+on you and we will show you how to do that in our amazing application.
+
+Configuration
+=============
+
+Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. From there, you can
+create a new *Subscription template* or modify an existing one. When editing your template, underneath
+the Invoicing tab, you have the possibility to activate the option *Closable by customer*.
+Once enabled, this option gives your customers the right to close their own subscriptions.
+
+.. image:: media/configuration-to-close-your-subscriptions.png
+  :align: center
+  :alt: Configuration to close your subscription with Odoo Subscriptions
+
+.. note::
+   Be sure to check out our documentation on
+   how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>`
+   to fully understand the importance of this feature in a basic flow using the
+   **Odoo Subscriptions** application.
+
+Close your first subscription
+=============================
+
+Administrator view
+------------------
+
+Once confirmed, a quotation becomes a sales order and a new subscription is automatically created.
+Therefore, this subscription has the status *In progress*. From there, you have the possibility to
+close the subscription.
+
+.. image:: media/close-your-subscriptions-as-an-administrator.png
+  :align: center
+  :alt: Close your subscription from an administration point of view with Odoo Subscriptions
+
+By using the smart button *Close*, you have to enter a close reason. For example, "Subscription too
+expensive", "Subscription does not meet my requirements", "Subscription reached its end date", etc.
+Immediately after confirming your close reason, you can observe that the status of the subscription
+is now *Closed* and that the close reason is mentioned on the subscription.
+
+.. image:: media/use-of-close-reasons.png
+  :align: center
+  :alt: What happens when you close your subscription with Odoo Subscriptions?
+
+Customer view
+-------------
+
+As previously explained in the *Administrator view* part, from the subscription form, you also have
+the possibility to visualize what your customers see when managing their subscriptions thanks to the
+*Customer preview* button. In this example, the customer has the choice to close his/her subscription
+whenever he/she wants to, due to the *Close Subscription* button.
+
+.. image:: media/close-your-subscriptions-as-a-customer.png
+  :align: center
+  :alt: Close your subscription from a customer point of view with Odoo Subscriptions
+
+By using this button, the customer can specify the reason for cancelling his/her subscription and
+he/she can even leave a message.
+
+.. image:: media/use-of-close-reasons-as-a-customer.png
+  :align: center
+  :alt: What happens when customers close their subscription with Odoo Subscriptions?
+
+By confirming the cancellation, the customer is redirected to his/her portal. The administrator is
+informed of this modification. Indeed, the status of the subscription becomes *Closed* and a note
+appears in the chatter with the new stage, the end date, the close reason, and the closing text
+added by the customer.
+
+.. image:: media/chatter-history-when-a-customer-closes-a-subscription.png
+  :align: center
+  :alt: What happens when customers close their subscription in Odoo Subscriptions?
+
+.. note::
+   Before closing a subscription, check out our documentation on how to
+   :doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>`
+   to understand how subscriptions are managed in the **Odoo Subscriptions** application.
+
+.. seealso::
+  - :doc:`../../subscriptions/configuration/subscription_templates`
+  - :doc:`../../subscriptions/configuration/subscription_products`
+  - :doc:`../../subscriptions/sales_flow/create_a_quotation`

