Sales Subscription

by
Odoo

85.24

v 11.0 v 12.0 Third Party
Live Preview
Required Apps Sales (sale_management)
Invoicing (account)
Technical Name ks_sales_subscription
LicenseOPL-1
Websitehttps://www.ksolves.com
Also available in version v 13.0 v 11.0
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Required Apps Sales (sale_management)
Invoicing (account)
Technical Name ks_sales_subscription
LicenseOPL-1
Websitehttps://www.ksolves.com
Also available in version v 13.0 v 11.0

Sales Subscription

This app offers customized subscription plans to be sold to customers by companies. It allows companies to set up recurring periods on subscriptions and generating automatic invoice on subscription cycle ending. It reminds customers to renew plans, make payments, generate new invoices, etc by sending users alerts and notifications.

Problems/Solutions

PROBLEM:

Odoo does not allow admin to create the duration of the subscription plan.

SOLUTION:

Sales Subscription app offers functionality where the admin can customize the duration of the subscription plan.

PROBLEM:

Odoo does not allow the recurring process of the subscription invoices.

SOLUTION:

Sales Subscription app offers recurring invoices which are generated automatically when the subscription cycle ends.

PROBLEM:

Odoo doesn’t send any email alerts or notifications to its users when a subscription is expiring or generating new invoices.

SOLUTION:

Sales Subscription app reminds customers by sending email alerts for renewing plans, making payments, generating new invoices, etc.

Note:

Extensively Tested on Odoo Vanilla with Ubuntu OS

Key Features

  • arrow
    Subscription Plan and Templates
  • arrow
    Automatic Invoice generation
  • arrow
    Automatic Subscription Closed
  • arrowr
    Configuration Payment mode for subscription
  • arrow
    Create Subscription Plans
  • arrow
    Subscription Buffer Date
  • arrow
    Admin can Create a Product as a Subscription Product and Assign to the Subscription Plan
  • arrow
    Subscription Renewable
  • arrowr
    Email Alerts and Notifications
  • arrowr
    Customer Portal Integration
  • arrowr
    Invoice Related to Subscription Generated Automatically
  • arrowr
    Editable Invoice until Validated by Customer
  • arrow
    Recurring Invoices Daily/Weekly/Monthly/Yearly
  • arrow
    Admin Specify the Invoice period and Duration of the Plan
  • Subscription Plan and Templates
    • - Configure next invoice generation period
    • - Configure an alert reminder for the upcoming invoice
    • - Set Duration of Subscription Plan i.e Limited/Unlimited
  • Automatic Invoice generation
    • -As per the configurable invoice plan, it will be generated automatically
  • Subscription Renewable
    • -Creates new sales of existing subscription plans
  • Configurable Payment mode for subscription
    • -Create a Manual Invoice
    • -Automatically generated invoice in Draft state
    • -Automatically generated Invoice in Validate state
  • Email Alerts and Notifications
    • - Payment Reminder
    • - Subscription Renewal Reminder
    • - Payment Successful
    • - Subscription Closed Due to Late Payment
    • - Subscription Expired
  • Customer Portal Integration
    • - User-friendly Subscription Portal
SUBSCRIPTION PLANS
  • arrow Once you install the subscription module, go to the Subscriptions > Configuration > Subscription Plan to create a Subscription plan arrow
Creating Subscription plan
  • arrow Click on the Create button to create a subscription plan
    • Invoice: Define the invoice period for the next invoice with respect to Days/Weeks/Months/Years. .
    • Invoice Reminder : Set the next invoice reminder days for alerts.
    • Duration : Here we can chose the subscription plan duration. if we chose Unlimited, then this plan will never expires.
    • Products : Products related to the plan can be viewed here..
    • Subscriptions : Subscriptions related to the plan can be viewed here .
    arrow
  • arrow In Subscription Plan we have a Chose the Duration of plan 'Limited'.
    • Duration :If the plan chosen is Limited, then the plan will expire after a given time interval.
    arrow
  • arrow Here, creating an invoice option asks for the mode of the next recurring invoice. There are three options: Manual Invoice, Draft Invoice and Validate Invoice
    • Manual Invoice : Create recurring next invoice manually from Subscription.
    • Draft invoice :Automatic next invoice generated in Draft State via Cron.
    • Validate Invoice : Automatic next invoice generated in Open State via Cron.
    arrow
Subscription Product
  • arrow After creating the Subscription plan , Now we can create Subscription products Go to the Subscription > Subscriptions Products. arrow
Create a Subscriptions Products
  • arrow Firstly, You will create a Subscriptions Product.
    • Is Subscription Product: Here we have a CheckBox named 'Is Subscription Product', if we Enable that Checkbox, then the product is subscription type product.
    • Subscription plan: Then after we choose a Subscription plan for the Product, so select the Subscription Plan from Subscription Plan menu.
    arrow
  • arrow Create Subscription Manually with Sale Order.
    • arrow To create a Subscription manually with 'Sale Order', Create Quotation of Sale Order select at least one subscription type product in the order line in Sale.
    arrow
  • arrow When we click on the 'Confirm' button and confirm the Sale order then, automatically a subscription is created in 'In-progress' state.when we click on Subscription button then we have to reach to their Subscription. arrow
Created Subscription
  • arrow Here is your created Subscriptions.
    • Subscriptions State: Subscription is created in 'In-progress' state.
    • Sales Button: Sales related to the Subscription can be viewed here .
    • Subscription Plan: Subscription plan related to Subscription.
    • Next Invoice: Next Recurring Invoice generation date.
    • Subscription Buffer Date: Buffer date to pay Next recurring invoice .
    • Invoice Reminder: Define reminder days to Get notification before generation of next recurring invoice.
    • End Date: Subscription has been Expired.
    arrow
  • arrow When we click on the 'Subscriptions Renew' button then, automatically a 'New Sale' is created. When we confirmed the 'New Sale'. then Subscriptions get Renewed. arrow
  • arrow Click on the 'Create Invoice' button to create Invoice for Subscription. arrow
  • arrow If You want to close Subscription then click on 'End Subscriptions'. arrow
  • arrow Customer can see their Subscription from Portal. arrow
  • arrow
    Is this app compatible with Odoo Enterprise?
    Yes, our app works with Odoo Enterprise as well as Community.
  • arrow
    Need some customization in this app, whom to contact?
    Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.
  • arrow
    Do you provide any free support?
    Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.

FREE 90 DAYS SUPPORT

Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Ksolves Odoo Services

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sales@ksolves.com
+91 120-4299799‬
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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Odoo
Useful module, is this sale subscription generates a recurring Invoice?
by on

Is this sale subscription generates a recurring Invoice?

Odoo
Re: Useful module, is this sale subscription generates a recurring Invoice?
by on Author

Hi Floria, thanks for your query and for showing interest in our app. We appreciate the same. Yes, Automatic invoice can be generated when the subscription Cycle gets end. Please feel free to share your concerns or queries with us on sales@ksolves.com We would love to assist you. Thanks!