diff --git a/_static/banners/subscriptions.png b/_static/banners/subscriptions.png new file mode 100644 index 000000000..41a3947c8 Binary files /dev/null and b/_static/banners/subscriptions.png differ diff --git a/applications.rst b/applications.rst index cfc573f63..ee581baeb 100644 --- a/applications.rst +++ b/applications.rst @@ -57,6 +57,7 @@ Applications sales purchase accounting + subscriptions project timesheets planning diff --git a/subscriptions.rst b/subscriptions.rst new file mode 100644 index 000000000..06c34d0a2 --- /dev/null +++ b/subscriptions.rst @@ -0,0 +1,13 @@ +:banner: banners/subscriptions.png + +============= +Subscriptions +============= + +.. toctree:: + :titlesonly: + + subscriptions/configuration + subscriptions/sales_flow + subscriptions/reporting + diff --git a/subscriptions/configuration.rst b/subscriptions/configuration.rst new file mode 100644 index 000000000..71bff00fe --- /dev/null +++ b/subscriptions/configuration.rst @@ -0,0 +1,9 @@ +============= +Configuration +============= + +.. toctree:: + :titlesonly: + + configuration/subscription_templates + configuration/subscription_products diff --git a/subscriptions/configuration/media/subscription_products_1.png b/subscriptions/configuration/media/subscription_products_1.png new file mode 100644 index 000000000..72bfb6805 Binary files /dev/null and b/subscriptions/configuration/media/subscription_products_1.png differ diff --git a/subscriptions/configuration/media/subscription_products_2.png b/subscriptions/configuration/media/subscription_products_2.png new file mode 100644 index 000000000..5aeebd055 Binary files /dev/null and b/subscriptions/configuration/media/subscription_products_2.png differ diff --git a/subscriptions/configuration/media/subscription_products_3.png b/subscriptions/configuration/media/subscription_products_3.png new file mode 100644 index 000000000..cefa677f3 Binary files /dev/null and b/subscriptions/configuration/media/subscription_products_3.png differ diff --git a/subscriptions/configuration/media/subscription_templates_1.png b/subscriptions/configuration/media/subscription_templates_1.png new file mode 100644 index 000000000..dbe0ded27 Binary files /dev/null and b/subscriptions/configuration/media/subscription_templates_1.png differ diff --git a/subscriptions/configuration/media/subscription_templates_2.png b/subscriptions/configuration/media/subscription_templates_2.png new file mode 100644 index 000000000..ee71841fa Binary files /dev/null and b/subscriptions/configuration/media/subscription_templates_2.png differ diff --git a/subscriptions/configuration/media/subscription_templates_3.png b/subscriptions/configuration/media/subscription_templates_3.png new file mode 100644 index 000000000..b773ae093 Binary files /dev/null and b/subscriptions/configuration/media/subscription_templates_3.png differ diff --git a/subscriptions/configuration/media/subscription_templates_4.png b/subscriptions/configuration/media/subscription_templates_4.png new file mode 100644 index 000000000..e6ffd368e Binary files /dev/null and b/subscriptions/configuration/media/subscription_templates_4.png differ diff --git a/subscriptions/configuration/subscription_products.rst b/subscriptions/configuration/subscription_products.rst new file mode 100644 index 000000000..8c75c4fe6 --- /dev/null +++ b/subscriptions/configuration/subscription_products.rst @@ -0,0 +1,54 @@ +========================= +Add subscription products +========================= + +To properly sell your subscriptions using our amazing **Odoo Subscriptions** application, you must follow +these steps: + +1. **Create your own subscription templates** +2. **Create your own subscription products with the right settings** + +As a result, you will be able to manage your subscriptions like any other product, create your +quotations and continue the sales flow to track the number of subscriptions you sell and manage the +revenue they generate. + +Configuration +============= + +Go to :menuselection:`Subscriptions --> Subscription products` to learn how you can configure your +own subscription products. You have the possibility to create a new product or edit an existing one. +Once named, be careful to select the option *Can be sold* and deselect *Can be purchased*. For the +product type, it is recommended to use *Service* for subscription products as they are non-material +products that you provide to your customers. Finally, you can adapt your prices and also add an +internal reference. + +.. image:: media/subscription_products_1.png + :align: center + :alt: View of a subscription product form in Odoo Subscriptions + +.. note:: + In the Sales tab, underneath the Subscriptions section, make sure the *Subscription products* + option is activated. In fact, if you create a subscription product from the **Odoo Subscriptions** + application, this option is selected by default. However, if you create a product from another + application, it