diff --git a/content/applications/sales/subscriptions/renewals.rst b/content/applications/sales/subscriptions/renewals.rst index 781daf7a1..23fdc2c00 100644 --- a/content/applications/sales/subscriptions/renewals.rst +++ b/content/applications/sales/subscriptions/renewals.rst @@ -1,80 +1,85 @@ -==================== -Renew a subscription -==================== +=================== +Renew subscriptions +=================== -The key feature of a subscription business model is the recurring nature of payments. In this model, -customers pay a recurring amount in exchange for access to a product or a service. +The foundation of any subscription business model is recurring payments. That's when customers +reliably pay a regular amount at specific intervals, in exchange for access to a subscription +product or service. -.. raw:: html +The renewal of a subscription is the process followed by customers when they willingly choose to +continue their participation (and payment) for a subscription product or service. -
The renewal of a - subscription is the process followed by each customer when willing to pursue a - subscription.
+Subscribers experience the renewal process at different intervals -- weekly, monthly, annually, etc. +-- depending on the duration of the agreed-upon contract. -Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on -the duration of the contract. Most subscription companies choose to automate their renewal processes -but, in some cases, manual subscription renewals are still the preferred option. +Most companies that offer subscriptions prefer to automate the renewals process for customers, but, +in some cases, manual subscription renewals are still used. -With **Odoo Subscriptions**, you can have all your subscriptions in one application, suggest an -automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all -your subscriptions and easily find those to renew (with the help of the tag *To renew*). +With the Odoo *Subscriptions* application, a company can manage all of their subscriptions in one +place. Renewals can be processed automatically or manually, include additional products or upsells +per renewal order, and be filtered in batch views to quickly locate customers who need to renew +their subscriptions. -Renew your first subscription -============================= +Subscription renewals +===================== -Before renewing a subscription, be sure to check out our documentation on how to -:doc:`Create a quotation <../subscriptions>` using subscription -products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is -automatically created. Therefore, this subscription has the status *In progress*. From there, you -have the possibility to renew the subscription. In the Other Info tab, underneath the To Renew -section, you can activate the *To renew* option. When activated, a yellow tag automatically appears -in the upper right corner of the subscription. - -.. image:: renewals/renew-your-subscription.png - :align: center - :alt: Renew your subscription with Odoo Subscriptions - -.. important:: - The *To renew* tag is automatically ticked when a payment fails. This indicator also appears - on the customer portal. To visualize that, you just have to click on the *Customer preview* - button. The tag *To renew* appears on the top right corner. - - .. image:: renewals/customer-preview-of-a-renewal.png - :align: center - :alt: Customer preview of a renewal with Odoo Subscriptions - -When a subscription needs to be renewed, you have the possibility to use a new button called -*Renewal quotation*. By clicking on it, a new quotation is created. From there, start a basic sales -flow allowing you to send the quotation by email to your customers or to confirm it. It is better to -first *Send by email* the quotation to your customers in order to have their confirmation and, then, -*Confirm* it in **Odoo Sales**. +In order to renew a subscription, a quotation with a subscription product **must** be confirmed, +with a configured :guilabel:`Recurring Plan` selected, which turns it into a sales order. .. note:: - In the Chatter of this new quotation, it is mentioned that "This renewal order has been created - from the previous subscription". Once confirmed by your customers, this quotation becomes a - sales order and a new sale is mentioned in the upper right corner of the subscription. + - Only a singular product is required. + - A subscription service is still a product (albeit a digital, recurring one) - .. image:: renewals/renew-a-quotation.png - :align: center - :alt: Renew a quotation with Odoo Subscriptions +Then, that sales order needs to be confirmed, and payment from the customer for the initial +subscription has to be invoiced and registered. - By clicking on the *Sales* button, you have a summary of your sales orders in a list view. - The only difference between your two quotations is the description underneath the - *Subscription Management* category. There, you can easily visualize which one is your renewal. +When those steps are complete, an :guilabel:`In Progress` tag is applied to the sales order form, +and a series of buttons appear at the top of the sales order -- including a button titled, +:guilabel:`Renew`. - .. image:: renewals/subscription-management-category.png - :align: center - :alt: Renewal as Subscription Management form in Odoo Subscriptions - -Visualize your subscriptions