Odoo Subscription Master Management
Following are the list of masters which support for Odoo Subscription process
- Recurring Periods
- Subscription Product
- Subscription Plan
- Subscription Stages
- Close Reasons
- Alerts
Recurring Periods
Overview
Recurring Period also called a Billing Cycle, which helps companies define how frequently the recurring products/services are to be invoiced to customers at regular intervals. This may be billed Daily/Monthly/ Quarterly/Half Yearly or yearly based on customer’s willingness to pay.
Process Flow
Business Rules:
- Name of the Recurring period to understand what type of frequency it is
- Define Recurring Period with any frequency allowed
- Users with Manager access can create Recurring Periods
Screenshots:
Subscription Product
Overview
Subscription product helps user to define the products to be subscribed. This has to be defined as recurring product, so that system can allow this product to be billed frequently based on recurrence period
Process flow
Business Rules
- Product to be defined as Recurring product and To Be Sold
- Product type can either be Goods or Services
- HSN code to be associated with Subscription Product for invoicing Purpose
- Applicable Taxes if any needs to be associated with Subscription product
Screenshot:
Subscription Plan
Overview
Subscription plan helps user to define the set of rules applicable for a subscription when the defined plan is applied
Process Flow
Business Rules:
- Subscription Plan Name – The Name of the subscription which helps to understand and apply right plan to the subscription
- Recurrence – Map the Recurrence period to define the applicable frequency of Billing to customer for this plan
- Duration – The Subscription duration either can be defined as Forever or fixed time period
- Quotation Expires after – Define Quotation expiry days for the plan which helps to define expiry days of a quotation when the related plan is applied
- Online confirmation – Which helps customer to confirm the quote either through digital signature or through make a payment through Portal
- Confirmation Email – This helps to send an email to users upon confirmation by customers
- Automatic Closing days – This helps to close the subscription automatically if any unpaid subscriptions is there after due date
- Lines tab – tomaintain the list of products/services offered for this subscription plan. If users required defining subscription products/services on the fly while creating subscription quote, Line data not required to define.
Screenshot:
Subscription Stages
Overview
Subscription Stages helps user to define the stages applicable for a subscription process
Process Flow
Business Rules:
- Name of the stages through which the Subscription cycle pass through
- Users with Manager access can create/modify Subscription stages
Screenshots:
Subscription Closed Reasons
Overview
Subscription Closed Reason helps to create the list of Closed Reasons. This list will be available to select at the time of closing the subscription
Process flow
Business Rules
- Closed reasons will be used when Subscription is closed
Screenshots
Subscription Alerts
Overview:
Subscription Alert helps user to define the rule using which system will throw the alert to user when the defined rules are met.
Process Flow:
Business Rule:
- Define Rules using which System will alert the user when the rules are met
Screenshots:
