[ADD] sales: members backport

closes odoo/documentation#10158

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>

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 +1,106 @@
+=======
+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 form.
+
+On the new product form, enter a name for the product in the field under :guilabel:`Product Name`.
+Use the two blank fields to the right of :guilabel:`Membership Duration` to set a date from which
+the membership becomes active. Finally, use the :guilabel:`Membership Fee` field to set the price at
+which the product is sold to customers.
+
+The following optional fields can also be configured for each product:
+
+- :guilabel:`Internal Reference`: Set an internal reference number for the product.
+- :guilabel:`Product Category`: Set a category for the product.
+- :guilabel:`Company`: Set the company inventory for the product to appear in.
+- :guilabel:`Active`: Hide a product without removing it from inventory.
+- :guilabel:`Visible on current website`: Make the product visible to customers on the current
+  website.
+- :guilabel:`Description`: Set an internal product description.
+- :guilabel:`Sales Description`: Set a product description that is visible on quotations.
+- :guilabel:`Income Account`: Use a different value than the default from the product category.
+- :guilabel:`Taxes`: Set the default tax used when selling this product.
+
+.. 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 the :menuselection:`Contacts
+app`, and click on a contact to open that specific contact form.
+
+From the contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy
+Membership`.
+
+.. tip::
+   To successfully buy a membership, both the :guilabel:`Account Receivable` and :guilabel:`Account
+   Payable` lines **must** be configured for that contact. These can be found in the contact form's
+   :guilabel:`Accounting` tab, under the :guilabel:`Accounting entries` section.
+
+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** module 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
+--------------------------
+
+Navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a
+member. From the 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.