diff --git a/content/applications/sales/sales/products_prices/prices/pricing.rst b/content/applications/sales/sales/products_prices/prices/pricing.rst index 6d31db2dc..16eacc238 100644 --- a/content/applications/sales/sales/products_prices/prices/pricing.rst +++ b/content/applications/sales/sales/products_prices/prices/pricing.rst @@ -9,8 +9,8 @@ time periods, etc., and is useful for creating pricing strategies and optimizing Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order. -Pricelists configuration -======================== +Configuration +============= To enable pricelists in the Odoo **Sales** app, first navigate to :menuselection:`Sales app --> Configuration --> Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the @@ -147,9 +147,8 @@ From here, there are several configuration options: Recurring Prices tab -------------------- -Recurring prices are specifically used with :doc:`subscription products -<../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that -they will only apply to subscription products, or products with recurring prices enabled. +Time-based rules are used specifically with subscription products. Be sure to check out the Odoo +:doc:`Subscriptions ` documentation for more information. In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the :guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add @@ -213,8 +212,13 @@ The :guilabel:`Selectable` can be enabled to allow the customer to choose this p Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code` field. -.. image:: pricing/sales-pricelist-ecommerce.png - :alt: The Ecommerce tab in a pricelist configuration form. +Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for +customers to choose as they shop. If the :guilabel:`Selectable` box is left unticked, customers +**cannot** select this pricelist for themselves. + +Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. To add a code, type +in the desired promo code that, when entered during the checkout process, applies the pricelist to +the customer, even if the customer does not fall into the previously-specified criteria. Customer pricelist application ============================== diff --git a/content/applications/sales/sales/sales_quotations/quote_template.rst b/content/applications/sales/sales/sales_quotations/quote_template.rst index 6368fca06..5aa760389 100644 --- a/content/applications/sales/sales/sales_quotations/quote_template.rst +++ b/content/applications/sales/sales/sales_quotations/quote_template.rst @@ -7,8 +7,6 @@ Reusable quotation templates can be made in Odoo's **Sales** app for common prod By using these templates, quotations can be tailored and sent to customers at a quicker pace, without having to create new quotations from scratch every time a sales negotiation occurs. -.. _sales/send_quotations/templates: - Configuration ============= diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index 8f6262a87..15bb69f16 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -1,46 +1,267 @@ :show-content: +:hide-toc: ============= Subscriptions ============= -Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts -`, :doc:`upsell customers `, -keep the churn under control, and :doc:`generate reports -` on the main :abbr:`KPIs (Key Performance Indicators)`: -:abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn, -etc. +The Odoo **Subscriptions** app is designed to manage recurring revenue through subscription-based +products or services. It supports automated invoicing, renewal management, and customer lifecycle +tracking. + +Subscriptions can be created manually or automatically through online sales, with varying options +for recurring billing. The app integrates with other Odoo modules such as **Invoicing**, **CRM**, +**Sales**, and **Helpdesk** to support end-to-end subscription workflows. + +.. cards:: + + .. card:: Subscription plans + :target: subscriptions/plans + :large: + + Customize subscription plan templates tailored to various product offerings + + .. card:: Renew a subscription + :target: subscriptions/plans + :large: + + Understand the core management activity for subscriptions + + .. card:: Upsell a subscription + :target: subscriptions/plans + :large: + + Offer more value for current subscribers on the same sales order + + .. card:: Integrate subscriptions with eCommerce + :target: subscriptions/plans + :large: + + Offer subscription products with an Odoo **eCommerce** app integration .. seealso:: - `Odoo Tutorials: Subscriptions `_ - - :doc:`/applications/sales/subscriptions/products` - - :doc:`/applications/sales/subscriptions/ecommerce` - - :doc:`/applications/sales/subscriptions/plans` - - :doc:`/applications/sales/subscriptions/upselling` - - :doc:`/applications/sales/subscriptions/renewals` - - :doc:`/applications/sales/subscriptions/closing` - - :doc:`/applications/sales/subscriptions/automatic_alerts` - - :doc:`/applications/sales/subscriptions/scheduled_actions` - - :doc:`/applications/sales/subscriptions/reports` + +Set