diff --git a/content/applications/sales/subscriptions/upselling.rst b/content/applications/sales/subscriptions/upselling.rst index 12278d8ec..ecfd69d80 100644 --- a/content/applications/sales/subscriptions/upselling.rst +++ b/content/applications/sales/subscriptions/upselling.rst @@ -1,86 +1,105 @@ -===================== -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. -
Upselling can make - a subscription last longer!
+ 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` - diff --git a/content/applications/sales/subscriptions/upselling/configuration-to-upsell-a-subscription.png b/content/applications/sales/subscriptions/upselling/configuration-to-upsell-a-subscription.png index 5bf5fbb23..30639e8d8 100644 Binary files a/content/applications/sales/subscriptions/upselling/configuration-to-upsell-a-subscription.png and b/content/applications/sales/subscriptions/upselling/configuration-to-upsell-a-subscription.png differ diff --git a/content/applications/sales/subscriptions/upselling/sales-history-smartbutton.png b/content/applications/sales/subscriptions/upselling/sales-history-smartbutton.png new file mode 100644 index 000000000..5ed3ebb83 Binary files /dev/null and b/content/applications/sales/subscriptions/upselling/sales-history-smartbutton.png differ diff --git a/content/applications/sales/subscriptions/upselling/subscriptions-updates.png b/content/applications/sales/subscriptions/upselling/subscriptions-updates.png deleted file mode 100644 index 4ea46db49..000000000 Binary files a/content/applications/sales/subscriptions/upselling/subscriptions-updates.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/upselling/upsell-your-subscription.png b/content/applications/sales/subscriptions/upselling/upsell-your-subscription.png index 98028e32e..a663e9430 100644 Binary files a/content/applications/sales/subscriptions/upselling/upsell-your-subscription.png and b/content/applications/sales/subscriptions/upselling/upsell-your-subscription.png differ diff --git a/content/applications/sales/subscriptions/upselling/use-of-the-upsell-button-in-odoo-sales.png b/content/applications/sales/subscriptions/upselling/use-of-the-upsell-button-in-odoo-sales.png index fb157181b..1d5517b73 100644 Binary files a/content/applications/sales/subscriptions/upselling/use-of-the-upsell-button-in-odoo-sales.png and b/content/applications/sales/subscriptions/upselling/use-of-the-upsell-button-in-odoo-sales.png differ