[IMP] subscriptions: update renewals doc

closes odoo/documentation#7433

X-original-commit: 6a7bc2d449
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/sales/subscriptions/renewals.rst

@@ -1,80 +1,85 @@
-====================
+===================
-Renew a subscription
+Renew subscriptions
-====================
+===================
 
-The key feature of a subscription business model is the recurring nature of payments. In this model,
+The foundation of any subscription business model is recurring payments. That's when customers
-customers pay a recurring amount in exchange for access to a product or a service.
+reliably pay a regular amount at specific intervals, in exchange for access to a subscription
+product or service.
 
-.. raw:: html
+The renewal of a subscription is the process followed by customers when they willingly choose to
+continue their participation (and payment) for a subscription product or service.
 
-   <div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>The renewal of a
+Subscribers experience the renewal process at different intervals -- weekly, monthly, annually, etc.
-   subscription is the process followed by each customer when willing to pursue a
+-- depending on the duration of the agreed-upon contract.
-   subscription.</b> </div>
 
-Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on
+Most companies that offer subscriptions prefer to automate the renewals process for customers, but,
-the duration of the contract. Most subscription companies choose to automate their renewal processes
+in some cases, manual subscription renewals are still used.
-but, in some cases, manual subscription renewals are still the preferred option.
 
-With **Odoo Subscriptions**, you can have all your subscriptions in one application, suggest an
+With the Odoo *Subscriptions* application, a company can manage all of their subscriptions in one
-automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all
+place. Renewals can be processed automatically or manually, include additional products or upsells
-your subscriptions and easily find those to renew (with the help of the tag *To renew*).
+per renewal order, and be filtered in batch views to quickly locate customers who need to renew
+their subscriptions.
 
-Renew your first subscription
+Subscription renewals
-=============================
+=====================
 
-Before renewing a subscription, be sure to check out our documentation on how to
+In order to renew a subscription, a quotation with a subscription product **must** be confirmed,
-:doc:`Create a quotation <../subscriptions>` using subscription
+with a configured :guilabel:`Recurring Plan` selected, which turns it into a sales order.
-products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is
-automatically created. Therefore, this subscription has the status *In progress*. From there, you
-have the possibility to renew the subscription. In the Other Info tab, underneath the To Renew
-section, you can activate the *To renew* option. When activated, a yellow tag automatically appears
-in the upper right corner of the subscription.
-
-.. image:: renewals/renew-your-subscription.png
-  :align: center
-  :alt: Renew your subscription with Odoo Subscriptions
-
-.. important::
-   The *To renew* tag is automatically ticked when a payment fails. This indicator also appears
-   on the customer portal. To visualize that, you just have to click on the *Customer preview*
-   button. The tag *To renew* appears on the top right corner.
-
-   .. image:: renewals/customer-preview-of-a-renewal.png
-     :align: center
-     :alt: Customer preview of a renewal with Odoo Subscriptions
-
-When a subscription needs to be renewed, you have the possibility to use a new button called
-*Renewal quotation*. By clicking on it, a new quotation is created. From there, start a basic sales
-flow allowing you to send the quotation by email to your customers or to confirm it. It is better to
-first *Send by email* the quotation to your customers in order to have their confirmation and, then,
-*Confirm* it in **Odoo Sales**.
 
 .. note::
-   In the Chatter of this new quotation, it is mentioned that "This renewal order has been created
+  - Only a singular product is required.
-   from the previous subscription". Once confirmed by your customers, this quotation becomes a
+  - A subscription service is still a product (albeit a digital, recurring one)
-   sales order and a new sale is mentioned in the upper right corner of the subscription.
 
-   .. image:: renewals/renew-a-quotation.png
+Then, that sales order needs to be confirmed, and payment from the customer for the initial
-     :align: center
+subscription has to be invoiced and registered.
-     :alt: Renew a quotation with Odoo Subscriptions
 
-   By clicking on the *Sales* button, you have a summary of your sales orders in a list view.
+When those steps are complete, an :guilabel:`In Progress` tag is applied to the sales order form,
-   The only difference between your two quotations is the description underneath the
+and a series of buttons appear at the top of the sales order -- including a button titled,
-   *Subscription Management* category. There, you can easily visualize which one is your renewal.
+:guilabel:`Renew`.
 
-   .. image:: renewals/subscription-management-category.png
+.. image:: renewals/renew-button.png
-     :align: center
-     :alt: Renewal as Subscription Management form in Odoo Subscriptions
-
-Visualize your subscriptions to renew
-=====================================
-
-Finally, if you want to visualize all your subscriptions and easily find those to renew, you can go
-to your *Subscriptions dashboard* and use the filter *To renew*.
-
-.. image:: renewals/subscriptions-dashboard-with-the-to-renew-filter.png
   :align: center
-  :alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions
+  :alt: Renew button on subscription sales order with Odoo Subscriptions.
+
+When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation,
+complete with a :guilabel:`Renewal Quotation` tag.
+
+.. image:: renewals/renewal-quotation.png
+  :align: center
+  :alt: Renewal quotation in the Odoo Subscriptions application.
+
+From here, a standard sales flow can occur in order to confirm the quotation. This typically begins
+by clicking :guilabel:`Send by Email`. This sends a copy of the quotation to the customer, by email,
+for them to confirm, and eventually, pay for.
+
+.. note::
+  In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is
+  the renewal of the subscription from the original sales order.
+
+Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales order, and a
+:guilabel:`Sales History` smart button appears at the top of the page.
+
+.. image:: renewals/sales-history-smart-button.png
+  :align: center
+  :alt: Sales History smart button in the Odoo Subscriptions application.
+
+When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page,
+showcasing the different sales orders attached to this subscription, along with their individual
+:guilabel:`Subscription Status`.
+
+.. image:: renewals/sales-history-page.png
+  :align: center
+  :alt: Renewal quotation in the Odoo Subscriptions application.
+
+Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an :guilabel:`MRR` smart button
+also appears at the top of the sales order.
+
+.. image:: renewals/mrr-smart-button.png
+  :align: center
+  :alt: MRR smart button in the Odoo Subscriptions application.
+
+When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue
+related to this specific subscription.
 
 .. seealso::
    - :doc:`../subscriptions`