up recurring plans +====================== + +To get started with subscription products in Odoo, *recurring plans* (previously known as +*recurrence periods*) must first be configured. + +Recurring plans are the time windows in which subscriptions are active before they renew again. +While a subscription is active, customers receive products or services, and may also have access to +additional benefits such as support desk triage. In terms of payment, these recurring plans +designate how often the customer is charged in order to maintain the benefits of their subscription. + +To configure recurring plans, go to :menuselection:`Subscriptions app --> Configuration --> +Recurring Plans`. + +By default, the **Subscriptions** app includes a number of common recurring plans already available, +such as :guilabel:`Monthly` and :guilabel:`Yearly`. + +Create a new recurring plan by clicking :guilabel:`New` on the :guilabel:`Recurring Plans` +dashboard, to reveal a blank form where the plan :guilabel:`Name`, :guilabel:`DETAILS`, +:guilabel:`SELF-SERVICE` and :guilabel:`Pricing` field values are specified. + +.. image:: subscriptions/recurring-plan-blank-form.png + :alt: A blank recurring plan form in the Odoo Subscriptions application. + +.. important:: + The `Days` unit of measure *cannot* be used as a :guilabel:`Billing Period` for subscription + products. The daily recurrence period in Odoo is designated for rentals, and **cannot** be added + to subscription-based sales orders. + + This limitation is there to avoid sales orders that would generate daily invoices. + +DETAILS section +--------------- + +After giving the recurring plan a suitable :guilabel:`Name` (e.g. `Monthly`, `Bi-weekly`, +`Quarterly`, etc.), proceed to the form's :guilabel:`DETAILS` section to fill out the following +configuration fields: + +- :guilabel:`Billing Period`: determines the recurrence period of the recurring plan. Set the + numerical value in the text field and contextualize the quantity with a unit of time in the + corresponding drop-down menu, in :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`. +- :guilabel:`Automatic Closing`: a numerical value, in days, where the subscription is set to close + automatically if payment is not made. + + .. example:: + If a subscription is set to renew on the 1st of every month, and the :guilabel:`Automatic + Closing` value is set to `15` :guilabel:`Days`, then the subscription will close on the 16th of + that month if payment is not received. + +- :guilabel:`Align to Period Start`: optionally force new and recurring subscription renewal dates + under this plan to the first day of what is defined in the :guilabel:`Billing Period`. +- :guilabel:`Company`: optional assignment, if the database has :doc:`Multi-company + <../general/multi_company>` functionality enabled. Assigning this value will make the recurring + plan available for that company's location, specifically. +- :guilabel:`Invoice Email Template`: assigns a specific email template to be used in subscriptions + invoicing communications. The default assignment here is `Invoice: Sending` which contains various + dynamic fields that autopopulate specific variables across the :guilabel:`Subject` field and + :guilabel:`Content` tab, such as the customer's name, invoice number, total amount invoiced, etc. + + .. tip:: + Although this field is optional, it is recommended to use it since this type of communication + fulfills good business practices around price transparency, regular customer communication + (especially as it relates to charged amounts), and helps build contextual financial + documentation around recurring revenues. + + .. figure:: subscriptions/subscriptions-invoice-email-template.png + :alt: An email template in Odoo used to send subscriptions invoicing messages to customers. + + The `Invoice: Sending` email template is accessible by clicking the :icon:`fa-arrow-right` + (:guilabel:`Internal link`) that appears after hovering over the :guilabel:`Invoice Email + Template` drop-down field in the :guilabel:`Recurring Plans` form. + +SELF-SERVICE section +-------------------- + +The following optional fields enable customers to take administrative actions on their own +subscriptions. Enabling any of these options may decrease customer service request volume or +increase customer lifetime value (LTV). + +- :guilabel:`Closable`: checking this box will give customers the power to close their own + subscriptions. Consider enabling this option to reduce customer service requests and improve the + overall customer experience; customers that can manage their own subscriptions in this way helps + offload tedious tasks for sales and support teams, and reduces the likelihood of negative reviews. + + .. tip:: + Although this option is generally advisable to enable, sales teams with strong customer + offboarding