[IMP] subscriptions: rename all images
Before Width: | Height: | Size: 12 MiB After Width: | Height: | Size: 405 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 29 KiB |
Before Width: | Height: | Size: 42 KiB After Width: | Height: | Size: 42 KiB |
@ -2,8 +2,8 @@
|
||||
Add subscription products
|
||||
=========================
|
||||
|
||||
To properly sell your subscriptions using our amazing **Odoo Subscriptions** application, you must follow
|
||||
these steps:
|
||||
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**
|
||||
@ -22,7 +22,7 @@ product type, it is recommended to use *Service* for subscription products as th
|
||||
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
|
||||
.. image:: media/subscription-products-configuration.png
|
||||
:align: center
|
||||
:alt: View of a subscription product form in Odoo Subscriptions
|
||||
|
||||
@ -32,13 +32,13 @@ internal reference.
|
||||
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
|
||||
.. image:: media/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:: media/subscription_products_3.png
|
||||
.. image:: media/subscription-products-using-subscription-templates.png
|
||||
:align: center
|
||||
:alt: View of a subscription product form in Odoo Subscriptions
|
||||
|
||||
|
@ -35,7 +35,7 @@ Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates
|
||||
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
|
||||
.. image:: media/default-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Default subscription templates on Odoo Subscriptions
|
||||
|
||||
@ -54,7 +54,7 @@ Among the payment options, an additional field called *Invoice email* appears wh
|
||||
*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
|
||||
.. image:: media/creation-of-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Create your own subscription templates on Odoo Subscriptions
|
||||
|
||||
@ -67,7 +67,7 @@ subscriptions or not. If enabled, you can set an *Automatic closing* limit and s
|
||||
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
|
||||
.. image:: media/terms-and-conditions-on-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Terms & conditions on Odoo Subscriptions
|
||||
|
||||
@ -77,7 +77,7 @@ subscriptions or not. If enabled, you can set an *Automatic closing* limit and s
|
||||
summarizes all the records corresponding to these filters and you are able to manage them in one
|
||||
click.
|
||||
|
||||
.. image:: media/subscription_templates_4.png
|
||||
.. image:: media/health-check-on-subscription-templates.png
|
||||
:align: center
|
||||
:alt: Health check on Odoo Subscriptions
|
||||
|
||||
|
@ -35,7 +35,7 @@ create a new *Subscription template* or modify an existing one. When editing you
|
||||
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
|
||||
.. image:: media/configuration-to-close-your-subscriptions.png
|
||||
:align: center
|
||||
:alt: Configuration to close your subscription with Odoo Subscriptions
|
||||
|
||||
@ -55,7 +55,7 @@ Once confirmed, a quotation becomes a sales order and a new subscription is auto
|
||||
Therefore, this subscription has the status *In progress*. From there, you have the possibility to
|
||||
close the subscription.
|
||||
|
||||
.. image:: media/closing_2.png
|
||||
.. image:: media/close-your-subscriptions-as-an-administrator.png
|
||||
:align: center
|
||||
:alt: Close your subscription from an administration point of view with Odoo Subscriptions
|
||||
|
||||
@ -64,26 +64,26 @@ expensive", "Subscription does not meet my requirements", "Subscription reached
|
||||
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
|
||||
.. image:: media/use-of-close-reasons.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
|
||||
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
|
||||
.. image:: media/close-your-subscriptions-as-a-customer.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
|
||||
.. image:: media/use-of-close-reasons-as-a-customer.png
|
||||
:align: center
|
||||
:alt: What happens when customers close their subscription with Odoo Subscriptions?
|
||||
|
||||
@ -92,7 +92,7 @@ informed of this modification. Indeed, the status of the subscription becomes *C
|
||||
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
|
||||
.. image:: media/chatter-history-when-a-customer-closes-a-subscription.png
|
||||
:align: center
|
||||
:alt: What happens when customers close their subscription in Odoo Subscriptions?
|
||||
|
||||
|
@ -32,7 +32,7 @@ to your templates.
