108 lines
4.3 KiB
ReStructuredText
108 lines
4.3 KiB
ReStructuredText
===================
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Close subscriptions
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===================
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Odoo *Subscriptions* provides flexibility for businesses to decide whether customers can self-manage
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their subscriptions, or restrict that ability entirely.
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Configuration
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=============
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Start by navigating to :menuselection:`Subscriptions app --> Configuration --> Recurring Plans`.
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From there, either create a new plan by clicking :guilabel:`New` or select an existing one to modify
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it.
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Once on the :guilabel:`Recurring Plans` form, enable the :guilabel:`Closable` option, in the
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:guilabel:`Self-Service` section, to allow customers to close their own subscriptions using the
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customer portal.
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.. image:: closing/recurring-plans-closable-option.png
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:align: center
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:alt: The Closable option on a recurring plan form in Odoo Subscriptions.
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.. seealso::
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:doc:`Configure recurring plans <plans>`
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Close a subscription
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====================
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Administrator view
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------------------
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After a quotation for a subscription product has been confirmed, it becomes a sales order, and the
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subscription status changes to :guilabel:`In Progress`.
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At that point, the ability to close the subscription becomes available, via the :guilabel:`Close`
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button at the top of the subscription order, near the row that contains :guilabel:`In Progress` and
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other stages. This option is also available after the order has been invoiced and the payment has
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been registered.
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.. image:: closing/close-subscriptions-administrator.png
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:align: center
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:alt: Close subscription from an administration point of view with Odoo Subscriptions.
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Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` pop-up window to appear,
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allowing administrators to input the reason for closing the subscription, or choose from the
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drop-down menu of options in the :guilabel:`Reason` field.
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.. image:: closing/close-reason-popup.png
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:align: center
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:alt: The Close Reason pop-up when the Close button is clicked in Odoo Subscriptions.
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When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit` button.
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Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window updates the subscription
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sales order to show :guilabel:`Churned` status tag, along with the specified :guilabel:`Close
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Reason`.
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.. image:: closing/churned-sales-order.png
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:align: center
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:alt: A churned sales order for a closed subscription in Odoo Subscriptions.
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That same close reason can be found in the *Chatter* of the sales order, as well.
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.. image:: closing/churned-sales-order-chatter.png
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:align: center
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:alt: The chatter of a churned sales order for a closed subscription in Odoo Subscriptions.
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Customer view
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-------------
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.. note::
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As an administrator, the ability to visualize what customers see when managing their
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subscriptions is accessible via the :guilabel:`Preview` button, located at the top of the
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subscription sales order.
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From the customer's point of view, in the customer portal, the :guilabel:`Close Subscription` button
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is located on the left side of the sales order.
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.. image:: closing/close-subscription-button-customer-view.png
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:align: center
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:alt: Close subscription button on a customer's view of a sales order in Odoo Subscriptions.
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When the customer clicks the :guilabel:`Close Subscription` button, a :guilabel:`Close Subscription`
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pop-up window appears, in which the customer has to choose from a select list of reasons why they
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are choosing to close the subscription.
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.. image:: closing/close-subscription-customer-pov.png
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:align: center
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:alt: The close subscription pop-up window customers see when closing a subscription.
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.. note::
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Customers can *only* chose a pre-configured reason why the subscription is being closed. They can
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*not* enter a custom reason from the customer portal. These selections can be adjusted by
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navigating to :menuselection:`Subscriptions --> Configuration --> Close Reasons`.
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Once the customer has chosen a close reason, they would click the :guilabel:`Submit` button on the
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pop-up window.
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Upon closure, the subscription order in the customer portal is tagged as :guilabel:`Closed`.
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In addition, the specified :guilabel:`Close Reason` appears on the subscription order in the
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*Subscriptions* app in the backend (Administrator's view).
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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- :doc:`products`
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