diff --git a/content/applications/sales.rst b/content/applications/sales.rst index 6efab6481..7237f969a 100644 --- a/content/applications/sales.rst +++ b/content/applications/sales.rst @@ -10,4 +10,4 @@ Sales sales/odoo_crm sales/odoo_sales sales/point_of_sale - sales/odoo_subscriptions + sales/subscriptions diff --git a/content/applications/sales/odoo_subscriptions.rst b/content/applications/sales/odoo_subscriptions.rst deleted file mode 100644 index 5566a4062..000000000 --- a/content/applications/sales/odoo_subscriptions.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -============= -Subscriptions -============= - -.. toctree:: - :titlesonly: - - subscriptions/configuration - subscriptions/sales_flow - subscriptions/follow_up - subscriptions/reporting \ No newline at end of file diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst new file mode 100644 index 000000000..24a423398 --- /dev/null +++ b/content/applications/sales/subscriptions.rst @@ -0,0 +1,140 @@ +:show-content: + +============= +Subscriptions +============= + +.. toctree:: + :titlesonly: + + subscriptions/sales_flow + subscriptions/follow_up + subscriptions/reporting + +Simplicity. Higher customer retention. Opportunities for marketing. Business consistency. Better +cash flow management. + + +- For **customers**, value lies in **convenience**: + + - Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew + their orders every month, which gives them the assurance that they will have everything they + need before they actually need it. + - Subscriptions help customers stay on budget. + +- For **businesses**, value lies in the **ability to predict recurring revenue**: + + - Subscriptions reduce customer churn rate and significantly increase customer retention. + - Subscriptions provide much higher payment security for your business. They stabilize and + maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your + business. + +.. seealso:: + - `Odoo Subscriptions: product page `_ + +.. _subscriptions/templates: + +Subscription Templates +====================== + +**Subscription Templates** can help you generate recurring invoices and manage renewals at a fast +pace. With Odoo you have the possibility to create, edit, and manage your own subscription +templates. + +Go to :menuselection:`Subscriptions --> Configuration --> Subscription Templates`. By default, Odoo +suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription). +You can also create your own ones. + +.. image:: subscriptions/templates-default.png + :align: center + :alt: Default subscription templates on Odoo Subscriptions + +.. important:: + The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo + Invoicing** as they work integrated. + +Create your first template +-------------------------- + +You can create a new template or edit an existing one. The first thing you need to do is give your +template a name. After that, choose an *Invoicing period* and specify whether you would like to +invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if +the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time. +Among the payment options, an additional field called *Invoice email* appears when you choose +*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an +invoice email template to your subscription templates. + +.. image:: subscriptions/templates-create.png + :align: center + :alt: Create your own subscription templates on Odoo Subscriptions + +For each template, you can also choose if you want your customers to be able to close their +subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the +*Group of subscription* and *Journal* options. + +.. note:: + On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is + essential to set out important contractual points between the customers and the sellers (payment, + refund policy, cancellation, complaints, etc.). + + .. image:: subscriptions/templates-terms-and-conditions.png + :align: center + :alt: Terms & conditions on Odoo Subscriptions + + Finally, if you want to know the basic running health status of your subscriptions, you also have + access to a specific tab called **Health Check**. There, you can edit and create your own + filters to define what is a subscription in good health *vs* bad health. The system automatically + summarizes all the records corresponding to these filters and you are able to manage them in one + click. + + .. image:: subscriptions/templates-health-check.png + :align: center + :alt: Health check on Odoo Subscriptions + +.. _subscriptions/products: + +Subscription Products +===================== + +To properly sell your subscriptions using our amazing **Odoo Subscriptions** application, you must +follow these steps: + +1. **Create your own subscription templates** +2. **Create your own subscription products with the right settings** + +As a result, you will be able to manage your subscriptions like any other product, create your +quotations and continue the sales flow to track the number of subscriptions you sell and manage the +revenue they generate. + +Configuration +------------- + +Go to :menuselection:`Subscriptions --> Subscription Products` to learn how you can configure your +own subscription products. You have the possibility to create a new product or edit an existing one. +Once named, be careful to select the option *Can be sold* and deselect *Can be purchased*. For the +product type, it is recommended to use *Service* for