|
||||
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
|
||||
.. image:: media/create-a-quotation-using-subscription-products.png
|
||||
:align: center
|
||||
:alt: View of a quotation form in Odoo Sales
|
||||
|
||||
@ -41,7 +41,7 @@ it. It is better to first *Send by email* the quotation to your customers to hav
|
||||
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
|
||||
.. image:: media/customer-preview-of-a-quotation-using-subscription-products.png
|
||||
:align: center
|
||||
:alt: Customer preview of a quotation form in Odoo Sales
|
||||
|
||||
@ -56,7 +56,7 @@ 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
|
||||
.. image:: media/manage-your-subscriptions-from-your-sales-order.png
|
||||
:align: center
|
||||
:alt: Quotation form in Odoo Sales with a button "Subscriptions"
|
||||
|
||||
@ -66,7 +66,7 @@ By clicking on the *Subscriptions* button, you can see that the status of the su
|
||||
:doc:`Close <../../subscriptions/sales_flow/closing>` or
|
||||
:doc:`Upsell <../../subscriptions/sales_flow/upselling>` your subscription.
|
||||
|
||||
.. image:: media/quotations_4.png
|
||||
.. image:: media/use-of-the-subscriptions-button-in-odoo-sales.png
|
||||
:align: center
|
||||
:alt: Use of the intelligent button "Subscriptions" in Odoo Sales
|
||||
|
||||
|
Before Width: | Height: | Size: 70 KiB After Width: | Height: | Size: 70 KiB |
Before Width: | Height: | Size: 45 KiB After Width: | Height: | Size: 45 KiB |
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 3.7 KiB After Width: | Height: | Size: 3.7 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 52 KiB After Width: | Height: | Size: 52 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 43 KiB |
Before Width: | Height: | Size: 36 KiB After Width: | Height: | Size: 36 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 34 KiB After Width: | Height: | Size: 34 KiB |
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 43 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 6.5 KiB After Width: | Height: | Size: 6.5 KiB |
@ -30,7 +30,7 @@ have the possibility to renew the subscription. In the Other Info tab, underneat
|
||||
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
|
||||
.. image:: media/renew-your-subscription.png
|
||||
:align: center
|
||||
:alt: Renew your subscription with Odoo Subscriptions
|
||||
|
||||
@ -39,7 +39,7 @@ in the upper right corner of the subscription.
|
||||
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
|
||||
.. image:: media/customer-preview-of-a-renewal.png
|
||||
:align: center
|
||||
:alt: Customer preview of a renewal with Odoo Subscriptions
|
||||
|
||||
@ -54,7 +54,7 @@ first *Send by email* the quotation to your customers in order to have their con
|
||||
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
|
||||
.. image:: media/renew-a-quotation.png
|
||||
:align: center
|
||||
:alt: Renew a quotation with Odoo Subscriptions
|
||||
|
||||
@ -62,7 +62,7 @@ first *Send by email* the quotation to your customers in order to have their con
|
||||
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
|
||||
.. image:: media/subscription-management-category.png
|
||||
:align: center
|
||||
:alt: Renewal as Subscription Management form in Odoo Subscriptions
|
||||
|
||||
@ -72,7 +72,7 @@ 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
|
||||
.. image:: media/subscriptions-dashboard-with-the-to-renew-filter.png
|
||||
:align: center
|
||||
:alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions
|
||||
|
||||
|
@ -28,7 +28,7 @@ As previously explained, to upsell a subscription to new customers, it is recomm
|
||||
*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
|
||||
.. image:: media/configuration-to-upsell-a-subscription.png
|
||||
:align: center
|
||||
:alt: Activation of the discount option in Odoo Sales
|
||||
|
||||
@ -41,14 +41,14 @@ products. Indeed, once confirmed, a quotation becomes a sales order and a new su
|
||||
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
|
||||
.. image:: media/upsell-your-subscription.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
|
||||
.. image:: media/use-of-the-upsell-button-in-odoo-sales.png
|
||||
:align: center
|
||||
:alt: Add products to your subscription via the upsell option in Odoo Subscriptions
|
||||
|
||||
@ -65,14 +65,14 @@ click on the smart button *Subscriptions* to visualize all updates. From there,
|
||||
additional line has been added to the subscription with the new extra service the customer wanted to
|
||||
purchase.
|
||||
|
||||
.. image:: media/upsell_4.png
|
||||
.. image:: media/subscriptions-updates.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
|
||||
.. image:: media/sales-order-updates.png
|
||||
:align: center
|
||||
:alt: List view of all sales orders created for a subscription
|
||||
|
||||
|