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13.0-top-s
Author | SHA1 | Message | Date | |
---|---|---|---|---|
![]() |
83e4b6c816 |
[MOV] subscriptions: content to top-level TOC page + improve structure
This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. This commit improves the structure of the "Subscriptions" app: - it removes a useless "configuration" category and moves its two docs to the top-level TOC page - it adds a brief explanation at the "app" level, including links to relevant docs task-2535899 |
||
![]() |
d56dee3b0e |
[MOV] pos: content to top-level TOC page + improve structure
This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. This commit improves the structure of the "Point of Sale" app: - it removes a useless "overview" category and moves its two docs to the top-level TOC page - it adds a brief explanation at the "app" level, including links to relevant docs task-2535899 |
||
![]() |
f59977cf21 |
[MOV] sales (cat): adds prefix "odoo_" to TOC filenames
This commit's sole purpose is to allow the next commits to move files without losing their history and rename them like this commit's original filenames. Without this, git would rather delete the original files and modify the content of the target file, losing the content's history in the process. |
|
@ -7,7 +7,7 @@ Sales
|
|||
|
||||
.. toctree::
|
||||
|
||||
sales/crm
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||||
sales/sales
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||||
sales/odoo_crm
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sales/odoo_sales
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sales/point_of_sale
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sales/subscriptions
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||||
|
|
|
@ -1,4 +1,4 @@
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|||
:nosearch:
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||||
:show-content:
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||||
|
||||
=============
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Point of Sale
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|
@ -7,9 +7,193 @@ Point of Sale
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|||
.. toctree::
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:titlesonly:
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||||
|
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point_of_sale/overview
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point_of_sale/shop
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point_of_sale/restaurant
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point_of_sale/payment
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point_of_sale/advanced_pricing_features
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point_of_sale/belgian_fdm
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||||
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**Odoo Point of Sale** is a flexible solution compatible with any device allowing shops and
|
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restaurants to sell, both online and offline, in seconds.
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||||
|
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.. seealso::
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- `Odoo Point of Sale - Shops: product page <https://www.odoo.com/app/point-of-sale-shop>`_
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||||
- `Odoo Point of Sale - Restaurants: product page
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<https://www.odoo.com/app/point-of-sale-restaurant>`_
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- `Odoo Point of Sale: Hardware <https://www.odoo.com/app/point-of-sale-hardware>`_
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||||
|
||||
Getting started
|
||||
===============
|
||||
|
||||
When working with a Point of Sale application, employees want a
|
||||
simple, and user-friendly solution. A solution that works online or
|
||||
offline and with any device.
|
||||
|
||||
A Point of Sale system is a fully integrated application that allows any transaction,
|
||||
automatically registers product moves in your stock, and gives you
|
||||
real-time statistics and consolidations across all shops.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Make products available in the PoS
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||||
----------------------------------
|
||||
|
||||
To make products available for sale, go to :menuselection:`Point of
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Sale --> Products --> Products` and open a product. In the *Sales*
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||||
tab, enable *Available in Point of Sale*.
|
||||
|
||||
.. image:: point_of_sale/getting_started_01.png
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:align: center
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||||
:alt: Product form. Making the product available in PoS.
|
||||
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.. note::
|
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You can also define if the product has to be weighted or not.
|
||||
|
||||
Configure your payment methods
|
||||
------------------------------
|
||||
|
||||
To add a payment method, you first need to create it. Go to
|
||||
:menuselection:`Point of Sale --> Configuration --> Payment Methods`
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||||
and click on create. Then, you can name your payment method and set it
|
||||
up.
|
||||
|
||||
.. image:: point_of_sale/getting_started_02.png
|
||||
:align: center
|
||||
:alt: Creating a new payment method for a Point of Sale.
|
||||
|
||||
.. note::
|
||||
Don’t forget your credentials for methods using a payment terminal.
