Upsell on Subscription / Contract / Recurringby Probuse Consulting Service Pvt. Ltd.
Upsell on Subscription / Contract / Recurring
Only for Odoo Community Edition
This module allow your sales team to do Upsell on Subscription / Recurring Contract.
- Allow sales team to make upsell on Customer Contract / Subscription.
- Options during upsell are: You can directly update contract lines / create new contract lines or you can create sales quotations.
- You can View upsell Contract History on Contract.
- View Sales Order on Contract.
- Option 1
- Update existing contract/subscription line while doing upsell if product match with existing contract/subscription line.
- Option 2
- System will create new contract/subscription line if product does not match in existing contract/subscription lines
- Option 3
- Create Sales Quote from upsell and then once sales order confirm system will append/modify contract/subscription lines.
- For more details please see video and below screenshots.
- Only for odoo community edition.
Initial Sale Order
System will create contract/subscription when you confirm sale order.
Contracts Menu under Sales
Upsell Button on Contract/Subscription
When stage of Contract/Subscription Running, Upsell button will be visible.
Update on Existing Contract/Subscription lines
When system will find Contract/Subscription lines match with upsell product it will update its quantity in Contract/Subscription line.
Updated Current Contract/Subscription
When above wizard is processed system updated current Contract/Subscription line quantity 5 to 8.
Contract Upsell History been created
Contract Upsell History tab for Contract/Subscription.
Create Contract/Subscription line
If system will not find any match product in existing Contract/Subscription line then it will create new Contract/Subscription.
Updated Current Contract/Subscription
You can see new Contract/Subscription line been created.
Contract Upsell History for Contract/Subscription
Contract Upsell History tab for view update on existing contract & new contract line.
Create Quotation button on Upesell
When Create Quotation button is clicked system will create new quotation with selected upsell lines.
Quotation - Tree View
Quotation - Form View
You can see all upsell lines are in quotation lines along with reason.
Contract/Subscription/Analytic Account on Quotation
Contract/Subscription with Contract of upsell
Updated Contract/Subscription from Sale Order
When quotation is confirmed, updated Contract/Subscription quantity 8 to 10.
Configuration for Contract/Subscription Product
Allow for subscription product checkbox for Contract/Subscription products.
Contact / Support
Probuse Consulting Services Pvt. Ltd.
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.