Customer Subscription Management
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 111.49
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 1062 |
| Technical Name |
basic_subscription_odoo_manage |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 1062 |
| Technical Name |
basic_subscription_odoo_manage |
| License | See License tab |
| Website | http://www.probuse.com |
Subscription Contract Management App
Simplify and Manage Customer Subscriptions in Odoo
Manage Flexible Subscriptions Effortlessly
Streamlining Subscription Agreements and Renewals
This platform enables users to manage subscription contracts, send email notifications, generate invoices for active subscriptions, and renew subscriptions by linking them to parent contracts. It also offers flexibility to configure subscription plans and stages, as well as print detailed PDF reports. For further guidance, watch the video and refer to the screenshots below.
Main Features:
- Allow the subscription user to create and manage a subscription contract within the platform.
- Subscriptions in the 'Trial' stage, where the Trial Period End Date has passed or is today, will have their End Date and Next Billing Date automatically updated by the cron job, based on the plan's billing cycle.
- Allow the subscription user to click on 'Send by Email' within the subscription to send an email notification to the customer.
- Allow the subscription user to create an invoice from the subscription when it is in the active stage.
- Subscriptions nearing their expiration date will have their status updated to 'Expired Soon.' Additionally, the cron job will trigger an email notification to the subscriber, informing them that their subscription is about to expire.
- Subscriptions that have passed their expiration date will have their status updated to 'Expired.' Additionally, the cron job will send an email notification to the subscriber, informing them that their subscription has expired.
- Allow the subscription user to renew the subscription by creating a new subscription and linking it to the original as the parent subscription, ensuring continuity and proper management of subscription records.
- Allow the subscription user to configure both the subscription plan and its stage, enabling customization of subscription terms and management based on user preferences and business requirements.
- Allow the subscription user to generate and print a PDF report of the subscription, providing a comprehensive summary of subscription details.
- For more detailed information, watch the accompanying video tutorial and refer to the screenshots below for a step-by-step visual guide to help you better understand the process.
Key Notes:
- Create a Subscription Contract: Allow the subscription user to generate and manage a subscription contract within the platform.
- Trial Stage Subscription Updates: Subscriptions in the 'Trial' stage, where the Trial Period End Date has passed or is today, will have their End Date and Next Billing Date automatically updated by the cron job, based on the plan's billing cycle.
- Email Notification via 'Send by Email': Allow the subscription user to click on 'Send by Email' within the subscription interface to send an email notification to the customer directly.
- Invoice Creation for Active Subscriptions: Allow the subscription user to create an invoice from the subscription when it is in the active stage, ensuring proper billing.
- 'Expired Soon' Status for Nearing Expiration: Subscriptions nearing their expiration date will have their status updated to 'Expired Soon'. The cron job will trigger an email notification to the subscriber, informing them that their subscription is about to expire.
- Expired Subscription Status: Subscriptions that have passed their expiration date will have their status updated to 'Expired'. The cron job will also trigger an email notification to the subscriber, informing them that their subscription has expired.
- Subscription Renewal Process: Allow the subscription user to renew the subscription by creating a new subscription and setting it as the parent subscription.
- Subscription Plan and Stage Configuration: Allow the subscription user to configure both the subscription plan and stage, offering flexibility in subscription management.
- PDF Report Generation: Allow the subscription user to print a PDF report of the subscription, providing a tangible record of subscription details.
- Additional Information: For more details, watch the video and refer to the screenshots below for visual guidance.
Menus Available:
- Sales
- Subscription Management
- Subscription Plan
- Subscription
- Configuration
- Subscriptions
- Stages
Edition Compatibility:
Enterprise Odoo.sh Community
Subscription Officer and Subscription Manager Group on User
Subscription Management Menu
Subscription in Draft Stage
Subscription in Trial Stage
Subscriptions in the 'Trial' stage, where the Trial Period End Date has passed or is today, will have their End Date and Next Billing Date updated by the cron job based on the plan's billing cycle.
Subscription in Active Stage
Click on 'Send by Email' on the Subscription to send the email notification
Open the created customer invoice from the subscription by clicking 'Create Invoice' on the Subscription form
Subscription in Expired Soon Stage
Subscriptions nearing their expiration date will have their status updated to 'Expired Soon.' Additionally, the method will trigger an email notification to the subscriber, informing them that their subscription is about to expire, through the cron job.
Email Notification for Subscriptions in the 'Expired Soon' Stage
Subscription in Expired Stage
Subscriptions that have passed their expiration date will have their status updated to 'Expired.' Additionally, the method will send an email notification to the subscriber, informing them that their subscription has expired, triggered by the cron job.
Email Notification for Subscriptions in the 'Expired' Stage
Click on the 'Renew' button to open the Subscription Renewal Wizard
Renew the subscription by creating a new subscription and setting the parent subscription.
Kanban View of Subscriptions
List View of Subscriptions
Calendar View of Subscriptions
Pivot View of Subscriptions
Graph with Bar Chart View of Subscriptions
Graph with Pie Chart View of Subscriptions
Activity View of Subscriptions
List View of Subscription Plans
Form View of Subscription Plan
List View of Subscription Stages
Form View of Subscription Stage
PDF Report of Subscription
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
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.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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.
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