|
||||
|
||||
Now, you can select the payment method in your PoS settings. To do so,
|
||||
go to :menuselection:`Point of Sale --> Configuration --> Point of
|
||||
Sale` and open the PoS in which you want to include the payment method. Then, add the
|
||||
payment method.
|
||||
|
||||
.. image:: point_of_sale/getting_started_03.png
|
||||
:align: center
|
||||
:alt: Making the payment method available in a point of sale.
|
||||
|
||||
.. note::
|
||||
*Configuration* is the menu where you can edit all your point of sale settings.
|
||||
Some more features are available for restaurants.
|
||||
|
||||
Your first PoS session
|
||||
======================
|
||||
|
||||
Your first order
|
||||
----------------
|
||||
|
||||
Open a new session from the dashboard by clicking on *New Session*.
|
||||
|
||||
.. image:: point_of_sale/getting_started_04.png
|
||||
:align: center
|
||||
:alt: Launching a new session.
|
||||
|
||||
After the loading screen, you arrive on the PoS interface.
|
||||
|
||||
.. image:: point_of_sale/getting_started_05.png
|
||||
:align: center
|
||||
:alt: Point of sale dashboard.
|
||||
|
||||
Once an order is completed, you can register the payment. All the
|
||||
available payment methods appear on the left of the screen. Select the payment
|
||||
method and enter the received amount. Then, you can validate the
|
||||
payment.
|
||||
|
||||
Return and refund products
|
||||
--------------------------
|
||||
|
||||
Having a well-thought-out return policy is key to keep customers satisfied and make the process
|
||||
of accepting returns and refunds easy for you.
|
||||
|
||||
To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
|
||||
customer wants to return. For multiple products, repeat the process individually.
|
||||
|
||||
.. image:: point_of_sale/getting_started_06.png
|
||||
:align: center
|
||||
:alt: Refunding a product with the point of sale app.
|
||||
|
||||
When on the payment interface, the total is negative. To end the refund,
|
||||
process the payment and validate it.
|
||||
|
||||
.. image:: point_of_sale/getting_started_07.png
|
||||
:align: center
|
||||
:alt: Giving back money to customer in Odoo Point of Sale.
|
||||
|
||||
Close the PoS session
|
||||
---------------------
|
||||
|
||||
To close your session at the end of the day, click on the close button on the upper right corner
|
||||
of your screen and confirm. Now, close the session on the dashboard view.
|
||||
|
||||
.. image:: point_of_sale/getting_started_08.png
|
||||
:align: center
|
||||
:alt: How to close a point of sale session.
|
||||
|
||||
.. tip::
|
||||
It’s strongly advised to close your PoS session at the end of each day.
|
||||
|
||||
Once a session is closed, you can see a summary of all transactions per payment method.
|
||||
Then, click on a line to see all orders that were paid during your PoS session.
|
||||
If everything is correct, validate the session and post the closing entries.
|
||||
|
||||
.. image:: point_of_sale/getting_started_09.png
|
||||
:align: center
|
||||
:alt: Point of sale sales report before closing the session.
|
||||
|
||||
.. tip::
|
||||
To connect the PoS hardware with an Odoo IoT Box, please refer to these
|
||||
docs: :doc:`Connect an IoT Box to your database
|
||||
</applications/productivity/iot/config/connect>` and :doc:`Use the IoT Box for the PoS
|
||||
</applications/productivity/iot/config/pos>`.
|
||||
|
||||
View your statistics
|
||||
--------------------
|
||||
|
||||
Keeping track of your sales is essential to get meaningful statistics. That’s why Odoo
|
||||
provides analyzes about your sales.
|
||||
|
||||
To access your statistics, go to :menuselection:`Point of Sales -->
|
||||
Reporting --> Orders`. There, you can see various statistics in graph
|
||||
or pivot form.
|
||||
|
||||
.. image:: point_of_sale/getting_started_10.png
|
||||
:align: center
|
||||
:alt: Orders analysis with pivot view of the point of sale reporting feature.
