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