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Subscription Module in Odoo 13

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Odoo comes savvy to all kinds of business communication platforms and the business models such as subscription are no exception with Odoo.

Often the subscription model comes into play when a customer has to pay a certain subscription price so as to have the right access to the product or service.

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Subscription Module in Odoo 13

  1. 1. www.cybrosys.com Subscription Module in Odoo 13
  2. 2. INTRODUCTION  Odoo comes savvy to all kinds of business communication platforms and the business models such as subscription is no exception with Odoo.  Often the subscription model comes into play when a customer has to pay certain subscription price so as to have right access to the product or a service.  Odoo Subscription app initiates excellent subscription management to efficiently handle the subscription business models.
  3. 3.  To activate a subscription, firstly create a ‘Subscription Template’ .  For that goto Configuration > Subscription templates
  4. 4. To create a new, click on the CREATE button.
  5. 5.  Subscription name: Name of the subscription template. Invoicing Period: Repeat Every Day/Week/Month/Year. It denotes whether your subscription is weekly, monthly, yearly and or so on. Duration: Duration of the subscription whether it is forever or fixed.
  6. 6. Under Terms & conditions tab we can define terms and condition for this template
  7. 7. For template we can also define good and bad health condition under health check tab
  8. 8.  Create Subscription Product To create a new subscription product  Go to Subscriptions- Subscriptions- Subscription Products- Create
  9. 9.  You will be navigated to the product create form just as we saw in the sales and other modules.  Here, one need to specify the product type as SERVICE. Enter the product category, internal reference and other valid details.
  10. 10. Via going to the variants tab, one can also add the product variants.
  11. 11.  Next move to the SALES TAB, You can find here the subscription section.  Tick the option subscription product to facilitate with subscriptions and under the field Subscription Template, select the desired template created by you.
  12. 12. For Creating Subscription stages > Goto Configuration > Subscription stages
  13. 13. Click create button
  14. 14. For Creating Closing reasons > Goto Configuration > Closing reasons
  15. 15. Click create button
  16. 16. For Creating subscriptions > Goto subscriptions > Subscriptions >Create
  17. 17. Provide details of customer and template details
  18. 18. We can provide the analytic account details under Other Info tab,And check if to Renew
  19. 19. Drag and drop created subscription to change its state
  20. 20. Click on Upsell button for adding more product
  21. 21. Add product to line and click on > CREATE & VIEW QUOTATION
  22. 22.  Click on confirm Button to confirm the subscription
  23. 23. For creating Invoice >Click on CREATE INVOICE
  24. 24. We can see the created invoice here
  25. 25. For creating Activity Type - Goto Configuration > Activity Types
  26. 26. Click on create button for creating activity type
  27. 27. Click on create button for creating activity type
  28. 28. For creating Alerts - Goto Configuration > Alerts >create
  29. 29. Provide condition for alert and activity should be taken,We can add description for the activity and so on > Then save
  30. 30. Under Reporting > Subscriptions ,We will get the subscription analysis
  31. 31. Under Reporting > Retention ,We will get the changes in subscription like decreases and increases
  32. 32. Under Reporting > Retention KPI ,We will get the Key performance indicator that is we will get the performance analysis
  33. 33. Under Reporting > Sales person Dashboard,we will get sales person wise details,We can provide the date and sales person here
  34. 34. For More Details Check our company website for related blogs and Odoo book. How To Use Odoo Subscription Module Subscription Reports in Odoo 13 Automatic Alerts in Odoo 13 Subscription Module How to use Upsell subscriptions in Odoo 13 Check our YouTube channel for functional and technical videos in Odoo. Subscription Module in Odoo 13
  35. 35. Thank You

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