|
||||
|
||||
You can also access them through the dashboard.
|
||||
|
||||
.. image:: point_of_sale/getting_started_11.png
|
||||
:align: center
|
||||
:alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS
|
||||
form.
|
||||
|
||||
Register customers
|
||||
==================
|
||||
|
||||
Registering your customers will give you the ability to grant them various privileges such as
|
||||
discounts, loyalty program, specific communication. It will also be required if they want an invoice
|
||||
and registering them will make any future interaction with them faster.
|
||||
|
||||
Create a customer
|
||||
-----------------
|
||||
|
||||
From your session interface, use the customer button.
|
||||
|
||||
.. image:: point_of_sale/register01.png
|
||||
:align: center
|
||||
|
||||
Create a new one by using this button.
|
||||
|
||||
.. image:: point_of_sale/register02.png
|
||||
:align: center
|
||||
|
||||
You will be invited to fill out the customer form with their
|
||||
information.
|
||||
|
||||
.. image:: point_of_sale/register03.png
|
||||
:align: center
|
||||
|
||||
Use the save button when you are done. You can then select that customer
|
||||
in any future transactions.
|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 5.6 KiB After Width: | Height: | Size: 5.6 KiB |
Before Width: | Height: | Size: 3.7 KiB After Width: | Height: | Size: 3.7 KiB |
Before Width: | Height: | Size: 30 KiB After Width: | Height: | Size: 30 KiB |
Before Width: | Height: | Size: 32 KiB After Width: | Height: | Size: 32 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 4.8 KiB After Width: | Height: | Size: 4.8 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 66 KiB After Width: | Height: | Size: 66 KiB |
Before Width: | Height: | Size: 31 KiB After Width: | Height: | Size: 31 KiB |
|
@ -1,11 +0,0 @@
|
|||
:nosearch:
|
||||
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/getting_started
|
||||
overview/register
|
|
@ -1,146 +0,0 @@
|
|||
===============
|
||||
Getting started
|
||||
===============
|
||||
|
||||
When working with a Point of Sale application, employees want a
|
||||
simple, and user-friendly solution. A solution that works online or
|
||||
offline and with any device.
|
||||
|
||||
A Point of Sale system is a fully integrated application that allows any transaction,
|
||||
automatically registers product moves in your stock, and gives you
|
||||
real-time statistics and consolidations across all shops.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Make products available in the PoS
|
||||
----------------------------------
|
||||
|
||||
To make products available for sale, go to :menuselection:`Point of
|
||||
Sale --> Products --> Products` and open a product. In the *Sales*
|
||||
tab, enable *Available in Point of Sale*.
|
||||
|
||||
.. image:: media/getting_started_01.png
|
||||
:align: center
|
||||
:alt: Product form. Making the product available in PoS.
|
||||
|
||||
.. note::
|
||||
You can also define if the product has to be weighted or not.
|
||||
|
||||
Configure your payment methods
|
||||
------------------------------
|
||||
|
||||
To add a payment method, you first need to create it. Go to
|
||||
:menuselection:`Point of Sale --> Configuration --> Payment Methods`
|
||||
and click on create. Then, you can name your payment method and set it
|
||||
up.
|
||||
|
||||
.. image:: media/getting_started_02.png
|
||||
:align: center
|
||||
:alt: Creating a new payment method for a Point of Sale.
|
||||
|
||||
.. note::
|
||||
Don’t forget your credentials for methods using a payment terminal.
|
||||
|
||||
Now, you can select the payment method in your PoS settings. To do so,
|
||||
go to :menuselection:`Point of Sale --> Configuration --> Point of
|
||||
Sale` and open the PoS in which you want to include the payment method. Then, add the
|
||||
payment method.
|
||||
|
||||
.. image:: media/getting_started_03.png
|
||||
:align: center
|
||||
:alt: Making the payment method available in a point of sale.
