[MERGE] Forward-port of branch 13.0 up to cbbb2a459f
Before Width: | Height: | Size: 12 MiB After Width: | Height: | Size: 405 KiB |
@ -5,5 +5,4 @@ Adviser
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
adviser/budget
|
||||
adviser/reverse_entry
|
||||
adviser/budget
|
Before Width: | Height: | Size: 4.1 KiB |
@ -1,20 +0,0 @@
|
||||
=========================================
|
||||
Reverse an accounting entry automatically
|
||||
=========================================
|
||||
|
||||
You may want to automatically reverse an accounting entry at a specific
|
||||
date.
|
||||
|
||||
This is, for example, used when you make a provision (e.g. provision for
|
||||
bad debt). When making the accounting entry for the provision, the
|
||||
amount you entered is only an estimated amount. You will only be sure of
|
||||
the amount at the end of the fiscal year. That's why, at that point, you
|
||||
want the accounting entry to be reversed to be able to enter the real
|
||||
loss that occurred.
|
||||
|
||||
For this, you just have to tick the box "Reverse Automatically" on the
|
||||
journal entry and to define a reversal date. The accounting entry will
|
||||
be reversed at that date.
|
||||
|
||||
.. image:: media/reverse_entry01.png
|
||||
:align: center
|
@ -18,9 +18,11 @@ suppliers, into account.
|
||||
How are Lead Times Calculated?
|
||||
==============================
|
||||
|
||||
.. image:: media/scheduled_dates_01.png
|
||||
:align: center
|
||||
:alt: Visual representation of various lead times such as customer lead time or delivery LT
|
||||
.. raw:: html
|
||||
|
||||
<iframe src="https://docs.google.com/presentation/d/e/2PACX-1vQbjAf6_Py7n3bLLO0w8X7HA51ndQDn8fCWIEndg5Mt_AK9WtcaTuRM24FQ7AvIX-WS6FFQYyfjgiCI/embed?start=true&loop=false&delayms=30000" frameborder="0" width="100%" height="509px" allowfullscreen="true" mozallowfullscreen="true" webkitallowfullscreen="true"></iframe>
|
||||
|
||||
.. link to the Google Slides: https://docs.google.com/presentation/d/1nVM5PyD5OYM4jB13HqHpmBHn40NSDqbLEUUMxivsJeo
|
||||
|
||||
As said above, there are several types of lead times. Each is calculated
|
||||
based on various indicators. Before going through the configuration,
|
||||
|
@ -1,6 +1,6 @@
|
||||
=======================================================
|
||||
When Should you Use Packages, Units of Measure or Kits?
|
||||
=======================================================
|
||||
====================================================================
|
||||
When Should you Use Packages, Units of Measure or Special Packaging?
|
||||
====================================================================
|
||||
|
||||
Units of Measure
|
||||
================
|
||||
|
@ -18,7 +18,7 @@ then you may have problems with your IoT Box image. It should be version
|
||||
|
||||
If your IoT Box image is from an earlier version, then you will have to
|
||||
reflash the SD card of your IoT Box to update the image (the latest
|
||||
image can be found `here <http://nightly/odoo.com>`__).
|
||||
image can be found `here <http://nightly.odoo.com/master/posbox/iotbox/>`__).
|
||||
|
||||
.. seealso::
|
||||
- :doc:`flash_sdcard`
|
||||
|
@ -283,7 +283,7 @@ list price (at the beginning of the Term) for the additional Users or Apps, for
|
||||
In addition, services for Covered Extra Modules are charged based on the number of lines of code
|
||||
in these modules. When the Customer opts for the maintenance of Covered Extra Modules, the charge
|
||||
is a monthly fee of 16€ per 100 lines of code (rounded up to the next hundred), unless otherwise
|
||||
specified in writing at the conclusion of the Agreement. Lines of code will be counted with `cloc`
|
||||
specified in writing at the conclusion of the Agreement. Lines of code will be counted with the ``cloc``
|
||||
command of the Software, and include all text lines in the source code of those modules, regardless
|
||||
of the programming language (Python, Javascript, XML, etc.), excluding blank lines, comment lines
|
||||
and files that are not loaded when installing or executing the Software.