to renew -===================================== - -Finally, if you want to visualize all your subscriptions and easily find those to renew, you can go -to your *Subscriptions dashboard* and use the filter *To renew*. - -.. image:: renewals/subscriptions-dashboard-with-the-to-renew-filter.png +.. image:: renewals/renew-button.png :align: center - :alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions + :alt: Renew button on subscription sales order with Odoo Subscriptions. + +When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation, +complete with a :guilabel:`Renewal Quotation` tag. + +.. image:: renewals/renewal-quotation.png + :align: center + :alt: Renewal quotation in the Odoo Subscriptions application. + +From here, a standard sales flow can occur in order to confirm the quotation. This typically begins +by clicking :guilabel:`Send by Email`. This sends a copy of the quotation to the customer, by email, +for them to confirm, and eventually, pay for. + +.. note:: + In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is + the renewal of the subscription from the original sales order. + +Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales order, and a +:guilabel:`Sales History` smart button appears at the top of the page. + +.. image:: renewals/sales-history-smart-button.png + :align: center + :alt: Sales History smart button in the Odoo Subscriptions application. + +When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page, +showcasing the different sales orders attached to this subscription, along with their individual +:guilabel:`Subscription Status`. + +.. image:: renewals/sales-history-page.png + :align: center + :alt: Renewal quotation in the Odoo Subscriptions application. + +Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an :guilabel:`MRR` smart button +also appears at the top of the sales order. + +.. image:: renewals/mrr-smart-button.png + :align: center + :alt: MRR smart button in the Odoo Subscriptions application. + +When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue +related to this specific subscription. .. seealso:: - :doc:`../subscriptions` diff --git a/content/applications/sales/subscriptions/renewals/customer-preview-of-a-renewal.png b/content/applications/sales/subscriptions/renewals/customer-preview-of-a-renewal.png deleted file mode 100644 index ece616c65..000000000 Binary files a/content/applications/sales/subscriptions/renewals/customer-preview-of-a-renewal.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/renewals/mrr-smart-button.png b/content/applications/sales/subscriptions/renewals/mrr-smart-button.png new file mode 100644 index 000000000..ae9bce3ed Binary files /dev/null and b/content/applications/sales/subscriptions/renewals/mrr-smart-button.png differ diff --git a/content/applications/sales/subscriptions/renewals/renew-a-quotation.png b/content/applications/sales/subscriptions/renewals/renew-a-quotation.png deleted file mode 100644 index 95c04b099..000000000 Binary files a/content/applications/sales/subscriptions/renewals/renew-a-quotation.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/renewals/renew-button.png b/content/applications/sales/subscriptions/renewals/renew-button.png new file mode 100644 index 000000000..8bd0be92d Binary files /dev/null and b/content/applications/sales/subscriptions/renewals/renew-button.png differ diff --git a/content/applications/sales/subscriptions/renewals/renew-your-subscription.png b/content/applications/sales/subscriptions/renewals/renew-your-subscription.png deleted file mode 100644 index 1d43bf89f..000000000 Binary files a/content/applications/sales/subscriptions/renewals/renew-your-subscription.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/renewals/renewal-quotation.png b/content/applications/sales/subscriptions/renewals/renewal-quotation.png new file mode 100644 index 000000000..23a1bbb15 Binary files /dev/null and b/content/applications/sales/subscriptions/renewals/renewal-quotation.png differ diff --git a/content/applications/sales/subscriptions/renewals/sales-history-page.png b/content/applications/sales/subscriptions/renewals/sales-history-page.png new file mode 100644 index 000000000..ec737cafa Binary files /dev/null and b/content/applications/sales/subscriptions/renewals/sales-history-page.png differ diff --git a/content/applications/sales/subscriptions/renewals/sales-history-smart-button.png b/content/applications/sales/subscriptions/renewals/sales-history-smart-button.png new file mode 100644 index 000000000..e34f452f1 Binary files /dev/null and b/content/applications/sales/subscriptions/renewals/sales-history-smart-button.png differ diff --git a/content/applications/sales/subscriptions/renewals/subscription-management-category.png b/content/applications/sales/subscriptions/renewals/subscription-management-category.png deleted file mode 100644 index c7d860aca..000000000 Binary files a/content/applications/sales/subscriptions/renewals/subscription-management-category.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/renewals/subscriptions-dashboard-with-the-to-renew-filter.png b/content/applications/sales/subscriptions/renewals/subscriptions-dashboard-with-the-to-renew-filter.png deleted file mode 100644 index 70d1395db..000000000 Binary files a/content/applications/sales/subscriptions/renewals/subscriptions-dashboard-with-the-to-renew-filter.png and /dev/null differ