[ADD] Members: Overview

closes odoo/documentation#9789

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/essentials/contacts.rst

@@ -201,24 +201,9 @@ when both fields are filled in.
 Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
 :guilabel:`Membership` tab of a contact form.
 
-Publish members directory
-~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To publish a list of active members on the website, the *Online Members Directory* application must
-first be :ref:`installed <general/install>`. After installing the module, add the `/members` page to
-the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`.
-
-Publish individual members
-~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member.
-Click the :guilabel:`Go to Website` smart button at the top of the page to open the member's
-webpage.
-
-After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page,
-slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
-
-Repeat these steps for all members.
+.. seealso::
+   Follow the :doc:`Members documentation <../sales/members>` for more information on publishing
+   members on the website.
 
 Smart buttons
 =============

content/applications/sales.rst

@@ -12,3 +12,4 @@ Sales
     sales/point_of_sale
     sales/subscriptions
     sales/rental
+    sales/members

content/applications/sales/members.rst

@@ -0,0 +1,86 @@
+=======
+Members
+=======
+
+The *Members* application is where all operations related to memberships can be configured and
+managed. The *Members* app integrates with the *Sales* and *Accounting* applications to sell and
+invoice memberships directly to customers.
+
+Membership products
+===================
+
+To create a new membership product, navigate to :menuselection:`Members app --> Configuration -->
+Membership Products`, and click :guilabel:`New` to open a blank product record.
+
+Complete the blank form with the necessary information, including the :guilabel:`Membership
+Duration`.
+
+.. note::
+   Membership products require a start and end date, as they are used to determine :ref:`membership
+   status <sales/membership-status>`. Membership products can be sold *before* their active start
+   date.
+
+.. image:: members/membership-product.png
+   :align: center
+   :alt: A new membership product in the members app.
+
+Membership products can be added to a sales order, and invoiced as regular products or
+subscriptions.
+
+Activate a membership
+=====================
+
+To activate a membership from the *Contacts* application, navigate to :menuselection:`Contacts app`,
+and click on a contact to open that specific contact's detail form.
+
+From the resulting contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy
+Membership`.
+
+On the :guilabel:`Join Membership` pop-up window that appears, select a :guilabel:`Membership` from
+the drop-down menu. Then, configure a :guilabel:`Member Price`.
+
+Click :guilabel:`Invoice Membership` when both fields are filled in. Doing so reveals a
+:guilabel:`Membership Invoices` page, wherein invoices can be confirmed and completed.
+
+Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
+:guilabel:`Membership` tab of a contact form.
+
+.. _sales/membership-status:
+
+Membership status
+=================
+
+The :guilabel:`Current Membership Status` is listed on the :guilabel:`Membership` tab of each
+contact record:
+
+- :guilabel:`Non Member`: a partner who has **not** applied for membership.
+- :guilabel:`Cancelled Member`: a member who has cancelled their membership.
+- :guilabel:`Old Member`: a member whose membership end date has passed.
+- :guilabel:`Waiting Member`: a member who has applied for membership, but whose invoice has not
+  yet been created.
+- :guilabel:`Invoiced Member`: a member whose invoice has been created, but has not been paid.
+- :guilabel:`Paid Member`: a member who has paid the membership fee.
+
+Publish members directory
+=========================
+
+To publish a list of active members on the website, the *Online Members Directory* application must
+first be :ref:`installed <general/install>`. After installing the module, add the `/members` page to
+the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`.
+
+.. image:: members/membership-directory-app.png
+   :align: center
+   :alt: The Online Members directory module in Odoo.
+
+Publish individual members
+--------------------------
+
+Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member.
+From the resulting customer form that appears, click the :guilabel:`Go to Website` smart button at
+the top of the page to open the member's webpage.
+
+Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of editing tools. After
+making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the
+:guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
+
+Repeat these steps for all desired members.