[IMP] subscriptions: update subscription plans

closes odoo/documentation#4487

X-original-commit: 71024deb7b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/subscriptions/plans.rst

@@ -2,45 +2,101 @@
 Subscription plans
 ==================
 
-Subscription plans are :doc:`quotation templates <../sales/send_quotations/quote_template>` specific
-to **subscriptions** used to preconfigure selectable **plans** and **recurrence periods** to
-configure quotations quickly.
+*Subscription plans* are :doc:`quotation templates
+</applications/sales/sales/send_quotations/quote_template>` used to preconfigure quotations with
+subscription products. Use subscription plans to quickly create subscription orders.
 
-Configuration
-=============
+Configure subscription plans
+============================
 
-To create a new subscription plan or edit an existing one, go to :menuselection:`Subscriptions -->
-Configuration --> Plans`, and click :guilabel:`New` or select an existing plan.
+To configure subscription plans, go to :menuselection:`Subscriptions --> Configuration --> Plans`.
+Then, click :guilabel:`New` to create a new plan, or select an existing plan to edit it.
 
-.. image:: plans/subplan-configuration.png
-   :alt: Subscription plan (quotation template) configuration
+Since the Odoo *Subscriptions* app is integrated closely with the *Sales* app, subscription plans
+use the same form as quotation templates.
 
-When creating a subscription plan, several options are available:
+.. image:: plans/subplan-quotation-template.png
+   :align: center
+   :alt: Subscription plan (quotation template) configuration form.
 
-- The **name** of the plan;
-- :guilabel:`Quotation expires after`: after how many days the quotation expires;
-- :guilabel:`Online confirmation`: if the customer's :guilabel:`Signature` or
-  :guilabel:`Payment` confirms the order. Enable both to leave the choice to the customer;
-- :guilabel:`Confirmation Mail`: the **mail template** used for the order confirmation mail;
-- :guilabel:`Recurrence`: the recurrence of **recurring products** used with this template.
+The subscription plan form contains the following options:
 
-Selecting a :guilabel:`Recurrence` enables the following additional options:
+- :guilabel:`Name`: Enter a name for the subscription plan at the top of the page.
+- :guilabel:`Quotation expires after`: Enter the number of days after which the quotation expires,
+  starting from the day the quotation is sent to the customer. Leave this field at zero for the
+  quotation to never expire.
+- :guilabel:`Online Confirmation`: Check the boxes next to :guilabel:`Signature` or
+  :guilabel:`Payment` to enable the customer to confirm their subscription order by signing or
+  paying for the quotation. Enable both to leave the choice to the customer. Enable neither to only
+  confirm the quotation in the backend.
+- :guilabel:`Confirmation Mail`: Select an :doc:`email template
+  </applications/general/email_communication/email_template>` for the confirmation email that is
+  automatically sent to the customer after the quotation is confirmed. Leave this field blank to
+  send nothing.
 
-- :guilabel:`Duration`: whether **recurring products** used with this template have no **end date**,
-  or if they have a :guilabel:`Fixed` duration. Selecting :guilabel:`Fixed` enables an additional
-  option to select the **duration**;
-- :guilabel:`Self Closable`: if enabled, the **customer** can terminate their subscription from
-  their **customer portal**;
-- :guilabel:`Automatic Closing`: the number of days after which **unpaid** subscriptions *past* the
-  due date are automatically closed;
-- :guilabel:`Invoicing Journal`: if set, subscriptions with this template are invoiced in the set
-  journal. If none, the sales journal with the lowest sequence is used.
+  - To create a new email template, enter a name for the template, then click :guilabel:`Create and
+    edit`.
+  - To edit an existing email template, select one from the drop-down menu, then click on the
+    :guilabel:`Internal link` arrow at the end of the line.
 
-.. note::
-   On each template, you can add specific :doc:`Terms & Conditions
-   <../sales/send_quotations/terms_and_conditions>`. If **terms and conditions** are specified on a
-   template, these will be used instead of the default **terms and conditions** set in the **Sales**
-   app settings (if any are set).
+- :guilabel:`Recurrence`: Select the recurrence period used for the plan. The recurrence periods
+  available here are the same ones that are configured in :menuselection:`Subscriptions -->
+  Configuration --> Recurrence Periods`.
 
-.. image:: plans/subplan-terms.png
-   :alt: Terms and conditions of subscription plan
+Selecting a :guilabel:`Recurrence` turns the quotation template into a subscription plan and enables
+the following additional options:
+
+- :guilabel:`Duration`: Choose whether the subscription plan has no end date (:guilabel:`Forever`)
+  or a :guilabel:`Fixed` duration.
+
+  - If the duration is :guilabel:`Forever`, then the subscription plan will continually renew until
+    either the customer or the company manually ends the subscription.
+  - If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` date, which determines
+    the amount of time after which the subscription will automatically end.
+
+- :guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription
+  from the :doc:`customer portal
+  </applications/websites/ecommerce/ecommerce_management/customer_accounts>`.
+- :guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past*
+  the due date are automatically closed.
+- :guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this
+  subscription plan are recorded. Leave this field blank to use the sales journal with the lowest
+  sequence.
+
+.. image:: plans/subplan-recurrence.png
+   :align: center
+   :alt: Subscription plan with Recurrence selected.
+
+In the :guilabel:`Lines` tab, create the order lines for the quotation. Click :guilabel:`Add a
+product`, select a product to include in the plan, and then enter the :guilabel:`Quantity` and
+:guilabel:`Unit of Measure`. Add as many products as desired to the order lines.
+
+In the :guilabel:`Optional Products` tab, enter any optional products that the customer can add to
+their quotation before confirming the order.
+
+If the subscription plan has unique :doc:`terms and conditions
+</applications/sales/sales/send_quotations/terms_and_conditions>`, add them in the :guilabel:`Terms
+& Conditions` tab. If terms conditions are specified on a plan, these will be used instead of the
+default terms and conditions set up in the *Sales* app settings.
+
+.. image:: plans/subplan-terms-conditions.png
+   :align: center
+   :alt: Subscription plan Terms & Conditions tab.
+
+Use subscription plans on quotations
+====================================
+
+Quotations for subscription products can be created in both the *Subscriptions* app and the *Sales*
+app.
+
+From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to create a new quotation. Then,
+select a subscription plan in the :guilabel:`Subscription Plan` field.
+
+The :guilabel:`Recurrence`, products, and other information from the plan are automatically filled
+in. The quotation can then be modified further as needed.
+
+From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new quotation. Then, select
+a subscription plan in the :guilabel:`Quotation Template` field.
+
+All subscription orders will appear on the :guilabel:`Subscriptions` dashboard regardless of whether
+they were created in the *Subscriptions* app or the *Sales* app.