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85 lines
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=====================
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Upsell a subscription
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=====================
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Subscriptions are recurrent and go on indefinitely. As time passes by, our customers may want to
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modify them. We must then be able to adapt the prices or change the products’ quantities to
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accommodate their needs. Two situations can happen:
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1. **Loyal customers:** This kind of customers already trust you as a brand. Therefore, you are
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confident regarding what you offer since they keep paying for your products and services.
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Consequently, it is easier to sell them something additional than it would be to a
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new customer.
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2. **New customers:** For this kind of customers, you have to come with something new, something
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attractive. What about discounts? Typically, every subscription ends after a certain given time.
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Making these types of offers for new customers strengthens your relationships with them and also
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increases their retention.
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.. raw:: html
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Upselling can make
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a subscription last longer!</b> </div>
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Configuration
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=============
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As previously explained, to upsell a subscription to new customers, it is recommended to offer
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*Discounts*. To activate this option, go to :menuselection:`Sales --> Configuration --> Settings` and,
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under the *Pricing* category, you have the possibility to grant discounts on sales order lines.
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.. image:: media/configuration-to-upsell-a-subscription.png
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:align: center
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:alt: Activation of the discount option in Odoo Sales
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Upsell your first subscription
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==============================
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Before upselling 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 upsell your subscription.
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.. image:: media/upsell-your-subscription.png
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:align: center
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:alt: Upsell your subscription with Odoo Subscriptions
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By using the smart button *Upsell*, you are able to create a new quotation with new subscription
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products and send it to your customers for approval.
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.. image:: media/use-of-the-upsell-button-in-odoo-sales.png
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:align: center
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:alt: Add products to your subscription via the upsell option in Odoo Subscriptions
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.. important::
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When the quotation is confirmed by your customers, the products are added to the initial
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subscription. Quotation prices are, then, prorated to the remaining time of the current invoicing
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period.
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Of course, before sending this new quotation to your customers, you can change the unit price, taxes,
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and, even the discount you want to offer. The smart button *Customer preview* is useful for mimicking
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the customer's reaction. In this case, we can confidently say that the customer will *Sign and pay*
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this new quotation. When it is done, you have to go back in edit mode, confirm the quotation, and
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click on the smart button *Subscriptions* to visualize all updates. From there, you can see that an
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additional line has been added to the subscription with the new extra service the customer wanted to
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purchase.
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.. image:: media/subscriptions-updates.png
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:align: center
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:alt: Visualize all your subscriptions updates with Odoo Subscriptions
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In addition, by clicking on the *Sales* button, you have a summary of your sales orders in a list
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view.
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.. image:: media/sales-order-updates.png
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:align: center
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:alt: List view of all sales orders created for a subscription
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The only difference between your two sales orders is the description underneath the
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*Subscription Management* category. There, you can easily visualize which one is your upselling.
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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` |