[REF] Subscriptions: rewrite overview, integrate products page

closes odoo/documentation#12823

closes odoo/documentation#12870

closes odoo/documentation#12989

X-original-commit: ee2126a112
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Zachary Straub (ZST)
2025-04-07 20:08:41 +00:00
parent caf22cbc4c
commit 6a925308f9
23 changed files with 272 additions and 228 deletions

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@@ -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 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. 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 --> 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 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 tab
-------------------- --------------------
Recurring prices are specifically used with :doc:`subscription products Time-based rules are used specifically with subscription products. Be sure to check out the Odoo
<../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that :doc:`Subscriptions </applications/sales/subscriptions>` documentation for more information.
they will only apply to subscription products, or products with recurring prices enabled.
In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the 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 :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` Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code`
field. field.
.. image:: pricing/sales-pricelist-ecommerce.png Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for
:alt: The Ecommerce tab in a pricelist configuration form. 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 Customer pricelist application
============================== ==============================

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@@ -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, 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. without having to create new quotations from scratch every time a sales negotiation occurs.
.. _sales/send_quotations/templates:
Configuration Configuration
============= =============

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@@ -1,46 +1,267 @@
:show-content: :show-content:
:hide-toc:
============= =============
Subscriptions Subscriptions
============= =============
Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts The Odoo **Subscriptions** app is designed to manage recurring revenue through subscription-based
<subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`, products or services. It supports automated invoicing, renewal management, and customer lifecycle
keep the churn under control, and :doc:`generate reports tracking.
</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key Performance Indicators)`:
:abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn, Subscriptions can be created manually or automatically through online sales, with varying options
etc. 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:: .. seealso::
- `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_ - `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
- :doc:`/applications/sales/subscriptions/products`
- :doc:`/applications/sales/subscriptions/ecommerce` Set up recurring plans
- :doc:`/applications/sales/subscriptions/plans` ======================
- :doc:`/applications/sales/subscriptions/upselling`
- :doc:`/applications/sales/subscriptions/renewals` To get started with subscription products in Odoo, *recurring plans* (previously known as
- :doc:`/applications/sales/subscriptions/closing` *recurrence periods*) must first be configured.
- :doc:`/applications/sales/subscriptions/automatic_alerts`
- :doc:`/applications/sales/subscriptions/scheduled_actions` Recurring plans are the time windows in which subscriptions are active before they renew again.
- :doc:`/applications/sales/subscriptions/reports` 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 <subscriptions/upselling>` 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
<subscriptions/renewals>` 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 <sales/invoicing/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 <sales/products_prices/products/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: .. _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:: .. 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 On the quotation form, fill in the necessary fields such as :guilabel:`Customer` and
</applications/sales>` app. You can either: :guilabel:`Recurring Plan`, as well as the :guilabel:`Order Lines` tab.
- Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` to prefill the Optionally, specify a:
quotation instantly, or
- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary - :doc:`Quotation Template <sales/sales_quotations/quote_template>`, if one is readily available to
and adding :doc:`recurrent products </applications/sales/subscriptions/products>`. help populate the form fields.
- :guilabel:`Expiration` date, to indicate when the subscription offer is no longer valid.
.. tip:: .. tip::
You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses Expiration dates pair well with :doc:`discounts <sales/products_prices/prices/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 <sales/products_prices/prices/pricing>`, 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::
Define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
</applications/finance/accounting/customer_invoices/customer_addresses>` feature. </applications/finance/accounting/customer_invoices/customer_addresses>` feature.
.. _subscriptions/confirmation: .. _subscriptions/confirmation:
@@ -48,32 +269,16 @@ To create a new subscription, click on :guilabel:`New` from the *Subscription* o
Confirmation 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`. confirm it immediately by clicking on :guilabel:`Confirm`.
.. tip:: .. tip::
Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view Click on :guilabel:`Preview` to preview the customer portal where the customer can view their
their quotation, sign and pay it, and communicate with you. quotation, sign and pay it, and communicate with you.
.. _subscriptions/automatic-payments: 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`
Automatic payments tab, under the :guilabel:`SALES` section.
==================
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 <payment_providers/supported_providers>` that have the :ref:`tokenization
feature <payment_providers/tokenization>`. This ensures that the customer is automatically
charged at each new period.
.. seealso:: .. seealso::
- :doc:`/applications/finance/accounting/payments/online` - :doc:`/applications/finance/accounting/payments/online`
@@ -82,7 +287,6 @@ invoice manually.
.. toctree:: .. toctree::
:titlesonly: :titlesonly:
subscriptions/products
subscriptions/ecommerce subscriptions/ecommerce
subscriptions/plans subscriptions/plans
subscriptions/upselling subscriptions/upselling

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@@ -165,5 +165,4 @@ If :guilabel:`Create next activity` is selected in the :guilabel:`Action To Do`
.. seealso:: .. seealso::
- :doc:`../subscriptions` - :doc:`../subscriptions`
- :doc:`plans` - :doc:`plans`
- :doc:`products`
- :doc:`../../essentials/in_app_purchase` - :doc:`../../essentials/in_app_purchase`

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@@ -104,4 +104,3 @@ In addition, the specified :guilabel:`Close Reason` appears on the subscription
.. seealso:: .. seealso::
- :doc:`../subscriptions` - :doc:`../subscriptions`
- :doc:`plans` - :doc:`plans`
- :doc:`products`

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@@ -5,14 +5,15 @@ Subscriptions in the eCommerce shop
Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products. Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products.
.. seealso:: .. seealso::
- :doc:`Configure subscription products </applications/sales/subscriptions/products>` - :doc:`Configure subscription products </applications/sales/subscriptions>`
- :doc:`Product variants </applications/sales/sales/products_prices/products/variants>`
Selling eCommerce subscriptions Selling eCommerce subscriptions
=============================== ===============================
:doc:`Configure the subscription product <products>` as a regular recurring sales product. To :doc:`Configure subscription products </applications/sales/subscriptions>` as a regular recurring
start selling the subscription in the eCommerce shop, click the :guilabel:`Go to Website` smart sales product. To start selling the subscription in the eCommerce shop, click the :guilabel:`Go to
button to navigate to the product page. 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 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`. upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`.

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=====================
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`

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@@ -127,4 +127,3 @@ related to this specific subscription.
.. seealso:: .. seealso::
- :doc:`../subscriptions` - :doc:`../subscriptions`
- :doc:`plans` - :doc:`plans`
- :doc:`products`

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@@ -402,4 +402,3 @@ Analysis` reporting page are:
.. seealso:: .. seealso::
- :doc:`../subscriptions` - :doc:`../subscriptions`
- :doc:`plans` - :doc:`plans`
- :doc:`products`

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@@ -185,5 +185,4 @@ For example, if the next invoice date is July 1st, and the :guilabel:`Automatic
.. seealso:: .. seealso::
- :doc:`../subscriptions` - :doc:`../subscriptions`
- :doc:`plans` - :doc:`plans`
- :doc:`products`
- :doc:`automatic_alerts` - :doc:`automatic_alerts`

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@@ -106,4 +106,3 @@ Status`.
.. seealso:: .. seealso::
- :doc:`../subscriptions` - :doc:`../subscriptions`
- :doc:`plans` - :doc:`plans`
- :doc:`products`

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@@ -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/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/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/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 # applications/services