processes may consider leaving this option unchecked in order to force an + interaction that might save the subscription or a different form of recurring revenue (such as + in the case of a lesser subscription or a new trial period with an alternative plan). + +- :guilabel:`Add Products`: allows customers to add new products or edit existing product quantities + to their recurring sales orders, thereby enabling customer-driven upselling. When enabled, + :doc:`Upsell quotations ` are generated in Odoo whenever a customer + performs a quantitative adjustment on their sales order product lines. + +- :guilabel:`Renew`: enabling this allows customers to manually create a :doc:`Renewal quotation + ` for their subscription. +- :guilabel:`Optional Plans`: adding values here from the drop-down field menu enables customers to + switch their subscription plans, in which case a new subscription quotation or renewal quote is + created to accommodate the change request. + +Pricing tab +----------- + +Make product-specific pricing adjustments, as part of the recurring plan, by adding them to the +:guilabel:`Pricing` tab order lines. Sequentially add the :guilabel:`Products`, along with any +respective :guilabel:`Product Variants`, and then assign a :guilabel:`Pricelist` (if available) and +a :guilabel:`Recurring Price`. + +.. note:: + Price rules that are added here take precedent over the default pricing information on the + subscription product's form. This is meant to accommodate deals, discounts, and similar pricing + adjustment strategies that would incentivize customers to purchase the recurring plan. + +Smart buttons +------------- + +At the top of the individual :guilabel:`Recurring Plans` form, are two smart buttons to aid in +navigating the recurring revenue sources attached to the plan: + +- :guilabel:`Subscriptions`: shows the number of active subscriptions sales orders that fall under + the recurring plan. Clicking the button leads to a tabled list view, where each row hyperlinks to + a respective subscriptions sales order. +- :guilabel:`Subscription Items`: lists all the individual recurring subscription services that are + active, in an itemized fashion. :guilabel:`Subscription` and :guilabel:`Customer` values will + repeat it the customer ordered multiple subscriptions on the same sales order. + +Product form configuration +========================== + +With recurring plans set up, create a subscription product by navigating to +:menuselection:`Subscriptions app --> Products --> Products`, and click either an existing product +to edit, or make a new one by clicking :guilabel:`New` to open up the subscription product's form. + +.. note:: + By default, the :guilabel:`Subscriptions` option is already enabled, prompting Odoo to recognize + it as a subscription product. Be sure to leave the :guilabel:`Subscriptions` and + :guilabel:`Sales` options enabled. + +.. image:: subscriptions/subscription-product-form.png + :alt: A basic subscription product form in Odoo Subscriptions application. + +On the product form, configure the following items in the :guilabel:`General Information` tab so the +subscription product will function correctly: + +- :guilabel:`Product type`: this value is typically set to a :guilabel:`Service`, however other + product types may be used depending on the purpose of the subscription (e.g., physical product box + subscriptions, eLearning course with supplemental physical goods, etc.). +- :doc:`Invoicing policy `: set this value to when the customer + should be charged for their subscription. +- :guilabel:`Unit of Measure`: how the product should be counted in Odoo, for stock purposes. For + most subscriptions, the :abbr:`UoM (Unit of Measure)` will be :guilabel:`Units`. +- :guilabel:`Sales Price`: enter the recurring cost of the subscription that the customer will pay + per recurrence period. + +Optionally set up information on the: + +- :guilabel:`Create on Order` field: this enables secondary actions in Odoo such as creating a new + :guilabel:`Task` in a chosen :guilabel:`Project` :icon:`fa-building-o`, :guilabel:`Event + Registration` or :guilabel:`Course Access`. If none of the selectable actions in this field's + drop-down menu are needed, then choose :guilabel:`Nothing` for the field' value. +- :doc:`Attributes & Variants ` tab if the subscription + contains multiple choices for customers (i.e. food delivery, tailored fashion boxes, etc.). +- :guilabel:`Purchase` tab if the product is sourced from a vendor, such as part of reseller + (retail) or subcontracting operations. + +In the :guilabel:`Recurring Prices` tab, clarify the pricing options for the subscription. For each +option available, click :guilabel:`Add a price rule` to add a new row. + +.. tip:: + Longer time :guilabel:`Recurring Plan` time periods are typically incentivized with cost savings. + Consider dropping the total :guilabel:`Recurring Price` values