83e4b6c816
This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. This commit improves the structure of the "Subscriptions" app: - it removes a useless "configuration" category and moves its two docs to the top-level TOC page - it adds a brief explanation at the "app" level, including links to relevant docs task-2535899
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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 :doc:`Subscription Templates and Subscription Products <../../subscriptions>`
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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:: media/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:: media/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:: media/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:: media/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`
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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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