diff --git a/content/applications/finance/accounting/receivables/customer_invoices/overview.rst b/content/applications/finance/accounting/receivables/customer_invoices/overview.rst index 9b1479aba..e55a5ece6 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/overview.rst +++ b/content/applications/finance/accounting/receivables/customer_invoices/overview.rst @@ -103,7 +103,7 @@ The frequency of the invoicing and the services/products invoiced are defined on the contract. .. seealso:: - - :doc:`/applications/sales/sales/invoicing/subscriptions` + - :doc:`/applications/sales/subscriptions` Others ====== diff --git a/content/applications/sales/sales/invoicing.rst b/content/applications/sales/sales/invoicing.rst index 0ba44ae91..dbca3f209 100644 --- a/content/applications/sales/sales/invoicing.rst +++ b/content/applications/sales/sales/invoicing.rst @@ -13,4 +13,3 @@ Invoicing Method invoicing/time_materials invoicing/milestone invoicing/expense - invoicing/subscriptions diff --git a/content/applications/sales/sales/invoicing/subscriptions.rst b/content/applications/sales/sales/invoicing/subscriptions.rst deleted file mode 100644 index 4ef1f99c5..000000000 --- a/content/applications/sales/sales/invoicing/subscriptions.rst +++ /dev/null @@ -1,19 +0,0 @@ -================== -Sell subscriptions -================== - -Selling subscription products will give you predictable revenue, making -planning ahead much easier. - -Make a subscription from a sales order -====================================== - -From the sales app, create a quotation to the desired customer, and -select the subscription product your previously created from the Subscriptions App. - -When you confirm the sale the subscription will be created -automatically. You will see a direct link from the sales order to the -Subscription in the upper right corner. - -.. image:: subscriptions/subscriptions01.png - :align: center diff --git a/content/applications/sales/sales/invoicing/subscriptions/subscriptions01.png b/content/applications/sales/sales/invoicing/subscriptions/subscriptions01.png deleted file mode 100644 index e85c17b51..000000000 Binary files a/content/applications/sales/sales/invoicing/subscriptions/subscriptions01.png and /dev/null differ diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index bb19017f7..624c43cc2 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -1,23 +1,82 @@ -:nosearch: :show-content: -:hide-page-toc: -:show-toc: ============= Subscriptions ============= -**Odoo Subscriptions** is used to run recurring businesses: sell new contracts, upsell customers, -keep the churn under control and have reporting on the main KPIs: MRR, ARR, retention, churn, -upselling, etc. +**Odoo Subscriptions** is used to run recurring businesses: :ref:`sell new contracts +`, :doc:`upsell customers `, keep the churn under +control, and :doc:`generate reports ` on the main KPIs: MRR, ARR, retention, +churn, upselling, etc. .. seealso:: - `Odoo Tutorials: Subscriptions `_ + - :doc:`subscriptions/products` + - :doc:`subscriptions/plans` + - :doc:`subscriptions/upselling` + - :doc:`subscriptions/renewals` + - :doc:`subscriptions/closing` + - :doc:`subscriptions/automatic_alerts` + - :doc:`subscriptions/reports` + +.. _subscriptions/quotations: + +Subscription quotations +======================= + +.. important:: + Sales orders with a defined recurrence become subscriptions. + +To create a new subscription, click on :guilabel:`New` from the Subscription or the :doc:`Sales +` app. You can either: + +- Select a :doc:`subscription plan ` to prefill the quotation instantly, or +- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary + and adding :doc:`recurrent products `. + +.. tip:: + You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses + ` feature. + +.. _subscriptions/confirmation: + +Confirmation +============ + +Send the quotation to the customer for confirmation by clicking on :guilabel:`Send by email`, or +confirm it immediately by clicking on :guilabel:`Confirm`. + +.. tip:: + Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view + their quotation, sign and pay it, and communicate with you. + +.. _subscriptions/automatic-payments: + +Automatic payments +================== + +You can require the customer to set an automatic payment method and pre-pay the subscription's first +occurrence before they can confirm their quotation. To do so, go to the :guilabel:`Other Info` tab +of the quotation and check the :guilabel:`Payment` option in the :guilabel:`Online confirmation` +field. + +If you leave :guilabel:`Payment` unchecked, the customer doesn't have to pre-pay to start the +subscription. This means that the payment is not automatic and that the customer must pay each +invoice manually. + +.. important:: + If the online confirmation requires a pre-payment, your customer can select only the + :ref:`payment providers ` that have the :ref:`tokenization + feature `. This ensures that the customer is + automatically charged at each new period. .. toctree:: :titlesonly: - subscriptions/configuration - subscriptions/sales_flow - subscriptions/follow_up - subscriptions/reporting + subscriptions/products + subscriptions/plans + subscriptions/upselling + subscriptions/renewals + subscriptions/closing + subscriptions/automatic_alerts + subscriptions/reports diff --git a/content/applications/sales/subscriptions/follow_up/automatic_alerts.rst b/content/applications/sales/subscriptions/automatic_alerts.rst similarity index 92% rename from content/applications/sales/subscriptions/follow_up/automatic_alerts.rst rename to content/applications/sales/subscriptions/automatic_alerts.rst index ef18923d5..d8746826b 100644 --- a/content/applications/sales/subscriptions/follow_up/automatic_alerts.rst +++ b/content/applications/sales/subscriptions/automatic_alerts.rst @@ -1,6 +1,6 @@ -======================= -Set up automatic alerts -======================= +================ +Automatic alerts +================ Now that your subscriptions are up and running, you want to stay up-to-date with your customers. Some automation would be appreciated since you would not want to go through the list of all your @@ -80,7 +80,6 @@ retention rates very high. adapt them to your own needs. .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` - - :doc:`../../subscriptions/sales_flow/create_a_quotation` - - :doc:`../../subscriptions/reporting/subscription_reports` + - :doc:`../subscriptions` + - :doc:`plans` + - :doc:`products` diff --git a/content/applications/sales/subscriptions/follow_up/automatic_alerts/create-a-new-automatic-alert.png b/content/applications/sales/subscriptions/automatic_alerts/create-a-new-automatic-alert.png similarity index 100% rename from content/applications/sales/subscriptions/follow_up/automatic_alerts/create-a-new-automatic-alert.png rename to content/applications/sales/subscriptions/automatic_alerts/create-a-new-automatic-alert.png diff --git a/content/applications/sales/subscriptions/follow_up/automatic_alerts/modify-an-existing-automatic-alert.png b/content/applications/sales/subscriptions/automatic_alerts/modify-an-existing-automatic-alert.png similarity index 100% rename from content/applications/sales/subscriptions/follow_up/automatic_alerts/modify-an-existing-automatic-alert.png rename to content/applications/sales/subscriptions/automatic_alerts/modify-an-existing-automatic-alert.png diff --git a/content/applications/sales/subscriptions/follow_up/automatic_alerts/rating-satisfaction-survey.png b/content/applications/sales/subscriptions/automatic_alerts/rating-satisfaction-survey.png similarity index 100% rename from content/applications/sales/subscriptions/follow_up/automatic_alerts/rating-satisfaction-survey.png rename to content/applications/sales/subscriptions/automatic_alerts/rating-satisfaction-survey.png diff --git a/content/applications/sales/subscriptions/sales_flow/closing.rst b/content/applications/sales/subscriptions/closing.rst similarity index 92% rename from content/applications/sales/subscriptions/sales_flow/closing.rst rename to content/applications/sales/subscriptions/closing.rst index a069826f5..e02fb37a8 100644 --- a/content/applications/sales/subscriptions/sales_flow/closing.rst +++ b/content/applications/sales/subscriptions/closing.rst @@ -41,7 +41,7 @@ Once enabled, this option gives your customers the right to close their own subs .. note:: Be sure to check out our documentation on - how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>` + how to :doc:`Use subscription templates ` to fully understand the importance of this feature in a basic flow using the **Odoo Subscriptions** application. @@ -98,10 +98,10 @@ added by the customer. .. 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>` + :doc:`Create a quotation using subscription products <../subscriptions>` 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` + - :doc:`../subscriptions` + - :doc:`plans` + - :doc:`products` diff --git a/content/applications/sales/subscriptions/sales_flow/closing/chatter-history-when-a-customer-closes-a-subscription.png b/content/applications/sales/subscriptions/closing/chatter-history-when-a-customer-closes-a-subscription.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/closing/chatter-history-when-a-customer-closes-a-subscription.png rename to content/applications/sales/subscriptions/closing/chatter-history-when-a-customer-closes-a-subscription.png diff --git a/content/applications/sales/subscriptions/sales_flow/closing/close-your-subscriptions-as-a-customer.png b/content/applications/sales/subscriptions/closing/close-your-subscriptions-as-a-customer.