to offer customers a discount + while supporting the business's financial runway. + +Last, if the subscription is meant to be sold on the **eCommerce** website, click the +:icon:`fa-globe` :menuselection:`Go To Website` smart button and in the product page header, click +the gray slider from :guilabel:`Unpublished` to the green :guilabel:`Published` status. .. _subscriptions/quotations: -Subscription quotations -======================= +Create a subscriptions quotation +================================ + +Manually create a new customer subscription by navigating to either the :menuselection:`Sales` or +:menuselection:`Subscriptions` app dashboards, and then clicking :guilabel:`New`. + +.. note:: + Products that have been marked as :guilabel:`Subscriptions` on their product forms, and are also + sold on the **eCommerce** website will *automatically* create and confirm subscription quotations + in the backend of Odoo. .. important:: - Sales orders with a defined recurrence become subscriptions. + Sales orders with a defined recurring plan automatically become subscriptions. -To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales -` app. You can either: +On the quotation form, fill in the necessary fields such as :guilabel:`Customer` and +:guilabel:`Recurring Plan`, as well as the :guilabel:`Order Lines` tab. -- Select a :doc:`subscription plan ` to prefill the - quotation instantly, or -- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary - and adding :doc:`recurrent products `. +Optionally, specify a: + +- :doc:`Quotation Template `, if one is readily available to + help populate the form fields. +- :guilabel:`Expiration` date, to indicate when the subscription offer is no longer valid. + + .. tip:: + Expiration dates pair well with :doc:`discounts ` to + incentivize faster purchases, since the discount will expire with the quotation if it's not + turned into a sales order within the specified date range. + +- :doc:`Pricelist `, if one is available and appropriate to + use (i.e., summer sale discount, VIP customer, etc.). +- :guilabel:`Payment Terms`, to set a specified time window for when the subscription must be paid. + This is not to be confused for when the quotation is *confirmed* and becomes a sales order, to + where, payment may then be obtained immediately or within a certain amount of days, weeks, months, + etc. + +.. image:: subscriptions/new-subscription-form.png + :alt: A completed example of a new subscription quotation in Odoo. .. tip:: - You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses + Define different invoice and delivery addresses by enabling the :doc:`Customer Addresses ` feature. .. _subscriptions/confirmation: @@ -48,32 +269,16 @@ To create a new subscription, click on :guilabel:`New` from the *Subscription* o Confirmation ============ -Send the quotation to the customer for confirmation by clicking on :guilabel:`Send by email`, or +Send the quotation to the customer for confirmation by clicking on :guilabel:`Send By Email`, or confirm it immediately by clicking on :guilabel:`Confirm`. .. tip:: - Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view - their quotation, sign and pay it, and communicate with you. + Click on :guilabel:`Preview` to preview the customer portal where the customer can view their + quotation, sign and pay it, and communicate with you. -.. _subscriptions/automatic-payments: - -Automatic payments -================== - -You can require the customer to set an automatic payment method and pre-pay the subscription's first -occurrence before they can confirm their quotation. To do so, go to the :guilabel:`Other Info` tab -of the quotation and check the :guilabel:`Payment` option in the :guilabel:`Online confirmation` -field. - -If you leave :guilabel:`Payment` unchecked, the customer doesn't have to pre-pay to start the -subscription. This means that the payment is not automatic and that the customer must pay each -invoice manually. - -.. important:: - If the online confirmation requires a pre-payment, your customer can select only the - :ref:`payment providers ` that have the :ref:`tokenization - feature `. This ensures that the customer is automatically - charged at each new period. +If an :guilabel:`Online signature` or :guilabel:`Online payment` is required to confirm the +quotation, set the checkboxes next to either (or both) of these labels in the :guilabel:`Other Info` +tab, under the :guilabel:`SALES` section. .. seealso:: - :doc:`/applications/finance/accounting/payments/online` @@ -82,7 +287,6 @@ invoice manually. .. toctree:: :titlesonly: - subscriptions/products subscriptions/ecommerce subscriptions/plans subscriptions/upselling diff --git a/content/applications/sales/subscriptions/automatic_alerts.rst b/content/applications/sales/subscriptions/automatic_alerts.rst index 22d4c35b3..00ff0c4a9 100644 --- a/content/applications/sales/subscriptions/automatic_alerts.rst +++ b/content/applications/sales/subscriptions/automatic_alerts.rst @@ -163,7 +163,6 @@ If :guilabel:`Create next activity` is selected in the :guilabel:`Action To Do` as the assignee(s) for the configured activity. .. seealso:: - - :doc:`../subscriptions` - - :doc:`plans` - - :doc:`products` - - :doc:`../../essentials/in_app_purchase` + - :doc:`../subscriptions` + - :doc:`plans` + - :doc:`../../essentials/in_app_purchase` diff --git a/content/applications/sales/subscriptions/closing.rst b/content/applications/sales/subscriptions/closing.rst index 5d5dd2a37..1412781be 100644 --- a/content/applications/sales/subscriptions/closing.rst +++ b/content/applications/sales/subscriptions/closing.rst @@ -104,4 +104,3 @@ In addition, the specified :guilabel:`Close Reason` appears on the subscription .. seealso:: - :doc:`../subscriptions` - :doc:`plans` - - :doc:`products` diff --git a/content/applications/sales/subscriptions/ecommerce.rst b/content/applications/sales/subscriptions/ecommerce.rst index dcb2c911d..4efdb5a19 100644 --- a/content/applications/sales/subscriptions/ecommerce.rst +++ b/content/applications/sales/subscriptions/ecommerce.rst @@ -5,14 +5,15 @@ Subscriptions in the eCommerce shop Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products. .. seealso:: - - :doc:`Configure subscription products ` + - :doc:`Configure subscription products ` + - :doc:`Product variants ` Selling eCommerce subscriptions =============================== -:doc:`Configure the subscription product ` as a regular recurring sales product. To -start selling the subscription in the eCommerce shop, click the :guilabel:`Go to Website` smart -button to navigate to the product page. +:doc:`Configure subscription products ` as a regular recurring +sales product. To start selling the subscription in the eCommerce shop, click the :guilabel:`Go to +Website` smart button to navigate to the product page. From here, review the subscription product and its recurring periods. Then, toggle the switch in the upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`. diff --git a/content/applications/sales/subscriptions/new-subscription-form.png b/content/applications/sales/subscriptions/new-subscription-form.png new file mode 100644 index 000000000..8b1f29d84 Binary files /dev/null and b/content/applications/sales/subscriptions/new-subscription-form.png differ diff --git a/content/applications/sales/subscriptions/products.rst b/content/applications/sales/subscriptions/products.rst deleted file mode 100644 index ed518d06f..000000000 --- a/content/applications/sales/subscriptions/products.rst +++ /dev/null @@ -1,158 +0,0 @@ -===================== -Subscription products -===================== - -By closely integrating with the Odoo *Sales* app, the *Subscriptions* app enables users to sell -subscription products alongside regular sales products. While regular products are sold on a -one-time basis, subscription products are sold on a renewing basis, generating recurring revenue. - -In Odoo, subscription products are also called *recurring* products. - -Configure recurrence periods -============================ - -To get started with subscriptions, the *recurrence periods* must be properly configured, as needed. - -Recurrence periods are the time periods in which subscriptions renew. They designate how often the -customer pays for (and receives) subscription products. - -To configure recurrence periods, go to :menuselection:`Subscriptions app --> Configuration --> -Recurrence periods`. - -.. image:: products/recurrence-periods-page.png - :align: center - :alt: The recurrence periods page in Odoo Subscriptions application. - -The *Subscriptions* app comes with some basic recurrence periods already configured: - -- :guilabel:`Monthly` -- :guilabel:`Quarterly` -- :guilabel:`Weekly` -- :guilabel:`2 Weeks` -- :guilabel:`Yearly` -- :guilabel:`3 Years` -- :guilabel:`5 Years` - -New recurrence periods can be added and/or edited at any time. - -To create a new recurrence period, click :guilabel:`New` on the :guilabel:`Recurrence Periods` page. -Doing so reveals a blank recurrence period form. - -.. image:: products/recurrence-period-form.png - :align: center - :alt: A recurrence period form in Odoo Subscriptions application. - -Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the recurrence period, and select the -:guilabel:`Unit` that defines the duration. - -.. important:: - The unit :guilabel:`Days` *cannot* be used as a recurrence period on subscriptions. The daily - recurrence is meant for rentals, and **cannot** be added on recurring subscription sales orders. - - This limitation is there to avoid sales orders that would generate daily invoices. - -Product form configuration -========================== - -To create a new subscription product, navigate to :menuselection:`Subscriptions app --> Products --> -Products`, and click :guilabel:`New`. - -Doing so reveals a blank product form, which