subscription products as they are non-material +products that you provide to your customers. Finally, you can adapt your prices and also add an +internal reference. + +.. image:: subscriptions/products-configuration.png + :align: center + :alt: View of a subscription product form in Odoo Subscriptions + +.. note:: + In the Sales tab, underneath the Subscriptions section, make sure the *Subscription products* + option is activated. In fact, if you create a subscription product from the **Odoo + Subscriptions** application, this option is selected by default. However, if you create a product + from another application, it is not the case. + + .. image:: subscriptions/products-form.png + :align: center + :alt: View of a subscription product form in Odoo Subscriptions + + You can also choose the subscription templates you want to use. + + .. image:: subscriptions/products-using-templates.png + :align: center + :alt: View of a subscription product form in Odoo Subscriptions + +.. seealso:: + - :doc:`subscriptions/sales_flow/create_a_quotation` diff --git a/content/applications/sales/subscriptions/configuration.rst b/content/applications/sales/subscriptions/configuration.rst deleted file mode 100644 index 6aaab1031..000000000 --- a/content/applications/sales/subscriptions/configuration.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -============= -Configuration -============= - -.. toctree:: - :titlesonly: - - configuration/subscription_templates - configuration/subscription_products diff --git a/content/applications/sales/subscriptions/configuration/subscription_products.rst b/content/applications/sales/subscriptions/configuration/subscription_products.rst deleted file mode 100644 index 12dbeffe5..000000000 --- a/content/applications/sales/subscriptions/configuration/subscription_products.rst +++ /dev/null @@ -1,54 +0,0 @@ -========================= -Add subscription products -========================= - -To properly sell your subscriptions using our amazing **Odoo Subscriptions** application, you must -follow these steps: - -1. **Create your own subscription templates** -2. **Create your own subscription products with the right settings** - -As a result, you will be able to manage your subscriptions like any other product, create your -quotations and continue the sales flow to track the number of subscriptions you sell and manage the -revenue they generate. - -Configuration -============= - -Go to :menuselection:`Subscriptions --> Subscription products` to learn how you can configure your -own subscription products. You have the possibility to create a new product or edit an existing one. -Once named, be careful to select the option *Can be sold* and deselect *Can be purchased*. For the -product type, it is recommended to use *Service* for subscription products as they are non-material -products that you provide to your customers. Finally, you can adapt your prices and also add an -internal reference. - -.. image:: media/subscription-products-configuration.png - :align: center - :alt: View of a subscription product form in Odoo Subscriptions - -.. note:: - In the Sales tab, underneath the Subscriptions section, make sure the *Subscription products* - option is activated. In fact, if you create a subscription product from the **Odoo Subscriptions** - application, this option is selected by default. However, if you create a product from another - application, it is not the case. - - .. image:: media/subscription-products-form.png - :align: center - :alt: View of a subscription product form in Odoo Subscriptions - - You can also choose the subscription templates you want to use. - - .. image:: media/subscription-products-using-subscription-templates.png - :align: center - :alt: View of a subscription product form in Odoo Subscriptions - -.. important:: - Be sure to check out our documentation on how to create, edit and manage your own - :doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>` - before creating your own subscription products. Once created, check out our documentation on how to - :doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>`, - to complete the sales flow. - -.. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file diff --git a/content/applications/sales/subscriptions/configuration/subscription_templates.rst b/content/applications/sales/subscriptions/configuration/subscription_templates.rst deleted file mode 100644 index 44daf767b..000000000 --- a/content/applications/sales/subscriptions/configuration/subscription_templates.rst +++ /dev/null @@ -1,91 +0,0 @@ -========================== -Use subscription templates -========================== - -The subscription business model is becoming more popular. Are you wondering why? - -- For **customers**, value lies in **convenience**: - - - Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew - their orders every month, which gives them the assurance that they will have everything they - need before they actually need it. - - Subscriptions help customers stay on budget. - -- For **businesses**, value lies in the **ability to predict recurring revenue**: - - - Subscriptions reduce customer churn rate and significantly increase customer retention. - - Subscriptions provide much higher payment security for your business. They stabilize and - maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your - business. - -.. raw:: html - -