|
||||
|
||||
.. note::
|
||||
*Configuration* is the menu where you can edit all your point of sale settings.
|
||||
Some more features are available for restaurants.
|
||||
|
||||
Your first PoS session
|
||||
======================
|
||||
|
||||
Your first order
|
||||
----------------
|
||||
|
||||
Open a new session from the dashboard by clicking on *New Session*.
|
||||
|
||||
.. image:: media/getting_started_04.png
|
||||
:align: center
|
||||
:alt: Launching a new session.
|
||||
|
||||
After the loading screen, you arrive on the PoS interface.
|
||||
|
||||
.. image:: media/getting_started_05.png
|
||||
:align: center
|
||||
:alt: Point of sale dashboard.
|
||||
|
||||
Once an order is completed, you can register the payment. All the
|
||||
available payment methods appear on the left of the screen. Select the payment
|
||||
method and enter the received amount. Then, you can validate the
|
||||
payment.
|
||||
|
||||
Return and refund products
|
||||
--------------------------
|
||||
|
||||
Having a well-thought-out return policy is key to keep customers satisfied and make the process
|
||||
of accepting returns and refunds easy for you.
|
||||
|
||||
To do that, from the PoS interface, select the product and quantity (with the +/- button) that the
|
||||
customer wants to return. For multiple products, repeat the process individually.
|
||||
|
||||
.. image:: media/getting_started_06.png
|
||||
:align: center
|
||||
:alt: Refunding a product with the point of sale app.
|
||||
|
||||
When on the payment interface, the total is negative. To end the refund,
|
||||
process the payment and validate it.
|
||||
|
||||
.. image:: media/getting_started_07.png
|
||||
:align: center
|
||||
:alt: Giving back money to customer in Odoo Point of Sale.
|
||||
|
||||
Close the PoS session
|
||||
---------------------
|
||||
|
||||
To close your session at the end of the day, click on the close button on the upper right corner
|
||||
of your screen and confirm. Now, close the session on the dashboard view.
|
||||
|
||||
.. image:: media/getting_started_08.png
|
||||
:align: center
|
||||
:alt: How to close a point of sale session.
|
||||
|
||||
.. tip::
|
||||
It’s strongly advised to close your PoS session at the end of each day.
|
||||
|
||||
Once a session is closed, you can see a summary of all transactions per payment method.
|
||||
Then, click on a line to see all orders that were paid during your PoS session.
|
||||
If everything is correct, validate the session and post the closing entries.
|
||||
|
||||
.. image:: media/getting_started_09.png
|
||||
:align: center
|
||||
:alt: Point of sale sales report before closing the session.
|
||||
|
||||
.. tip::
|
||||
To connect the PoS hardware with an Odoo IoT Box, please refer to these
|
||||
docs: :doc:`Connect an IoT Box to your database
|
||||
</applications/productivity/iot/config/connect>` and :doc:`Use the IoT Box for the PoS
|
||||
</applications/productivity/iot/config/pos>`.
|
||||
|
||||
View your statistics
|
||||
====================
|
||||
|
||||
Keeping track of your sales is essential to get meaningful statistics. That’s why Odoo
|
||||
provides analyzes about your sales.
|
||||
|
||||
To access your statistics, go to :menuselection:`Point of Sales -->
|
||||
Reporting --> Orders`. There, you can see various statistics in graph
|
||||
or pivot form.
|
||||
|
||||
.. image:: media/getting_started_10.png
|
||||
:align: center
|
||||
:alt: Orders analysis with pivot view of the point of sale reporting feature.
|
||||
|
||||
You can also access them through the dashboard.
|
||||
|
||||
.. image:: media/getting_started_11.png
|
||||
:align: center
|
||||
:alt: Accessing orders analysis via the point of sale dashboard. Reporting feature on the PoS form.