content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst

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+==============================================
+Create a quotation using subscription products
+==============================================
+
+Selling a digital product or service gives instant gratification. However, you have to work hard for
+a new customer to make a purchase. It costs time and money. By convincing customers to sign up for a
+subscription, you maximize your income and streamline your cash flow. You can sell any type of
+product or service through a subscription business model.
+
+.. raw:: html
+
+   <div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>The only limit is
+   your imagination.</b> </div>
+
+Here is a scenario using **Odoo Subscriptions** to create a quotation including subscription
+products.
+
+Create your first quotation
+===========================
+
+Before creating your first quotation, be sure to check out our documentation on how to create and
+manage your own
+:doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>`
+and on how to add
+:doc:`Subscription products <../../subscriptions/configuration/subscription_products>`
+to your templates.
+
+.. important::
+
+   These steps are **mandatory** to make a basic sales flow using **Odoo Subscriptions**.
+
+Go to **Odoo Sales** and create a new quotation. Then, choose a customer and add a product.
+Be careful to select a product that you previously configured as a *Subscription product*.
+
+.. image:: media/create-a-quotation-using-subscription-products.png
+  :align: center
+  :alt: View of a quotation form in Odoo Sales
+
+When your quotation is ready, you have the possibility to send it to your customers or to confirm
+it. It is better to first *Send by email* the quotation to your customers to have their confirmation
+and, then, *Confirm* it in **Odoo Sales**. By clicking on *Customer preview*, you have an idea of
+what your customers will see when receiving your quotation.
+
+.. image:: media/customer-preview-of-a-quotation-using-subscription-products.png
+  :align: center
+  :alt: Customer preview of a quotation form in Odoo Sales
+
+From there, your customers have three choices: *Sign & Pay* the quotation, give you a *Feedback* or
+*Reject* the quotation. It appears that they are very happy and accept the option *Sign & Pay*.
+Then, they have to validate the order with a signature and by choosing a payment method. When it is
+done, you can check out the quotation in **Odoo Sales** and *Confirm* it.
+
+Manage your subscriptions from your SO
+======================================
+
+Once confirmed, the quotation becomes a sales order and a new button appears, *Subscriptions*.
+Indeed, a subscription is automatically created.
+
+.. image:: media/manage-your-subscriptions-from-your-sales-order.png
+  :align: center
+  :alt: Quotation form in Odoo Sales with a button "Subscriptions"
+
+By clicking on the *Subscriptions* button, you can see that the status of the subscription is
+*In progress*. From there, you will have three options:
+:doc:`Renew <../../subscriptions/sales_flow/renewals>`,
+:doc:`Close <../../subscriptions/sales_flow/closing>` or
+:doc:`Upsell <../../subscriptions/sales_flow/upselling>` your subscription.
+
+.. image:: media/use-of-the-subscriptions-button-in-odoo-sales.png
+  :align: center
+  :alt: Use of the intelligent button "Subscriptions" in Odoo Sales
+
+In the top-right corner, you can see the status of the subscription. When a subscription is new and
+created from **Odoo Subscriptions**, the status is *Draft*. When a sales order has been validated,
+the status is *In progress*. Finally, when a customer decides to close his subscription, the status
+becomes *Closed*.
+
+.. seealso::
+  - :doc:`../../subscriptions/configuration/subscription_templates`
+  - :doc:`../../subscriptions/configuration/subscription_products`
+  - :doc:`../../subscriptions/sales_flow/renewals`
+  - :doc:`../../subscriptions/sales_flow/closing`
+  - :doc:`../../subscriptions/sales_flow/upselling`

content/applications/sales/subscriptions/sales_flow/renewals.rst

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+====================
+Renew a subscription
+====================
+
+The key feature of a subscription business model is the recurring nature of payments. In this model,
+customers pay a recurring amount in exchange for access to a product or a service.
+
+.. raw:: html
+
+   <div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>The renewal of a
+   subscription is the process followed by each customer when willing to pursue a
+   subscription.</b> </div>
+
+Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on
+the duration of the contract. Most subscription companies choose to automate their renewal processes
+but, in some cases, manual subscription renewals are still the preferred option.
+
+With **Odoo Subscriptions**, you can have all your subscriptions in one application, suggest an
+automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all
+your subscriptions and easily find those to renew (with the help of the tag *To renew*).
+
+Renew your first subscription
+=============================
+
+Before renewing a subscription, be sure to check out our documentation on how to
+:doc:`Create a quotation <../../subscriptions/sales_flow/create_a_quotation>` using subscription
+products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is
+automatically created. Therefore, this subscription has the status *In progress*. From there, you
+have the possibility to renew the subscription. In the Other Info tab, underneath the To Renew
+section, you can activate the *To renew* option. When activated, a yellow tag automatically appears
+in the upper right corner of the subscription.
+
+.. image:: media/renew-your-subscription.png
+  :align: center
+  :alt: Renew your subscription with Odoo Subscriptions
+
+.. important::
+   The *To renew* tag is automatically ticked when a payment fails. This indicator also appears
+   on the customer portal. To visualize that, you just have to click on the *Customer preview*
+   button. The tag *To renew* appears on the top right corner.
+
+   .. image:: media/customer-preview-of-a-renewal.png
+     :align: center
+     :alt: Customer preview of a renewal with Odoo Subscriptions
+
+When a subscription needs to be renewed, you have the possibility to use a new button called
+*Renewal quotation*. By clicking on it, a new quotation is created. From there, start a basic sales
+flow allowing you to send the quotation by email to your customers or to confirm it. It is better to
+first *Send by email* the quotation to your customers in order to have their confirmation and, then,
+*Confirm* it in **Odoo Sales**.
+
+.. note::
+   In the Chatter of this new quotation, it is mentioned that "This renewal order has been created
+   from the previous subscription". Once confirmed by your customers, this quotation becomes a
+   sales order and a new sale is mentioned in the upper right corner of the subscription.
+
+   .. image:: media/renew-a-quotation.png
+     :align: center
+     :alt: Renew a quotation with Odoo Subscriptions
+
+   By clicking on the *Sales* button, you have a summary of your sales orders in a list view.
+   The only difference between your two quotations is the description underneath the
+   *Subscription Management* category. There, you can easily visualize which one is your renewal.
+
+   .. image:: media/subscription-management-category.png
+     :align: center
+     :alt: Renewal as Subscription Management form in Odoo Subscriptions
+
+Visualize your subscriptions to renew
+=====================================
+
+Finally, if you want to visualize all your subscriptions and easily find those to renew, you can go
+to your *Subscriptions dashboard* and use the filter *To renew*.
+
+.. image:: media/subscriptions-dashboard-with-the-to-renew-filter.png
+  :align: center
+  :alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions
+
+.. seealso::
+  - :doc:`../../subscriptions/configuration/subscription_templates`
+  - :doc:`../../subscriptions/configuration/subscription_products`
+  - :doc:`../../subscriptions/sales_flow/create_a_quotation`

