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This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8061 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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==================
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Subscription plans
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==================
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*Subscription plans* are :doc:`quotation templates
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</applications/sales/sales/send_quotations/quote_template>` used to preconfigure quotations with
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subscription products. Use subscription plans to quickly create subscription orders.
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Configure subscription plans
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============================
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To configure subscription plans, go to :menuselection:`Subscriptions --> Configuration --> Plans`.
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Then, click :guilabel:`New` to create a new plan, or select an existing plan to edit it.
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Since the Odoo *Subscriptions* app is integrated closely with the *Sales* app, subscription plans
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use the same form as quotation templates.
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.. image:: plans/subplan-quotation-template.png
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:align: center
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:alt: Subscription plan (quotation template) configuration form.
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The subscription plan form contains the following options:
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- :guilabel:`Name`: Enter a name for the subscription plan at the top of the page.
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- :guilabel:`Quotation expires after`: Enter the number of days after which the quotation expires,
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starting from the day the quotation is sent to the customer. Leave this field at zero for the
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quotation to never expire.
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- :guilabel:`Online Confirmation`: Check the boxes next to :guilabel:`Signature` or
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:guilabel:`Payment` to enable the customer to confirm their subscription order by signing or
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paying for the quotation. Enable both to leave the choice to the customer. Enable neither to only
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confirm the quotation in the backend.
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- :guilabel:`Confirmation Mail`: Select an :doc:`email template
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</applications/general/companies/email_template>` for the confirmation email that is
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automatically sent to the customer after the quotation is confirmed. Leave this field blank to
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send nothing.
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- To create a new email template, enter a name for the template, then click :guilabel:`Create and
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edit`.
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- To edit an existing email template, select one from the drop-down menu, then click on the
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:guilabel:`Internal link` arrow at the end of the line.
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- :guilabel:`Recurrence`: Select the recurrence period used for the plan. The recurrence periods
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available here are the same ones that are configured in :menuselection:`Subscriptions -->
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Configuration --> Recurrence Periods`.
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Selecting a :guilabel:`Recurrence` turns the quotation template into a subscription plan and enables
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the following additional options:
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- :guilabel:`Duration`: Choose whether the subscription plan has no end date (:guilabel:`Forever`)
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or a :guilabel:`Fixed` duration.
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- If the duration is :guilabel:`Forever`, then the subscription plan will continually renew until
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either the customer or the company manually ends the subscription.
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- If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` date, which determines
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the amount of time after which the subscription will automatically end.
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- :guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription
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from the :doc:`customer portal
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</applications/websites/ecommerce/ecommerce_management/customer_accounts>`.
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- :guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past*
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the due date are automatically closed.
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- :guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this
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subscription plan are recorded. Leave this field blank to use the sales journal with the lowest
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sequence.
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.. image:: plans/subplan-recurrence.png
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:align: center
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:alt: Subscription plan with Recurrence selected.
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In the :guilabel:`Lines` tab, create the order lines for the quotation. Click :guilabel:`Add a
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product`, select a product to include in the plan, and then enter the :guilabel:`Quantity` and
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:guilabel:`Unit of Measure`. Add as many products as desired to the order lines.
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In the :guilabel:`Optional Products` tab, enter any optional products that the customer can add to
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their quotation before confirming the order.
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If the subscription plan has unique :doc:`terms and conditions
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</applications/finance/accounting/customer_invoices/terms_conditions>`, add them in the
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:guilabel:`Terms & Conditions` tab. If terms conditions are specified on a plan, these will be used
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instead of the default terms and conditions set up in the *Sales* app settings.
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.. image:: plans/subplan-terms-conditions.png
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:align: center
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:alt: Subscription plan Terms & Conditions tab.
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Use subscription plans on quotations
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====================================
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Quotations for subscription products can be created in both the *Subscriptions* app and the *Sales*
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app.
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From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to create a new quotation. Then,
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select a subscription plan in the :guilabel:`Subscription Plan` field.
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The :guilabel:`Recurrence`, products, and other information from the plan are automatically filled
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in. The quotation can then be modified further as needed.
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From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new quotation. Then, select
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a subscription plan in the :guilabel:`Quotation Template` field.
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All subscription orders will appear on the :guilabel:`Subscriptions` dashboard regardless of whether
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they were created in the *Subscriptions* app or the *Sales* app.
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