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/closing/close-your-subscriptions-as-a-customer.png rename to content/applications/sales/subscriptions/closing/close-your-subscriptions-as-a-customer.png diff --git a/content/applications/sales/subscriptions/sales_flow/closing/close-your-subscriptions-as-an-administrator.png b/content/applications/sales/subscriptions/closing/close-your-subscriptions-as-an-administrator.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/closing/close-your-subscriptions-as-an-administrator.png rename to content/applications/sales/subscriptions/closing/close-your-subscriptions-as-an-administrator.png diff --git a/content/applications/sales/subscriptions/sales_flow/closing/configuration-to-close-your-subscriptions.png b/content/applications/sales/subscriptions/closing/configuration-to-close-your-subscriptions.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/closing/configuration-to-close-your-subscriptions.png rename to content/applications/sales/subscriptions/closing/configuration-to-close-your-subscriptions.png diff --git a/content/applications/sales/subscriptions/sales_flow/closing/use-of-close-reasons-as-a-customer.png b/content/applications/sales/subscriptions/closing/use-of-close-reasons-as-a-customer.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/closing/use-of-close-reasons-as-a-customer.png rename to content/applications/sales/subscriptions/closing/use-of-close-reasons-as-a-customer.png diff --git a/content/applications/sales/subscriptions/sales_flow/closing/use-of-close-reasons.png b/content/applications/sales/subscriptions/closing/use-of-close-reasons.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/closing/use-of-close-reasons.png rename to content/applications/sales/subscriptions/closing/use-of-close-reasons.png diff --git a/content/applications/sales/subscriptions/configuration.rst b/content/applications/sales/subscriptions/configuration.rst deleted file mode 100644 index 6aaab1031..000000000 --- a/content/applications/sales/subscriptions/configuration.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -============= -Configuration -============= - -.. toctree:: - :titlesonly: - - configuration/subscription_templates - configuration/subscription_products diff --git a/content/applications/sales/subscriptions/configuration/subscription_products.rst b/content/applications/sales/subscriptions/configuration/subscription_products.rst deleted file mode 100644 index e43ee17a0..000000000 --- a/content/applications/sales/subscriptions/configuration/subscription_products.rst +++ /dev/null @@ -1,54 +0,0 @@ -========================= -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:: subscription_products/subscription-products-configuration.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:: subscription_products/subscription-products-form.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:: subscription_products/subscription-products-using-subscription-templates.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` diff --git a/content/applications/sales/subscriptions/configuration/subscription_templates.rst b/content/applications/sales/subscriptions/configuration/subscription_templates.rst deleted file mode 100644 index d0487ca58..000000000 --- a/content/applications/sales/subscriptions/configuration/subscription_templates.rst +++ /dev/null @@ -1,91 +0,0 @@ -========================== -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:: subscription_templates/default-subscription-templates.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:: subscription_templates/creation-of-subscription-templates.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:: subscription_templates/terms-and-conditions-on-subscription-templates.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:: subscription_templates/health-check-on-subscription-templates.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/content/applications/sales/subscriptions/configuration/subscription_templates/creation-of-subscription-templates.png b/content/applications/sales/subscriptions/configuration/subscription_templates/creation-of-subscription-templates.png deleted file mode 100644 index ee71841fa..000000000 Binary files a/content/applications/sales/subscriptions/configuration/subscription_templates/creation-of-subscription-templates.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/configuration/subscription_templates/default-subscription-templates.png b/content/applications/sales/subscriptions/configuration/subscription_templates/default-subscription-templates.png deleted file mode 100644 index dbe0ded27..000000000 Binary files a/content/applications/sales/subscriptions/configuration/subscription_templates/default-subscription-templates.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/configuration/subscription_templates/health-check-on-subscription-templates.png b/content/applications/sales/subscriptions/configuration/subscription_templates/health-check-on-subscription-templates.png deleted file mode 100644 index e6ffd368e..000000000 Binary files a/content/applications/sales/subscriptions/configuration/subscription_templates/health-check-on-subscription-templates.