diff --git a/content/applications/sales.rst b/content/applications/sales.rst index 09e413a30..0afe834ea 100644 --- a/content/applications/sales.rst +++ b/content/applications/sales.rst @@ -12,3 +12,4 @@ Sales sales/point_of_sale sales/subscriptions sales/rental + sales/members diff --git a/content/applications/sales/members.rst b/content/applications/sales/members.rst new file mode 100644 index 000000000..62500ff80 --- /dev/null +++ b/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 `. 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 `. 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. diff --git a/content/applications/sales/members/membership-directory-app.png b/content/applications/sales/members/membership-directory-app.png new file mode 100644 index 000000000..2d4506054 Binary files /dev/null and b/content/applications/sales/members/membership-directory-app.png differ diff --git a/content/applications/sales/members/membership-product.png b/content/applications/sales/members/membership-product.png new file mode 100644 index 000000000..9ff6ac17f Binary files /dev/null and b/content/applications/sales/members/membership-product.png differ