|
|
@ -1,30 +0,0 @@
|
|||
==================
|
||||
Register customers
|
||||
==================
|
||||
|
||||
Registering your customers will give you the ability to grant them
|
||||
various privileges such as discounts, loyalty program, specific
|
||||
communication. It will also be required if they want an invoice and
|
||||
registering them will make any future interaction with them faster.
|
||||
|
||||
Create a customer
|
||||
=================
|
||||
|
||||
From your session interface, use the customer button.
|
||||
|
||||
.. image:: media/register01.png
|
||||
:align: center
|
||||
|
||||
Create a new one by using this button.
|
||||
|
||||
.. image:: media/register02.png
|
||||
:align: center
|
||||
|
||||
You will be invited to fill out the customer form with their
|
||||
information.
|
||||
|
||||
.. image:: media/register03.png
|
||||
:align: center
|
||||
|
||||
Use the save button when you are done. You can then select that customer
|
||||
in any future transactions.
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 54 KiB After Width: | Height: | Size: 54 KiB |
|
@ -1,4 +1,4 @@
|
|||
:nosearch:
|
||||
:show-content:
|
||||
|
||||
=============
|
||||
Subscriptions
|
||||
|
@ -7,7 +7,134 @@ Subscriptions
|
|||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
subscriptions/configuration
|
||||
subscriptions/sales_flow
|
||||
subscriptions/follow_up
|
||||
subscriptions/reporting
|
||||
subscriptions/reporting
|
||||
|
||||
Simplicity. Higher customer retention. Opportunities for marketing. Business consistency. Better
|
||||
cash flow management.
|
||||
|
||||
|
||||
- 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.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Subscriptions: product page <https://www.odoo.com/app/subscriptions>`_
|
||||
|
||||
.. _subscriptions/templates:
|
||||
|
||||
Subscription Templates
|
||||
======================
|
||||
|
||||
**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.
|
||||
|
||||
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:: subscriptions/templates-default.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:: subscriptions/templates-create.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:: subscriptions/templates-terms-and-conditions.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:: subscriptions/templates-health-check.png
|
||||
:align: center
|
||||
:alt: Health check on Odoo Subscriptions
|
||||
|
||||
.. _subscriptions/products:
|
||||
|
||||
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:: subscriptions/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:: subscriptions/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:: subscriptions/products-using-templates.png
|
||||
:align: center
|
||||
:alt: View of a subscription product form in Odoo Subscriptions
|
||||
|
||||
.. seealso::
|
||||
- :doc:`subscriptions/sales_flow/create_a_quotation`
|
||||
|
|
|
@ -1,11 +0,0 @@
|
|||
:nosearch:
|
||||
|
||||
=============
|
||||
Configuration
|
||||
=============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
configuration/subscription_templates
|
||||
configuration/subscription_products
|
|
@ -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:: media/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:: 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-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`
|
|
@ -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
|
||||
|
||||
<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Simplicity.
|
||||
Higher customer retention. Opportunities for marketing. Business consistency. Better cash flow
|
||||
management.</b> </div>
|
||||
|
||||
**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:: media/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:: media/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:: media/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:: media/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`
|
|
@ -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`
|
||||
- :doc:`../../subscriptions/sales_flow/create_a_quotation`
|
||||
- :doc:`../../subscriptions/reporting/subscription_reports`
|
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 |
|
@ -117,6 +117,5 @@ apply and the salesperson you want to analyze.
|
|||
:alt: Salesperson dashboard report in Odoo Subscriptions
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../subscriptions/configuration/subscription_templates`
|
||||
- :doc:`../../subscriptions/configuration/subscription_products`
|
||||
- :doc:`../../subscriptions`
|
||||
- :doc:`../../subscriptions/sales_flow/create_a_quotation`
|
|
@ -40,10 +40,9 @@ Once enabled, this option gives your customers the right to close their own subs
|
|||
:alt: Configuration to close your subscription with Odoo Subscriptions
|
||||
|
||||
.. note::
|
||||
Be sure to check out our documentation on
|
||||
how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>`
|
||||
to fully understand the importance of this feature in a basic flow using the
|
||||
**Odoo Subscriptions** application.
|
||||
Be sure to check out our documentation on how to use :ref:`subscription templates
|
||||
<subscriptions/templates>` to fully understand the importance of this feature in a basic flow
|
||||
using the **Odoo Subscriptions** application.
