diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index 624c43cc2..26b2de474 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -4,20 +4,23 @@ Subscriptions ============= -**Odoo Subscriptions** is used to run recurring businesses: :ref:`sell new contracts -`, :doc:`upsell customers `, keep the churn under -control, and :doc:`generate reports ` on the main KPIs: MRR, ARR, retention, -churn, upselling, etc. +Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts +`, :doc:`upsell customers `, +keep the churn under control, and :doc:`generate reports +` on the main :abbr:`KPIs (Key Performance Indicators)`: +:abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn, +etc. .. seealso:: - `Odoo Tutorials: Subscriptions `_ - - :doc:`subscriptions/products` - - :doc:`subscriptions/plans` - - :doc:`subscriptions/upselling` - - :doc:`subscriptions/renewals` - - :doc:`subscriptions/closing` - - :doc:`subscriptions/automatic_alerts` - - :doc:`subscriptions/reports` + - :doc:`/applications/sales/subscriptions/products` + - :doc:`/applications/sales/subscriptions/ecommerce` + - :doc:`/applications/sales/subscriptions/plans` + - :doc:`/applications/sales/subscriptions/upselling` + - :doc:`/applications/sales/subscriptions/renewals` + - :doc:`/applications/sales/subscriptions/closing` + - :doc:`/applications/sales/subscriptions/automatic_alerts` + - :doc:`/applications/sales/subscriptions/reports` .. _subscriptions/quotations: @@ -27,16 +30,17 @@ Subscription quotations .. important:: Sales orders with a defined recurrence become subscriptions. -To create a new subscription, click on :guilabel:`New` from the Subscription or the :doc:`Sales -` app. You can either: +To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales +` app. You can either: -- Select a :doc:`subscription plan ` to prefill the quotation instantly, or +- Select a :doc:`subscription plan ` to prefill the + quotation instantly, or - Fill out the quotation normally, making sure to select a recurrence and an end date if necessary - and adding :doc:`recurrent products `. + and adding :doc:`recurrent products `. .. tip:: You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses - ` feature. + ` feature. .. _subscriptions/confirmation: @@ -74,6 +78,7 @@ invoice manually. :titlesonly: subscriptions/products + subscriptions/ecommerce subscriptions/plans subscriptions/upselling subscriptions/renewals diff --git a/content/applications/sales/subscriptions/ecommerce.rst b/content/applications/sales/subscriptions/ecommerce.rst new file mode 100644 index 000000000..ad6ba43a1 --- /dev/null +++ b/content/applications/sales/subscriptions/ecommerce.rst @@ -0,0 +1,52 @@ +======================================= +Use subscriptions in the eCommerce shop +======================================= + +Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products. + +However, by default, the eCommerce product page only displays the shortest recurrence period listed +in the :guilabel:`Time-based pricing` tab of the product form. For example, if a subscription +product has *monthly* and *yearly* recurrence periods configured, then only the monthly price +appears on the eCommerce page for that product by default. + +To add more recurrence periods to the eCommerce product page, create a *product variant* for each +recurrence period. + +.. seealso:: + - :doc:`Configure subscription products ` + - :doc:`Product variants ` + +Create recurrence periods as product variants +============================================= + +To set up each recurrence period as a product variant, go to :menuselection:`Subscriptions --> +Subscriptions --> Products` and select a product. In the :guilabel:`Attributes & Variants` tab, +click :guilabel:`Add a line`. + +Create an :guilabel:`Attribute` called `Billing Period` (or something similar) by typing in the +name and clicking :guilabel:`Create`. This attribute name appears as the option heading on the +product page of the eCommerce shop. + +Next, create :guilabel:`Values` that correspond to the recurrence periods that are configured in +the :guilabel:`Time-based pricing` tab of the product form. Type in the name of the recurrence +period, then click :guilabel:`Create`. These value names appear as selectable options on the +product page of the eCommerce shop. + +.. image:: ecommerce/recurrence-period-attributes-variants.png + :align: center + :alt: Recurrence periods configured as product variants in the "Attributes & Variants" tab of + the product form. + +Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save manually. After saving, a +:guilabel:`Product Variants` column appears on the :guilabel:`Time-based pricing` tab. Assign the +product variants to their corresponding recurrence periods and prices. + +.. image:: ecommerce/product-variants-time-based-pricing.png + :align: center + :alt: Product variants on the "Time-based pricing" tab of the product form. + +The product variants are now available for selection on the eCommerce product page. + +.. image:: ecommerce/recurrence-period-ecommerce.png + :align: center + :alt: Recurrence periods configured as product variants on the eCommerce product page. diff --git a/content/applications/sales/subscriptions/ecommerce/product-variants-time-based-pricing.png b/content/applications/sales/subscriptions/ecommerce/product-variants-time-based-pricing.png new file mode 100644 index 000000000..d4cf96b34 Binary files /dev/null and b/content/applications/sales/subscriptions/ecommerce/product-variants-time-based-pricing.png differ diff --git a/content/applications/sales/subscriptions/ecommerce/recurrence-period-attributes-variants.png b/content/applications/sales/subscriptions/ecommerce/recurrence-period-attributes-variants.png new file mode 100644 index 000000000..6ada9a0bd Binary files /dev/null and b/content/applications/sales/subscriptions/ecommerce/recurrence-period-attributes-variants.png differ diff --git a/content/applications/sales/subscriptions/ecommerce/recurrence-period-ecommerce.png b/content/applications/sales/subscriptions/ecommerce/recurrence-period-ecommerce.png new file mode 100644 index 000000000..c5bd96d8a Binary files /dev/null and b/content/applications/sales/subscriptions/ecommerce/recurrence-period-ecommerce.png differ