[IMP] subscriptions: parent doc restructure

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KC (ksc) 2024-08-15 11:50:05 -07:00
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Subscriptions
=============
Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts
<subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`,
keep the churn under control, and :doc:`generate reports
</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key Performance Indicators)`:
:abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn,
etc.
Use Odoo **Subscriptions** to manage everything related to recurring businesses: :ref:`sell new
contracts <subscriptions/quotations>`, :doc:`upsell customers
</applications/sales/subscriptions/upselling>`, and keep the churn under control.
With Odoo **Subscriptions**, :doc:`generate reports </applications/sales/subscriptions/reports>` on
the main :abbr:`KPIs (Key Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`,
:abbr:`ARR (Annual Recurring Revenue)`, retention, churn, and more.
.. seealso::
- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
- :doc:`/applications/sales/subscriptions/products`
- :doc:`/applications/sales/subscriptions/ecommerce`
- :doc:`/applications/sales/subscriptions/plans`
- :doc:`/applications/sales/subscriptions/upselling`
- :doc:`/applications/sales/subscriptions/renewals`
- :doc:`/applications/sales/subscriptions/closing`
- :doc:`/applications/sales/subscriptions/automatic_alerts`
- :doc:`/applications/sales/subscriptions/scheduled_actions`
- :doc:`/applications/sales/subscriptions/reports`
.. cards::
.. card:: Subscription products
:target: subscriptions/products
Discover how to create subscription products.
.. card:: Subscriptions in the eCommerce shop
:target: subscriptions/ecommerce
Learn how to sell subscription products in the Odoo eCommerce shop.
.. card:: Subscription plans
:target: subscriptions/plans
Apply specific quotation templates are used to preconfigure quotations for subscription
products.
.. card:: Upsell subscriptions
:target: subscriptions/upselling
Explore the various ways to upsell customers on their subscriptions.
.. card:: Renew subscriptions
:target: subscriptions/renewals
Process subscription renewals automatically or manually, include additional products, upsell,
and more.
.. card:: Close subscriptions
:target: subscriptions/closing
Decide whether customers should self-manage their subscriptions, or restrict their ability to
do so.
.. card:: Automation rules
:target: subscriptions/automatic_alerts
Utilize custom automation rules to set up emails, create tasks for salespeople, and even send
satisfaction surveys to evaluate their experience.
.. card:: Scheduled actions
:target: subscriptions/scheduled_actions
Automate certain tasks within a database using preconfigured processes.
.. card:: Subscription reports
:target: subscriptions/reports
Analyze subscription performance with reporting pages provided by Odoo.
.. _subscriptions/quotations:
@ -29,18 +72,18 @@ Subscription quotations
=======================
.. important::
Sales orders with a defined recurrence become subscriptions.
Sales orders with a defined *Recurring Plan* become subscriptions.
To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales
</applications/sales>` app. You can either:
To create a new subscription, click on :guilabel:`New` from the **Subscriptions** or the :doc:`Sales
</applications/sales>` app. Then, from the resulting quotation, either:
- Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` to prefill the
quotation instantly, or
- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary
and adding :doc:`recurrent products </applications/sales/subscriptions/products>`.
- Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` to auto-populate the
quotation instantly.
- Or, fill out the quotation normally, making sure to select a recurrence, specify an end date (if
necessary), and add :doc:`recurrent products </applications/sales/subscriptions/products>`.
.. tip::
You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
Define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
</applications/finance/accounting/customer_invoices/customer_addresses>` feature.
.. _subscriptions/confirmation:
@ -48,32 +91,32 @@ To create a new subscription, click on :guilabel:`New` from the *Subscription* o
Confirmation
============
Send the quotation to the customer for confirmation by clicking on :guilabel:`Send by email`, or
confirm it immediately by clicking on :guilabel:`Confirm`.
Send the quotation to the customer for confirmation by clicking :guilabel:`Send by Email`, or
confirm it immediately by clicking :guilabel:`Confirm`.
.. tip::
Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view
their quotation, sign and pay it, and communicate with you.
Click :guilabel:`Customer Preview` to preview the quote from the customer's point-of-view. From
there, customers can sign and pay, as well as message the company, if needed.
.. _subscriptions/automatic-payments:
Automatic payments
==================
You can require the customer to set an automatic payment method and pre-pay the subscription's first
Require the customer to set up an automatic payment method, and pre-pay the subscription's first
occurrence before they can confirm their quotation. To do so, go to the :guilabel:`Other Info` tab
of the quotation and check the :guilabel:`Payment` option in the :guilabel:`Online confirmation`
field.
of the quotation form, and tick the :guilabel:`Online payment` checkbox. Then, designate what
percentage of the total should be paid.
If you leave :guilabel:`Payment` unchecked, the customer doesn't have to pre-pay to start the
subscription. This means that the payment is not automatic and that the customer must pay each
If you leave :guilabel:`Online payment` unchecked, the customer does not have to pre-pay to start
the subscription. This means the payment is *not* automatic, and the customer **must** pay each
invoice manually.
.. important::
If the online confirmation requires a pre-payment, your customer can select only the
If the online confirmation requires pre-payment, the customer can **only** select
:ref:`payment providers <payment_providers/supported_providers>` that have the :ref:`tokenization
feature <payment_providers/tokenization>`. This ensures that the customer is automatically
charged at each new period.
feature <payment_providers/tokenization>`. This ensures the customer is automatically charged at
each new period.
.. toctree::
:titlesonly: