[IMP] subscriptions: updated upsell sub doc

closes odoo/documentation#7197

X-original-commit: 648cc25775
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc) 2023-12-06 13:02:35 -08:00 committed by Sam Lieber (sali)
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=====================
Upsell a subscription
=====================
====================
Upsell subscriptions
====================
Subscriptions are recurrent and go on indefinitely. As time passes by, our customers may want to
modify them. We must then be able to adapt the prices or change the products quantities to
accommodate their needs. Two situations can happen:
Subscriptions are recurrent, and go on indefinitely. As time passes, customers may want to modify
them. With that in mind, it's imperative to have the ability to adapt prices, or change quantities,
to accommodate any need. That's where the opportunity to upsell a subscription can come into play.
1. **Loyal customers:** This kind of customers already trust you as a brand. Therefore, you are
confident regarding what you offer since they keep paying for your products and services.
Consequently, it is easier to sell them something additional than it would be to a
new customer.
Upselling may prove beneficial to the following customer types:
2. **New customers:** For this kind of customers, you have to come with something new, something
attractive. What about discounts? Typically, every subscription ends after a certain given time.
Making these types of offers for new customers strengthens your relationships with them and also
increases their retention.
#. | *Loyal Customers*
| These are customers who already trust the company/brand, and because they have established a
pattern of paying for products/services, there's more confidence behind the attempt to sell
them a more expensive product/service.
#. | *New Customers*
| For brand new customers unfamiliar with the company/brand, a new, attractive tactic must be
employed to entice them to purchase a more expensive product/service.
.. raw:: html
In these instances, discounts can be useful. Typically, subscriptions end after a certain period
of time.
<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Upselling can make
a subscription last longer!</b> </div>
So, if these more expensive products/services are offered to new customers at a discount, it
can result in a sale, while establishing a strong sense of trust between the customer and the
company/brand. In turn, this can increase customer retention, as they'll grow more comfortable
and trustworthy over time.
Configuration
=============
Discount configuration
----------------------
As previously explained, to upsell a subscription to new customers, it is recommended to offer
*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.
In order to have the ability to upsell a subscription to a new customer, with the aid of a discount,
the *Discounts* feature **must** be activated.
To activate the *Discounts* feature, navigate to :menuselection:`Sales app --> Configuration -->
Settings`, scroll to the :guilabel:`Pricing` section, and tick the checkbox beside
:guilabel:`Discounts`. Then, click :guilabel:`Save`.
.. image:: upselling/configuration-to-upsell-a-subscription.png
:align: center
:alt: Activation of the discount option in Odoo Sales
:align: center
:alt: Activation of the discount option in Odoo Sales.
Upsell your first subscription
==============================
With that feature activated, the ability to grant discounts on sales order lines.
Before upselling a subscription, be sure to check out our documentation on how to
:doc:`Create a quotation <../subscriptions>` using subscription
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 upsell your subscription.
Upsell subscriptions
====================
Before upselling a subscription, check out our documentation on how to :doc:`Create a quotation
<../subscriptions>` using subscription products.
When a quotation with a subscription is confirmed, it officially becomes a sales order, and a new
subscription is created in the Odoo *Subscriptions* application.
.. note::
The subscription sales order **must** be invoiced *before* an upsell can occur.
When the subscription sales order is opened, either in the *Sales* or *Subscriptions* application,
the ability to upsell that subscription is available, via the :guilabel:`Upsell` button at the top
of the sales order.
.. image:: upselling/upsell-your-subscription.png
:align: center
:alt: Upsell your subscription with Odoo Subscriptions
:align: center
:alt: Upsell button for subscription sales orders 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.
When the :guilabel:`Upsell` button is clicked, a new quotation form appears, with an
:guilabel:`Upsell` status banner in the upper-right corner. The initial subscription product is
already in the :guilabel:`Order Lines` tab.
There is also a warning reminding the user that the recurring products are discounted, according to
the prorated period of time, located beneath the initial subscription product in the
:guilabel:`Order Lines` tab.
From this new upsell quotation form, add new subscription products in the :guilabel:`Order Lines`
tab, by clicking :guilabel:`Add a product`, and selecting the desired subscription product.
.. image:: upselling/use-of-the-upsell-button-in-odoo-sales.png
:align: center
:alt: Add products to your subscription via the upsell option in Odoo Subscriptions
:align: center
:alt: Adding products to your subscription via the upsell option in Odoo Subscriptions
Once the desired upsell subscription product(s) have been added, it can be sent to the customer for
approval by clicking the :guilabel:`Send by Email` button.
.. important::
When the quotation is confirmed by your customers, the products are added to the initial
subscription. Quotation prices are, then, prorated to the remaining time of the current invoicing
When the quotation is confirmed by the customer, the upsell products are added to the initial
subscription. Quotation prices are then prorated to the remaining time of the current invoicing
period.
Of course, before sending this new quotation to your customers, you can change the unit price, taxes,
and, even the discount you want to offer. The smart button *Customer preview* is useful for mimicking
the customer's reaction. In this case, we can confidently say that the customer will *Sign and pay*
this new quotation. When it is done, you have to go back in edit mode, confirm the quotation, and
click on the smart button *Subscriptions* to visualize all updates. From there, you can see that an
additional line has been added to the subscription with the new extra service the customer wanted to
purchase.
.. note::
Before sending the new quotation to the customer, the unit price, taxes, and even discount can be
applied.
.. image:: upselling/subscriptions-updates.png
:align: center
:alt: Visualize all your subscriptions updates with Odoo Subscriptions
Once the customer approves, click the :guilabel:`Confirm` button on the quotation, making it a sales
order. When that's clicked, a :guilabel:`Sales History` smart button appears, displaying how many
sales orders are attached to this initial subscription order.
In addition, by clicking on the *Sales* button, you have a summary of your sales orders in a list
view.
When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page containing
a list of the related sales orders, clearly showcasing their individual :guilabel:`Subscription
Status`.
.. image:: upselling/sales-order-updates.png
:align: center
:alt: List view of all sales orders created for a subscription
The only difference between your two sales orders is the description underneath the
*Subscription Management* category. There, you can easily visualize which one is your upselling.
.. image:: upselling/sales-history-smartbutton.png
:align: center
:alt: The related sales order viewable from the Sales History smart button in Odoo Subscriptions.
.. seealso::
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`products`

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