Simplicity. - Higher customer retention. Opportunities for marketing. Business consistency. Better cash flow - management.
- -**Odoo Subscriptions** help you save time and money. Subscription templates can help you generate -recurring invoices and manage renewals at a fast pace. With Odoo you have the possibility to create, -edit, and manage your own subscription templates. - -Configuration -============= - -Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. By default, Odoo -suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription). -You can also create your own ones. - -.. image:: media/default-subscription-templates.png - :align: center - :alt: Default subscription templates on Odoo Subscriptions - -.. important:: - The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo Invoicing** - as they work integrated. - -Create your first template -========================== - -You can create a new template or edit an existing one. The first thing you need to do is give your -template a name. After that, choose an *Invoicing period* and specify whether you would like to -invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if -the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time. -Among the payment options, an additional field called *Invoice email* appears when you choose -*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an -invoice email template to your subscription templates. - -.. image:: media/creation-of-subscription-templates.png - :align: center - :alt: Create your own subscription templates on Odoo Subscriptions - -For each template, you can also choose if you want your customers to be able to close their -subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the -*Group of subscription* and *Journal* options. - -.. note:: - On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is - essential to set out important contractual points between the customers and the sellers (payment, - refund policy, cancellation, complaints, etc.). - - .. image:: media/terms-and-conditions-on-subscription-templates.png - :align: center - :alt: Terms & conditions on Odoo Subscriptions - - Finally, if you want to know the basic running health status of your subscriptions, you also have - access to a specific tab called **Health Check**. There, you can edit and create your own - filters to define what is a subscription in good health *vs* bad health. The system automatically - summarizes all the records corresponding to these filters and you are able to manage them in one - click. - - .. image:: media/health-check-on-subscription-templates.png - :align: center - :alt: Health check on Odoo Subscriptions - -.. important:: - After creating your own subscription templates, be sure to check out our documentation on how to - create, edit and manage your own - :doc:`Subscription products <../../subscriptions/configuration/subscription_products>`, - to complete the sales flow. - -.. seealso:: - - :doc:`../../subscriptions/configuration/subscription_products` diff --git a/content/applications/sales/subscriptions/follow_up/automatic_alerts.rst b/content/applications/sales/subscriptions/follow_up/automatic_alerts.rst index 9bbb307ff..f21ea947e 100644 --- a/content/applications/sales/subscriptions/follow_up/automatic_alerts.rst +++ b/content/applications/sales/subscriptions/follow_up/automatic_alerts.rst @@ -80,7 +80,6 @@ retention rates very high. adapt them to your own needs. .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions` - :doc:`../../subscriptions/sales_flow/create_a_quotation` - :doc:`../../subscriptions/reporting/subscription_reports` \ No newline at end of file diff --git a/content/applications/sales/subscriptions/configuration/media/subscription-products-configuration.png b/content/applications/sales/subscriptions/products-configuration.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/media/subscription-products-configuration.png rename to content/applications/sales/subscriptions/products-configuration.png diff --git a/content/applications/sales/subscriptions/configuration/media/subscription-products-form.png b/content/applications/sales/subscriptions/products-form.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/media/subscription-products-form.png rename to content/applications/sales/subscriptions/products-form.png diff --git a/content/applications/sales/subscriptions/configuration/media/subscription-products-using-subscription-templates.png b/content/applications/sales/subscriptions/products-using-templates.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/media/subscription-products-using-subscription-templates.png rename to content/applications/sales/subscriptions/products-using-templates.png diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports.rst b/content/applications/sales/subscriptions/reporting/subscription_reports.rst index c014c8317..c389effea 100644 --- a/content/applications/sales/subscriptions/reporting/subscription_reports.rst +++ b/content/applications/sales/subscriptions/reporting/subscription_reports.rst @@ -117,6 +117,5 @@ apply and the salesperson you want to analyze. :alt: Salesperson dashboard report in Odoo Subscriptions .