Jonathan Castillo (jcs)
a252436d86
This commit improves the structure of the Subscription doc and updates
its content (recurring products, subscription plans, sales flow)
task-3222232
closes odoo/documentation#4066
X-original-commit: 878fc0e21f
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Xavier Platteau <xpl@odoo.com>
Co-authored-by: Tom Aarab <toaa@odoo.com>"
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2.9 KiB
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:show-content:
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=============
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Subscriptions
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=============
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**Odoo Subscriptions** is used to run recurring businesses: :ref:`sell new contracts
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<subscriptions/quotations>`, :doc:`upsell customers <subscriptions/upselling>`, keep the churn under
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control, and :doc:`generate reports <subscriptions/reports>` on the main KPIs: MRR, ARR, retention,
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churn, upselling, etc.
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.. seealso::
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- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
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- :doc:`subscriptions/products`
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- :doc:`subscriptions/plans`
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- :doc:`subscriptions/upselling`
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- :doc:`subscriptions/renewals`
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- :doc:`subscriptions/closing`
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- :doc:`subscriptions/automatic_alerts`
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- :doc:`subscriptions/reports`
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.. _subscriptions/quotations:
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Subscription quotations
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=======================
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.. important::
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Sales orders with a defined recurrence become subscriptions.
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To create a new subscription, click on :guilabel:`New` from the Subscription or the :doc:`Sales
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<sales>` app. You can either:
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- Select a :doc:`subscription plan <subscriptions/plans>` to prefill the quotation instantly, or
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- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary
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and adding :doc:`recurrent products <subscriptions/products>`.
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.. tip::
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You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
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<sales/send_quotations/different_addresses>` feature.
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.. _subscriptions/confirmation:
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Confirmation
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============
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Send the quotation to the customer for confirmation by clicking on :guilabel:`Send by email`, or
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confirm it immediately by clicking on :guilabel:`Confirm`.
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.. tip::
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Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view
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their quotation, sign and pay it, and communicate with you.
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.. _subscriptions/automatic-payments:
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Automatic payments
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==================
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You can require the customer to set an automatic payment method and pre-pay the subscription's first
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occurrence before they can confirm their quotation. To do so, go to the :guilabel:`Other Info` tab
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of the quotation and check the :guilabel:`Payment` option in the :guilabel:`Online confirmation`
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field.
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If you leave :guilabel:`Payment` unchecked, the customer doesn't have to pre-pay to start the
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subscription. This means that the payment is not automatic and that the customer must pay each
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invoice manually.
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.. important::
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If the online confirmation requires a pre-payment, your customer can select only the
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:ref:`payment providers <payment_providers/supported_providers>` that have the :ref:`tokenization
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feature <payment_providers/features/tokenization>`. This ensures that the customer is
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automatically charged at each new period.
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.. toctree::
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:titlesonly:
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subscriptions/products
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subscriptions/plans
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subscriptions/upselling
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subscriptions/renewals
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subscriptions/closing
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subscriptions/automatic_alerts
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subscriptions/reports
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