can be configured and customized in a number of ways. - -.. note:: - By default, the :guilabel:`Recurring` option is already enabled, prompting Odoo to recognize it - as a subscription product. Be sure to leave the :guilabel:`Recurring` and :guilabel:`Can be Sold` - options enabled. - - The :guilabel:`Product Type` field is set to :guilabel:`Service` by default, as well. However, - subscription products *can* be set to other types, if needed. - -.. important:: - When creating a physical subscription product in the Odoo **Sales** application, the - :guilabel:`Invoicing Policy` must be set to :guilabel:`Ordered quantities`. - - Setting it to :guilabel:`Delivered quantities` causes issues with invoice creation, and disrupts - the subscription process. - - Similarly, when creating a physical subscription product in the Odoo **Subscriptions** - application, the :guilabel:`Invoicing Policy` must **not** be set to :guilabel:`Based on - Delivered Quantity (Manual)` for the same reasons. - -.. image:: products/subscription-product-form.png - :align: center - :alt: A basic subscription product form in Odoo Subscriptions application. - -Time-based pricing ------------------- - -Once the desired fields in the :guilabel:`General Information` tab have been entered, click the -:guilabel:`Time-based pricing` tab on the product form. - -.. image:: products/time-based-pricing-tab.png - :align: center - :alt: The time-based pricing tab on a subscription product form in Odoo Subscriptions. - -From here, click :guilabel:`Add a price` to begin defining recurring prices. - -In the :guilabel:`Period` column, select a desired recurrence period. In the :guilabel:`Pricelist` -column, select a pricelist, if needed. Then, in the :guilabel:`Price` column, enter the price for -that recurrence period. - -.. note:: - :guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on recurring products. - - .. image:: products/validation-error-popup.png - :align: center - :alt: The validation error pop-up window that appears in Odoo Subscriptions. - -.. note:: - There is *no limit* to how many lines can be added to the :guilabel:`Time-based pricing` table. - -.. tip:: - An existing product can be made into a subscription product, simply by marking it as - :guilabel:`Recurring`, and configuring :guilabel:`Time-based pricing` on the product form. - -Pricelists -~~~~~~~~~~ - -:doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with subscription products -to give special pricing to customers included in pricelists. - -This can be configured either in the :guilabel:`Time-based pricing` tab of the product form, or on -the pricelist form in the *Sales* application. - -To create recurring price rules for specific pricelists in the :guilabel:`Time-based pricing` tab of -the product form, select a pricelist in the :guilabel:`Pricelist` column. - -.. image:: products/pricelist-time-based-pricing.png - :align: center - :alt: Pricelists in the "Time-based pricing" tab of the product form. - -When pricelists are added to the :guilabel:`Time-based pricing` tab, the pricelist form in the -*Sales* app is automatically updated. - -Time-based pricing rules can also be configured directly on the pricelist form. - -To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, and select a pricelist (or -click :guilabel:`New` to create a new pricelist). - -.. note:: - Pricelists are also accessible through the Odoo *Subscriptions* app by following the same menu - steps. - -Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, click :guilabel:`Add a -line`. - -.. image:: products/pricelist-form-time-based-rules-tab.png - :align: center - :alt: The time-based rules tab on a pricelist form in Odoo Sales. - -Then, select a subscription product in the :guilabel:`Products` column, and select a recurrence -period in the :guilabel:`Period` column. Lastly, enter a :guilabel:`Price` for that particular -product and period. Add as many lines as needed. - -When :guilabel:`Time-based rules` are added to the pricelist form, the :guilabel:`Time-based -pricing` tab of the product form is automatically updated. - -.. seealso:: - :doc:`ecommerce` diff --git a/content/applications/sales/subscriptions/products/pricelist-form-time-based-rules-tab.png b/content/applications/sales/subscriptions/products/pricelist-form-time-based-rules-tab.png deleted file mode 100644 index dc57b22de..000000000 Binary files a/content/applications/sales/subscriptions/products/pricelist-form-time-based-rules-tab.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/products/pricelist-time-based-pricing.png b/content/applications/sales/subscriptions/products/pricelist-time-based-pricing.png deleted file mode 100644 index dc1f968af..000000000 Binary files a/content/applications/sales/subscriptions/products/pricelist-time-based-pricing.