[MOV] subscriptions: content to top-level TOC page + improve structure
This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. This commit improves the structure of the "Subscriptions" app: - it removes a useless "configuration" category and moves its two docs to the top-level TOC page - it adds a brief explanation at the "app" level, including links to relevant docs task-2535899
This commit is contained in:
Jonathan Castillo
parent
d56dee3b0e
commit
83e4b6c816
@ -10,4 +10,4 @@ Sales
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sales/odoo_crm
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sales/odoo_sales
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sales/point_of_sale
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sales/odoo_subscriptions
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sales/subscriptions
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@ -1,13 +0,0 @@
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:nosearch:
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=============
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Subscriptions
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=============
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.. toctree::
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:titlesonly:
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subscriptions/configuration
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subscriptions/sales_flow
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subscriptions/follow_up
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subscriptions/reporting
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140
content/applications/sales/subscriptions.rst
Normal file
140
content/applications/sales/subscriptions.rst
Normal file
@ -0,0 +1,140 @@
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:show-content:
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=============
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Subscriptions
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=============
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.. toctree::
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:titlesonly:
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subscriptions/sales_flow
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subscriptions/follow_up
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subscriptions/reporting
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Simplicity. Higher customer retention. Opportunities for marketing. Business consistency. Better
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cash flow management.
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- For **customers**, value lies in **convenience**:
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- Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew
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their orders every month, which gives them the assurance that they will have everything they
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need before they actually need it.
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- Subscriptions help customers stay on budget.
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- For **businesses**, value lies in the **ability to predict recurring revenue**:
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- Subscriptions reduce customer churn rate and significantly increase customer retention.
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- Subscriptions provide much higher payment security for your business. They stabilize and
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maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your
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business.
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.. seealso::
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- `Odoo Subscriptions: product page <https://www.odoo.com/app/subscriptions>`_
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.. _subscriptions/templates:
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Subscription Templates
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======================
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**Subscription Templates** can help you generate recurring invoices and manage renewals at a fast
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pace. With Odoo you have the possibility to create, edit, and manage your own subscription
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templates.
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Go to :menuselection:`Subscriptions --> Configuration --> Subscription Templates`. By default, Odoo
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suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription).
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You can also create your own ones.
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.. image:: subscriptions/templates-default.png
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:align: center
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:alt: Default subscription templates on Odoo Subscriptions
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.. important::
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The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo
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Invoicing** as they work integrated.
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Create your first template
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--------------------------
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You can create a new template or edit an existing one. The first thing you need to do is give your
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template a name. After that, choose an *Invoicing period* and specify whether you would like to
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invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if
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the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time.
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Among the payment options, an additional field called *Invoice email* appears when you choose
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*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an
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invoice email template to your subscription templates.
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.. image:: subscriptions/templates-create.png
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:align: center
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:alt: Create your own subscription templates on Odoo Subscriptions
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For each template, you can also choose if you want your customers to be able to close their
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subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the
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*Group of subscription* and *Journal* options.
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.. note::
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On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is
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essential to set out important contractual points between the customers and the sellers (payment,
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refund policy, cancellation, complaints, etc.).
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.. image:: subscriptions/templates-terms-and-conditions.png
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:align: center
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:alt: Terms & conditions on Odoo Subscriptions
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Finally, if you want to know the basic running health status of your subscriptions, you also have
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access to a specific tab called **Health Check**. There, you can edit and create your own
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filters to define what is a subscription in good health *vs* bad health. The system automatically
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summarizes all the records corresponding to these filters and you are able to manage them in one
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click.
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.. image:: subscriptions/templates-health-check.png
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:align: center
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:alt: Health check on Odoo Subscriptions
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.. _subscriptions/products:
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Subscription Products
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=====================
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To properly sell your subscriptions using our amazing **Odoo Subscriptions** application, you must
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follow these steps:
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1. **Create your own subscription templates**
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2. **Create your own subscription products with the right settings**
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As a result, you will be able to manage your subscriptions like any other product, create your
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quotations and continue the sales flow to track the number of subscriptions you sell and manage the
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revenue they generate.
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Configuration
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-------------
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Go to :menuselection:`Subscriptions --> Subscription Products` to learn how you can configure your
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own subscription products. You have the possibility to create a new product or edit an existing one.
