91c20a2c03
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#2026
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==========================
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Use subscription templates
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==========================
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The subscription business model is becoming more popular. Are you wondering why?
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- For **customers**, value lies in **convenience**:
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- Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew
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their orders every month, which gives them the assurance that they will have everything they
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need before they actually need it.
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- Subscriptions help customers stay on budget.
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- For **businesses**, value lies in the **ability to predict recurring revenue**:
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- Subscriptions reduce customer churn rate and significantly increase customer retention.
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- Subscriptions provide much higher payment security for your business. They stabilize and
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maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your
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business.
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.. raw:: html
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Simplicity.
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Higher customer retention. Opportunities for marketing. Business consistency. Better cash flow
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management.</b> </div>
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**Odoo Subscriptions** help you save time and money. Subscription templates can help you generate
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recurring invoices and manage renewals at a fast pace. With Odoo you have the possibility to create,
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edit, and manage your own subscription templates.
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Configuration
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=============
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Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. By default, Odoo
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suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription).
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You can also create your own ones.
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.. image:: subscription_templates/default-subscription-templates.png
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:align: center
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:alt: Default subscription templates on Odoo Subscriptions
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.. important::
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The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo Invoicing**
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as they work integrated.
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Create your first template
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==========================
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You can create a new template or edit an existing one. The first thing you need to do is give your
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template a name. After that, choose an *Invoicing period* and specify whether you would like to
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invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if
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the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time.
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Among the payment options, an additional field called *Invoice email* appears when you choose
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*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an
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invoice email template to your subscription templates.
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.. image:: subscription_templates/creation-of-subscription-templates.png
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:align: center
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:alt: Create your own subscription templates on Odoo Subscriptions
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For each template, you can also choose if you want your customers to be able to close their
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subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the
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*Group of subscription* and *Journal* options.
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.. note::
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On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is
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essential to set out important contractual points between the customers and the sellers (payment,
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refund policy, cancellation, complaints, etc.).
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.. image:: subscription_templates/terms-and-conditions-on-subscription-templates.png
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:align: center
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:alt: Terms & conditions on Odoo Subscriptions
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Finally, if you want to know the basic running health status of your subscriptions, you also have
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access to a specific tab called **Health Check**. There, you can edit and create your own
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filters to define what is a subscription in good health *vs* bad health. The system automatically
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summarizes all the records corresponding to these filters and you are able to manage them in one
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click.
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.. image:: subscription_templates/health-check-on-subscription-templates.png
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:align: center
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:alt: Health check on Odoo Subscriptions
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.. important::
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After creating your own subscription templates, be sure to check out our documentation on how to
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create, edit and manage your own
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:doc:`Subscription products <../../subscriptions/configuration/subscription_products>`,
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to complete the sales flow.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_products`
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