is not the case. + + .. image:: media/subscription_products_2.png + :align: center + :alt: View of a subscription product form in Odoo Subscriptions + + You can also choose the subscription templates you want to use. + + .. image:: media/subscription_products_3.png + :align: center + :alt: View of a subscription product form in Odoo Subscriptions + +.. important:: + Be sure to check out our documentation on how to create, edit and manage your own + :doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>` + before creating your own subscription products. Once created, check out our documentation on how to + :doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>`, + to complete the sales flow. + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_templates` + - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file diff --git a/subscriptions/configuration/subscription_templates.rst b/subscriptions/configuration/subscription_templates.rst new file mode 100644 index 000000000..19d81eb42 --- /dev/null +++ b/subscriptions/configuration/subscription_templates.rst @@ -0,0 +1,91 @@ +========================== +Use subscription templates +========================== + +The subscription business model is becoming more popular. Are you wondering why? + +- For **customers**, value lies in **convenience**: + + - Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew + their orders every month, which gives them the assurance that they will have everything they + need before they actually need it. + - Subscriptions help customers stay on budget. + +- For **businesses**, value lies in the **ability to predict recurring revenue**: + + - Subscriptions reduce customer churn rate and significantly increase customer retention. + - Subscriptions provide much higher payment security for your business. They stabilize and + maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your + business. + +.. raw:: html + +
Simplicity. + Higher customer retention. Opportunities for marketing. Business consistency. Better cash flow + management.
+ +**Odoo Subscriptions** help you save time and money. Subscription templates can help you generate +recurring invoices and manage renewals at a fast pace. With Odoo you have the possibility to create, +edit, and manage your own subscription templates. + +Configuration +============= + +Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. By default, Odoo +suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription). +You can also create your own ones. + +.. image:: media/subscription_templates_1.png + :align: center + :alt: Default subscription templates on Odoo Subscriptions + +.. important:: + The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo Invoicing** + as they work integrated. + +Create your first template +========================== + +You can create a new template or edit an existing one. The first thing you need to do is give your +template a name. After that, choose an *Invoicing period* and specify whether you would like to +invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if +the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time. +Among the payment options, an additional field called *Invoice email* appears when you choose +*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an +invoice email template to your subscription templates. + +.. image:: media/subscription_templates_2.png + :align: center + :alt: Create your own subscription templates on Odoo Subscriptions + +For each template, you can also choose if you want your customers to be able to close their +subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the +*Group of subscription* and *Journal* options. + +.. note:: + On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is + essential to set out important contractual points between the customers and the sellers (payment, + refund policy, cancellation, complaints, etc.). + + .. image:: media/subscription_templates_3.png + :align: center + :alt: Terms & conditions on Odoo Subscriptions + + Finally, if you want to know the basic running health status of your subscriptions, you also have + access to a specific tab called **Health Check**. There, you can edit and create your own + filters to define what is a subscription in good health *vs* bad health. The system automatically + summarizes all the records corresponding to these filters and you are able to manage them in one + click. + + .. image:: media/subscription_templates_4.png + :align: center + :alt: Health check on Odoo Subscriptions + +.. important:: + After creating your own subscription templates, be sure to check out our documentation on how to + create, edit and manage your own + :doc:`Subscription products <../../subscriptions/configuration/subscription_products>`, + to complete the sales flow. + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_products` diff --git a/subscriptions/reporting.rst b/subscriptions/reporting.rst new file mode 