|
||||
|
@ -307,7 +307,7 @@ Par ailleurs, les services concernant les Modules Supplémentaires Couverts sont
|
||||
du nombre de lignes de code dans ces modules. Lorsque le client opte pour l'abonnement de maintenance
|
||||
des Modules Supplémentaires Couverts, le coût mensuel est de 16€ par 100 lignes de code (arrondi à la
|
||||
centaine supérieure), sauf si spécifié par écrit à la conclusion du Contrat. Les lignes de code
|
||||
sont comptées avec la commande `cloc` du Logiciel, et comprennent toutes les lignes de texte du code
|
||||
sont comptées avec la commande ``cloc`` du Logiciel, et comprennent toutes les lignes de texte du code
|
||||
source de ces modules, peu importe le langage de programmation (Python, Javascript, XML, etc.),
|
||||
à l'exclusion des lignes vides, des lignes de commentaires et des fichiers qui ne sont pas chargés
|
||||
à l'installation ou à l'exécution du Logiciel.
|
||||
|
@ -163,11 +163,20 @@ To configure the deploy key for a private repository, proceed as follows:
|
||||
Storage Size
|
||||
============
|
||||
|
||||
This section shows a small description of the storage size used by your project.
|
||||
This section shows the storage size used by your project.
|
||||
|
||||
.. image:: ./media/interface-settings-storage.png
|
||||
:align: center
|
||||
|
||||
Storage size is computed as follows:
|
||||
|
||||
* the size of the PostgreSQL database
|
||||
|
||||
* the size of the disk files available in your container: database filestore, sessions storage directory...
|
||||
|
||||
.. Warning::
|
||||
In case you want to analyze disk usage, you can run the tool `ncdu <https://dev.yorhel.nl/ncdu/man>`_ in your Web Shell.
|
||||
|
||||
Should your production database size grow to exceed what's provisioned in your subscription, it
|
||||
will automatically be synchronized with it.
|
||||
|
||||
|
@ -2,7 +2,7 @@
|
||||
Send Planned Shifts and Give Employees Autonomy Over Shifts
|
||||
===========================================================
|
||||
|
||||
If you are not on top of your tasks and shifts you might fall behind, loosing productivity.
|
||||
If you are not on top of your tasks and shifts you might fall behind, losing productivity.
|
||||
Allowing your employees to have a say over shifts helps you to be on top of your workload, and
|
||||
gives them flexibility.
|
||||
|
||||
|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 19 KiB |
@ -1,12 +1,15 @@
|
||||
====================================================
|
||||
Connect a SIX/Worldline Payment Terminal to your PoS
|
||||
Connect a SIX Payment Terminal to your PoS
|
||||
====================================================
|
||||
|
||||
Connecting a SIX/Worldline payment terminal allows you to offer a fluid
|
||||
Connecting a SIX payment terminal allows you to offer a fluid
|
||||
payment flow to your customers and ease the work of your cashiers.
|
||||
|
||||
.. note::
|
||||
Please note SIX/Worldine is currently only available for UE customers.
|
||||
.. warning::
|
||||
Even though Worldline has recently acquired SIX Payment Services and both
|
||||
companies use Yomani payment terminals, the firmware they run is different.
|
||||
Terminals received from Worldline are therefore not compatible with this
|
||||
integration.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
@ -7,7 +7,7 @@ receiving the ordered products. However, you might not want to pay it
|
||||
until the products have been received.
|
||||
|
||||
To define whether the vendor bill should be paid or not, you can use
|
||||
what we call *3-way matching*. It refers to the comparaison of the
|
||||
what we call *3-way matching*. It refers to the comparison of the
|
||||
information appearing on the *Purchase Order*, the *Vendor Bill*
|
||||
and the *Receipt*.
|
||||
|
||||
|
@ -13,8 +13,8 @@ Go to :menuselection:`Social Marketing --> Campaigns --> Create`.
|
||||
:align: center
|
||||
:alt: Click on create to start a campaign in Odoo Social Marketing
|
||||
|
||||
As you create content, tabs for that specific channel will be shown. The overview of the campaign
|
||||
shows you global metric such as:
|
||||
As you create content, tabs for that specific channel are shown. The overview of the campaign
|
||||
displays global metrics such as:
|
||||
|
||||
- *Revenue*: number of users who, from a link in your content, finished a transaction (paid).