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/products/recurrence-period-form.png b/content/applications/sales/subscriptions/products/recurrence-period-form.png deleted file mode 100644 index 5e152a037..000000000 Binary files a/content/applications/sales/subscriptions/products/recurrence-period-form.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/products/recurrence-periods-page.png b/content/applications/sales/subscriptions/products/recurrence-periods-page.png deleted file mode 100644 index 6aa6dc719..000000000 Binary files a/content/applications/sales/subscriptions/products/recurrence-periods-page.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/products/subscription-product-form.png b/content/applications/sales/subscriptions/products/subscription-product-form.png deleted file mode 100644 index e1deb093c..000000000 Binary files a/content/applications/sales/subscriptions/products/subscription-product-form.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/products/time-based-pricing-tab.png b/content/applications/sales/subscriptions/products/time-based-pricing-tab.png deleted file mode 100644 index eaad7c0e7..000000000 Binary files a/content/applications/sales/subscriptions/products/time-based-pricing-tab.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/products/validation-error-popup.png b/content/applications/sales/subscriptions/products/validation-error-popup.png deleted file mode 100644 index adeb7e759..000000000 Binary files a/content/applications/sales/subscriptions/products/validation-error-popup.png and /dev/null differ diff --git a/content/applications/sales/subscriptions/recurring-plan-blank-form.png b/content/applications/sales/subscriptions/recurring-plan-blank-form.png new file mode 100644 index 000000000..2b2110ab5 Binary files /dev/null and b/content/applications/sales/subscriptions/recurring-plan-blank-form.png differ diff --git a/content/applications/sales/subscriptions/renewals.rst b/content/applications/sales/subscriptions/renewals.rst index 0487109aa..e35579216 100644 --- a/content/applications/sales/subscriptions/renewals.rst +++ b/content/applications/sales/subscriptions/renewals.rst @@ -127,4 +127,3 @@ related to this specific subscription. .. seealso:: - :doc:`../subscriptions` - :doc:`plans` - - :doc:`products` diff --git a/content/applications/sales/subscriptions/reports.rst b/content/applications/sales/subscriptions/reports.rst index 27ef07ee5..a383dd6dc 100644 --- a/content/applications/sales/subscriptions/reports.rst +++ b/content/applications/sales/subscriptions/reports.rst @@ -402,4 +402,3 @@ Analysis` reporting page are: .. seealso:: - :doc:`../subscriptions` - :doc:`plans` - - :doc:`products` diff --git a/content/applications/sales/subscriptions/scheduled_actions.rst b/content/applications/sales/subscriptions/scheduled_actions.rst index 135e1e6f2..47fb2e333 100644 --- a/content/applications/sales/subscriptions/scheduled_actions.rst +++ b/content/applications/sales/subscriptions/scheduled_actions.rst @@ -185,5 +185,4 @@ For example, if the next invoice date is July 1st, and the :guilabel:`Automatic .. seealso:: - :doc:`../subscriptions` - :doc:`plans` - - :doc:`products` - :doc:`automatic_alerts` diff --git a/content/applications/sales/subscriptions/subscription-product-form.png b/content/applications/sales/subscriptions/subscription-product-form.png new file mode 100644 index 000000000..bf16d6367 Binary files /dev/null and b/content/applications/sales/subscriptions/subscription-product-form.png differ diff --git a/content/applications/sales/subscriptions/subscriptions-invoice-email-template.png b/content/applications/sales/subscriptions/subscriptions-invoice-email-template.png new file mode 100644 index 000000000..8907eecf7 Binary files /dev/null and b/content/applications/sales/subscriptions/subscriptions-invoice-email-template.png differ diff --git a/content/applications/sales/subscriptions/upselling.rst b/content/applications/sales/subscriptions/upselling.rst index 1e7fc0ded..a081cff8e 100644 --- a/content/applications/sales/subscriptions/upselling.rst +++ b/content/applications/sales/subscriptions/upselling.rst @@ -106,4 +106,3 @@ Status`. .. seealso:: - :doc:`../subscriptions` - :doc:`plans` - - :doc:`products` diff --git a/redirects/16.0.txt b/redirects/16.0.txt index dc8538388..3a584b2c9 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -162,6 +162,7 @@ applications/sales/subscriptions/sales_flow/closing.rst applications/sales/subsc applications/sales/subscriptions/sales_flow/create_a_quotation.rst applications/sales/subscriptions.rst # subscriptions/sales_flow/create_a_quotation --> subscriptions applications/sales/subscriptions/sales_flow/renewals.rst applications/sales/subscriptions/renewals.rst # sales_flow/* --> * applications/sales/subscriptions/sales_flow/upselling.rst applications/sales/subscriptions/upselling.rst # sales_flow/* --> * +applications/sales/subscriptions/products.rst applications/sales/subscriptions.rst # subscriptions/products --> subscriptions # applications/services