100644 index 000000000..90d09e099 --- /dev/null +++ b/subscriptions/reporting.rst @@ -0,0 +1,8 @@ +========= +Reporting +========= + +.. toctree:: + :titlesonly: + + reporting/subscription_reports \ No newline at end of file diff --git a/subscriptions/reporting/media/reports_1.png b/subscriptions/reporting/media/reports_1.png new file mode 100644 index 000000000..18d801cfb Binary files /dev/null and b/subscriptions/reporting/media/reports_1.png differ diff --git a/subscriptions/reporting/media/reports_2.png b/subscriptions/reporting/media/reports_2.png new file mode 100644 index 000000000..c028dd53c Binary files /dev/null and b/subscriptions/reporting/media/reports_2.png differ diff --git a/subscriptions/reporting/subscription_reports.rst b/subscriptions/reporting/subscription_reports.rst new file mode 100644 index 000000000..8d00529c1 --- /dev/null +++ b/subscriptions/reporting/subscription_reports.rst @@ -0,0 +1,61 @@ +================================= +Discover our subscription reports +================================= + +As we now know well enough, understanding how our business is going and where it is going is the key +to success. This is even more the case when we offer subscription services or products. + +Before getting to the heart of the matter, it is very important to recall certain concepts essential +to the proper understanding of the following reports: + +- **Monthly Recurring Revenue (MRR)**: MRR is arguably the most important metric for subscription + businesses. Indeed, it shows the revenue earned with subscription-based products or services every + single month. It is a consistent number that you can use to track all your recurring revenue over + time, in monthly increments. + +- **Annual Run-Rate (ARR)**: ARR is the yearly version of MRR. Based on the current MRR, you can estimate + the coming year's performance with the Annual Run-Rate. However, this estimation does not take + variations and growth into account. + +.. image:: media/reports_1.png + :align: center + :alt: Difference between MRR and ARR in Odoo Subscriptions + +- **Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything else than subscription-based + products or services. This includes gains of a rare or unique nature that are unlikely to occur in + the ordinary course of businesses. + +- **Customer Retention**: This concept consists of engaging existing customers to continue buying + products or services from your business. As you may know, customer retention is quite a challenge + because you must prove yourselves worthy of your customers' trust. + +- **Churn Rate**: Also known as the rate of attrition or customer churn, the churn rate can be defined, + in this case, as the percentage of service subscribers who discontinue their subscriptions within a + given time period. We can distinguish two types of Churn: + + - **Logo Churn**: It corresponds to the subscription cancellation rate. + + - **Revenue Churn**: It corresponds to the monthly recurring revenue loss rate. + + .. note:: + Let's imagine an increase of 2$ on a service subscription. + + - We loss three customers out of the initial 20 which gives us a **Logo Churn** of 15%. + + - Therefore, the 56$ of MRR difference out of the initial 600$ gives us a **Revenue Churn** of 9,33%. + + .. image:: media/reports_2.png + :align: center + :alt: Difference between logo churn and revenue churn in Odoo Subscriptions + + As a reminder, though they seem to evolve in the same direction most of the time, it might not be + the case all time. + +- **Customer Lifetime Value (CLV)**: Very important measure which indicates how much revenue can be + expected for a customer during his/her entire contract. This approach emphasizes the importance of + customer retention, shifting our focus from a quarterly or yearly approach to a long-term vision. + +Check out the different kinds of reports you can access from the **Odoo Subscriptions** application. + +Subscription analysis report +============================ \ No newline at end of file diff --git a/subscriptions/sales_flow.rst b/subscriptions/sales_flow.rst new file mode 100644 index 000000000..7aea3b1be --- /dev/null +++ b/subscriptions/sales_flow.rst @@ -0,0 +1,11 @@ +========== +Sales flow +========== + +.. toctree:: + :titlesonly: + + sales_flow/create_a_quotation + sales_flow/renewals + sales_flow/upselling + sales_flow/closing diff --git a/subscriptions/sales_flow/closing.rst b/subscriptions/sales_flow/closing.rst new file mode 100644 index 000000000..8506342aa --- /dev/null +++ b/subscriptions/sales_flow/closing.rst @@ -0,0 +1,107 @@ +==================== +Close a subscription +==================== + +Losing a customer is always difficult, especially if you put a lot of effort into getting them to +sign up for your products/services. However, many companies come up with dubious methods to reduce +the probability of this happening. + +.. raw:: html + +
What is the right + way to go?
