[REM] membership: remove outdated content
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@ -183,28 +183,6 @@ Review` configurations. These are **only** present when the *Resellers* module i
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Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more
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information on publishing partners on the website.
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Membership tab
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--------------
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Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any
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memberships that are being offered to this specific contact. It should be noted that this tab
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**only** appears when the *Members* application is installed.
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Activate membership
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~~~~~~~~~~~~~~~~~~~
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To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership`
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tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the
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drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership`
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when both fields are filled in.
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Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
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:guilabel:`Membership` tab of a contact form.
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.. seealso::
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Follow the :doc:`Members documentation <../sales/members>` for more information on publishing
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members on the website.
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Smart buttons
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=============
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@ -130,11 +130,8 @@ create invoices manually in exceptional use cases:
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Specific modules
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----------------
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Some specific modules are also able to generate draft invoices:
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- **membership**: invoice your members every year
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- **repairs**: invoice your after-sale services
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Some specific modules are also able to generate draft invoices, e.g. **repairs** where you can
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invoice your after-sale services.
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Resequencing of the invoices
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----------------------------
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@ -12,4 +12,3 @@ Sales
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sales/point_of_sale
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sales/subscriptions
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sales/rental
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sales/members
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@ -1,93 +0,0 @@
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:show-content:
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=======
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Members
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=======
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The *Members* application is where all operations related to memberships can be configured and
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managed. The *Members* app integrates with the *Sales* and *Accounting* applications to sell and
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invoice memberships directly to customers.
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Membership products
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===================
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To create a new membership product, navigate to :menuselection:`Members app --> Configuration -->
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Membership Products`, and click :guilabel:`New` to open a blank product record.
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Complete the blank form with the necessary information, including the :guilabel:`Membership
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Duration`.
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.. note::
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Membership products require a start and end date, as they are used to determine :ref:`membership
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status <sales/membership-status>`. Membership products can be sold *before* their active start
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date.
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.. image:: members/membership-product.png
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:align: center
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:alt: A new membership product in the members app.
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Membership products can be added to a sales order, and invoiced as regular products or
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subscriptions.
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Activate a membership
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=====================
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To activate a membership from the *Contacts* application, navigate to :menuselection:`Contacts app`,
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and click on a contact to open that specific contact's detail form.
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From the resulting contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy
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Membership`.
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On the :guilabel:`Join Membership` pop-up window that appears, select a :guilabel:`Membership` from
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the drop-down menu. Then, configure a :guilabel:`Member Price`.
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Click :guilabel:`Invoice Membership` when both fields are filled in. Doing so reveals a
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:guilabel:`Membership Invoices` page, wherein invoices can be confirmed and completed.
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Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the
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:guilabel:`Membership` tab of a contact form.
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.. _sales/membership-status:
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Membership status
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=================
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The :guilabel:`Current Membership Status` is listed on the :guilabel:`Membership` tab of each
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contact record:
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- :guilabel:`Non Member`: a partner who has **not** applied for membership.
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- :guilabel:`Cancelled Member`: a member who has cancelled their membership.
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- :guilabel:`Old Member`: a member whose membership end date has passed.
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- :guilabel:`Waiting Member`: a member who has applied for membership, but whose invoice has not
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yet been created.
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- :guilabel:`Invoiced Member`: a member whose invoice has been created, but has not been paid.
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- :guilabel:`Paid Member`: a member who has paid the membership fee.
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Publish members directory
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=========================
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To publish a list of active members on the website, the *Online Members Directory* application must
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first be :ref:`installed <general/install>`. After installing the module, add the `/members` page to
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the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`.
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.. image:: members/membership-directory-app.png
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:align: center
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:alt: The Online Members directory module in Odoo.
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Publish individual members
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--------------------------
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Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member.
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From the resulting customer form that appears, click the :guilabel:`Go to Website` smart button at
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the top of the page to open the member's webpage.
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Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of editing tools. After
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making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the
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:guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.
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Repeat these steps for all desired members.
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.. toctree::
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:titlesonly:
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members/members_analysis
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================
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Members analysis
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================
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.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
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.. |pivot| replace:: :icon:`oi-view-pivot` :guilabel:`(pivot)` icon
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.. |list| replace:: :icon:`oi-view-list` :guilabel:`(list)` icon
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The *Members Analysis* report provides a detailed overview of all memberships sold and managed
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within the *Members* application.
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To access the *Memberships Analysis* report, navigate to :menuselection:`Members app --> Reporting`.
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Navigate the report
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===================
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The default *Members Analysis* report displays a bar chart, measuring the :guilabel:`Quantity` of
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memberships against the amount of :guilabel:`Revenue Done`. The data is grouped by the assigned
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salesperson, then by the month the membership begins.
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.. image:: members_analysis/example-report.png
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:align: center
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:alt: A sample of the members analysis report.
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Additional :ref:`Group By <search/group>` options include the following:
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- :guilabel:`Salesperson`: the internal user in charge of the contact. This information is managed
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in the *Salesperson* field on the *Sales & Purchase* tab on the contact's record.
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- :guilabel:`Associated Partner`: the contact listed as the *Associated Member* on the *Membership*
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tab on the contact's record.
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- :guilabel:`Membership Product`: the type of membership assigned to a contact. This includes both
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purchased memberships and free memberships.
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- :guilabel:`Current Membership State`: the status of the membership.
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- :guilabel:`Company`: the company the membership is purchased through. This option only appears in
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multi-company databases.
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- :guilabel:`Month`: the month the membership began.
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View results
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============
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Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph view. Then, click the
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corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar
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chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie
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chart)`.
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Click the |pivot| to change to the pivot view.
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.. tip::
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The :ref:`pivot view <reporting/using-pivot>` can be used to view and analyze data in a more
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in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by
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opportunity stage.
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.. seealso::
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- :ref:`search/custom-filters`
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- :ref:`search/favorites`
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