[IMP] Subscriptions: updating subscription plans

URGENT PR

taskid: 3222232

content/applications/sales/subscriptions/configuration/subscription_templates.rst

@@ -1,91 +1,50 @@
-==========================
-Use subscription templates
-==========================
+==================
+Subscription plans
+==================
 
-The subscription business model is becoming more popular. Are you wondering why?
+Subscription plans are :doc:`quotation templates <../../sales/send_quotations/quote_template>`
+specific to **subscriptions** used to preconfigure selectable **plans** and **recurrence periods**
+to quickly configure quotations.
 
-- For **customers**, value lies in **convenience**:
-
-  - Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew
-    their orders every month, which gives them the assurance that they will have everything they
-    need before they actually need it.
-  - Subscriptions help customers stay on budget.
-
-- For **businesses**, value lies in the **ability to predict recurring revenue**:
-
-  - Subscriptions reduce customer churn rate and significantly increase customer retention.
-  - Subscriptions provide much higher payment security for your business. They stabilize and
-    maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your
-    business.
-
-.. raw:: html
-
-   <div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Simplicity.
-   Higher customer retention. Opportunities for marketing. Business consistency. Better cash flow
-   management.</b> </div>
-
-**Odoo Subscriptions** help you save time and money. Subscription templates can help you generate
-recurring invoices and manage renewals at a fast pace. With Odoo you have the possibility to create,
-edit, and manage your own subscription templates.
+.. important::
+   The **Odoo Subscriptions** app automatically installs **Odoo Sales** and **Odoo Invoicing**.
 
 Configuration
 =============
 
-Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. By default, Odoo
-suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription).
-You can also create your own ones.
+To create a new subscription plan or edit an existing one, go to :menuselection:`Subscriptions -->
+Configuration --> Plans`, and click :guilabel:`New` or select an existing plan.
 
-.. image:: subscription_templates/default-subscription-templates.png
-  :align: center
-  :alt: Default subscription templates on Odoo Subscriptions
+.. image:: subscription_templates/subplan-configuration.png
+   :align: center
+   :alt: Subscription plan (quotation template) configuration
 
-.. important::
-   The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo Invoicing**
-   as they work integrated.
+When creating a subscription plan, several options are available:
 
-Create your first template
-==========================
+- The **name** of the plan;
+- :guilabel:`Quotation expires after`: after how many days the quotation expires;
+- :guilabel:`Online confirmation`: if the customer's :guilabel:`Signature` or
+  :guilabel:`Payment` confirms the order. Enable both to leave the choice to the customer;
+- :guilabel:`Confirmation Mail`: the **mail template** used for the order confirmation mail;
+- :guilabel:`Recurrence`: the recurrence of **recurring products** used with this template.
 
-You can create a new template or edit an existing one. The first thing you need to do is give your
-template a name. After that, choose an *Invoicing period* and specify whether you would like to
-invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if
-the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time.
-Among the payment options, an additional field called *Invoice email* appears when you choose
-*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an
-invoice email template to your subscription templates.
+Selecting a :guilabel:`Recurrence` enables the following additional options:
 
-.. image:: subscription_templates/creation-of-subscription-templates.png
-  :align: center
-  :alt: Create your own subscription templates on Odoo Subscriptions
-
-For each template, you can also choose if you want your customers to be able to close their
-subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the
-*Group of subscription* and *Journal* options.
+- :guilabel:`Duration`: whether **recurring products** used with this template have no **end date**,
+  or if they have a :guilabel:`Fixed` duration. Selecting :guilabel:`Fixed` enables an additional
+  option to select the **duration**;
+- :guilabel:`Self Closable`: if enabled, the **customer** can terminate their subscription from
+  their **customer portal**;
+- :guilabel:`Automatic Closing`: the number of days after which **unpaid** subscriptions *past* the
+  due date are automatically closed;
+- :guilabel:`Invoicing Journal`: if set, subscriptions with this template are invoiced in the set
+  journal. If none, the sales journal with the lowest sequence is used.
 
 .. note::
-   On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is
-   essential to set out important contractual points between the customers and the sellers (payment,
-   refund policy, cancellation, complaints, etc.).
+   On each template, you can add specific :guilabel:`Terms & Conditions`. If **terms and
+   conditions** are specified on a template, these will be used instead of the default **terms and
+   conditions** set in the **Sales** app settings (if any are set).
 
-   .. image:: subscription_templates/terms-and-conditions-on-subscription-templates.png
-     :align: center
-     :alt: Terms & conditions on Odoo Subscriptions
-
-   Finally, if you want to know the basic running health status of your subscriptions, you also have
-   access to a specific tab called **Health Check**. There, you can edit and create your own
-   filters to define what is a subscription in good health *vs* bad health. The system automatically
-   summarizes all the records corresponding to these filters and you are able to manage them in one
-   click.
-
-   .. image:: subscription_templates/health-check-on-subscription-templates.png
-     :align: center
-     :alt: Health check on Odoo Subscriptions
-
-.. important::
-   After creating your own subscription templates, be sure to check out our documentation on how to
-   create, edit and manage your own
-   :doc:`Subscription products <../../subscriptions/configuration/subscription_products>`,
-   to complete the sales flow.
-
-.. seealso::
-  - :doc:`../../subscriptions/configuration/subscription_products`
+.. image:: subscription_templates/subplan-terms.png
+   :align: center
+   :alt: Terms and conditions of subscription plan