[IMP] subscriptions: updated upsell sub doc
closes odoo/documentation#6802 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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=====================
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Upsell a subscription
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=====================
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====================
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Upsell subscriptions
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====================
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Subscriptions are recurrent and go on indefinitely. As time passes by, our customers may want to
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modify them. We must then be able to adapt the prices or change the products’ quantities to
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accommodate their needs. Two situations can happen:
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Subscriptions are recurrent, and go on indefinitely. As time passes, customers may want to modify
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them. With that in mind, it's imperative to have the ability to adapt prices, or change quantities,
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to accommodate any need. That's where the opportunity to upsell a subscription can come into play.
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1. **Loyal customers:** This kind of customers already trust you as a brand. Therefore, you are
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confident regarding what you offer since they keep paying for your products and services.
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Consequently, it is easier to sell them something additional than it would be to a
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new customer.
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Upselling may prove beneficial to the following customer types:
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2. **New customers:** For this kind of customers, you have to come with something new, something
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attractive. What about discounts? Typically, every subscription ends after a certain given time.
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Making these types of offers for new customers strengthens your relationships with them and also
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increases their retention.
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#. | *Loyal Customers*
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| These are customers who already trust the company/brand, and because they have established a
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pattern of paying for products/services, there's more confidence behind the attempt to sell
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them a more expensive product/service.
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#. | *New Customers*
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| For brand new customers unfamiliar with the company/brand, a new, attractive tactic must be
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employed to entice them to purchase a more expensive product/service.
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.. raw:: html
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In these instances, discounts can be useful. Typically, subscriptions end after a certain period
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of time.
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Upselling can make
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a subscription last longer!</b> </div>
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So, if these more expensive products/services are offered to new customers at a discount, it
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can result in a sale, while establishing a strong sense of trust between the customer and the
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company/brand. In turn, this can increase customer retention, as they'll grow more comfortable
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and trustworthy over time.
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Configuration
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=============
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Discount configuration
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----------------------
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As previously explained, to upsell a subscription to new customers, it is recommended to offer
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*Discounts*. To activate this option, go to :menuselection:`Sales --> Configuration --> Settings` and,
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under the *Pricing* category, you have the possibility to grant discounts on sales order lines.
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In order to have the ability to upsell a subscription to a new customer, with the aid of a discount,
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the *Discounts* feature **must** be activated.
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To activate the *Discounts* feature, navigate to :menuselection:`Sales app --> Configuration -->
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Settings`, scroll to the :guilabel:`Pricing` section, and tick the checkbox beside
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:guilabel:`Discounts`. Then, click :guilabel:`Save`.
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.. image:: upselling/configuration-to-upsell-a-subscription.png
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:align: center
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:alt: Activation of the discount option in Odoo Sales
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:align: center
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:alt: Activation of the discount option in Odoo Sales.
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Upsell your first subscription
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==============================
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With that feature activated, the ability to grant discounts on sales order lines.
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Before upselling a subscription, be sure to check out our documentation on how to
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:doc:`Create a quotation <../subscriptions>` using subscription
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products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is
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automatically created. Therefore, this subscription has the status *In progress*. From there, you
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have the possibility to upsell your subscription.
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Upsell subscriptions
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====================
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Before upselling a subscription, check out our documentation on how to :doc:`Create a quotation
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<../subscriptions>` using subscription products.
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When a quotation with a subscription is confirmed, it officially becomes a sales order, and a new
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subscription is created in the Odoo *Subscriptions* application.
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.. note::
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The subscription sales order **must** be invoiced *before* an upsell can occur.
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When the subscription sales order is opened, either in the *Sales* or *Subscriptions* application,
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the ability to upsell that subscription is available, via the :guilabel:`Upsell` button at the top
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of the sales order.
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.. image:: upselling/upsell-your-subscription.png
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:align: center
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:alt: Upsell your subscription with Odoo Subscriptions
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:align: center
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:alt: Upsell button for subscription sales orders with Odoo Subscriptions.
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By using the smart button *Upsell*, you are able to create a new quotation with new subscription
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products and send it to your customers for approval.
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When the :guilabel:`Upsell` button is clicked, a new quotation form appears, with an
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:guilabel:`Upsell` status banner in the upper-right corner. The initial subscription product is
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already in the :guilabel:`Order Lines` tab.
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There is also a warning reminding the user that the recurring products are discounted, according to
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the prorated period of time, located beneath the initial subscription product in the
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:guilabel:`Order Lines` tab.
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From this new upsell quotation form, add new subscription products in the :guilabel:`Order Lines`
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tab, by clicking :guilabel:`Add a product`, and selecting the desired subscription product.
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.. image:: upselling/use-of-the-upsell-button-in-odoo-sales.png
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:align: center
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:alt: Add products to your subscription via the upsell option in Odoo Subscriptions
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:align: center
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:alt: Adding products to your subscription via the upsell option in Odoo Subscriptions
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Once the desired upsell subscription product(s) have been added, it can be sent to the customer for
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approval by clicking the :guilabel:`Send by Email` button.
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.. important::
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When the quotation is confirmed by your customers, the products are added to the initial
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subscription. Quotation prices are, then, prorated to the remaining time of the current invoicing
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When the quotation is confirmed by the customer, the upsell products are added to the initial
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subscription. Quotation prices are then prorated to the remaining time of the current invoicing
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period.
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Of course, before sending this new quotation to your customers, you can change the unit price, taxes,
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and, even the discount you want to offer. The smart button *Customer preview* is useful for mimicking
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the customer's reaction. In this case, we can confidently say that the customer will *Sign and pay*
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this new quotation. When it is done, you have to go back in edit mode, confirm the quotation, and
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click on the smart button *Subscriptions* to visualize all updates. From there, you can see that an
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additional line has been added to the subscription with the new extra service the customer wanted to
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purchase.
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.. note::
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Before sending the new quotation to the customer, the unit price, taxes, and even discount can be
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applied.
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.. image:: upselling/subscriptions-updates.png
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:align: center
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:alt: Visualize all your subscriptions updates with Odoo Subscriptions
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Once the customer approves, click the :guilabel:`Confirm` button on the quotation, making it a sales
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order. When that's clicked, a :guilabel:`Sales History` smart button appears, displaying how many
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sales orders are attached to this initial subscription order.
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In addition, by clicking on the *Sales* button, you have a summary of your sales orders in a list
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view.
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When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page containing
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a list of the related sales orders, clearly showcasing their individual :guilabel:`Subscription
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Status`.
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.. image:: upselling/sales-order-updates.png
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:align: center
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:alt: List view of all sales orders created for a subscription
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The only difference between your two sales orders is the description underneath the
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*Subscription Management* category. There, you can easily visualize which one is your upselling.
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.. image:: upselling/sales-history-smartbutton.png
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:align: center
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:alt: The related sales order viewable from the Sales History smart button in Odoo Subscriptions.
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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- :doc:`products`
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