4649c3f8d1
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2067
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====================
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Close a subscription
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====================
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Losing a customer is always difficult, especially if you put a lot of effort into getting them to
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sign up for your products/services. However, many companies come up with dubious methods to reduce
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the probability of this happening.
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.. raw:: html
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>What is the right
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way to go?</b> </div>
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1. If you adopt such methods, you are among companies that actively and indirectly spread the
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phobia of subscriptions, who do not think about how negatively dissatisfied customers could impact
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their business and, who frustrate the customers in a way or another. However, at some point, it is
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understandable that you do not want your customers to be involved in your subscription status.
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2. If you do not adopt such methods, you are among companies that continue to evolve in a
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long-term subscription business model, especially in an era of ultra-fast communications between
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dissatisfied customers, and who retain their customers by making it easier for them to leave if
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they want to. By giving them the opportunity to close their own subscriptions, your customers do
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not feel trapped because they subscribed to your products/services.
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In summary, the **Odoo Subscriptions** application gives you the
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**possibility to choose what you want to apply**. Indeed, you can decide whether to give your customers the
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option to close their subscriptions whenever they want to or to restrict this possibility. It depends
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on you and we will show you how to do that in our amazing application.
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Configuration
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=============
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Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. From there, you can
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create a new *Subscription template* or modify an existing one. When editing your template, underneath
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the Invoicing tab, you have the possibility to activate the option *Closable by customer*.
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Once enabled, this option gives your customers the right to close their own subscriptions.
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.. image:: closing/configuration-to-close-your-subscriptions.png
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:align: center
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:alt: Configuration to close your subscription with Odoo Subscriptions
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.. note::
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Be sure to check out our documentation on
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how to :doc:`Use subscription templates <../../subscriptions/configuration/subscription_templates>`
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to fully understand the importance of this feature in a basic flow using the
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**Odoo Subscriptions** application.
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Close your first subscription
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=============================
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Administrator view
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------------------
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Once confirmed, a quotation becomes a sales order and a new subscription is automatically created.
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Therefore, this subscription has the status *In progress*. From there, you have the possibility to
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close the subscription.
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.. image:: closing/close-your-subscriptions-as-an-administrator.png
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:align: center
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:alt: Close your subscription from an administration point of view with Odoo Subscriptions
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By using the smart button *Close*, you have to enter a close reason. For example, "Subscription too
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expensive", "Subscription does not meet my requirements", "Subscription reached its end date", etc.
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Immediately after confirming your close reason, you can observe that the status of the subscription
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is now *Closed* and that the close reason is mentioned on the subscription.
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.. image:: closing/use-of-close-reasons.png
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:align: center
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:alt: What happens when you close your subscription with Odoo Subscriptions?
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Customer view
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-------------
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As previously explained in the *Administrator view* part, from the subscription form, you also have
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the possibility to visualize what your customers see when managing their subscriptions thanks to the
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*Customer preview* button. In this example, the customer has the choice to close his/her subscription
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whenever he/she wants to, due to the *Close Subscription* button.
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.. image:: closing/close-your-subscriptions-as-a-customer.png
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:align: center
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:alt: Close your subscription from a customer point of view with Odoo Subscriptions
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By using this button, the customer can specify the reason for cancelling his/her subscription and
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he/she can even leave a message.
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.. image:: closing/use-of-close-reasons-as-a-customer.png
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:align: center
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:alt: What happens when customers close their subscription with Odoo Subscriptions?
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By confirming the cancellation, the customer is redirected to his/her portal. The administrator is
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informed of this modification. Indeed, the status of the subscription becomes *Closed* and a note
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appears in the chatter with the new stage, the end date, the close reason, and the closing text
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added by the customer.
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.. image:: closing/chatter-history-when-a-customer-closes-a-subscription.png
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:align: center
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:alt: What happens when customers close their subscription in Odoo Subscriptions?
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.. note::
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Before closing a subscription, check out our documentation on how to
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:doc:`Create a quotation using subscription products <../../subscriptions/sales_flow/create_a_quotation>`
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to understand how subscriptions are managed in the **Odoo Subscriptions** application.
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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` |