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Once named, be careful to select the option *Can be sold* and deselect *Can be purchased*. For the
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product type, it is recommended to use *Service* for subscription products as they are non-material
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products that you provide to your customers. Finally, you can adapt your prices and also add an
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internal reference.
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.. image:: subscriptions/products-configuration.png
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:align: center
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:alt: View of a subscription product form in Odoo Subscriptions
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.. note::
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In the Sales tab, underneath the Subscriptions section, make sure the *Subscription products*
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option is activated. In fact, if you create a subscription product from the **Odoo
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Subscriptions** application, this option is selected by default. However, if you create a product
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from another application, it is not the case.
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.. image:: subscriptions/products-form.png
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:align: center
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:alt: View of a subscription product form in Odoo Subscriptions
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You can also choose the subscription templates you want to use.
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.. image:: subscriptions/products-using-templates.png
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:align: center
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:alt: View of a subscription product form in Odoo Subscriptions
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.. seealso::
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- :doc:`subscriptions/sales_flow/create_a_quotation`
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@ -1,11 +0,0 @@
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:nosearch:
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=============
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Configuration
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=============
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.. toctree::
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:titlesonly:
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configuration/subscription_templates
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configuration/subscription_products
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@ -1,54 +0,0 @@
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=========================
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Add subscription products
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=========================
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To properly sell your subscriptions using our amazing **Odoo Subscriptions** application, you must
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follow these steps:
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1. **Create your own subscription templates**
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2. **Create your own subscription products with the right settings**
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As a result, you will be able to manage your subscriptions like any other product, create your
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quotations and continue the sales flow to track the number of subscriptions you sell and manage the
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revenue they generate.
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Configuration
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=============
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Go to :menuselection:`Subscriptions --> Subscription products` to learn how you can configure your
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own subscription products. You have the possibility to create a new product or edit an existing one.
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Once named, be careful to select the option *Can be sold* and deselect *Can be purchased*. For the
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product type, it is recommended to use *Service* for subscription products as they are non-material
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products that you provide to your customers. Finally, you can adapt your prices and also add an
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internal reference.
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.. image:: media/subscription-products-configuration.png
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:align: center
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:alt: View of a subscription product form in Odoo Subscriptions
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.. note::
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In the Sales tab, underneath the Subscriptions section, make sure the *Subscription products*
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option is activated. In fact, if you create a subscription product from the **Odoo Subscriptions**
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application, this option is selected by default. However, if you create a product from another
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application, it is not the case.
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.. image:: media/subscription-products-form.png
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:align: center
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:alt: View of a subscription product form in Odoo Subscriptions
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You can also choose the subscription templates you want to use.
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.. image:: media/subscription-products-using-subscription-templates.png
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:align: center
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:alt: View of a subscription product form in Odoo Subscriptions
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.. important::
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Be sure to check out our documentation on how to create, edit and manage your own
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:doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>`
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before creating your own subscription products. Once created, check out our documentation on how to
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:doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>`,
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to complete the sales flow.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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@ -1,91 +0,0 @@
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==========================
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Use subscription templates
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==========================
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The subscription business model is becoming more popular. Are you wondering why?
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- For **customers**, value lies in **convenience**:
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- Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew
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their orders every month, which gives them the assurance that they will have everything they
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need before they actually need it.
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- Subscriptions help customers stay on budget.
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- For **businesses**, value lies in the **ability to predict recurring revenue**:
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- Subscriptions reduce customer churn rate and significantly increase customer retention.
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- Subscriptions provide much higher payment security for your business. They stabilize and
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maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your
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business.
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.. raw:: html
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Simplicity.
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Higher customer retention. Opportunities for marketing. Business consistency. Better cash flow
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management.</b> </div>
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**Odoo Subscriptions** help you save time and money. Subscription templates can help you generate
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recurring invoices and manage renewals at a fast pace. With Odoo you have the possibility to create,
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edit, and manage your own subscription templates.
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Configuration
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=============
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Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. By default, Odoo
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suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription).
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You can also create your own ones.