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/configuration/subscription_templates/terms-and-conditions-on-subscription-templates.png b/content/applications/sales/subscriptions/configuration/subscription_templates/terms-and-conditions-on-subscription-templates.png deleted file mode 100644 index b773ae093..000000000 Binary files a/content/applications/sales/subscriptions/configuration/subscription_templates/terms-and-conditions-on-subscription-templates.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/follow_up.rst b/content/applications/sales/subscriptions/follow_up.rst deleted file mode 100644 index fcf946b53..000000000 --- a/content/applications/sales/subscriptions/follow_up.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -========= -Follow-up -========= - -.. toctree:: - :titlesonly: - - follow_up/automatic_alerts diff --git a/content/applications/sales/subscriptions/plans.rst b/content/applications/sales/subscriptions/plans.rst new file mode 100644 index 000000000..301d7f61d --- /dev/null +++ b/content/applications/sales/subscriptions/plans.rst @@ -0,0 +1,46 @@ +================== +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. + +Configuration +============= + +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. + +.. image:: plans/subplan-configuration.png + :alt: Subscription plan (quotation template) configuration + +When creating a subscription plan, several options are available: + +- 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. + +Selecting a :guilabel:`Recurrence` enables the following additional options: + +- :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. + +.. 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). + +.. image:: plans/subplan-terms.png + :alt: Terms and conditions of subscription plan diff --git a/content/applications/sales/subscriptions/plans/subplan-configuration.png b/content/applications/sales/subscriptions/plans/subplan-configuration.png new file mode 100644 index 000000000..47893b0b3 Binary files /dev/null and b/content/applications/sales/subscriptions/plans/subplan-configuration.png differ diff --git a/content/applications/sales/subscriptions/plans/subplan-terms.png b/content/applications/sales/subscriptions/plans/subplan-terms.png new file mode 100644 index 000000000..aae99fb59 Binary files /dev/null and b/content/applications/sales/subscriptions/plans/subplan-terms.png differ diff --git a/content/applications/sales/subscriptions/products.rst b/content/applications/sales/subscriptions/products.rst new file mode 100644 index 000000000..1739641af --- /dev/null +++ b/content/applications/sales/subscriptions/products.rst @@ -0,0 +1,61 @@ +================== +Recurring products +================== + +When creating a subscription, at least one product on the order lines must be configured as +:ref:`recurring `. + +If a single product is sold using more than one recurrence period, configure the product's +:ref:`time-based pricing ` to automatically adapt the unit +price on the subscription based on the recurrence set. + +.. _subscriptions/product/recurring: + +Configuration +============= + +To create a recurring product, go to :menuselection:`Subscriptions --> Subscriptions --> Products` +and click :guilabel:`New`. Choose a :guilabel:`Product Name` and leave :guilabel:`Recurring` and +:guilabel:`Can be Sold` enabled. + +.. _subscriptions/product/time-based-pricing: + +Time-based pricing +------------------ + +To set a recurring product's time-based pricing, go to :menuselection:`Subscriptions --> +Subscriptions --> Products`, select a product, and open the :guilabel:`Time-based pricing` tab. +Click :guilabel:`Add a price`, select a :guilabel:`Period`, and set a :guilabel:`Price`. Add as many +prices as needed. + +.. note:: + :guilabel:`Daily` and :guilabel:`Hourly` periods cannot be used on recurring products. + +.. _subscriptions/product/pricelists: + +Pricelists +~~~~~~~~~~ + +:doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with recurring products. To +do so, go to :menuselection:`Sales --> Products --> Pricelists`, click :guilabel:`New`, name the +pricelist, and open the :guilabel:`Time-based rules` tab. Click :guilabel:`Add a line`, select a +:guilabel:`Period`, and set a :guilabel:`Price`. Add as many lines as needed. Once done, the +product's :ref:`time-based pricing ` tab is automatically +updated. + +.. _subscriptions/product/ecommerce: + +eCommerce +~~~~~~~~~ + +When a recurring product uses :ref:`time-based pricing `, +only the shortest period is used on the eCommerce product page by default. + +To let the customer select the period, go to :menuselection:`Subscriptions --> Subscriptions --> +Products`, select a product, and open the :guilabel:`Attributes & Variants` tab. Name the +:guilabel:`Attribute`, create :guilabel:`Values` for the different periods that should be available, +and save manually. Open the :guilabel:`Time-based pricing` tab and select the correct +:guilabel:`Product Variants` for each :guilabel:`Period`. + +.. seealso:: + :doc:`../../websites/ecommerce/managing_products/variants` diff --git a/content/applications/sales/subscriptions/configuration/subscription_products/subscription-products-configuration.png b/content/applications/sales/subscriptions/products/subscription-products-configuration.