+ +1. If you adopt such methods, you are among companies that actively and indirectly spread the + phobia of subscriptions, who do not think about how negatively dissatisfied customers could impact + their business and, who frustrate the customers in a way or another. However, at some point, it is + understandable that you do not want your customers to be involved in your subscription status. + +2. If you do not adopt such methods, you are among companies that continue to evolve in a + long-term subscription business model, especially in an era of ultra-fast communications between + dissatisfied customers, and who retain their customers by making it easier for them to leave if + they want to. By giving them the opportunity to close their own subscriptions, your customers do + not feel trapped because they subscribed to your products/services. + +In summary, the **Odoo Subscriptions** application gives you the +**possibility to choose what you want to apply**. Indeed, you can decide whether to give your customers the +option to close their subscriptions whenever they want to or to restrict this possibility. It depends +on you and we will show you how to do that in our amazing application. + +Configuration +============= + +Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. From there, you can +create a new *Subscription template* or modify an existing one. When editing your template, underneath +the Invoicing tab, you have the possibility to activate the option *Closable by customer*. +Once enabled, this option gives your customers the right to close their own subscriptions. + +.. image:: media/closing_1.png + :align: center + :alt: Configuration to close your subscription with Odoo Subscriptions + +.. note:: + Be sure to check out our documentation on + how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>` + to fully understand the importance of this feature in a basic flow using the + **Odoo Subscriptions** application. + +Close your first subscription +============================= + +Administrator view +------------------ + +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 +close the subscription. + +.. image:: media/closing_2.png + :align: center + :alt: Close your subscription from an administration point of view with Odoo Subscriptions + +By using the smart button *Close*, you have to enter a close reason. For example, "Subscription too +expensive", "Subscription does not meet my requirements", "Subscription reached its end date", etc. +Immediately after confirming your close reason, you can observe that the status of the subscription +is now *Closed* and that the close reason is mentioned on the subscription. + +.. image:: media/closing_3.png + :align: center + :alt: What happens when you close your subscription with Odoo Subscriptions? + +Customer view +------------- + +As previously explained in the *Administrator view* part, from the subscription form, you also have the +possibility to visualize what your customers see when managing their subscriptions thanks to the +*Customer preview* button. In this example, the customer has the choice to close his/her subscription +whenever he/she wants to, due to the *Close Subscription* button. + +.. image:: media/closing_4.png + :align: center + :alt: Close your subscription from a customer point of view with Odoo Subscriptions + +By using this button, the customer can specify the reason for cancelling his/her subscription and +he/she can even leave a message. + +.. image:: media/closing_5.png + :align: center + :alt: What happens when customers close their subscription with Odoo Subscriptions? + +By confirming the cancellation, the customer is redirected to his/her portal. The administrator is +informed of this modification. Indeed, the status of the subscription becomes *Closed* and a note +appears in the chatter with the new stage, the end date, the close reason, and the closing text +added by the customer. + +.. image:: media/closing_6.png + :align: center + :alt: What happens when customers close their subscription in Odoo Subscriptions? + +.. note:: + Before closing a subscription, check out our documentation on how to + :doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>` + to understand how subscriptions are managed in the **Odoo Subscriptions** application. + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_templates` + - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file diff --git a/subscriptions/sales_flow/create_a_quotation.rst b/subscriptions/sales_flow/create_a_quotation.rst new file mode 100644 index 000000000..72e5b02b9 --- /dev/null +++ b/subscriptions/sales_flow/create_a_quotation.rst @@ -0,0 +1,83 @@ +============================================== +Create a quotation using subscription products +============================================== + +Selling a digital product or service gives instant gratification. However, you have to work hard for +a new customer to make a purchase. It costs time and money. By convincing customers to sign up for a +subscription, you maximize your income and streamline your cash flow. You can sell any type of +product or service through a subscription business model. + +.. raw:: html + +
The only limit is + your imagination.
+ +Here is a scenario using **Odoo Subscriptions** to create a quotation including subscription +products. + +Create your first quotation +=========================== + +Before creating your first quotation, be sure to check out our documentation on how to create and +manage your own +:doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>` +and on how to add +:doc:`Subscription products <../../subscriptions/configuration/subscription_products>` +to your templates. + +.. important:: + + These steps are **mandatory** to make a basic sales flow using **Odoo Subscriptions**. + +Go to **Odoo Sales** and create a new quotation. Then, choose a customer and add a product. +Be careful to select a product that you previously configured as a *Subscription product*. + +.. image:: media/quotations_1.png + :align: center + :alt: View of a quotation form in Odoo Sales + +When your quotation is ready, you have the possibility to send it to your customers or to confirm +it. It is better to first *Send by email* the quotation to your customers to have their confirmation +and, then, *Confirm* it in **Odoo Sales**. By clicking on *Customer