diff --git a/content/applications/sales/subscriptions/closing.rst b/content/applications/sales/subscriptions/closing.rst index e02fb37a8..5d5dd2a37 100644 --- a/content/applications/sales/subscriptions/closing.rst +++ b/content/applications/sales/subscriptions/closing.rst @@ -1,105 +1,105 @@ -==================== -Close a subscription -==================== +=================== +Close subscriptions +=================== -Losing a customer is always difficult, especially if you put a lot of effort into getting them to -sign up for your products/services. However, many companies come up with dubious methods to reduce -the probability of this happening. - -.. raw:: html - -
What is the right - way to go?
- -1. If you adopt such methods, you are among companies that actively and indirectly spread the - phobia of subscriptions, who do not think about how negatively dissatisfied customers could impact - their business and, who frustrate the customers in a way or another. However, at some point, it is - understandable that you do not want your customers to be involved in your subscription status. - -2. If you do not adopt such methods, you are among companies that continue to evolve in a - long-term subscription business model, especially in an era of ultra-fast communications between - dissatisfied customers, and who retain their customers by making it easier for them to leave if - they want to. By giving them the opportunity to close their own subscriptions, your customers do - not feel trapped because they subscribed to your products/services. - -In summary, the **Odoo Subscriptions** application gives you the -**possibility to choose what you want to apply**. Indeed, you can decide whether to give your customers the -option to close their subscriptions whenever they want to or to restrict this possibility. It depends -on you and we will show you how to do that in our amazing application. +Odoo *Subscriptions* provides flexibility for businesses to decide whether customers can self-manage +their subscriptions, or restrict that ability entirely. Configuration ============= -Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. From there, you can -create a new *Subscription template* or modify an existing one. When editing your template, underneath -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. +Start by navigating to :menuselection:`Subscriptions app --> Configuration --> Recurring Plans`. +From there, either create a new plan by clicking :guilabel:`New` or select an existing one to modify +it. -.. image:: closing/configuration-to-close-your-subscriptions.png - :align: center - :alt: Configuration to close your subscription with Odoo Subscriptions +Once on the :guilabel:`Recurring Plans` form, enable the :guilabel:`Closable` option, in the +:guilabel:`Self-Service` section, to allow customers to close their own subscriptions using the +customer portal. -.. note:: - Be sure to check out our documentation on - how to :doc:`Use subscription templates ` - to fully understand the importance of this feature in a basic flow using the - **Odoo Subscriptions** application. +.. image:: closing/recurring-plans-closable-option.png + :align: center + :alt: The Closable option on a recurring plan form in Odoo Subscriptions. -Close your first subscription -============================= +.. seealso:: + :doc:`Configure recurring plans ` + +Close a subscription +==================== Administrator view ------------------ -Once confirmed, a quotation becomes a sales order and a new subscription is automatically created. -Therefore, this subscription has the status *In progress*. From there, you have the possibility to -close the subscription. +After a quotation for a subscription product has been confirmed, it becomes a sales order, and the +subscription status changes to :guilabel:`In Progress`. -.. image:: closing/close-your-subscriptions-as-an-administrator.png - :align: center - :alt: Close your subscription from an administration point of view with Odoo Subscriptions +At that point, the ability to close the subscription becomes available, via the :guilabel:`Close` +button at the top of the subscription order, near the row that contains :guilabel:`In Progress` and +other stages. This option is also available after the order has been invoiced and the payment has +been registered. -By using the smart button *Close*, you have to enter a close reason. For example, "Subscription too -expensive", "Subscription does not meet my requirements", "Subscription reached its end date", etc. -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:: closing/close-subscriptions-administrator.png + :align: center + :alt: Close subscription from an administration point of view with Odoo Subscriptions. -.. image:: closing/use-of-close-reasons.png - :align: center - :alt: What happens when you close your subscription with Odoo Subscriptions? +Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` pop-up window to appear, +allowing administrators to input the reason for closing the subscription, or choose from the +drop-down menu of options in the :guilabel:`Reason` field. + +.. image:: closing/close-reason-popup.png + :align: center + :alt: The Close Reason pop-up when the Close button is clicked in Odoo Subscriptions. + +When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit` button. + +Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window updates the subscription +sales order to show :guilabel:`Churned` status tag, along with the specified :guilabel:`Close +Reason`. + +.. image:: closing/churned-sales-order.png + :align: center + :alt: A churned sales order for a closed subscription in Odoo Subscriptions. + +That same close reason can be found in the *Chatter* of the sales order, as well. + +.. image:: closing/churned-sales-order-chatter.png + :align: center + :alt: The chatter of a churned sales order for a closed subscription in 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 -*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. +.. note:: + As an administrator, the ability to visualize what customers see when managing their + subscriptions is accessible via the :guilabel:`Preview` button, located at the top of the + subscription sales order. -.. image:: closing/close-your-subscriptions-as-a-customer.png - :align: center - :alt: Close your subscription from a customer point of view with Odoo Subscriptions +From the customer's point of view, in the customer portal, the :guilabel:`Close Subscription` button +is located on the left side of the sales order. -By using this button, the customer can specify the reason for cancelling his/her subscription and -he/she can even leave a message. +.. image:: closing/close-subscription-button-customer-view.png + :align: center + :alt: Close subscription button on a customer's view of a sales order in Odoo Subscriptions. -.. image:: closing/use-of-close-reasons-as-a-customer.png - :align: center - :alt: What happens when customers close their subscription with Odoo Subscriptions? +When the customer clicks the :guilabel:`Close Subscription` button, a :guilabel:`Close Subscription` +pop-up window appears, in which the customer has to choose from a select list of reasons why they +are choosing to close the subscription. -By confirming the cancellation, the customer is redirected to his/her portal. The administrator is -informed of this modification. Indeed, the status of the subscription becomes *Closed* and a note -appears in the chatter with the new stage, the end date, the close reason, and the closing text -added by the customer. - -.. image:: closing/chatter-history-when-a-customer-closes-a-subscription.png - :align: center - :alt: What happens when customers close their subscription in Odoo Subscriptions? +.. image:: closing/close-subscription-customer-pov.png + :align: center + :alt: The close subscription pop-up window customers see when closing a subscription. .. note:: - Before closing a subscription, check out our documentation on how to - :doc:`Create a quotation using subscription products <../subscriptions>` - to understand how subscriptions are managed in the **Odoo Subscriptions** application. + Customers can *only* chose a pre-configured reason why the subscription is being closed. They can + *not* enter a custom reason from the customer portal. These selections can be adjusted by + navigating to :menuselection:`Subscriptions --> Configuration --> Close Reasons`. + +Once the customer has chosen a close reason, they would click the :guilabel:`Submit` button on the +pop-up window. + +Upon closure, the subscription order in the customer portal is tagged as :guilabel:`Closed`. + +In addition, the specified :guilabel:`Close Reason` appears on the subscription order in the +*Subscriptions* app in the backend (Administrator's view). .. seealso:: - :doc:`../subscriptions` diff --git a/content/applications/sales/subscriptions/closing/chatter-history-when-a-customer-closes-a-subscription.png b/content/applications/sales/subscriptions/closing/chatter-history-when-a-customer-closes-a-subscription.png deleted file mode 100644 index b9dc520ab..000000000 Binary files a/content/applications/sales/subscriptions/closing/chatter-history-when-a-customer-closes-a-subscription.png and /dev/null differ diff --git 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