|
||||
- *Quotations*: number of users who, from a link in your content, have started but not finished a
|
||||
|
@ -9,3 +9,5 @@ Subscriptions
|
||||
|
||||
subscriptions/configuration
|
||||
subscriptions/sales_flow
|
||||
subscriptions/follow_up
|
||||
subscriptions/reporting
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
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 |
Before Width: | Height: | Size: 42 KiB After Width: | Height: | Size: 42 KiB |
@ -2,8 +2,8 @@
|
||||
Add subscription products
|
||||
=========================
|
||||
|
||||
To properly sell your subscriptions using our amazing **Odoo Subscriptions** application, you must follow
|
||||
these steps:
|
||||
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**
|
||||
@ -22,7 +22,7 @@ product type, it is recommended to use *Service* for subscription products as th
|
||||
products that you provide to your customers. Finally, you can adapt your prices and also add an
|
||||
internal reference.
|
||||
|
||||
.. image:: media/subscription_products_1.png
|
||||
.. image:: media/subscription-products-configuration.png
|
||||
:align: center
|
||||
:alt: View of a subscription product form in Odoo Subscriptions
|
||||
|
||||
@ -32,13 +32,13 @@ internal reference.
|
||||
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_2.png
|
||||
.. 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_3.png
|
||||
.. image:: media/subscription-products-using-subscription-templates.png
|
||||
:align: center
|
||||
:alt: View of a subscription product form in Odoo Subscriptions
|
||||
|
||||
|
@ -35,7 +35,7 @@ Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates
|
||||
suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription).
|
||||
You can also create your own ones.
|
||||
|
||||
.. image:: media/subscription_templates_1.png
|
||||
.. image:: media/default-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Default subscription templates on Odoo Subscriptions
|
||||
|
||||
@ -54,7 +54,7 @@ Among the payment options, an additional field called *Invoice email* appears wh
|
||||
*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/subscription_templates_2.png
|
||||
.. image:: media/creation-of-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Create your own subscription templates on Odoo Subscriptions
|
||||
|
||||
@ -67,7 +67,7 @@ subscriptions or not. If enabled, you can set an *Automatic closing* limit and s
|
||||
essential to set out important contractual points between the customers and the sellers (payment,
|
||||
refund policy, cancellation, complaints, etc.).
|
||||
|
||||
.. image:: media/subscription_templates_3.png
|
||||
.. image:: media/terms-and-conditions-on-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Terms & conditions on Odoo Subscriptions
|
||||
|
||||
@ -77,7 +77,7 @@ subscriptions or not. If enabled, you can set an *Automatic closing* limit and s
|
||||
summarizes all the records corresponding to these filters and you are able to manage them in one
|
||||
click.
|
||||
|
||||
.. image:: media/subscription_templates_4.png
|
||||
.. image:: media/health-check-on-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Health check on Odoo Subscriptions
|
||||
|
||||
|
8
subscriptions/follow_up.rst
Normal file
@ -0,0 +1,8 @@
|
||||
=========
|
||||
Follow-up
|
||||
=========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
follow_up/automatic_alerts
|
86
subscriptions/follow_up/automatic_alerts.rst
Normal file
@ -0,0 +1,86 @@
|
||||
=======================
|
||||
Set up automatic alerts
|
||||
=======================
|
||||
|
||||
Now that your subscriptions are up and running, you want to stay up-to-date with your customers.
|
||||
Some automation would be appreciated since you would not want to go through the list of all your
|
||||
subscribers to check how things are going. This is what the *Automatic Alerts* feature is for.
|
||||
|
||||
For example, when customers subscribe to your magazine, you would probably want to send them an
|
||||
email to welcome them and express your gratitude. Or, if the satisfaction rate of your customers
|
||||
drops below 50%, you would probably want to schedule a call with them to understand the reasons for
|
||||
their dissatisfaction.
|
||||
|
||||
With **Odoo Subscriptions**, you can set automatic emails, create a "Call" task for one
|
||||
of your salespeople so that he/she can try to understand your customer's dissatisfaction, and
|
||||
finally, why not automatically send satisfaction surveys so customers can evaluate your services?
|
||||
All of that is now possible.
|
||||
|
||||
Create a new automatic alert
|
||||
============================
|
||||
|
||||
The following example shows how to create a new automatic alert to send satisfaction surveys to your
|
||||
customers, by email, after one month of subscription. To do so, go to :menuselection:`Subscriptions
|
||||
--> Configuration --> Alerts`, and create a new alert.