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/subscription_products/subscription-products-configuration.png rename to content/applications/sales/subscriptions/products/subscription-products-configuration.png diff --git a/content/applications/sales/subscriptions/configuration/subscription_products/subscription-products-form.png b/content/applications/sales/subscriptions/products/subscription-products-form.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/subscription_products/subscription-products-form.png rename to content/applications/sales/subscriptions/products/subscription-products-form.png diff --git a/content/applications/sales/subscriptions/configuration/subscription_products/subscription-products-using-subscription-templates.png b/content/applications/sales/subscriptions/products/subscription-products-using-subscription-templates.png similarity index 100% rename from content/applications/sales/subscriptions/configuration/subscription_products/subscription-products-using-subscription-templates.png rename to content/applications/sales/subscriptions/products/subscription-products-using-subscription-templates.png diff --git a/content/applications/sales/subscriptions/sales_flow/renewals.rst b/content/applications/sales/subscriptions/renewals.rst similarity index 92% rename from content/applications/sales/subscriptions/sales_flow/renewals.rst rename to content/applications/sales/subscriptions/renewals.rst index a08b54d29..781daf7a1 100644 --- a/content/applications/sales/subscriptions/sales_flow/renewals.rst +++ b/content/applications/sales/subscriptions/renewals.rst @@ -23,7 +23,7 @@ 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 +:doc:`Create a quotation <../subscriptions>` 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 @@ -77,6 +77,6 @@ to your *Subscriptions dashboard* and use the filter *To renew*. :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` + - :doc:`../subscriptions` + - :doc:`plans` + - :doc:`products` diff --git a/content/applications/sales/subscriptions/sales_flow/renewals/customer-preview-of-a-renewal.png b/content/applications/sales/subscriptions/renewals/customer-preview-of-a-renewal.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/renewals/customer-preview-of-a-renewal.png rename to content/applications/sales/subscriptions/renewals/customer-preview-of-a-renewal.png diff --git a/content/applications/sales/subscriptions/sales_flow/renewals/renew-a-quotation.png b/content/applications/sales/subscriptions/renewals/renew-a-quotation.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/renewals/renew-a-quotation.png rename to content/applications/sales/subscriptions/renewals/renew-a-quotation.png diff --git a/content/applications/sales/subscriptions/sales_flow/renewals/renew-your-subscription.png b/content/applications/sales/subscriptions/renewals/renew-your-subscription.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/renewals/renew-your-subscription.png rename to content/applications/sales/subscriptions/renewals/renew-your-subscription.png diff --git a/content/applications/sales/subscriptions/sales_flow/renewals/subscription-management-category.png b/content/applications/sales/subscriptions/renewals/subscription-management-category.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/renewals/subscription-management-category.png rename to content/applications/sales/subscriptions/renewals/subscription-management-category.png diff --git a/content/applications/sales/subscriptions/sales_flow/renewals/subscriptions-dashboard-with-the-to-renew-filter.png b/content/applications/sales/subscriptions/renewals/subscriptions-dashboard-with-the-to-renew-filter.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/renewals/subscriptions-dashboard-with-the-to-renew-filter.png rename to content/applications/sales/subscriptions/renewals/subscriptions-dashboard-with-the-to-renew-filter.png diff --git a/content/applications/sales/subscriptions/reporting.rst b/content/applications/sales/subscriptions/reporting.rst deleted file mode 100644 index 98998c0d3..000000000 --- a/content/applications/sales/subscriptions/reporting.