[ADD] subscriptions: add ecommerce configuration

closes odoo/documentation#4270

Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
This commit is contained in:
Melanie Nguyen (meng) 2023-04-25 22:29:30 +00:00
parent 6b5d0ab29e
commit 591532ecca
5 changed files with 73 additions and 16 deletions

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Subscriptions
=============
**Odoo Subscriptions** is used to run recurring businesses: :ref:`sell new contracts
<subscriptions/quotations>`, :doc:`upsell customers <subscriptions/upselling>`, keep the churn under
control, and :doc:`generate reports <subscriptions/reports>` on the main KPIs: MRR, ARR, retention,
churn, upselling, etc.
Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts
<subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`,
keep the churn under control, and :doc:`generate reports
</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::
- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
- :doc:`subscriptions/products`
- :doc:`subscriptions/plans`
- :doc:`subscriptions/upselling`
- :doc:`subscriptions/renewals`
- :doc:`subscriptions/closing`
- :doc:`subscriptions/automatic_alerts`
- :doc:`subscriptions/reports`
- :doc:`/applications/sales/subscriptions/products`
- :doc:`/applications/sales/subscriptions/ecommerce`
- :doc:`/applications/sales/subscriptions/plans`
- :doc:`/applications/sales/subscriptions/upselling`
- :doc:`/applications/sales/subscriptions/renewals`
- :doc:`/applications/sales/subscriptions/closing`
- :doc:`/applications/sales/subscriptions/automatic_alerts`
- :doc:`/applications/sales/subscriptions/reports`
.. _subscriptions/quotations:
@ -27,16 +30,17 @@ Subscription quotations
.. important::
Sales orders with a defined recurrence become subscriptions.
To create a new subscription, click on :guilabel:`New` from the Subscription or the :doc:`Sales
<sales>` app. You can either:
To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales
</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
and adding :doc:`recurrent products <subscriptions/products>`.
and adding :doc:`recurrent products </applications/sales/subscriptions/products>`.
.. tip::
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:
@ -74,6 +78,7 @@ invoice manually.
:titlesonly:
subscriptions/products
subscriptions/ecommerce
subscriptions/plans
subscriptions/upselling
subscriptions/renewals

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=======================================
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.

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