83 lines
4.0 KiB
ReStructuredText
83 lines
4.0 KiB
ReStructuredText
====================
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Renew a subscription
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====================
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The key feature of a subscription business model is the recurring nature of payments. In this model,
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customers pay a recurring amount in exchange for access to a product or a service.
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.. raw:: html
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>The renewal of a
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subscription is the process followed by each customer when willing to pursue a
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subscription.</b> </div>
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Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on
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the duration of the contract. Most subscription companies choose to automate their renewal processes
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but, in some cases, manual subscription renewals are still the preferred option.
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With **Odoo Subscriptions**, you can have all your subscriptions in one application, suggest an
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automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all
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your subscriptions and easily find those to renew (with the help of the tag *To renew*).
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Renew your first subscription
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=============================
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Before renewing a subscription, be sure to check out our documentation on how to
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:doc:`Create a quotation <../../subscriptions/sales_flow/create_a_quotation>` using subscription
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products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is
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automatically created. Therefore, this subscription has the status *In progress*. From there, you
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have the possibility to renew the subscription. In the Other Info tab, underneath the To Renew
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section, you can activate the *To renew* option. When activated, a yellow tag automatically appears
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in the upper right corner of the subscription.
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.. image:: media/renew-your-subscription.png
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:align: center
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:alt: Renew your subscription with Odoo Subscriptions
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.. important::
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The *To renew* tag is automatically ticked when a payment fails. This indicator also appears
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on the customer portal. To visualize that, you just have to click on the *Customer preview*
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button. The tag *To renew* appears on the top right corner.
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.. image:: media/customer-preview-of-a-renewal.png
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:align: center
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:alt: Customer preview of a renewal with Odoo Subscriptions
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When a subscription needs to be renewed, you have the possibility to use a new button called
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*Renewal quotation*. By clicking on it, a new quotation is created. From there, start a basic sales
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flow allowing you to send the quotation by email to your customers or to confirm it. It is better to
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first *Send by email* the quotation to your customers in order to have their confirmation and, then,
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*Confirm* it in **Odoo Sales**.
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.. note::
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In the Chatter of this new quotation, it is mentioned that "This renewal order has been created
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from the previous subscription". Once confirmed by your customers, this quotation becomes a
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sales order and a new sale is mentioned in the upper right corner of the subscription.
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.. image:: media/renew-a-quotation.png
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:align: center
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:alt: Renew a quotation with Odoo Subscriptions
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By clicking on the *Sales* button, you have a summary of your sales orders in a list view.
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The only difference between your two quotations is the description underneath the
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*Subscription Management* category. There, you can easily visualize which one is your renewal.
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.. image:: media/subscription-management-category.png
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:align: center
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:alt: Renewal as Subscription Management form in Odoo Subscriptions
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Visualize your subscriptions to renew
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=====================================
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Finally, if you want to visualize all your subscriptions and easily find those to renew, you can go
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to your *Subscriptions dashboard* and use the filter *To renew*.
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.. image:: media/subscriptions-dashboard-with-the-to-renew-filter.png
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:align: center
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:alt: List view of all subscriptions and use of the filter to renew in Odoo Subscriptions
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_templates`
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- :doc:`../../subscriptions/configuration/subscription_products`
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- :doc:`../../subscriptions/sales_flow/create_a_quotation`
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