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -========= -Reporting -========= - -.. toctree:: - :titlesonly: - - reporting/subscription_reports diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports.rst b/content/applications/sales/subscriptions/reports.rst similarity index 87% rename from content/applications/sales/subscriptions/reporting/subscription_reports.rst rename to content/applications/sales/subscriptions/reports.rst index d75986aae..550a7cc8f 100644 --- a/content/applications/sales/subscriptions/reporting/subscription_reports.rst +++ b/content/applications/sales/subscriptions/reports.rst @@ -1,6 +1,6 @@ -============================= -Generate subscription reports -============================= +======= +Reports +======= As we know, understanding how our business is going, and where it is going, is key to success. And particularly so when we offer subscription services or products. @@ -16,7 +16,7 @@ concepts to the proper understanding of the following reports: to estimate the coming year's performance. However, this estimation does not take variations and growth into account. -.. image:: subscription_reports/difference-between-MRR-and-ARR.png +.. image:: reports/difference-between-MRR-and-ARR.png :align: center :alt: Difference between MRR and ARR in Odoo Subscriptions @@ -43,7 +43,7 @@ concepts to the proper understanding of the following reports: - | Therefore, the 56$ of MRR difference out of the initial 600$ causes a **Revenue Churn** | of 9,33%. - .. image:: subscription_reports/difference-between-logo-churn-and-revenue-churn.png + .. image:: reports/difference-between-logo-churn-and-revenue-churn.png :align: center :alt: Difference between logo churn and revenue churn in Odoo Subscriptions @@ -66,7 +66,7 @@ can choose *Quantity*, *Recurring Price*, *Yearly Recurring Revenue* and *Count* *Quantity* is added. This way, you can review both of these measures at the same time. You can even *Group By Start Date* and, more precisely, by *Week*, to get a clear view of your report. -.. image:: subscription_reports/subscriptions-analysis-report.png +.. image:: reports/subscriptions-analysis-report.png :align: center :alt: Subscriptions analysis report in Odoo Subscriptions @@ -78,7 +78,7 @@ Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The default me *Monthly Recurring Revenue* was chosen, and the *Month* periodicity remains intact. By using these criteria, you can see the progression of the retention from its start. -.. image:: subscription_reports/retention-analysis-report.png +.. image:: reports/retention-analysis-report.png :align: center :alt: Retention analysis report in Odoo Subscriptions @@ -91,7 +91,7 @@ different KPIs: *Monthly Recurring Revenue*, *Net Revenue*, *Non-Recurring Reven information on subscriptions, companies, and sales teams. This is useful if you are looking for specific information. -.. image:: subscription_reports/revenue-KPIs-report.png +.. image:: reports/revenue-KPIs-report.png :align: center :alt: Revenue KPIs report in Odoo Subscriptions @@ -100,7 +100,7 @@ data, which is the typical scenario for a new business. But, as your company gro these graphs get populated with more and more data. Once again, you can filter these specific KPIs on subscriptions, companies, and sales teams. -.. image:: subscription_reports/detailed-MRR-report.png +.. image:: reports/detailed-MRR-report.png :align: center :alt: Detailed MRR report in Odoo Subscriptions @@ -112,11 +112,11 @@ summary of your *Monthly Recurring Revenue*, *Non-Recurring Revenue*, *Subscript and *Non-Recurring Invoices* for each of your salespeople. You can choose the period you want to apply and the salesperson you want to analyze. -.. image:: subscription_reports/salesperson-dashboard-report.png +.. image:: reports/salesperson-dashboard-report.png :align: center :alt: Salesperson dashboard report in Odoo Subscriptions .. seealso:: - - :doc:`../../subscriptions/configuration/subscription_templates` - - :doc:`../../subscriptions/configuration/subscription_products` - - :doc:`../../subscriptions/sales_flow/create_a_quotation` + - :doc:`../subscriptions` + - :doc:`plans` + - :doc:`products` diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports/detailed-MRR-report.png b/content/applications/sales/subscriptions/reports/detailed-MRR-report.png similarity index 100% rename from content/applications/sales/subscriptions/reporting/subscription_reports/detailed-MRR-report.png rename to content/applications/sales/subscriptions/reports/detailed-MRR-report.png diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports/difference-between-MRR-and-ARR.png b/content/applications/sales/subscriptions/reports/difference-between-MRR-and-ARR.png similarity index 100% rename from content/applications/sales/subscriptions/reporting/subscription_reports/difference-between-MRR-and-ARR.png rename to content/applications/sales/subscriptions/reports/difference-between-MRR-and-ARR.png diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports/difference-between-logo-churn-and-revenue-churn.png b/content/applications/sales/subscriptions/reports/difference-between-logo-churn-and-revenue-churn.png