|
||||
|
||||
.. image:: media/create-a-new-automatic-alert.png
|
||||
:align: center
|
||||
:alt: New automatic alert in Odoo Subscriptions
|
||||
|
||||
1. On the *Apply on* section, first give the alert a name. Then, you can choose to apply this alert
|
||||
on a subscription template, on a specific customer, or even on a specific product. If you want
|
||||
to add more specifications, you can also specify the value of your MRR, the change rate of your
|
||||
MRR over a certain period of time, the value of the satisfaction rate, and even the stage to
|
||||
which you want to apply this alert.
|
||||
|
||||
.. note::
|
||||
In this example, the alert is applied to a specific product, and the stage goes from
|
||||
*Undefined* to *In Progress*.
|
||||
|
||||
2. For the *Action* section, specify the *Action* and the *Trigger on*. If the *Trigger on* is set
|
||||
to *Modification*, the action is triggered every time there is a change or anything added to the
|
||||
subscription, and all the conditions on the *Apply on* section are met. Now, if the *Trigger on*
|
||||
is set to *Timed condition*, it means that the action is triggered based on the type of
|
||||
*Trigger date*. After that, you can choose your *Action*. You have the choice between
|
||||
*Create next activity*, *Set a tag on the subscription*, *Set a stage on the subscription*,
|
||||
*Mark as To Renew*, *Send an email to the customer* and *Send an SMS Text Message to the
|
||||
customer*.
|
||||
|
||||
.. note::
|
||||
In the example above, the *Trigger on* is set to *Timed condition*, therefore, a
|
||||
*Trigger date* and *Delay after trigger* need to be specified. And because the *Send an email
|
||||
to the customer* action was adopted, an *Email template* can be chosen.
|
||||
|
||||
As a result, this alert will send a rating survey after one month, to the customers who have
|
||||
purchased that specific product. The survey will appear in the chatter of your respective
|
||||
subscription.
|
||||
|
||||
.. image:: media/rating-satisfaction-survey.png
|
||||
:align: center
|
||||
:alt: Satisfaction survey in Odoo Subscriptions
|
||||
|
||||
Modify an existing automatic alert
|
||||
==================================
|
||||
|
||||
By default, Odoo suggests you an automatic alert called *Take action on less satisfied clients*.
|
||||
|
||||
.. image:: media/modify-an-existing-automatic-alert.png
|
||||
:align: center
|
||||
:alt: Modify an existing automatic alert in Odoo Subscriptions
|
||||
|
||||
This alert is applied to the *Rating Satisfaction* of your customers, and the action is triggered
|
||||
on *Timed condition*. If their satisfaction rate is lower than 50%, a salesperson contacts the
|
||||
customer. This action is automatically assigned to the salesperson who manages the subscription,
|
||||
and the due date is 5 days after the triggering of this action. This alert ensures that your
|
||||
clients are happy and that you are taking actions if they are not. It helps to keep your customer
|
||||
retention rates very high.
|
||||
|
||||
.. note::
|
||||
By editing the alert, you can modify the *Apply on*, the *Action* and *Activity* sections, and
|
||||
adapt them to your own needs.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../subscriptions/configuration/subscription_templates`
|
||||
- :doc:`../../subscriptions/configuration/subscription_products`
|
||||
- :doc:`../../subscriptions/sales_flow/create_a_quotation`
|
||||
- :doc:`../../subscriptions/reporting/subscription_reports`
|
BIN
subscriptions/follow_up/media/create-a-new-automatic-alert.png
Normal file
After Width: | Height: | Size: 48 KiB |
After Width: | Height: | Size: 51 KiB |
BIN
subscriptions/follow_up/media/rating-satisfaction-survey.png
Normal file
After Width: | Height: | Size: 70 KiB |
8
subscriptions/reporting.rst
Normal file
@ -0,0 +1,8 @@
|
||||
=========
|
||||
Reporting
|
||||
=========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
reporting/subscription_reports
|
BIN
subscriptions/reporting/media/detailed-MRR-report.png
Normal file
After Width: | Height: | Size: 42 KiB |
BIN
subscriptions/reporting/media/difference-between-MRR-and-ARR.png
Normal file
After Width: | Height: | Size: 16 KiB |
After Width: | Height: | Size: 19 KiB |
BIN
subscriptions/reporting/media/retention-analysis-report.png
Normal file
After Width: | Height: | Size: 30 KiB |
BIN
subscriptions/reporting/media/revenue-KPIs-report.png
Normal file
After Width: | Height: | Size: 33 KiB |
BIN
subscriptions/reporting/media/salesperson-dashboard-report.png
Normal file
After Width: | Height: | Size: 42 KiB |
BIN
subscriptions/reporting/media/subscriptions-analysis-report.png
Normal file
After Width: | Height: | Size: 28 KiB |
122
subscriptions/reporting/subscription_reports.rst
Normal file
@ -0,0 +1,122 @@
|
||||
=============================
|
||||
Generate subscription reports
|
||||
=============================
|
||||
|
||||
As we know, understanding how our business is going, and where it is going, is key to success. And
|
||||
particularly so when we offer subscription services or products.