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.. image:: media/default-subscription-templates.png
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:align: center
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:alt: Default subscription templates on Odoo Subscriptions
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.. important::
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The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo Invoicing**
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as they work integrated.
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Create your first template
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==========================
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You can create a new template or edit an existing one. The first thing you need to do is give your
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template a name. After that, choose an *Invoicing period* and specify whether you would like to
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invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if
|
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the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time.
|
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Among the payment options, an additional field called *Invoice email* appears when you choose
|
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*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an
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invoice email template to your subscription templates.
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.. image:: media/creation-of-subscription-templates.png
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:align: center
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:alt: Create your own subscription templates on Odoo Subscriptions
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For each template, you can also choose if you want your customers to be able to close their
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subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the
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*Group of subscription* and *Journal* options.
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.. note::
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On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is
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essential to set out important contractual points between the customers and the sellers (payment,
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refund policy, cancellation, complaints, etc.).
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.. image:: media/terms-and-conditions-on-subscription-templates.png
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:align: center
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:alt: Terms & conditions on Odoo Subscriptions
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Finally, if you want to know the basic running health status of your subscriptions, you also have
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access to a specific tab called **Health Check**. There, you can edit and create your own
|
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filters to define what is a subscription in good health *vs* bad health. The system automatically
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summarizes all the records corresponding to these filters and you are able to manage them in one
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click.
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.. image:: media/health-check-on-subscription-templates.png
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:align: center
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:alt: Health check on Odoo Subscriptions
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.. important::
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After creating your own subscription templates, be sure to check out our documentation on how to
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create, edit and manage your own
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:doc:`Subscription products <../../subscriptions/configuration/subscription_products>`,
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to complete the sales flow.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_products`
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@ -80,7 +80,6 @@ retention rates very high.
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adapt them to your own needs.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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- :doc:`../../subscriptions/reporting/subscription_reports`
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|
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
|
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
|
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 29 KiB |
@ -117,6 +117,5 @@ apply and the salesperson you want to analyze.
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:alt: Salesperson dashboard report in Odoo Subscriptions
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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@ -40,10 +40,9 @@ Once enabled, this option gives your customers the right to close their own subs
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:alt: Configuration to close your subscription with Odoo Subscriptions
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.. note::
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Be sure to check out our documentation on
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how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>`
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to fully understand the importance of this feature in a basic flow using the
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**Odoo Subscriptions** application.
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Be sure to check out our documentation on how to use :ref:`subscription templates
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<subscriptions/templates>` to fully understand the importance of this feature in a basic flow
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using the **Odoo Subscriptions** application.
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Close your first subscription
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=============================
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@ -102,6 +101,5 @@ added by the customer.
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to understand how subscriptions are managed in the **Odoo Subscriptions** application.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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@ -19,11 +19,7 @@ Create your first quotation
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===========================
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Before creating your first quotation, be sure to check out our documentation on how to create and
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manage your own
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:doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>`
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and on how to add
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:doc:`Subscription products <../../subscriptions/configuration/subscription_products>`
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to your templates.
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manage your own :doc:`Subscription Templates and Subscription Products <../../subscriptions>`
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.. important::
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@ -76,8 +72,7 @@ the status is *In progress*. Finally, when a customer decides to close his subsc
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becomes *Closed*.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions`
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- :doc:`../../subscriptions/sales_flow/renewals`
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- :doc:`../../subscriptions/sales_flow/closing`
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- :doc:`../../subscriptions/sales_flow/upselling`
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@ -77,6 +77,5 @@ to your *Subscriptions dashboard* and use the filter *To renew*.
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:alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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@ -80,6 +80,5 @@ The only difference between your two sales orders is the description underneath
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*Subscription Management* category. There, you can easily visualize which one is your upselling.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
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Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
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Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
|
Before Width: | Height: | Size: 42 KiB After Width: | Height: | Size: 42 KiB |
@ -217,3 +217,6 @@ applications/general/odoo_basics/users.rst applications/general/users.rst
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applications/general/odoo_basics/choose_language.rst applications/general/users/language.rst # odoo_basics/choose_language -> users/language
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applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/*
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applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions.rst # /subscriptions/configuration/subscription_products -> subscription
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applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions.rst # /subscriptions/configuration/subscription_templates -> subscription
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