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closes odoo/documentation#15349 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com>
77 lines
4.1 KiB
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77 lines
4.1 KiB
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=============================
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Subscriptions with deliveries
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=============================
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Subscriptions and subscription products are compatible with deliveries. With some minor
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configuration, it is possible to offer customers subscriptions of regularly delivered physical goods
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such as a meal delivery box or magazine.
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.. example::
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An independent coffee shop offers local customers a monthly coffee bean subscription service.
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Each month, Odoo automatically generates a sales order and invoice in the Sales app and a
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delivery order in the Inventory app to ensure that the coffee beans get delivered to subscribed
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customers.
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Configuration
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=============
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Selling deliverable subscription products requires that two different apps be :ref:`installed
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<general/install>`: the **Subscriptions** app and the **Inventory** app. The **Subscriptions** app
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allows for the creation and management of subscription products while the **Inventory** app, in
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addition to managing inventory, allows for adding shipping information to quotations and
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automatically creating delivery orders when invoices are created.
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After installing both **Subscriptions** and **Inventory**, enter the **Settings** app, search for
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"delivery", and tick the :doc:`Delivery Methods
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</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration>` box in the
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:guilabel:`Inventory` section. This allows for adding the cost of shipping to quotations and
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invoices.
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Creating a subscription delivery product
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========================================
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To create a deliverable subscription product, navigate to :menuselection:`Subscriptions app -->
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Products --> Products`. Click an existing product or create a new one and set the :guilabel:`Product
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Type` to `Goods`. Click the :guilabel:`Recurring prices` tab and :guilabel:`Add a line`. Choose an
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existing :guilabel:`Recurring plan` or create a new one, and add a :guilabel:`Pricelist`.
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Choosing a delivery method
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--------------------------
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Navigate to :menuselection:`Inventory app --> Configuration --> Delivery Methods`. By default there
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is only one delivery method available: Standard delivery. Businesses with more substantial delivery
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needs can :doc:`create new delivery methods
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</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method>`
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or :doc:`add third-party shipping carrier integration
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</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`
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to their Odoo databases.
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Creating a subscription delivery quotation
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==========================================
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As with creating a subscription delivery product, creating a subscription delivery quotation is
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similar to :ref:`the regular process <subscriptions/quotations>`, but with an additional step.
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After entering all other information for the quotation, click the :guilabel:`Add shipping` button in
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the :guilabel:`Order Lines` tab. Choose a shipping method from the dropdown and, if necessary, enter
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the item's weight and dimensions and click the :guilabel:`Get rate` button. Then click
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:guilabel:`Add` to add the delivery details as a line item to the quotation. From here, proceed with
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confirming the quotation and generating a sales order as normal.
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Validating delivery orders
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==========================
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Once the sales order for a subscription delivery product has been finalized, a :guilabel:`Delivery`
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smart button appears that opens the delivery order for the sale. After clicking through, if there is
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enough stock to fulfill the delivery order, it appears as being in the :guilabel:`Ready` stage. If
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there is not enough stock to fulfill the order, it appears as being :guilabel:`In Progress` instead.
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Once the delivery order is in the Ready stage, click :guilabel:`Validate` to advance the stage to
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:guilabel:`Done` and automatically generate a delivery slip and send it to the customer.
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.. seealso::
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- :doc:`../subscriptions`
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- :doc:`../subscriptions/renewals`
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- :doc:`../sales/sales_quotations/create_quotations`
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- :doc:`../sales/sales_quotations/get_paid_to_validate`
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- :doc:`../sales/products_prices/prices/pricing`
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- :doc:`../subscriptions/automatic_payments`
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