|
||||
|
||||
Before getting to the heart of the matter, it is very important to recall certain essential
|
||||
concepts to the proper understanding of the following reports:
|
||||
|
||||
- **Monthly Recurring Revenue (MRR)**: MRR is arguably the most important metric for subscription
|
||||
businesses. It shows the monthly revenue earned with subscription-based products or services. It
|
||||
is a consistent number used to track all recurring revenue over time, in monthly increments.
|
||||
|
||||
- **Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based on the current MRR,
|
||||
to estimate the coming year's performance. However, this estimation does not take variations and
|
||||
growth into account.
|
||||
|
||||
.. image:: media/difference-between-MRR-and-ARR.png
|
||||
:align: center
|
||||
:alt: Difference between MRR and ARR in Odoo Subscriptions
|
||||
|
||||
- **Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything else than
|
||||
subscription-based products or services. This includes gains of a rare or unique nature that are
|
||||
unlikely to occur in the ordinary course of businesses.
|
||||
|
||||
- **Customer Retention**: Practices to engage existing customers to continue buying products or
|
||||
services from your business. Customer retention can be a challenge, because you must prove you
|
||||
are worthy of your customers' trust.
|
||||
|
||||
- **Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the churn rate can be
|
||||
defined, in this case, as the percentage of subscribers who discontinued their subscriptions
|
||||
within a given time period. We can distinguish two types of Churn:
|
||||
|
||||
- **Logo Churn**: It corresponds to the subscription cancellation rate.
|
||||
|
||||
- **Revenue Churn**: It corresponds to the monthly recurring revenue loss rate.
|
||||
|
||||
.. admonition::
|
||||
Let's imagine a 2$ increase in a subscription service.
|
||||
|
||||
- We lost 3 customers out of the initial 20, which generates a **Logo Churn** of 15%.
|
||||
- | Therefore, the 56$ of MRR difference out of the initial 600$ causes a **Revenue Churn**
|
||||
| of 9,33%.
|
||||
|
||||
.. image:: media/difference-between-logo-churn-and-revenue-churn.png
|
||||
:align: center
|
||||
:alt: Difference between logo churn and revenue churn in Odoo Subscriptions
|
||||
|
||||
Reminder: even though they seem to evolve in the same direction most of the time, it might not
|
||||
be the case all the time.
|
||||
|
||||
- **Customer Lifetime Value (CLV)**: Indicates how much revenue can be expected for a customer
|
||||
during his/her entire contract. This approach emphasizes the importance of customer retention,
|
||||
shifting our focus from a quarterly or yearly approach to a long-term one.
|
||||
|
||||
Check out the different kinds of reports you can access from the **Odoo Subscriptions**
|
||||
application.
|
||||
|
||||
Subscriptions analysis report
|
||||
=============================
|
||||
|
||||
Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From there, you can change
|
||||
the *Measures*. By default, Odoo uses the *Monthly Recurring Revenue*. In addition to that, you
|
||||
can choose *Quantity*, *Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example,
|
||||
*Quantity* is added. This way, you can review both of these measures at the same time. You can even
|
||||
*Group By Start Date* and, more precisely, by *Week*, to get a clear view of your report.
|
||||
|
||||
.. image:: media/subscriptions-analysis-report.png
|
||||
:align: center
|
||||
:alt: Subscriptions analysis report in Odoo Subscriptions
|
||||
|
||||
Retention analysis report
|
||||
=========================
|
||||
|
||||
Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The default measure applied is
|
||||
*Count*, but you can change to the appropriate one for you. For the example below,
|
||||
*Monthly Recurring Revenue* was chosen, and the *Month* periodicity remains intact.