content/applications/sales/subscriptions/sales_flow/upselling.rst

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+=====================
+Upsell a subscription
+=====================
+
+Subscriptions are recurrent and go on indefinitely. As time passes by, our customers may want to
+modify them. We must then be able to adapt the prices or change the products’ quantities to
+accommodate their needs. Two situations can happen:
+
+1. **Loyal customers:** This kind of customers already trust you as a brand. Therefore, you are
+   confident regarding what you offer since they keep paying for your products and services.
+   Consequently, it is easier to sell them something additional than it would be to a
+   new customer.
+
+2. **New customers:** For this kind of customers, you have to come with something new, something
+   attractive. What about discounts? Typically, every subscription ends after a certain given time.
+   Making these types of offers for new customers strengthens your relationships with them and also
+   increases their retention.
+
+.. raw:: html
+
+   <div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Upselling can make
+   a subscription last longer!</b> </div>
+
+Configuration
+=============
+
+As previously explained, to upsell a subscription to new customers, it is recommended to offer
+*Discounts*. To activate this option, go to :menuselection:`Sales --> Configuration --> Settings` and,
+under the *Pricing* category, you have the possibility to grant discounts on sales order lines.
+
+.. image:: media/configuration-to-upsell-a-subscription.png
+  :align: center
+  :alt: Activation of the discount option in Odoo Sales
+
+Upsell your first subscription
+==============================
+
+Before upselling a subscription, be sure to check out our documentation on how to
+:doc:`Create a quotation <../../subscriptions/sales_flow/create_a_quotation>` using subscription
+products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is
+automatically created. Therefore, this subscription has the status *In progress*. From there, you
+have the possibility to upsell your subscription.
+
+.. image:: media/upsell-your-subscription.png
+  :align: center
+  :alt: Upsell your subscription with Odoo Subscriptions
+
+By using the smart button *Upsell*, you are able to create a new quotation with new subscription
+products and send it to your customers for approval.
+
+.. image:: media/use-of-the-upsell-button-in-odoo-sales.png
+  :align: center
+  :alt: Add products to your subscription via the upsell option in Odoo Subscriptions
+
+.. important::
+   When the quotation is confirmed by your customers, the products are added to the initial
+   subscription. Quotation prices are, then, prorated to the remaining time of the current invoicing
+   period.
+
+Of course, before sending this new quotation to your customers, you can change the unit price, taxes,
+and, even the discount you want to offer. The smart button *Customer preview* is useful for mimicking
+the customer's reaction. In this case, we can confidently say that the customer will *Sign and pay*
+this new quotation. When it is done, you have to go back in edit mode, confirm the quotation, and
+click on the smart button *Subscriptions* to visualize all updates. From there, you can see that an
+additional line has been added to the subscription with the new extra service the customer wanted to
+purchase.
+
+.. image:: media/subscriptions-updates.png
+  :align: center
+  :alt: Visualize all your subscriptions updates with Odoo Subscriptions
+
+In addition, by clicking on the *Sales* button, you have a summary of your sales orders in a list
+view.
+
+.. image:: media/sales-order-updates.png
+  :align: center
+  :alt: List view of all sales orders created for a subscription
+
+The only difference between your two sales orders is the description underneath the
+*Subscription Management* category. There, you can easily visualize which one is your upselling.
+
+.. seealso::
+  - :doc:`../../subscriptions/configuration/subscription_templates`
+  - :doc:`../../subscriptions/configuration/subscription_products`
+  - :doc:`../../subscriptions/sales_flow/create_a_quotation`