[ADD] subscriptions: add ecommerce configuration
closes odoo/documentation#4308
X-original-commit: 591532ecca
Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
parent
da79ee1c06
commit
2d87962b37
@ -4,20 +4,23 @@
|
|||||||
Subscriptions
|
Subscriptions
|
||||||
=============
|
=============
|
||||||
|
|
||||||
**Odoo Subscriptions** is used to run recurring businesses: :ref:`sell new contracts
|
Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts
|
||||||
<subscriptions/quotations>`, :doc:`upsell customers <subscriptions/upselling>`, keep the churn under
|
<subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`,
|
||||||
control, and :doc:`generate reports <subscriptions/reports>` on the main KPIs: MRR, ARR, retention,
|
keep the churn under control, and :doc:`generate reports
|
||||||
churn, upselling, etc.
|
</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.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
|
- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
|
||||||
- :doc:`subscriptions/products`
|
- :doc:`/applications/sales/subscriptions/products`
|
||||||
- :doc:`subscriptions/plans`
|
- :doc:`/applications/sales/subscriptions/ecommerce`
|
||||||
- :doc:`subscriptions/upselling`
|
- :doc:`/applications/sales/subscriptions/plans`
|
||||||
- :doc:`subscriptions/renewals`
|
- :doc:`/applications/sales/subscriptions/upselling`
|
||||||
- :doc:`subscriptions/closing`
|
- :doc:`/applications/sales/subscriptions/renewals`
|
||||||
- :doc:`subscriptions/automatic_alerts`
|
- :doc:`/applications/sales/subscriptions/closing`
|
||||||
- :doc:`subscriptions/reports`
|
- :doc:`/applications/sales/subscriptions/automatic_alerts`
|
||||||
|
- :doc:`/applications/sales/subscriptions/reports`
|
||||||
|
|
||||||
.. _subscriptions/quotations:
|
.. _subscriptions/quotations:
|
||||||
|
|
||||||
@ -27,16 +30,17 @@ Subscription quotations
|
|||||||
.. important::
|
.. important::
|
||||||
Sales orders with a defined recurrence become subscriptions.
|
Sales orders with a defined recurrence become subscriptions.
|
||||||
|
|
||||||
To create a new subscription, click on :guilabel:`New` from the Subscription or the :doc:`Sales
|
To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales
|
||||||
<sales>` app. You can either:
|
</applications/sales>` app. You can either:
|
||||||
|
|
||||||
- Select a :doc:`subscription plan <subscriptions/plans>` to prefill the quotation instantly, or
|
- 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
|
- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary
|
||||||
and adding :doc:`recurrent products <subscriptions/products>`.
|
and adding :doc:`recurrent products </applications/sales/subscriptions/products>`.
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
|
You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
|
||||||
<sales/send_quotations/different_addresses>` feature.
|
</applications/sales/sales/send_quotations/different_addresses>` feature.
|
||||||
|
|
||||||
.. _subscriptions/confirmation:
|
.. _subscriptions/confirmation:
|
||||||
|
|
||||||
@ -74,6 +78,7 @@ invoice manually.
|
|||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
subscriptions/products
|
subscriptions/products
|
||||||
|
subscriptions/ecommerce
|
||||||
subscriptions/plans
|
subscriptions/plans
|
||||||
subscriptions/upselling
|
subscriptions/upselling
|
||||||
subscriptions/renewals
|
subscriptions/renewals
|
||||||
|
52
content/applications/sales/subscriptions/ecommerce.rst
Normal file
52
content/applications/sales/subscriptions/ecommerce.rst
Normal file
@ -0,0 +1,52 @@
|
|||||||
|
=======================================
|
||||||
|
Use subscriptions in the eCommerce shop
|
||||||
|
=======================================
|
||||||
|
|
||||||
|
Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products.
|
||||||
|
|
||||||
|
However, by default, the eCommerce product page only displays the shortest recurrence period listed
|
||||||
|
in the :guilabel:`Time-based pricing` tab of the product form. For example, if a subscription
|
||||||
|
product has *monthly* and *yearly* recurrence periods configured, then only the monthly price
|
||||||
|
appears on the eCommerce page for that product by default.
|
||||||
|
|
||||||
|
To add more recurrence periods to the eCommerce product page, create a *product variant* for each
|
||||||
|
recurrence period.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`Configure subscription products </applications/sales/subscriptions/products>`
|
||||||
|
- :doc:`Product variants </applications/sales/sales/products_prices/products/variants>`
|
||||||
|
|
||||||
|
Create recurrence periods as product variants
|
||||||
|
=============================================
|
||||||
|
|
||||||
|
To set up each recurrence period as a product variant, go to :menuselection:`Subscriptions -->
|
||||||
|
Subscriptions --> Products` and select a product. In the :guilabel:`Attributes & Variants` tab,
|
||||||
|
click :guilabel:`Add a line`.
|
||||||
|
|
||||||
|
Create an :guilabel:`Attribute` called `Billing Period` (or something similar) by typing in the
|
||||||
|
name and clicking :guilabel:`Create`. This attribute name appears as the option heading on the
|
||||||
|
product page of the eCommerce shop.
|
||||||
|
|
||||||
|
Next, create :guilabel:`Values` that correspond to the recurrence periods that are configured in
|
||||||
|
the :guilabel:`Time-based pricing` tab of the product form. Type in the name of the recurrence
|
||||||
|
period, then click :guilabel:`Create`. These value names appear as selectable options on the
|
||||||
|
product page of the eCommerce shop.
|
||||||
|
|
||||||
|
.. image:: ecommerce/recurrence-period-attributes-variants.png
|
||||||
|
:align: center
|
||||||
|
:alt: Recurrence periods configured as product variants in the "Attributes & Variants" tab of
|
||||||
|
the product form.
|
||||||
|
|
||||||
|
Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save manually. After saving, a
|
||||||
|
:guilabel:`Product Variants` column appears on the :guilabel:`Time-based pricing` tab. Assign the
|
||||||
|
product variants to their corresponding recurrence periods and prices.
|
||||||
|
|
||||||
|
.. image:: ecommerce/product-variants-time-based-pricing.png
|
||||||
|
:align: center
|
||||||
|
:alt: Product variants on the "Time-based pricing" tab of the product form.
|
||||||
|
|
||||||
|
The product variants are now available for selection on the eCommerce product page.
|
||||||
|
|
||||||
|
.. image:: ecommerce/recurrence-period-ecommerce.png
|
||||||
|
:align: center
|
||||||
|
:alt: Recurrence periods configured as product variants on the eCommerce product page.
|
Binary file not shown.
After Width: | Height: | Size: 22 KiB |
Binary file not shown.
After Width: | Height: | Size: 12 KiB |
Binary file not shown.
After Width: | Height: | Size: 9.7 KiB |
Loading…
Reference in New Issue
Block a user