|
||||
By using these criteria, you can see the progression of the retention from its start.
|
||||
|
||||
.. image:: media/retention-analysis-report.png
|
||||
:align: center
|
||||
:alt: Retention analysis report in Odoo Subscriptions
|
||||
|
||||
Revenue KPIs report
|
||||
===================
|
||||
|
||||
Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From there, you can check
|
||||
different KPIs: *Monthly Recurring Revenue*, *Net Revenue*, *Non-Recurring Revenue*,
|
||||
*Revenue per Subscription*, *Annual Run-Rate*, *Lifetime Value*, and more. You can also filter this
|
||||
information on subscriptions, companies, and sales teams. This is useful if you are looking for
|
||||
specific information.
|
||||
|
||||
.. image:: media/revenue-KPIs-report.png
|
||||
:align: center
|
||||
:alt: Revenue KPIs report in Odoo Subscriptions
|
||||
|
||||
The example below shows the *Monthly Recurring Revenue* detailed report. At the moment, there is no
|
||||
data, which is the typical scenario for a new business. But, as your company grows over the months,
|
||||
these graphs get populated with more and more data. Once again, you can filter these specific KPIs
|
||||
on subscriptions, companies, and sales teams.
|
||||
|
||||
.. image:: media/detailed-MRR-report.png
|
||||
:align: center
|
||||
:alt: Detailed MRR report in Odoo Subscriptions
|
||||
|
||||
Salesperson dashboard report
|
||||
============================
|
||||
|
||||
Go to :menuselection:`Subscriptions --> Reporting --> Salesperson Dashboard`. This page gives you a
|
||||
summary of your *Monthly Recurring Revenue*, *Non-Recurring Revenue*, *Subscription modifications*,
|
||||
and *Non-Recurring Invoices* for each of your salespeople. You can choose the period you want to
|
||||
apply and the salesperson you want to analyze.
|
||||
|
||||
.. image:: media/salesperson-dashboard-report.png
|
||||
:align: center
|
||||
:alt: Salesperson dashboard report in Odoo Subscriptions
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../subscriptions/configuration/subscription_templates`
|
||||
- :doc:`../../subscriptions/configuration/subscription_products`
|
||||
- :doc:`../../subscriptions/sales_flow/create_a_quotation`
|
@ -35,7 +35,7 @@ create a new *Subscription template* or modify an existing one. When editing you
|
||||
the Invoicing tab, you have the possibility to activate the option *Closable by customer*.
|
||||
Once enabled, this option gives your customers the right to close their own subscriptions.
|
||||
|
||||
.. image:: media/closing_1.png
|
||||
.. image:: media/configuration-to-close-your-subscriptions.png
|
||||
:align: center
|
||||
:alt: Configuration to close your subscription with Odoo Subscriptions
|
||||
|
||||
@ -55,7 +55,7 @@ Once confirmed, a quotation becomes a sales order and a new subscription is auto
|
||||
Therefore, this subscription has the status *In progress*. From there, you have the possibility to
|
||||
close the subscription.
|
||||
|
||||
.. image:: media/closing_2.png
|
||||
.. image:: media/close-your-subscriptions-as-an-administrator.png
|
||||
:align: center
|
||||
:alt: Close your subscription from an administration point of view with Odoo Subscriptions
|
||||
|
||||
@ -64,26 +64,26 @@ expensive", "Subscription does not meet my requirements", "Subscription reached
|
||||
Immediately after confirming your close reason, you can observe that the status of the subscription
|
||||
is now *Closed* and that the close reason is mentioned on the subscription.
|
||||
|
||||
.. image:: media/closing_3.png
|
||||
.. image:: media/use-of-close-reasons.png
|
||||
:align: center
|
||||
:alt: What happens when you close your subscription with Odoo Subscriptions?
|
||||
|
||||
Customer view
|
||||
-------------
|
||||
|
||||
As previously explained in the *Administrator view* part, from the subscription form, you also have the
|
||||
possibility to visualize what your customers see when managing their subscriptions thanks to the
|
||||
As previously explained in the *Administrator view* part, from the subscription form, you also have
|
||||
the possibility to visualize what your customers see when managing their subscriptions thanks to the
|
||||
*Customer preview* button. In this example, the customer has the choice to close his/her subscription
|
||||
whenever he/she wants to, due to the *Close Subscription* button.
