[ADD] subscriptions: add ecommerce configuration
closes odoo/documentation#4270 Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
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Subscriptions
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=============
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**Odoo Subscriptions** is used to run recurring businesses: :ref:`sell new contracts
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<subscriptions/quotations>`, :doc:`upsell customers <subscriptions/upselling>`, keep the churn under
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control, and :doc:`generate reports <subscriptions/reports>` on the main KPIs: MRR, ARR, retention,
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churn, upselling, etc.
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Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts
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<subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`,
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keep the churn under control, and :doc:`generate reports
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</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key Performance Indicators)`:
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:abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn,
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etc.
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.. seealso::
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- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
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- :doc:`subscriptions/products`
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- :doc:`subscriptions/plans`
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- :doc:`subscriptions/upselling`
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- :doc:`subscriptions/renewals`
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- :doc:`subscriptions/closing`
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- :doc:`subscriptions/automatic_alerts`
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- :doc:`subscriptions/reports`
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- :doc:`/applications/sales/subscriptions/products`
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- :doc:`/applications/sales/subscriptions/ecommerce`
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- :doc:`/applications/sales/subscriptions/plans`
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- :doc:`/applications/sales/subscriptions/upselling`
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- :doc:`/applications/sales/subscriptions/renewals`
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- :doc:`/applications/sales/subscriptions/closing`
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- :doc:`/applications/sales/subscriptions/automatic_alerts`
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- :doc:`/applications/sales/subscriptions/reports`
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.. _subscriptions/quotations:
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@ -27,16 +30,17 @@ Subscription quotations
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.. important::
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Sales orders with a defined recurrence become subscriptions.
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To create a new subscription, click on :guilabel:`New` from the Subscription or the :doc:`Sales
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<sales>` app. You can either:
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To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales
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</applications/sales>` app. You can either:
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- Select a :doc:`subscription plan <subscriptions/plans>` to prefill the quotation instantly, or
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- Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` to prefill the
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quotation instantly, or
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- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary
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and adding :doc:`recurrent products <subscriptions/products>`.
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and adding :doc:`recurrent products </applications/sales/subscriptions/products>`.
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.. tip::
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You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
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<sales/send_quotations/different_addresses>` feature.
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</applications/sales/sales/send_quotations/different_addresses>` feature.
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.. _subscriptions/confirmation:
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@ -74,6 +78,7 @@ invoice manually.
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:titlesonly:
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subscriptions/products
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subscriptions/ecommerce
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subscriptions/plans
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subscriptions/upselling
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subscriptions/renewals
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52
content/applications/sales/subscriptions/ecommerce.rst
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52
content/applications/sales/subscriptions/ecommerce.rst
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=======================================
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Use subscriptions in the eCommerce shop
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=======================================
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Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products.
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However, by default, the eCommerce product page only displays the shortest recurrence period listed
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in the :guilabel:`Time-based pricing` tab of the product form. For example, if a subscription
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product has *monthly* and *yearly* recurrence periods configured, then only the monthly price
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appears on the eCommerce page for that product by default.
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To add more recurrence periods to the eCommerce product page, create a *product variant* for each
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recurrence period.
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.. seealso::
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- :doc:`Configure subscription products </applications/sales/subscriptions/products>`
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- :doc:`Product variants </applications/sales/sales/products_prices/products/variants>`
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Create recurrence periods as product variants
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=============================================
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To set up each recurrence period as a product variant, go to :menuselection:`Subscriptions -->
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Subscriptions --> Products` and select a product. In the :guilabel:`Attributes & Variants` tab,
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click :guilabel:`Add a line`.
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Create an :guilabel:`Attribute` called `Billing Period` (or something similar) by typing in the
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name and clicking :guilabel:`Create`. This attribute name appears as the option heading on the
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product page of the eCommerce shop.
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Next, create :guilabel:`Values` that correspond to the recurrence periods that are configured in
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the :guilabel:`Time-based pricing` tab of the product form. Type in the name of the recurrence
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period, then click :guilabel:`Create`. These value names appear as selectable options on the
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product page of the eCommerce shop.
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.. image:: ecommerce/recurrence-period-attributes-variants.png
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:align: center
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:alt: Recurrence periods configured as product variants in the "Attributes & Variants" tab of
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the product form.
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Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save manually. After saving, a
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:guilabel:`Product Variants` column appears on the :guilabel:`Time-based pricing` tab. Assign the
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product variants to their corresponding recurrence periods and prices.
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.. image:: ecommerce/product-variants-time-based-pricing.png
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:align: center
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:alt: Product variants on the "Time-based pricing" tab of the product form.
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The product variants are now available for selection on the eCommerce product page.
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.. image:: ecommerce/recurrence-period-ecommerce.png
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:align: center
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:alt: Recurrence periods configured as product variants on the eCommerce product page.
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