|
||||
|
||||
Close your first subscription
|
||||
=============================
|
||||
|
@ -102,6 +101,5 @@ added by the customer.
|
|||
to understand how subscriptions are managed in the **Odoo Subscriptions** application.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../subscriptions/configuration/subscription_templates`
|
||||
- :doc:`../../subscriptions/configuration/subscription_products`
|
||||
- :doc:`../../subscriptions`
|
||||
- :doc:`../../subscriptions/sales_flow/create_a_quotation`
|
|
@ -19,11 +19,7 @@ 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.
|
||||
manage your own :doc:`Subscription Templates and Subscription Products <../../subscriptions>`
|
||||
|
||||
.. important::
|
||||
|
||||
|
@ -76,8 +72,7 @@ the status is *In progress*. Finally, when a customer decides to close his subsc
|
|||
becomes *Closed*.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../subscriptions/configuration/subscription_templates`
|
||||
- :doc:`../../subscriptions/configuration/subscription_products`
|
||||
- :doc:`../../subscriptions`
|
||||
- :doc:`../../subscriptions/sales_flow/renewals`
|
||||
- :doc:`../../subscriptions/sales_flow/closing`
|
||||
- :doc:`../../subscriptions/sales_flow/upselling`
|
||||
|
|
|
@ -77,6 +77,5 @@ 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`
|
||||
- :doc:`../../subscriptions/sales_flow/create_a_quotation`
|
||||
|
|
|
@ -80,6 +80,5 @@ 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`
|
||||
- :doc:`../../subscriptions/sales_flow/create_a_quotation`
|
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: 42 KiB After Width: | Height: | Size: 42 KiB |
|
@ -137,6 +137,8 @@ point_of_sale/restaurant/setup.rst applications/sales/point_of_sale/restaurant/r
|
|||
point_of_sale/restaurant/table.rst applications/sales/point_of_sale/restaurant/restaurant.rst # table --> restaurant (#610)
|
||||
point_of_sale/restaurant/multi_orders.rst applications/sales/point_of_sale/restaurant/restaurant.rst # multi_orders --> restaurant (#610)
|
||||
point_of_sale/restaurant/transfer.rst applications/sales/point_of_sale/restaurant/restaurant.rst # transfer --> restaurant (#610)
|
||||
applications/sales/point_of_sale/overview/getting_started.rst applications/sales/point_of_sale.rst # point_of_sale/overview/getting_started -> point_of_sale
|
||||
applications/sales/point_of_sale/overview/register.rst applications/sales/point_of_sale.rst # point_of_sale/overview/register -> point_of_sale
|
||||
|
||||
quality/control_points.rst applications/inventory_and_mrp/quality/control/control_points.rst # /* --> control/* (#469)
|
||||
quality/alert_mo.rst applications/inventory_and_mrp/quality/alert/alert_mo.rst # /* --> alert/* (#469)
|
||||
|
@ -215,3 +217,6 @@ applications/general/odoo_basics/users.rst applications/general/users.rst
|
|||
applications/general/odoo_basics/choose_language.rst applications/general/users/language.rst # odoo_basics/choose_language -> users/language
|
||||
|
||||
applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/*
|
||||
|
||||
applications/sales/subscriptions/configuration/subscription_products.rst applications/sales/subscriptions.rst # /subscriptions/configuration/subscription_products -> subscription
|
||||
applications/sales/subscriptions/configuration/subscription_templates.rst applications/sales/subscriptions.rst # /subscriptions/configuration/subscription_templates -> subscription
|
||||
|
|