$ 17.53
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 151 |
| Technical Name |
hdk_subscription_stages |
| License | OPL-1 |
| Website | https://www.hamdek.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 151 |
| Technical Name |
hdk_subscription_stages |
| License | OPL-1 |
| Website | https://www.hamdek.com |
Subscription Stages & Phase Management
Supercharge your Subscription Lifecycle with structured phases and advanced stage controls. Ensure every Subscription is tracked properly across its lifecycle, giving you clear visibility into renewals, onboarding, and active states.
Key Features
Structured Phases
Define unique phases for your subscription lifecycles. Tailor stages to match your exact business operational model from Onboarding to Renewal.
Stage Progressions
Easily move subscriptions through customized stages to keep track of their status, ensuring no customer is left behind during onboarding or renewal.
Kanban Visibility
Visual kanban boards for your subscriptions. Instantly see how many subscriptions are in each phase and identify bottlenecks.
Access Control
Restrict who can change subscription states or manage stage configurations using targeted Odoo User Groups.
Advanced Filtering
Group and filter your subscription lists based on custom phases and stages, enabling targeted reporting and proactive customer success efforts.
Smooth Pipeline
Transform the flat list of default Odoo subscriptions into a powerful, interactive pipeline tailored to recurring revenue models.
Business Use Cases / Examples
1. SaaS Onboarding Pipeline
When a new customer signs up for a software subscription, they don't just become "Active". They go through Trial, Onboarding, Configuration, and finally Live. This module allows customer success teams to track exactly where each subscriber is in their initial rollout phase.
2. Physical Box Subscriptions
A monthly coffee or meal kit delivery service needs phases like Menu Selected, Sourcing, Packing, and Shipped. Manage the physical fulfillment lifecycle of each month's recurring order easily within the subscription view.
3. B2B Service Contracts
Managing yearly maintenance contracts requires careful renewal tracking. Stages such as Active Contract, Quarterly Review, Upcoming Renewal (90 Days), and Negotiating Extension ensure sales teams never miss a high-value renewal opportunity.
4. Churn Prevention & Recovery
When a payment fails or a client requests cancellation, move them to a At Risk or Delinquent stage. This flags the subscription for the retention team to follow up on before marking it permanently closed.
How to Configure & Use
- Install: Get the module running in your Odoo instance.
- Define Phases: Navigate to the Subscriptions app and configure your custom Phases (e.g., Onboarding, Active, Renewal).
- Create Stages: Within each Phase, define the specific Stages a subscription will flow through.
- Manage Subscriptions: Go to your Subscription overview and drag-and-drop records between stages using the new Kanban interface.
- Track Progress: Group and filter your subscription revenue directly by current stage to forecast cash flow and effort.
Support & Expert Services
sales@hamdek.com
www.hamdek.com
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.
Please log in to comment on this module