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[REM] subscriptions: deprecate plans doc
closes odoo/documentation#14192
closes odoo/documentation#14226
X-original-commit: f335b0829a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Zachary Straub (ZST)
@@ -96,14 +96,6 @@ Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` can be
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simultaneously, in which case the customer must provide **both** a signature **and** a payment to
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confirm an order.
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In the :guilabel:`Recurring Plan` field, choose from a variety of pre-configured amounts of time
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(e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`, etc.) to designate how often this quotation
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template should occur.
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.. note::
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The :guilabel:`Recurring Plan` field **only** applies to subscription plans. For more
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information, check out the documentation on :doc:`../../subscriptions/plans`.
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Lines tab
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---------
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@@ -15,29 +15,29 @@ for recurring billing. The app integrates with other Odoo modules such as **Invo
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.. cards::
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.. card:: Subscription plans
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:target: subscriptions/plans
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:large:
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Customize subscription plan templates tailored to various product offerings
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.. card:: Renew a subscription
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:target: subscriptions/plans
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:target: subscriptions/renewals
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:large:
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Understand the core management activity for subscriptions
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.. card:: Upsell a subscription
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:target: subscriptions/plans
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:target: subscriptions/upselling
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:large:
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Offer more value for current subscribers on the same sales order
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.. card:: Integrate subscriptions with eCommerce
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:target: subscriptions/plans
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.. card:: Close a subscription
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:target: subscriptions/closing
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:large:
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Offer subscription products with an Odoo **eCommerce** app integration
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Customize subscription plan templates tailored to various product offerings
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.. card:: eCommerce integration
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:target: subscriptions/ecommerce
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:large:
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Offer subscription products through your Odoo eCommerce store
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.. seealso::
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- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
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@@ -288,7 +288,6 @@ tab, under the :guilabel:`SALES` section.
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:titlesonly:
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subscriptions/ecommerce
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subscriptions/plans
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subscriptions/upselling
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subscriptions/renewals
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subscriptions/closing
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@@ -20,8 +20,6 @@ customer portal.
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:align: center
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:alt: The Closable option on a recurring plan form in Odoo Subscriptions.
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.. seealso::
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:doc:`Configure recurring plans <plans>`
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Close a subscription
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====================
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@@ -103,4 +101,3 @@ In addition, the specified :guilabel:`Close Reason` appears on the subscription
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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@@ -1,102 +0,0 @@
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==================
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Subscription plans
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==================
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*Subscription plans* are :doc:`quotation templates
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<../sales/sales_quotations/quote_template>` used to preconfigure quotations with
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subscription products. Use subscription plans to quickly create subscription orders.
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Configure subscription plans
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============================
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To configure subscription plans, go to :menuselection:`Subscriptions --> Configuration --> Plans`.
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Then, click :guilabel:`New` to create a new plan, or select an existing plan to edit it.
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Since the Odoo *Subscriptions* app is integrated closely with the *Sales* app, subscription plans
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use the same form as quotation templates.
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.. image:: plans/subplan-quotation-template.png
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:align: center
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:alt: Subscription plan (quotation template) configuration form.
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The subscription plan form contains the following options:
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- :guilabel:`Name`: Enter a name for the subscription plan at the top of the page.
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- :guilabel:`Quotation expires after`: Enter the number of days after which the quotation expires,
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starting from the day the quotation is sent to the customer. Leave this field at zero for the
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quotation to never expire.
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- :guilabel:`Online Confirmation`: Check the boxes next to :guilabel:`Signature` or
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:guilabel:`Payment` to enable the customer to confirm their subscription order by signing or
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paying for the quotation. Enable both to leave the choice to the customer. Enable neither to only
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confirm the quotation in the backend.
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- :guilabel:`Confirmation Mail`: Select an :doc:`email template
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</applications/general/companies/email_template>` for the confirmation email that is
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automatically sent to the customer after the quotation is confirmed. Leave this field blank to
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send nothing.
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- To create a new email template, enter a name for the template, then click :guilabel:`Create and
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edit`.
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- To edit an existing email template, select one from the drop-down menu, then click on the
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:guilabel:`Internal link` arrow at the end of the line.
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- :guilabel:`Recurrence`: Select the recurrence period used for the plan. The recurrence periods
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available here are the same ones that are configured in :menuselection:`Subscriptions -->
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Configuration --> Recurrence Periods`.
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Selecting a :guilabel:`Recurrence` turns the quotation template into a subscription plan and enables
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the following additional options:
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- :guilabel:`Duration`: Choose whether the subscription plan has no end date (:guilabel:`Forever`)
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or a :guilabel:`Fixed` duration.
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- If the duration is :guilabel:`Forever`, then the subscription plan will continually renew until
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either the customer or the company manually ends the subscription.
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- If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` date, which determines
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the amount of time after which the subscription will automatically end.
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- :guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription
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from the :doc:`customer portal
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</applications/websites/ecommerce/customer_accounts>`.
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- :guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past*
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the due date are automatically closed.
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- :guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this
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subscription plan are recorded. Leave this field blank to use the sales journal with the lowest
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sequence.
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.. image:: plans/subplan-recurrence.png
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:align: center
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:alt: Subscription plan with Recurrence selected.
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In the :guilabel:`Lines` tab, create the order lines for the quotation. Click :guilabel:`Add a
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product`, select a product to include in the plan, and then enter the :guilabel:`Quantity` and
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:guilabel:`Unit of Measure`. Add as many products as desired to the order lines.
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In the :guilabel:`Optional Products` tab, enter any optional products that the customer can add to
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their quotation before confirming the order.
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If the subscription plan has unique :doc:`terms and conditions
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</applications/finance/accounting/customer_invoices/terms_conditions>`, add them in the
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:guilabel:`Terms & Conditions` tab. If terms conditions are specified on a plan, these will be used
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instead of the default terms and conditions set up in the *Sales* app settings.
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.. image:: plans/subplan-terms-conditions.png
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:align: center
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:alt: Subscription plan Terms & Conditions tab.
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Use subscription plans on quotations
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====================================
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Quotations for subscription products can be created in both the *Subscriptions* app and the *Sales*
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app.
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From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to create a new quotation. Then,
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select a subscription plan in the :guilabel:`Subscription Plan` field.
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The :guilabel:`Recurrence`, products, and other information from the plan are automatically filled
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in. The quotation can then be modified further as needed.
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From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new quotation. Then, select
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a subscription plan in the :guilabel:`Quotation Template` field.
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All subscription orders will appear on the :guilabel:`Subscriptions` dashboard regardless of whether
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they were created in the *Subscriptions* app or the *Sales* app.
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@@ -126,4 +126,3 @@ 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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@@ -401,4 +401,3 @@ Analysis` reporting page are:
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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@@ -184,4 +184,3 @@ For example, if the next invoice date is July 1st, and the :guilabel:`Automatic
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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@@ -105,4 +105,3 @@ Status`.
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`plans`
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@@ -116,6 +116,7 @@ applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/p
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applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst applications/sales/point_of_sale/payment_methods/terminals.rst # terminals/vantiv --> terminals
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applications/sales/subscriptions/payment_providers/wire_transfer.rst applications/finance/payment_providers/wire_transfer.rst
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applications/sales/subscriptions/payment_providers/sdd.rst applications/finance/payment_providers/sdd.rst
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applications/sales/subscriptions/plans.rst applications/sales/subscriptions.rst # subscriptions/plans --> subscriptions
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# applications/services
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