84 lines
3.8 KiB
ReStructuredText
84 lines
3.8 KiB
ReStructuredText
==============================================
|
|
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
|
|
|
|
<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>The only limit is
|
|
your imagination.</b> </div>
|
|
|
|
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:: media/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:: media/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:: media/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:: media/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`
|