|
||||
|
||||
.. image:: media/closing_4.png
|
||||
.. image:: media/close-your-subscriptions-as-a-customer.png
|
||||
:align: center
|
||||
:alt: Close your subscription from a customer point of view with Odoo Subscriptions
|
||||
|
||||
By using this button, the customer can specify the reason for cancelling his/her subscription and
|
||||
he/she can even leave a message.
|
||||
|
||||
.. image:: media/closing_5.png
|
||||
.. image:: media/use-of-close-reasons-as-a-customer.png
|
||||
:align: center
|
||||
:alt: What happens when customers close their subscription with Odoo Subscriptions?
|
||||
|
||||
@ -92,7 +92,7 @@ informed of this modification. Indeed, the status of the subscription becomes *C
|
||||
appears in the chatter with the new stage, the end date, the close reason, and the closing text
|
||||
added by the customer.
|
||||
|
||||
.. image:: media/closing_6.png
|
||||
.. image:: media/chatter-history-when-a-customer-closes-a-subscription.png
|
||||
:align: center
|
||||
:alt: What happens when customers close their subscription in Odoo Subscriptions?
|
||||
|
||||
|
@ -32,7 +32,7 @@ to your templates.
|
||||
Go to **Odoo Sales** and create a new quotation. Then, choose a customer and add a product.
|
||||
Be careful to select a product that you previously configured as a *Subscription product*.
|
||||
|
||||
.. image:: media/quotations_1.png
|
||||
.. image:: media/create-a-quotation-using-subscription-products.png
|
||||
:align: center
|
||||
:alt: View of a quotation form in Odoo Sales
|
||||
|
||||
@ -41,7 +41,7 @@ it. It is better to first *Send by email* the quotation to your customers to hav
|
||||
and, then, *Confirm* it in **Odoo Sales**. By clicking on *Customer preview*, you have an idea of
|
||||
what your customers will see when receiving your quotation.
|
||||
|
||||
.. image:: media/quotations_2.png
|
||||
.. image:: media/customer-preview-of-a-quotation-using-subscription-products.png
|
||||
:align: center
|
||||
:alt: Customer preview of a quotation form in Odoo Sales
|
||||
|
||||
@ -56,7 +56,7 @@ Manage your subscriptions from your SO
|
||||
Once confirmed, the quotation becomes a sales order and a new button appears, *Subscriptions*.
|
||||
Indeed, a subscription is automatically created.
|
||||
|
||||
.. image:: media/quotations_3.png
|
||||
.. image:: media/manage-your-subscriptions-from-your-sales-order.png
|
||||
:align: center
|
||||
:alt: Quotation form in Odoo Sales with a button "Subscriptions"
|
||||
|
||||
@ -66,7 +66,7 @@ By clicking on the *Subscriptions* button, you can see that the status of the su
|
||||
:doc:`Close <../../subscriptions/sales_flow/closing>` or
|
||||
:doc:`Upsell <../../subscriptions/sales_flow/upselling>` your subscription.
|
||||
|
||||
.. image:: media/quotations_4.png
|
||||
.. image:: media/use-of-the-subscriptions-button-in-odoo-sales.png
|
||||
:align: center
|
||||
:alt: Use of the intelligent button "Subscriptions" in Odoo Sales
|
||||
|
||||
|
Before Width: | Height: | Size: 70 KiB After Width: | Height: | Size: 70 KiB |
Before Width: | Height: | Size: 45 KiB After Width: | Height: | Size: 45 KiB |
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 3.7 KiB After Width: | Height: | Size: 3.7 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 52 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 43 KiB |
Before Width: | Height: | Size: 36 KiB After Width: | Height: | Size: 36 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 34 KiB After Width: | Height: | Size: 34 KiB |
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 43 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 6.5 KiB After Width: | Height: | Size: 6.5 KiB |
@ -30,7 +30,7 @@ have the possibility to renew the subscription. In the Other Info tab, underneat
|
||||
section, you can activate the *To renew* option. When activated, a yellow tag automatically appears
|
||||
in the upper right corner of the subscription.
