[REM] membership: remove outdated content

This commit is contained in:
vava-odoo 2025-02-21 16:15:10 +01:00
parent 8c685239b4
commit dfe1628863
8 changed files with 2 additions and 176 deletions

View File

@ -183,28 +183,6 @@ Review` configurations. These are **only** present when the *Resellers* module i
Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more
information on publishing partners on the website.
Membership tab
--------------
Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any
memberships that are being offered to this specific contact. It should be noted that this tab
**only** appears when the *Members* application is installed.
Activate membership
~~~~~~~~~~~~~~~~~~~
To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership`
tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the
drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership`
when both fields are filled in.
Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
:guilabel:`Membership` tab of a contact form.
.. seealso::
Follow the :doc:`Members documentation <../sales/members>` for more information on publishing
members on the website.
Smart buttons
=============

View File

@ -130,11 +130,8 @@ create invoices manually in exceptional use cases:
Specific modules
----------------
Some specific modules are also able to generate draft invoices:
- **membership**: invoice your members every year
- **repairs**: invoice your after-sale services
Some specific modules are also able to generate draft invoices, e.g. **repairs** where you can
invoice your after-sale services.
Resequencing of the invoices
----------------------------

View File

@ -12,4 +12,3 @@ Sales
sales/point_of_sale
sales/subscriptions
sales/rental
sales/members

View File

@ -1,93 +0,0 @@
:show-content:
=======
Members
=======
The *Members* application is where all operations related to memberships can be configured and
managed. The *Members* app integrates with the *Sales* and *Accounting* applications to sell and
invoice memberships directly to customers.
Membership products
===================
To create a new membership product, navigate to :menuselection:`Members app --> Configuration -->
Membership Products`, and click :guilabel:`New` to open a blank product record.
Complete the blank form with the necessary information, including the :guilabel:`Membership
Duration`.
.. note::
Membership products require a start and end date, as they are used to determine :ref:`membership
status <sales/membership-status>`. Membership products can be sold *before* their active start
date.
.. image:: members/membership-product.png
:align: center
:alt: A new membership product in the members app.
Membership products can be added to a sales order, and invoiced as regular products or
subscriptions.
Activate a membership
=====================
To activate a membership from the *Contacts* application, navigate to :menuselection:`Contacts app`,
and click on a contact to open that specific contact's detail form.
From the resulting contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy
Membership`.
On the :guilabel:`Join Membership` pop-up window that appears, select a :guilabel:`Membership` from
the drop-down menu. Then, configure a :guilabel:`Member Price`.
Click :guilabel:`Invoice Membership` when both fields are filled in. Doing so reveals a
:guilabel:`Membership Invoices` page, wherein invoices can be confirmed and completed.
Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
:guilabel:`Membership` tab of a contact form.
.. _sales/membership-status:
Membership status
=================
The :guilabel:`Current Membership Status` is listed on the :guilabel:`Membership` tab of each
contact record:
- :guilabel:`Non Member`: a partner who has **not** applied for membership.
- :guilabel:`Cancelled Member`: a member who has cancelled their membership.
- :guilabel:`Old Member`: a member whose membership end date has passed.
- :guilabel:`Waiting Member`: a member who has applied for membership, but whose invoice has not
yet been created.
- :guilabel:`Invoiced Member`: a member whose invoice has been created, but has not been paid.
- :guilabel:`Paid Member`: a member who has paid the membership fee.
Publish members directory
=========================
To publish a list of active members on the website, the *Online Members Directory* application must
first be :ref:`installed <general/install>`. After installing the module, add the `/members` page to
the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`.
.. image:: members/membership-directory-app.png
:align: center
:alt: The Online Members directory module in Odoo.
Publish individual members
--------------------------
Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member.
From the resulting customer form that appears, click the :guilabel:`Go to Website` smart button at
the top of the page to open the member's webpage.
Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of editing tools. After
making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the
:guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
Repeat these steps for all desired members.
.. toctree::
:titlesonly:
members/members_analysis

View File

@ -1,55 +0,0 @@
================
Members analysis
================
.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
.. |pivot| replace:: :icon:`oi-view-pivot` :guilabel:`(pivot)` icon
.. |list| replace:: :icon:`oi-view-list` :guilabel:`(list)` icon
The *Members Analysis* report provides a detailed overview of all memberships sold and managed
within the *Members* application.
To access the *Memberships Analysis* report, navigate to :menuselection:`Members app --> Reporting`.
Navigate the report
===================
The default *Members Analysis* report displays a bar chart, measuring the :guilabel:`Quantity` of
memberships against the amount of :guilabel:`Revenue Done`. The data is grouped by the assigned
salesperson, then by the month the membership begins.
.. image:: members_analysis/example-report.png
:align: center
:alt: A sample of the members analysis report.
Additional :ref:`Group By <search/group>` options include the following:
- :guilabel:`Salesperson`: the internal user in charge of the contact. This information is managed
in the *Salesperson* field on the *Sales & Purchase* tab on the contact's record.
- :guilabel:`Associated Partner`: the contact listed as the *Associated Member* on the *Membership*
tab on the contact's record.
- :guilabel:`Membership Product`: the type of membership assigned to a contact. This includes both
purchased memberships and free memberships.
- :guilabel:`Current Membership State`: the status of the membership.
- :guilabel:`Company`: the company the membership is purchased through. This option only appears in
multi-company databases.
- :guilabel:`Month`: the month the membership began.
View results
============
Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph view. Then, click the
corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar
chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie
chart)`.
Click the |pivot| to change to the pivot view.
.. tip::
The :ref:`pivot view <reporting/using-pivot>` can be used to view and analyze data in a more
in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by
opportunity stage.
.. seealso::
- :ref:`search/custom-filters`
- :ref:`search/favorites`

Binary file not shown.

Before

Width:  |  Height:  |  Size: 17 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 7.3 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 15 KiB