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions` - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file diff --git a/content/applications/sales/subscriptions/sales_flow/closing.rst b/content/applications/sales/subscriptions/sales_flow/closing.rst index e74f0d48e..8119f9c7f 100644 --- a/content/applications/sales/subscriptions/sales_flow/closing.rst +++ b/content/applications/sales/subscriptions/sales_flow/closing.rst @@ -40,10 +40,9 @@ Once enabled, this option gives your customers the right to close their own subs :alt: Configuration to close your subscription with Odoo Subscriptions .. note:: - Be sure to check out our documentation on - how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>` - to fully understand the importance of this feature in a basic flow using the - **Odoo Subscriptions** application. + Be sure to check out our documentation on how to use :ref:`subscription templates + ` to fully understand the importance of this feature in a basic flow + using the **Odoo Subscriptions** application. Close your first subscription ============================= @@ -102,6 +101,5 @@ added by the customer. to understand how subscriptions are managed in the **Odoo Subscriptions** application. .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions` - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file diff --git a/content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst b/content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst index 7a6ddc912..a272dec73 100644 --- a/content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst +++ b/content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst @@ -19,11 +19,7 @@ Create your first quotation =========================== Before creating your first quotation, be sure to check out our documentation on how to create and -manage your own -:doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>` -and on how to add -:doc:`Subscription products <../../subscriptions/configuration/subscription_products>` -to your templates. +manage your own :doc:`Subscription Templates and Subscription Products <../../subscriptions>` .. important:: @@ -76,8 +72,7 @@ the status is *In progress*. Finally, when a customer decides to close his subsc becomes *Closed*. .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions` - :doc:`../../subscriptions/sales_flow/renewals` - :doc:`../../subscriptions/sales_flow/closing` - :doc:`../../subscriptions/sales_flow/upselling` diff --git a/content/applications/sales/subscriptions/sales_flow/renewals.rst b/content/applications/sales/subscriptions/sales_flow/renewals.rst index f6e0b9c63..4e04c6a61 100644 --- a/content/applications/sales/subscriptions/sales_flow/renewals.rst +++ b/content/applications/sales/subscriptions/sales_flow/renewals.rst @@ -77,6 +77,5 @@ to your *Subscriptions dashboard* and use the filter *To renew*. :alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions` - :doc:`../../subscriptions/sales_flow/create_a_quotation` diff --git a/content/applications/sales/subscriptions/sales_flow/upselling.rst b/content/applications/sales/subscriptions/sales_flow/upselling.rst index 5330e9b8c..d47769999 100644 --- a/content/applications/sales/subscriptions/sales_flow/upselling.rst +++ b/content/applications/sales/subscriptions/sales_flow/upselling.rst @@ -80,6 +80,5 @@ The only difference between your two sales orders is the description underneath *Subscription Management* category. There, you can easily visualize which one is your upselling. .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions` - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file diff --git a/content/applications/sales/subscriptions/configuration/media/creation-of-subscription-templates.png b/content/applications/sales/subscriptions/templates-create.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/media/creation-of-subscription-templates.png rename to content/applications/sales/subscriptions/templates-create.png diff --git a/content/applications/sales/subscriptions/configuration/media/default-subscription-templates.png b/content/applications/sales/subscriptions/templates-default.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/media/default-subscription-templates.png rename to content/applications/sales/subscriptions/templates-default.png diff --git a/content/applications/sales/subscriptions/configuration/media/health-check-on-subscription-templates.png b/content/applications/sales/subscriptions/templates-health-check.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/media/health-check-on-subscription-templates.png rename to content/applications/sales/subscriptions/templates-health-check.png diff --git a/content/applications/sales/subscriptions/configuration/media/terms-and-conditions-on-subscription-templates.png b/content/applications/sales/subscriptions/templates-terms-and-conditions.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/media/terms-and-conditions-on-subscription-templates.png rename to content/applications/sales/subscriptions/templates-terms-and-conditions.png diff --git a/redirects.txt b/redirects.txt index d24620c56..33c6c8070 100644 --- a/redirects.txt +++ b/redirects.txt @@ -217,3 +217,6 @@ applications/general/odoo_basics/users.rst applications/general/users.rst applications/general/odoo_basics/choose_language.rst applications/general/users/language.rst # odoo_basics/choose_language -> users/language applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/* + +applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions.rst # /subscriptions/configuration/subscription_products -> subscription +applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions.rst # /subscriptions/configuration/subscription_templates -> subscription