8460cbc372
closes odoo/documentation#4419
X-original-commit: e650e86173
Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
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=====================
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Subscription products
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=====================
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By integrating closely with the Odoo *Sales* app, the *Subscriptions* app enables users to sell
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subscription products alongside regular sales products. While regular products are sold on a
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one-time basis, subscription products are sold on a renewing basis, generating recurring revenue.
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In Odoo, subscription products are also called *recurring* products.
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Configure recurrence periods
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============================
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To get started with subscriptions, first make sure that the *recurrence periods* are configured as
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needed.
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Recurrence periods are the time periods in which subscriptions renew. They designate how often the
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customer pays for (and receives) subscription products.
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To configure recurrence periods, go to :menuselection:`Subscriptions --> Configuration -->
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Recurrence Periods`.
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The *Subscriptions* app comes with some basic recurrence periods already configured: Daily, Monthly,
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Quarterly, Weekly, Yearly, 3 Years, and 5 Years. These can be edited as needed, and any number of
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new recurrence periods can be added.
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To create a new recurrence period, click :guilabel:`New` on the recurrence periods dashboard. Then,
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type in the :guilabel:`Name` and :guilabel:`Duration` of the recurrence period, and select the
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:guilabel:`Unit` that defines the duration.
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.. example::
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To create a recurrence period for a subscription that will renew every two weeks, set the
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:guilabel:`Duration` to `2` and the :guilabel:`Unit` to `Weeks`.
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.. image:: products/recurrence-period-form.png
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:align: center
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:alt: A recurrence period of 2 weeks.
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Configure the product form
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==========================
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To create a new subscription product, navigate to the :menuselection:`Subscriptions` app. Then go to
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:menuselection:`Subscriptions --> Products`, and click :guilabel:`New` to create a new product.
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Enter a :guilabel:`Product Name`.
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The :guilabel:`Product Type` for the new product is automatically set to :guilabel:`Service`.
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Subscription products can be set to other types as well; however, they currently *cannot* be set to
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:guilabel:`Storable Product`.
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The new product automatically has the :guilabel:`Recurring` checkbox activated. This enables Odoo to
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recognize it as a subscription product. Be sure to leave the :guilabel:`Recurring` and
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:guilabel:`Can be Sold` options enabled.
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.. image:: products/recurring-product-form.png
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:align: center
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:alt: The "Recurring" checkbox on the product form.
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Time-based pricing
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------------------
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Next, configure the :guilabel:`Time-based pricing` tab on the product form.
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Click :guilabel:`Add a price` to begin defining recurring prices. In the :guilabel:`Period` column,
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select a recurrence period. In the :guilabel:`Price` column, enter the price for that recurrence
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period.
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.. note::
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:guilabel:`Daily` and :guilabel:`Hourly` periods cannot be used on recurring products.
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Add as many lines as needed to the :guilabel:`Time-based pricing` table.
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.. note::
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An existing product can be made into a subscription product simply by marking it as
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:guilabel:`Recurring` and configuring :guilabel:`Time-based pricing` on the product form.
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A subscription product can still be sold as a regular product by adding it to a quotation and
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*not* selecting a :guilabel:`Recurrence` on the quotation.
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Pricelists
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~~~~~~~~~~
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Use :doc:`pricelists </applications/sales/sales/products_prices/prices/pricing>` with subscription
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products to give special pricing to customers included in pricelists. This can be configured either
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in the :guilabel:`Time-based pricing` tab of the product form, or on the pricelist form in the
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*Sales* app.
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To create recurring price rules for specific pricelists in the :guilabel:`Time-based pricing` tab of
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the product form, select a pricelist in the :guilabel:`Pricelist` column.
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.. image:: products/pricelist-time-based-pricing.png
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:align: center
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:alt: Pricelists in the "Time-based pricing" tab of the product form.
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When pricelists are added to the :guilabel:`Time-based pricing` tab, the pricelist form in the
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*Sales* app is automatically updated.
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Time-based pricing rules can also be configured directly on the pricelist form. To do this, go to
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:menuselection:`Sales --> Products --> Pricelists` and select a pricelist (or click :guilabel:`New`
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to create a new pricelist). In the :guilabel:`Time-based rules` tab, click :guilabel:`Add a line`.
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Then, select a subscription product in the :guilabel:`Products` column, and select a recurrence
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period in the :guilabel:`Period` column. Enter a :guilabel:`Price` for that particular product and
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period. Add as many lines as needed.
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When :guilabel:`Time-based rules` are added to the pricelist form, the :guilabel:`Time-based
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pricing` tab of the product form is automatically updated.
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