How great it is to have recurring revenue so that you can avoid market risk? Subscription Management allows you to get recurring revenue in your business. The model can turn to be a huge source of revenue for a business. The subscription model has become a popular choice for the business because of its cost-effectiveness along with the ease for the customers.
Subscription Management
by Webkul Software Pvt. Ltd. https://store.webkul.com/Odoo-Subscription-Management.html$ 71.65
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
Lines of code | 1769 |
Technical Name |
subscription_management |
License | See License tab |
Website | https://store.webkul.com/Odoo-Subscription-Management.html |
Versions | 18.0 14.0 12.0 13.0 15.0 16.0 11.0 17.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
Lines of code | 1769 |
Technical Name |
subscription_management |
License | See License tab |
Website | https://store.webkul.com/Odoo-Subscription-Management.html |
Versions | 18.0 14.0 12.0 13.0 15.0 16.0 11.0 17.0 |
Subscription Management
Odoo Subscription Management allows Odoo users to create subscriptions as a product and sell it to the customers on the basis of plans. The recurrent frequency can be set for the subscribers as per the requirement along with the number of bill cycles for the subscriber.
Information
Recurring, Accumulative & Stable revenue: With the help of the Subscription model, you can access collective data of your customers which will help you to plan your business according to the trend.
Forecast the revenue: It also helps you to forecast the revenue structure of your products/services as you have all the information about the subscribed customers.
Ease of Marketing: In the Subscription model, you have your customerâs contact information. Hence, you can retain your customers which is easier than obtaining a new one.
Loyal customer base: Subscription Model helps in making long term relationships with clients which create a Loyal Customer Base.
Odoo Subscription Management module lets you handle subscription-based services in the Odoo. The user can create subscription plans in the Odoo backend. These plans can then be rolled out to customers on a weekly, monthly and yearly basis.
The recurrent frequency can be set for the subscribers as per the requirement along with the number of bill cycles for the subscribers. Alternatively, the Odoo user can create a sales order with a subscription-based product in it. This would automatically start the subscription plan for the respective customer.
- Create subscription-based products in the Odoo.
- The Odoo user can create subscription plans and add the appropriate subscription product to it.
- Different subscription products can be created and assigned to suitable subscription plans.
- The Odoo user can roll out and manage subscription plans using Odoo.
- The recurrent frequency can be set for the subscribers as per the requirement along with the number of bill cycles for the subscriber.
- Alternatively, the Odoo user can create a sales order with a subscription-based product in it. This would automatically start the subscription plan for the respective customer.
- The invoice cannot be created for a subscription plan which is in the trial period. The Odoo user can choose to generate unpaid or paid invoices for the subscriber in the Odoo
- A subscription type product is by default serviceable product.
Now, let your customers manage their subscription plans for themselves in Odoo Website!
Save your time and resources as now you don't need to do tedious work from the backend to add subscription plans for your customers. Odoo Website Subscription Management allows your customers to buy and manage subscription plans from the Odoo website.
Subscription Plans
Create a Subscription Plan
Subscription Plan with Trial Period and Billing Cycles
About Subscription Plan with Trial Period:
- First of all, You will create a Subscription Plan.
- Go to Configuration menu of sale order and have Subscription Information. Click on Subscription plan menu.
- Here we have a CheckBox name 'Is plan has trial period', if we Enable the Checkbox, two new fields are introduced and they are required, which define the trial Duration
About Number of Billing Cycle:
- In Subscription Plan we have a CheckBox named 'Never Expire', if we un-tick the Checkbox, then this plan will expire after a certain period of time interval.
- In that case, we need to give the 'Number of Billing Cycle', and billing cycle define that when the subscription expires.
Subscription Plan with Start Immediately and Never Expire
About Start Immediately:
- In subscription plan, we have a CheckBox named 'Start Immediately', if we Enable the Checkbox, then this plan does not have any Trial period. Its, billing start immediately.
About Never Expire:
- In Subscription Plan we have a CheckBox named 'Never Expire', if we un-tick the Checkbox, then this plan will expire after a certain period of time interval.
- We didn't need to give the 'Number of Billing Cycle'.
- O or any -ve value in 'Number of Billing Cycle' also means Never Expire.
Create Subscription Type Product
How we create Subscription Type Product:
- First of all, You will create a Product.
- Here we have a CheckBox named 'Is Subscription Type', if we Enable the Checkbox, then the product is subscription type product.
- Now we choose a Subscription plan for the period,so select the Subscription Plan.
Subscription Source (Type of Source)
- Manual
- Sale Order
Create Subscription Manually:
- To create a Subscription with source 'Manual', we need to Subscription from Back-end on the click of Create button.
Create Subscription with Sale Order:
- To create a Subscription with source 'Sale Order', Create a Quotation of Sale Order with at least one subscription type product in the order line.
- When we click on the 'Confirm' button on the 'Sale Quotation' then, automatically a subscription is created in 'In-progress' state.
Invoice
How we Generate Subscription Invoice :
- Click on the Generate Invoice link in Subscription.
- If the Subscription is in the Trial period then,invoice can't generate until the Trial period ends.
- If you cancel the Subscription then all the invoices are paid, other Subscription can't be canceled or close.