similarity index 100% rename from content/applications/sales/subscriptions/reporting/subscription_reports/difference-between-logo-churn-and-revenue-churn.png rename to content/applications/sales/subscriptions/reports/difference-between-logo-churn-and-revenue-churn.png diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports/retention-analysis-report.png b/content/applications/sales/subscriptions/reports/retention-analysis-report.png similarity index 100% rename from content/applications/sales/subscriptions/reporting/subscription_reports/retention-analysis-report.png rename to content/applications/sales/subscriptions/reports/retention-analysis-report.png diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports/revenue-KPIs-report.png b/content/applications/sales/subscriptions/reports/revenue-KPIs-report.png similarity index 100% rename from content/applications/sales/subscriptions/reporting/subscription_reports/revenue-KPIs-report.png rename to content/applications/sales/subscriptions/reports/revenue-KPIs-report.png diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports/salesperson-dashboard-report.png b/content/applications/sales/subscriptions/reports/salesperson-dashboard-report.png similarity index 100% rename from content/applications/sales/subscriptions/reporting/subscription_reports/salesperson-dashboard-report.png rename to content/applications/sales/subscriptions/reports/salesperson-dashboard-report.png diff --git a/content/applications/sales/subscriptions/reporting/subscription_reports/subscriptions-analysis-report.png b/content/applications/sales/subscriptions/reports/subscriptions-analysis-report.png similarity index 100% rename from content/applications/sales/subscriptions/reporting/subscription_reports/subscriptions-analysis-report.png rename to content/applications/sales/subscriptions/reports/subscriptions-analysis-report.png diff --git a/content/applications/sales/subscriptions/sales_flow.rst b/content/applications/sales/subscriptions/sales_flow.rst deleted file mode 100644 index 464f02afb..000000000 --- a/content/applications/sales/subscriptions/sales_flow.rst +++ /dev/null @@ -1,13 +0,0 @@ -:nosearch: - -========== -Sales flow -========== - -.. toctree:: - :titlesonly: - - sales_flow/create_a_quotation - sales_flow/renewals - sales_flow/upselling - sales_flow/closing diff --git a/content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst b/content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst deleted file mode 100644 index 5eebd8ad9..000000000 --- a/content/applications/sales/subscriptions/sales_flow/create_a_quotation.rst +++ /dev/null @@ -1,83 +0,0 @@ -============================================== -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:: create_a_quotation/create-a-quotation-using-subscription-products.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:: create_a_quotation/customer-preview-of-a-quotation-using-subscription-products.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:: create_a_quotation/manage-your-subscriptions-from-your-sales-order.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:: create_a_quotation/use-of-the-subscriptions-button-in-odoo-sales.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/content/applications/sales/subscriptions/sales_flow/create_a_quotation/create-a-quotation-using-subscription-products.png b/content/applications/sales/subscriptions/sales_flow/create_a_quotation/create-a-quotation-using-subscription-products.png deleted file mode 100644 index 64bcc6ab7..000000000 Binary files a/content/applications/sales/subscriptions/sales_flow/create_a_quotation/create-a-quotation-using-subscription-products.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/sales_flow/create_a_quotation/customer-preview-of-a-quotation-using-subscription-products.png b/content/applications/sales/subscriptions/sales_flow/create_a_quotation/customer-preview-of-a-quotation-using-subscription-products.png deleted file mode 100644 index fecfed414..000000000 Binary files a/content/applications/sales/subscriptions/sales_flow/create_a_quotation/customer-preview-of-a-quotation-using-subscription-products.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/sales_flow/create_a_quotation/manage-your-subscriptions-from-your-sales-order.png b/content/applications/sales/subscriptions/sales_flow/create_a_quotation/manage-your-subscriptions-from-your-sales-order.png deleted file mode 100644 index ae736613c..000000000 Binary files a/content/applications/sales/subscriptions/sales_flow/create_a_quotation/manage-your-subscriptions-from-your-sales-order.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/sales_flow/create_a_quotation/use-of-the-subscriptions-button-in-odoo-sales.png b/content/applications/sales/subscriptions/sales_flow/create_a_quotation/use-of-the-subscriptions-button-in-odoo-sales.png deleted file mode 100644 index 6df980b60..000000000 Binary files a/content/applications/sales/subscriptions/sales_flow/create_a_quotation/use-of-the-subscriptions-button-in-odoo-sales.