[IMP] subscriptions: update product configuration

closes odoo/documentation#4415

X-original-commit: e650e86173
Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>

content/applications/sales/subscriptions/products.rst

@@ -1,61 +1,106 @@
-==================
+=====================
-Recurring products
+Subscription products
-==================
+=====================
 
-When creating a subscription, at least one product on the order lines must be configured as
+By integrating closely with the Odoo *Sales* app, the *Subscriptions* app enables users to sell
-:ref:`recurring <subscriptions/product/recurring>`.
+subscription products alongside regular sales products. While regular products are sold on a
+one-time basis, subscription products are sold on a renewing basis, generating recurring revenue.
 
-If a single product is sold using more than one recurrence period, configure the product's
+In Odoo, subscription products are also called *recurring* products.
-:ref:`time-based pricing <subscriptions/product/time-based-pricing>` to automatically adapt the unit
-price on the subscription based on the recurrence set.
 
-.. _subscriptions/product/recurring:
+Configure recurrence periods
+============================
 
-Configuration
+To get started with subscriptions, first make sure that the *recurrence periods* are configured as
-=============
+needed.
 
-To create a recurring product, go to :menuselection:`Subscriptions --> Subscriptions --> Products`
+Recurrence periods are the time periods in which subscriptions renew. They designate how often the
-and click :guilabel:`New`. Choose a :guilabel:`Product Name` and leave :guilabel:`Recurring` and
+customer pays for (and receives) subscription products.
-:guilabel:`Can be Sold` enabled.
 
-.. _subscriptions/product/time-based-pricing:
+To configure recurrence periods, go to :menuselection:`Subscriptions --> Configuration -->
+Recurrence Periods`.
+
+The *Subscriptions* app comes with some basic recurrence periods already configured: Daily, Monthly,
+Quarterly, Weekly, Yearly, 3 Years, and 5 Years. These can be edited as needed, and any number of
+new recurrence periods can be added.
+
+To create a new recurrence period, click :guilabel:`New` on the recurrence periods dashboard. Then,
+type in the :guilabel:`Name` and :guilabel:`Duration` of the recurrence period, and select the
+:guilabel:`Unit` that defines the duration.
+
+.. example::
+   To create a recurrence period for a subscription that will renew every two weeks, set the
+   :guilabel:`Duration` to `2` and the :guilabel:`Unit` to `Weeks`.
+
+   .. image:: products/recurrence-period-form.png
+      :align: center
+      :alt: A recurrence period of 2 weeks.
+
+Configure the product form
+==========================
+
+To create a new subscription product, navigate to the :menuselection:`Subscriptions` app. Then go to
+:menuselection:`Subscriptions --> Products`, and click :guilabel:`New` to create a new product.
+Enter a :guilabel:`Product Name`.
+
+The :guilabel:`Product Type` for the new product is automatically set to :guilabel:`Service`.
+Subscription products can be set to other types as well; however, they currently *cannot* be set to
+:guilabel:`Storable Product`.
+
+The new product automatically has the :guilabel:`Recurring` checkbox activated. This enables Odoo to
+recognize it as a subscription product. Be sure to leave the :guilabel:`Recurring` and
+:guilabel:`Can be Sold` options enabled.
+
+.. image:: products/recurring-product-form.png
+   :align: center
+   :alt: The "Recurring" checkbox on the product form.
 
 Time-based pricing
 ------------------
 
-To set a recurring product's time-based pricing, go to :menuselection:`Subscriptions -->
+Next, configure the :guilabel:`Time-based pricing` tab on the product form.
-Subscriptions --> Products`, select a product, and open the :guilabel:`Time-based pricing` tab.
+
-Click :guilabel:`Add a price`, select a :guilabel:`Period`, and set a :guilabel:`Price`. Add as many
+Click :guilabel:`Add a price` to begin defining recurring prices. In the :guilabel:`Period` column,
-prices as needed.
+select a recurrence period. In the :guilabel:`Price` column, enter the price for that recurrence
+period.
 
 .. note::
    :guilabel:`Daily` and :guilabel:`Hourly` periods cannot be used on recurring products.
 
-.. _subscriptions/product/pricelists:
+Add as many lines as needed to the :guilabel:`Time-based pricing` table.
+
+.. note::
+   An existing product can be made into a subscription product simply by marking it as
+   :guilabel:`Recurring` and configuring :guilabel:`Time-based pricing` on the product form.
+
+   A subscription product can still be sold as a regular product by adding it to a quotation and
+   *not* selecting a :guilabel:`Recurrence` on the quotation.
 
 Pricelists
 ~~~~~~~~~~
 
-:doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with recurring products. To
+Use :doc:`pricelists </applications/sales/sales/products_prices/prices/pricing>` with subscription
-do so, go to :menuselection:`Sales --> Products --> Pricelists`, click :guilabel:`New`, name the
+products to give special pricing to customers included in pricelists. This can be configured either
-pricelist, and open the :guilabel:`Time-based rules` tab. Click :guilabel:`Add a line`, select a
+in the :guilabel:`Time-based pricing` tab of the product form, or on the pricelist form in the
-:guilabel:`Period`, and set a :guilabel:`Price`. Add as many lines as needed. Once done, the
+*Sales* app.
-product's :ref:`time-based pricing <subscriptions/product/time-based-pricing>` tab is automatically
-updated.
 
-.. _subscriptions/product/ecommerce:
+To create recurring price rules for specific pricelists in the :guilabel:`Time-based pricing` tab of
+the product form, select a pricelist in the :guilabel:`Pricelist` column.
 
-eCommerce
+.. image:: products/pricelist-time-based-pricing.png
-~~~~~~~~~
+   :align: center
+   :alt: Pricelists in the "Time-based pricing" tab of the product form.
 
-When a recurring product uses :ref:`time-based pricing <subscriptions/product/time-based-pricing>`,
+When pricelists are added to the :guilabel:`Time-based pricing` tab, the pricelist form in the
-only the shortest period is used on the eCommerce product page by default.
+*Sales* app is automatically updated.
 
-To let the customer select the period, go to :menuselection:`Subscriptions --> Subscriptions -->
+Time-based pricing rules can also be configured directly on the pricelist form. To do this, go to
-Products`, select a product, and open the :guilabel:`Attributes & Variants` tab. Name the
+:menuselection:`Sales --> Products --> Pricelists` and select a pricelist (or click :guilabel:`New`
-:guilabel:`Attribute`, create :guilabel:`Values` for the different periods that should be available,
+to create a new pricelist). In the :guilabel:`Time-based rules` tab, click :guilabel:`Add a line`.
-and save manually. Open the :guilabel:`Time-based pricing` tab and select the correct
-:guilabel:`Product Variants` for each :guilabel:`Period`.
 
-.. seealso::
+Then, select a subscription product in the :guilabel:`Products` column, and select a recurrence
-   :doc:`../../websites/ecommerce/managing_products/variants`
+period in the :guilabel:`Period` column. Enter a :guilabel:`Price` for that particular product and
+period. Add as many lines as needed.
+
+When :guilabel:`Time-based rules` are added to the pricelist form, the :guilabel:`Time-based
+pricing` tab of the product form is automatically updated.