b53427ddde
closes odoo/documentation#7433
X-original-commit: 6a7bc2d449
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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3.7 KiB
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88 lines
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===================
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Renew subscriptions
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===================
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The foundation of any subscription business model is recurring payments. That's when customers
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reliably pay a regular amount at specific intervals, in exchange for access to a subscription
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product or service.
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The renewal of a subscription is the process followed by customers when they willingly choose to
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continue their participation (and payment) for a subscription product or service.
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Subscribers experience the renewal process at different intervals -- weekly, monthly, annually, etc.
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-- depending on the duration of the agreed-upon contract.
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Most companies that offer subscriptions prefer to automate the renewals process for customers, but,
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in some cases, manual subscription renewals are still used.
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With the Odoo *Subscriptions* application, a company can manage all of their subscriptions in one
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place. Renewals can be processed automatically or manually, include additional products or upsells
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per renewal order, and be filtered in batch views to quickly locate customers who need to renew
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their subscriptions.
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Subscription renewals
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=====================
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In order to renew a subscription, a quotation with a subscription product **must** be confirmed,
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with a configured :guilabel:`Recurring Plan` selected, which turns it into a sales order.
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.. note::
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- Only a singular product is required.
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- A subscription service is still a product (albeit a digital, recurring one)
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Then, that sales order needs to be confirmed, and payment from the customer for the initial
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subscription has to be invoiced and registered.
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When those steps are complete, an :guilabel:`In Progress` tag is applied to the sales order form,
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and a series of buttons appear at the top of the sales order -- including a button titled,
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:guilabel:`Renew`.
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.. image:: renewals/renew-button.png
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:align: center
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:alt: Renew button on subscription sales order with Odoo Subscriptions.
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When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation,
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complete with a :guilabel:`Renewal Quotation` tag.
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.. image:: renewals/renewal-quotation.png
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:align: center
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:alt: Renewal quotation in the Odoo Subscriptions application.
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From here, a standard sales flow can occur in order to confirm the quotation. This typically begins
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by clicking :guilabel:`Send by Email`. This sends a copy of the quotation to the customer, by email,
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for them to confirm, and eventually, pay for.
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.. note::
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In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is
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the renewal of the subscription from the original sales order.
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Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales order, and a
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:guilabel:`Sales History` smart button appears at the top of the page.
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.. image:: renewals/sales-history-smart-button.png
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:align: center
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:alt: Sales History smart button in the Odoo Subscriptions application.
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When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page,
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showcasing the different sales orders attached to this subscription, along with their individual
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:guilabel:`Subscription Status`.
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.. image:: renewals/sales-history-page.png
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:align: center
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:alt: Renewal quotation in the Odoo Subscriptions application.
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Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an :guilabel:`MRR` smart button
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also appears at the top of the sales order.
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.. image:: renewals/mrr-smart-button.png
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:align: center
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:alt: MRR smart button in the Odoo Subscriptions application.
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When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue
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related to this specific subscription.
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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- :doc:`products`
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