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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Create a quotation using subscription products
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==============================================
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Selling a digital product or service gives instant gratification. However, you have to work hard for
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a new customer to make a purchase. It costs time and money. By convincing customers to sign up for a
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subscription, you maximize your income and streamline your cash flow. You can sell any type of
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product or service through a subscription business model.
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.. raw:: html
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>The only limit is
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your imagination.</b> </div>
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Here is a scenario using **Odoo Subscriptions** to create a quotation including subscription
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products.
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Create your first quotation
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===========================
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Before creating your first quotation, be sure to check out our documentation on how to create and
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manage your own
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:doc:`Subscription templates <../../subscriptions/configuration/subscription_templates>`
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and on how to add
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:doc:`Subscription products <../../subscriptions/configuration/subscription_products>`
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to your templates.
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.. important::
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These steps are **mandatory** to make a basic sales flow using **Odoo Subscriptions**.
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Go to **Odoo Sales** and create a new quotation. Then, choose a customer and add a product.
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Be careful to select a product that you previously configured as a *Subscription product*.
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.. image:: create_a_quotation/create-a-quotation-using-subscription-products.png
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:align: center
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:alt: View of a quotation form in Odoo Sales
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When your quotation is ready, you have the possibility to send it to your customers or to confirm
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it. It is better to first *Send by email* the quotation to your customers to have their confirmation
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and, then, *Confirm* it in **Odoo Sales**. By clicking on *Customer preview*, you have an idea of
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what your customers will see when receiving your quotation.
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.. image:: create_a_quotation/customer-preview-of-a-quotation-using-subscription-products.png
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:align: center
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:alt: Customer preview of a quotation form in Odoo Sales
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From there, your customers have three choices: *Sign & Pay* the quotation, give you a *Feedback* or
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*Reject* the quotation. It appears that they are very happy and accept the option *Sign & Pay*.
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Then, they have to validate the order with a signature and by choosing a payment method. When it is
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done, you can check out the quotation in **Odoo Sales** and *Confirm* it.
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Manage your subscriptions from your SO
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======================================
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Once confirmed, the quotation becomes a sales order and a new button appears, *Subscriptions*.
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Indeed, a subscription is automatically created.
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.. image:: create_a_quotation/manage-your-subscriptions-from-your-sales-order.png
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:align: center
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:alt: Quotation form in Odoo Sales with a button "Subscriptions"
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By clicking on the *Subscriptions* button, you can see that the status of the subscription is
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*In progress*. From there, you will have three options:
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:doc:`Renew <../../subscriptions/sales_flow/renewals>`,
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:doc:`Close <../../subscriptions/sales_flow/closing>` or
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:doc:`Upsell <../../subscriptions/sales_flow/upselling>` your subscription.
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.. image:: create_a_quotation/use-of-the-subscriptions-button-in-odoo-sales.png
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:align: center
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:alt: Use of the intelligent button "Subscriptions" in Odoo Sales
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In the top-right corner, you can see the status of the subscription. When a subscription is new and
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created from **Odoo Subscriptions**, the status is *Draft*. When a sales order has been validated,
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the status is *In progress*. Finally, when a customer decides to close his subscription, the status
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becomes *Closed*.
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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/renewals`
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- :doc:`../../subscriptions/sales_flow/closing`
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- :doc:`../../subscriptions/sales_flow/upselling`
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