diff --git a/content/applications/essentials/contacts.rst b/content/applications/essentials/contacts.rst index 27f9bb207..2fb2386b5 100644 --- a/content/applications/essentials/contacts.rst +++ b/content/applications/essentials/contacts.rst @@ -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 ============= diff --git a/content/applications/finance/accounting/customer_invoices/overview.rst b/content/applications/finance/accounting/customer_invoices/overview.rst index d335bd990..8c15850d4 100644 --- a/content/applications/finance/accounting/customer_invoices/overview.rst +++ b/content/applications/finance/accounting/customer_invoices/overview.rst @@ -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 ---------------------------- diff --git a/content/applications/sales.rst b/content/applications/sales.rst index 0afe834ea..09e413a30 100644 --- a/content/applications/sales.rst +++ b/content/applications/sales.rst @@ -12,4 +12,3 @@ Sales sales/point_of_sale sales/subscriptions sales/rental - sales/members diff --git a/content/applications/sales/members.rst b/content/applications/sales/members.rst deleted file mode 100644 index 7875a6bc9..000000000 --- a/content/applications/sales/members.rst +++ /dev/null @@ -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 `. 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 `. 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 diff --git a/content/applications/sales/members/members_analysis.rst b/content/applications/sales/members/members_analysis.rst deleted file mode 100644 index 0a14a4247..000000000 --- a/content/applications/sales/members/members_analysis.rst +++ /dev/null @@ -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 ` 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 ` 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` diff --git a/content/applications/sales/members/members_analysis/example-report.png b/content/applications/sales/members/members_analysis/example-report.png deleted file mode 100644 index d2df2873c..000000000 Binary files a/content/applications/sales/members/members_analysis/example-report.png and /dev/null differ diff --git a/content/applications/sales/members/membership-directory-app.png b/content/applications/sales/members/membership-directory-app.png deleted file mode 100644 index fa6e1d1be..000000000 Binary files a/content/applications/sales/members/membership-directory-app.png and /dev/null differ diff --git a/content/applications/sales/members/membership-product.png b/content/applications/sales/members/membership-product.png deleted file mode 100644 index 6ddd047fd..000000000 Binary files a/content/applications/sales/members/membership-product.png and /dev/null differ