Description:-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.
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. ❏ To activate a subscription,firstly create a ‘Subscription Template’.
❏ for that goto Configuration -> Subscription templates
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 son
on.Duration:Duration of the subscription whether it is forever or fixed.
6. ❏ Under Terms & conditions tab we can define terms and conditions for this template
7. ❏ For template we can also define good and bad health condition under health check tab
8. ❏ Create Subscription Product To create a new subscription product
❏ Go to Subscription -> Subscriptions -> Subscription Products ->Create.
9. ❏ You will be navigated to the product create form just as we saw in the sales and other
module.
❏ Here,one need to specify the product type as SERVICE. Enter the product category
,internal reference and other valid details.
10. ❏ Via going to the variants tab , one can also add the product variants.
26. ❏ Provide condition for alert and activity should be taken,We can add description for the activity
and so on -> Then save
27. ❏ Under Reporting -> Subscriptions , We will get the subscription analysis
28. ❏ Under Reporting ->Retention ,We will get the changes in subscription like decreases and
increases
29. ❏ Under Reporting -> Retention KPI, We will get the Key performance indicator that is we will
get the performance analysis
30. ❏ Under Reporting -> Salesperson Dashboard , we will get sales person wise details,we can
provide the date and sales person here
31. For More
Details
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