- If the configuration setting enables the invoice is created in the paid state.
Configuration
How we configure setting for Subscription:
- First of all click on to 'Sale' menu.
- Go to the setting of sale in Configuration menu.
- Set the default Payment Method and,
- Enable the CheckBox if you want to create the invoice in 'Paid' state.
Help and Support
Get Immediate support for any of your query
You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.
Write a mail to us:
support@webkul.comAny queries or want any extra features? Just drop a mail to our support.
Get in touch with our Expert:
https://webkul.uvdesk.com/en/customer/create-ticket/Have any technical queries, want extra features, or anything else? Our team is here to answer all your questions. Just Raise A Support Ticket.
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Any abuse of this reporting system will be penalizedA very interesting module, lacks a little more functionality
Re:
Hello Meher,
Thanks for your feedback, please feel free to share your ideas and views regarding this addon at support@webkul.com
Regards
Prakreti
Hi, Is there a way to chat before buying ?
Re:
Hello Steve,
Please create a ticket at support@webkul.com so that we can help you with your queries.
Regards
Prakreti
Automatic Invoice
I have a question, this module generates the subscription invoices automatically ? I tried to enter to the demo, but an error it occurs, can you help me ?
Re: Automatic Invoice
Hi Jose, Yes, the Invoice related to subscription will be generated automatically, I would request you to create a ticket at support@webkul.com so that we can share the steps with you and resolve your issue, Do mention the demo version you were using so that we can check the error you are facing. Regards Prakreti
Auto Generate and Sending out Subscription Invoice on specific date
Can you please advice if this is possible on your application?
Re: Auto Generate and Sending out Subscription Invoice on specific date
Hello George, Regarding your query, I would like to inform you that by default a Subscription Invoice is generated manually and accordingly send manually if you would like to modify then depending on the feasibility and efforts it can be done. For that kindly drop us a mail at - support@webkul.com Regards, Megha Webkul
: Automatic Sending Out Subscriptions to Client by Email
Hello Praketi, once the subscription is setup which is a "recurring subscription" once the subscription is setup we need to send out subscription automatically on a particular date. The initial subscription is paid in advance by the client.
Re: : Automatic Sending Out Subscriptions to Client by Email
Hello George, As per your requirement sare for any other particular date the subscription will note be sent automatically for that we need to customize the module and we need to discuss more on this so if you wish to proceed you can create a ticket at support@webkul.com Regards Prakreti
Automatic Sending Out Subscriptions to Client by Email
Hi, can you advice if this module can automatic send out subscriptions by emails on a predefined date automatically Once the subscription os setup. with no manual intervention.
Re: Automatic Sending Out Subscriptions to Client by Email
Hello George, Regarding your concern shared, if this module can automatic send out subscriptions by emails on a predefined date automatically -------------> You need to define a specific date or you need the invoice to be sent once the subscription is started? Please confirm so that we can provide the best solution to you, In order to discuss more you can create a ticket at support@webkul.com Regards Prakreti
Automatic Sending Out Subscriptions to Client by Email
Hi, can you advice if this module can automatic send out subscriptions by emails on a predefined date automatically Once the subscription os setup. with no manual intervention.
Hi, can you advice if this module can automatic send out subscriptions by emails on a predefined date, automatically Once the subscription os setup.
Good one
Please send demo thanks . Urgent
Re: Good one
Hello Ahad Greetings of the day!!!! Please find the Module demo Odoo Subscription Management: http://odoodemo.webkul.com/?module=subscription_management And the User Guide Odoo Subscription Management: https://webkul.com/blog/odoo-subscription-management/ Do let me know if you have any concerns or queries regarding the same. Looking forward to your response... Regards Prakreti
works with the stripe payment platform?
works with the stripe payment platform? I would like to know which payment platform works?
Re: works with the stripe payment platform?
Hello Dany, You can proceed to purchase the subscription product with any of the payment acquirer configured on your website, in case of further doubt and discussion, I would like to ask you to mail us at support@webkul.com or you can create a ticket via http://webkul.uvdesk.com/en/customer/create-ticket/ Regards Prakreti
So if I use a payment acquirer that support saving the bank card info then it will work? Does it charge the card automatically or do we need to press a button each month to charge it?
Re:
Hello Tamas, Greetings of the day!! Regarding your shared concern, I would like to tell you that with our module you can automatically generate invoices as paid or open, based on the configuration so in you case we need to check the actual payment status done with the payment acquirer and make your payment gateway compatible with our subscription module which will come under customization service. In case of further doubt and discussion, I would like to ask you to mail us at support@webkul.com or you can create a ticket via http://webkul.uvdesk.com/en/customer/create-ticket/ Regards Prakreti
Does this module do automatic weekly / monthly charging of subscription fees on saved bank cards like the Enterprise module does?
Re:
Hello Tamas, Regarding your doubt for automatic deduction of fee for the purchase plan, I would like to tell you that no it does not happen by default as it requires a payment acquirer that allows recurring deduction of the amount so this module can be customized as per your requirement, in case of further doubt and discussion , I would like to ask you to mail us at support@webkul.com or you can create a ticket via http://webkul.uvdesk.com/en/customer/create-ticket/ Regards Prakreti