preview*, you have an idea of +what your customers will see when receiving your quotation. + +.. image:: media/quotations_2.png + :align: center + :alt: Customer preview of a quotation form in Odoo Sales + +From there, your customers have three choices: *Sign & Pay* the quotation, give you a *Feedback* or +*Reject* the quotation. It appears that they are very happy and accept the option *Sign & Pay*. +Then, they have to validate the order with a signature and by choosing a payment method. When it is +done, you can check out the quotation in **Odoo Sales** and *Confirm* it. + +Manage your subscriptions from your SO +====================================== + +Once confirmed, the quotation becomes a sales order and a new button appears, *Subscriptions*. +Indeed, a subscription is automatically created. + +.. image:: media/quotations_3.png + :align: center + :alt: Quotation form in Odoo Sales with a button "Subscriptions" + +By clicking on the *Subscriptions* button, you can see that the status of the subscription is +*In progress*. From there, you will have three options: +:doc:`Renew <../../subscriptions/sales_flow/renewals>`, +:doc:`Close <../../subscriptions/sales_flow/closing>` or +:doc:`Upsell <../../subscriptions/sales_flow/upselling>` your subscription. + +.. image:: media/quotations_4.png + :align: center + :alt: Use of the intelligent button "Subscriptions" in Odoo Sales + +In the top-right corner, you can see the status of the subscription. When a subscription is new and +created from **Odoo Subscriptions**, the status is *Draft*. When a sales order has been validated, +the status is *In progress*. Finally, when a customer decides to close his subscription, the status +becomes *Closed*. + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_templates` + - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions/sales_flow/renewals` + - :doc:`../../subscriptions/sales_flow/closing` + - :doc:`../../subscriptions/sales_flow/upselling` diff --git a/subscriptions/sales_flow/media/closing_1.png b/subscriptions/sales_flow/media/closing_1.png new file mode 100644 index 000000000..c26324c0c Binary files /dev/null and b/subscriptions/sales_flow/media/closing_1.png differ diff --git a/subscriptions/sales_flow/media/closing_2.png b/subscriptions/sales_flow/media/closing_2.png new file mode 100644 index 000000000..d7a1c1588 Binary files /dev/null and b/subscriptions/sales_flow/media/closing_2.png differ diff --git a/subscriptions/sales_flow/media/closing_3.png b/subscriptions/sales_flow/media/closing_3.png new file mode 100644 index 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In this model, +customers pay a recurring amount in exchange for access to a product or a service. + +.. raw:: html + +
The renewal of a + subscription is the process followed by each customer when willing to pursue a + subscription.
+ +Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on +the duration of the contract. Most subscription companies choose to automate their renewal processes +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 +automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all +your subscriptions and easily find those to renew (with the help of the tag *To renew*). + +Renew your first subscription +============================= + +Before renewing a subscription, be sure to check out our documentation on how to +:doc:`Create a quotation <../../subscriptions/sales_flow/create_a_quotation>` 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 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:: media/renewals_1.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:: media/renewals_2.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 + from the previous subscription". Once confirmed by your customers, this quotation becomes a + sales order and a new sale is mentioned in the upper right corner of the subscription. + + .. image:: media/renewals_3.png + :align: center + :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. + The only difference between your two quotations is the description underneath the + *Subscription Management* category. There, you can easily visualize which one is your renewal. + + .. image:: media/renewals_4.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:: media/renewals_5.png + :align: center + :alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_templates` + - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions/sales_flow/create_a_quotation` diff --git a/subscriptions/sales_flow/upselling.rst b/subscriptions/sales_flow/upselling.rst new file mode 100644 index 000000000..a13bc522e --- /dev/null +++ b/subscriptions/sales_flow/upselling.rst @@ -0,0 +1,85 @@ +===================== +Upsell a subscription +===================== + +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: + +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. + +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. + +.. raw:: html + +
Upselling can make + a subscription last longer!
+ +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. + +.. image:: media/upsell_1.png + :align: center + :alt: Activation of the discount option in Odoo Sales + +Upsell your first subscription +============================== + +Before upselling a subscription, be sure to check out our documentation on how to +:doc:`Create a quotation <../../subscriptions/sales_flow/create_a_quotation>` 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. + +.. image:: media/upsell_2.png + :align: center + :alt: Upsell your subscription 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. + +.. image:: media/upsell_3.png + :align: center + :alt: Add products to your subscription via the upsell option in Odoo Subscriptions + +.. 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 + 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. + +.. image:: media/upsell_4.png + :align: center + :alt: Visualize all your subscriptions updates with Odoo Subscriptions + +In addition, by clicking on the *Sales* button, you have a summary of your sales orders in a list +view. + +.. image:: media/upsell_5.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. + +.. seealso:: + - :doc:`../../subscriptions/configuration/subscription_templates` + - :doc:`../../subscriptions/configuration/subscription_products` + - :doc:`../../subscriptions/sales_flow/create_a_quotation` \ No newline at end of file