Odoo Subscription Transaction Management

Subscription Quotation

Overview

Subscription management helps user to generate the quote to customer for the products to be subscribed for a given period with the given frequency (Daily/Weekly/Monthly/yearly etc.,) and send the quotation through email to the customer for their acceptance.

Process Flow

Business Rules

• Subscription can be created based on the subscription plan or manually.
• The Products mentioned in subscription quote must be recurring product
• The Recurring Period and frequency must be specified for a subscription
• The Recurring can be done up to specific period or forever
• The Start date for the subscription must be specified
• Invoice can be generated for every recurring frequency
• Subscription print can be sent through email or manually take an hard copy and share it to customer
• The billing and shipping address of the subscription can be mentioned while sending Quote to customer

Screenshots

Email Quotation to customer

Subscription

Overview

Subscription order helps user to convert the Quotation to Subscription once quote confirmation received from customer. Confirmation process in quotation enables users to convert the quote to subscription

Process flow

Business Rules

• Upon confirmation from customer Quote, It will be converted to Order
• The status of order can be changed from Quotation to Sales order
• Confirmed order cannot be edited.
• Confirmed order will allow user to create Invoice
• System will automatically calculate the next invoice date based on the Recurring frequency selected and start date of the Subscription
• In case subscription got expired, it can be renewed any time.
• Subscription can be cancelled any time
• To send order Acknowledgement to customer via email

Screenshots

Subscription Renewal

Overview

Subscription can be renewed whenever it gets expired or about to expire or needs to extend the existing subscription. It helps user create a new subscription or quotation based on the existing one, often with a new term.

Process Flow

Business Rules

Whenever we renew subscription, the following will be done

• Odoo creates new quotation with current subscription details
• The New quotation will have the following
  • Same Customer, products/services used in existing subscription
  • Same pricing mentioned in existing subscription
• We can edit the new quotation if any changes needed and send to customer if any approval required
• Once the quotation is approved, the new subscription will get renewed with latest data

Screenshots

Subscription Upselling

Overview

Odoo Upselling Feature allows user to add additional products/services on top of the existing subscription. For example, On top of the existing software licenses, customer may ask for additional user licenses in the middle or request to upgrade software with newly added features.

Process Flow

Business Rules

• Upselling can be done only when the subscription is invoiced at least once
• Upselling can be adding any new product/services or upgrading existing product or services to the active subscription plan
• New quotation can be created when upselling in initiated with respect to the active subscription

Screenshots

Subscription Invoicing

Overview

Odoo Subscription Invoicing is a process which will create invoice with respect to the subscription’s recurring period/frequency. For example, If the Recurring period for a subscription is created as “Monthly”, The first Invoice will be created with respect to the Start Date given and subsequent invoices will be created Month on month when the date comes.

Process Flow

Business Rules

• All active subscriptions must be invoiced based on the subscription period
• Multiple invoices won’t be created for the same subscription for the same recurring period. For example, If invoice created for the month of 1st May 2025 for the Monthly subscription period