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/sales_flow/upselling.rst b/content/applications/sales/subscriptions/upselling.rst similarity index 92% rename from content/applications/sales/subscriptions/sales_flow/upselling.rst rename to content/applications/sales/subscriptions/upselling.rst index 408cd4a2b..12278d8ec 100644 --- a/content/applications/sales/subscriptions/sales_flow/upselling.rst +++ b/content/applications/sales/subscriptions/upselling.rst @@ -36,7 +36,7 @@ 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 +:doc:`Create a quotation <../subscriptions>` 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. @@ -80,6 +80,7 @@ The only difference between your two sales orders is the description underneath *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` + - :doc:`../subscriptions` + - :doc:`plans` + - :doc:`products` + diff --git a/content/applications/sales/subscriptions/sales_flow/upselling/configuration-to-upsell-a-subscription.png b/content/applications/sales/subscriptions/upselling/configuration-to-upsell-a-subscription.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/upselling/configuration-to-upsell-a-subscription.png rename to content/applications/sales/subscriptions/upselling/configuration-to-upsell-a-subscription.png diff --git a/content/applications/sales/subscriptions/sales_flow/upselling/sales-order-updates.png b/content/applications/sales/subscriptions/upselling/sales-order-updates.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/upselling/sales-order-updates.png rename to content/applications/sales/subscriptions/upselling/sales-order-updates.png diff --git a/content/applications/sales/subscriptions/sales_flow/upselling/subscriptions-updates.png b/content/applications/sales/subscriptions/upselling/subscriptions-updates.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/upselling/subscriptions-updates.png rename to content/applications/sales/subscriptions/upselling/subscriptions-updates.png diff --git a/content/applications/sales/subscriptions/sales_flow/upselling/upsell-your-subscription.png b/content/applications/sales/subscriptions/upselling/upsell-your-subscription.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/upselling/upsell-your-subscription.png rename to content/applications/sales/subscriptions/upselling/upsell-your-subscription.png diff --git a/content/applications/sales/subscriptions/sales_flow/upselling/use-of-the-upsell-button-in-odoo-sales.png b/content/applications/sales/subscriptions/upselling/use-of-the-upsell-button-in-odoo-sales.png similarity index 100% rename from content/applications/sales/subscriptions/sales_flow/upselling/use-of-the-upsell-button-in-odoo-sales.png rename to content/applications/sales/subscriptions/upselling/use-of-the-upsell-button-in-odoo-sales.png diff --git a/redirects/16.0.txt b/redirects/16.0.txt index 592e8c8f0..e113e91f4 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -20,6 +20,18 @@ applications/finance/payment_acquirers/sips.rst applications/finance/payment_pro applications/finance/payment_acquirers/stripe.rst applications/finance/payment_providers/stripe.rst # /payment_acquirers/* -> /payment_providers/* applications/finance/payment_acquirers/wire_transfer.rst applications/finance/payment_providers/wire_transfer.rst # /payment_acquirers/* -> /payment_providers/* +# applications/sales + +applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst # sales/sales/invoicing/subscriptions --> /sales/subscriptions +applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions/products.rst # configuration/subscription_products --> products +applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions/plans.rst # configuration/subscription_templates --> plans +applications/sales/subscriptions/follow_up/automatic_alerts.rst applications/sales/subscriptions/automatic_alerts.rst # follow_up/* --> * +applications/sales/subscriptions/reporting/subscription_reports.rst applications/sales/subscriptions/reports.rst # reporting/subscription_reports --> reports +applications/sales/subscriptions/sales_flow/closing.rst applications/sales/subscriptions/closing.rst # sales_flow/* --> * +applications/sales/subscriptions/sales_flow/create_a_quotation.rst applications/sales/subscriptions.rst # subscriptions/sales_flow/create_a_quotation --> subscriptions +applications/sales/subscriptions/sales_flow/renewals.rst applications/sales/subscriptions/renewals.rst # sales_flow/* --> * +applications/sales/subscriptions/sales_flow/upselling.rst applications/sales/subscriptions/upselling.rst # sales_flow/* --> * + # applications/websites applications/websites/ecommerce/getting_started/catalog.rst applications/websites/ecommerce/managing_products/catalog.rst # /getting_started/catalog -> /managing_products/catalog