|
||||
|
||||
.. image:: media/renewals_1.png
|
||||
.. image:: media/renew-your-subscription.png
|
||||
:align: center
|
||||
:alt: Renew your subscription with Odoo Subscriptions
|
||||
|
||||
@ -39,7 +39,7 @@ in the upper right corner of the subscription.
|
||||
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:: media/renewals_2.png
|
||||
.. image:: media/customer-preview-of-a-renewal.png
|
||||
:align: center
|
||||
:alt: Customer preview of a renewal with Odoo Subscriptions
|
||||
|
||||
@ -54,7 +54,7 @@ first *Send by email* the quotation to your customers in order to have their con
|
||||
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.
|
||||
|
||||
.. image:: media/renewals_3.png
|
||||
.. image:: media/renew-a-quotation.png
|
||||
:align: center
|
||||
:alt: Renew a quotation with Odoo Subscriptions
|
||||
|
||||
@ -62,7 +62,7 @@ first *Send by email* the quotation to your customers in order to have their con
|
||||
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.
|
||||
|
||||
.. image:: media/renewals_4.png
|
||||
.. image:: media/subscription-management-category.png
|
||||
:align: center
|
||||
:alt: Renewal as Subscription Management form in Odoo Subscriptions
|
||||
|
||||
@ -72,7 +72,7 @@ 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:: media/renewals_5.png
|
||||
.. image:: media/subscriptions-dashboard-with-the-to-renew-filter.png
|
||||
:align: center
|
||||
:alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions
|
||||
|
||||
|
@ -28,7 +28,7 @@ As previously explained, to upsell a subscription to new customers, it is recomm
|
||||
*Discounts*. To activate this option, go to :menuselection:`Sales --> Configuration --> Settings` and,
|
||||
under the *Pricing* category, you have the possibility to grant discounts on sales order lines.
|
||||
|
||||
.. image:: media/upsell_1.png
|
||||
.. image:: media/configuration-to-upsell-a-subscription.png
|
||||
:align: center
|
||||
:alt: Activation of the discount option in Odoo Sales
|
||||
|
||||
@ -41,14 +41,14 @@ products. Indeed, once confirmed, a quotation becomes a sales order and a new su
|
||||
automatically created. Therefore, this subscription has the status *In progress*. From there, you
|
||||
have the possibility to upsell your subscription.
|
||||
|
||||
.. image:: media/upsell_2.png
|
||||
.. image:: media/upsell-your-subscription.png
|
||||
:align: center
|
||||
:alt: Upsell your subscription with Odoo Subscriptions
|
||||
|
||||
By using the smart button *Upsell*, you are able to create a new quotation with new subscription
|
||||
products and send it to your customers for approval.
|
||||
|
||||
.. image:: media/upsell_3.png
|
||||
.. image:: media/use-of-the-upsell-button-in-odoo-sales.png
|
||||
:align: center
|
||||
:alt: Add products to your subscription via the upsell option in Odoo Subscriptions
|
||||
|
||||
@ -65,14 +65,14 @@ click on the smart button *Subscriptions* to visualize all updates. From there,
|
||||
additional line has been added to the subscription with the new extra service the customer wanted to
|
||||
purchase.
|
||||
|
||||
.. image:: media/upsell_4.png
|
||||
.. image:: media/subscriptions-updates.png
|
||||
:align: center
|
||||
:alt: Visualize all your subscriptions updates with Odoo Subscriptions
|
||||
|
||||
In addition, by clicking on the *Sales* button, you have a summary of your sales orders in a list
|
||||
view.
|
||||
|
||||
.. image:: media/upsell_5.png
|
||||
.. image:: media/sales-order-updates.png
|
||||
:align: center
|
||||
:alt: List view of all sales orders created for a subscription
|
||||
|
||||
|
@ -23,6 +23,8 @@ This matrix shows the support status of every version.
|
||||
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
|
||||
| | Odoo Online | Odoo.sh | On-Premise | Release date | |
|
||||
+====================+=============+==========+==============+================+==============================================+
|
||||
| **Odoo 14.0** | 🏁 | 🏁 | 🏁 | October 2020 | |
|
||||
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
|
||||
| **Odoo 13.0** | |green| | |green| | |green| | October 2019 | |
|
||||
+--------------------+-------------+----------+--------------+----------------+----------------------------------------------+
|
||||
| Odoo 12.saas~3 | |green| | N/A | N/A | August 2019 | |
|
||||
|