From 2b31d4739c2b0ca534834f33f6a0e3b98032f065 Mon Sep 17 00:00:00 2001 From: "KC (ksc)" Date: Thu, 15 Aug 2024 11:50:05 -0700 Subject: [PATCH] [IMP] subscriptions: parent doc restructure --- content/applications/sales/subscriptions.rst | 113 +++++++++++++------ 1 file changed, 78 insertions(+), 35 deletions(-) diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index 9bc56547b..a49569e4f 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -4,24 +4,67 @@ Subscriptions ============= -Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts -`, :doc:`upsell customers `, -keep the churn under control, and :doc:`generate 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 `, :doc:`upsell customers +`, and keep the churn under control. + +With Odoo **Subscriptions**, :doc:`generate 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 `_ - - :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 -` app. You can either: +To create a new subscription, click on :guilabel:`New` from the **Subscriptions** or the :doc:`Sales +` app. Then, from the resulting quotation, either: -- Select a :doc:`subscription plan ` 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 `. +- Select a :doc:`subscription plan ` 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 `. .. 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 ` 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 ` that have the :ref:`tokenization - feature `. This ensures that the customer is automatically - charged at each new period. + feature `. This ensures the customer is automatically charged at + each new period. .. toctree:: :titlesonly: