Enhanced Subscription Management | Odoo Sales Subscription Enhancer | Upsell Subscription | Subscription Downgrade
by Vraja Technologies http://www.vrajatechnologies.com$ 113.12
In-App Purchases
Enhanced Subscription Management | Odoo Sales Subscription Enhancer |
Community Enterprise Odoo.sh |
This module enhances the Odoo Subscription Sales workflow by introducing advanced management for subscription upgrades (upsell) and downgrades with fully automated prorated billing calculations. When a customer upgrades their subscription during an active billing cycle, the system automatically calculates the prorated amount based on the remaining days of the current subscription period to ensure accurate and fair pricing. In the case of a downgrade, the module determines the unused value of the subscription and automatically generates a credit note for the remaining amount. By accurately calculating the remaining subscription period and applying the appropriate financial adjustments, the system eliminates manual calculations and reduces billing errors and providing businesses with greater flexibility to manage mid-cycle subscription changes efficiently.
End-to-end Odoo solutions for growing companies.
Explore the key features, workflow, and value of this Odoo module.
|
|
Automated Prorated Billing:Automatically calculates prorated amounts for subscription upgrades based on the remaining billing period, ensuring accurate and fair pricing. |
|
|
Subscription Downgrade Management:Allows customers to downgrade their subscription plans while maintaining proper billing adjustments. |
|
|
Automatic Credit Note Generation:Generates credit notes automatically when a downgrade occurs by calculating the unused portion of the subscription. |
|
|
Improved Billing Accuracy:Eliminates manual calculations and reduces the risk of billing errors during mid-cycle subscription changes. |
|
|
User-Friendly Workflow:Keeps the subscription modification process simple and aligned with standard Odoo workflows. |
|
|
Accurate Remaining Period Calculation:Precisely determines the remaining days in the current subscription cycle to ensure correct financial calculations. |
01 First, a new subscription is created and confirmed. After confirming the order, an invoice is generated for the subscription according to the standard Odoo workflow. If the user wants to upgrade (upsell) the existing subscription plan during the active subscription period, they can simply click the Upsell button available on the subscription order, following the default Odoo subscription workflow.
02 In this step, the subscription is upgraded by performing an upsell, and the order state is updated to “Upsell” to reflect the ongoing upgrade process. The user can modify the products in the existing subscription order as needed and then confirm the upsell order to apply the changes.
03 Once the upsell order is confirmed, you can view the Sales History, which displays both the original subscription order and the upsell order. And From this section, the user can also access the option to create invoices related to these orders.
04 After Creating invoice, the invoice amount is automatically calculated based on the remaining time of the current subscription period. The prorated calculation is applied only to the upsell order, ensuring that the customer is charged accurately for the upgraded product according to the remaining days in the active subscription cycle.
05 Now, you can see that the upsell product has been added to the subscription order according to the standard Odoo workflow.
01 We also provide an option to downgrade the subscription order. To do this, the user needs to click on the Downgrade button, after which a new order is automatically created to process the downgrade according to the subscription workflow.
02 In the downgrade order, the state is set to Downgrade. You can modify the subscription according to your requirements, Note that to perform a downgrade, the total amount of the order must be less than the parent subscription order.click Confirm to apply the downgrade and update the order accordingly.
03 Once you confirm the downgrade order, the system automatically generates a credit note.You can view the generated credit note by clicking the credit note smart button.
04 Here, you can see the generated credit note, This credit note reflects the remaining credit amount, calculated based on the unused portion of the subscription according to the remaining days in the current subscription period.
05 After the downgrade is processed, the previous subscription order is marked as churned (closed), and the new downgrade order’s state is set to “In Process.” From this point onward, during each renewal cycle, this downgrade order will be used as the reference to generate invoices and to manage any future upsell or further downgrade actions.
06 After the subscription is renewed and a new invoice is created, you can apply the credit note generated during a previous downgrade. This ensures the customer is credited for any unused portion of the subscription. Selecting the credit note automatically adjusts the invoice amount to reflect the remaining balance. This makes subscription management easier and accurate. Note: This downgrade process is not provided by default in Odoo.
|
|
What does this module do?This module enhances Odoo Subscriptions by allowing users to upgrade (upsell) or downgrade subscription orders mid-cycle with automated prorated billing and credit note generation. |
|
|
How is the upsell amount calculated?When upgrading a subscription, the system calculates the prorated amount based on the remaining days in the current subscription period to ensure accurate billing. |
|
|
How does downgrade work?When a subscription is downgraded, the module automatically creates a new downgrade order, modify subscription, and generates a credit note for the unused portion of the original subscription. |
|
|
Are credit notes generated automatically?Yes, for any downgrade,Once the order is confirmed the system automatically calculates the unused subscription value and generates a credit note for the remaining amount. |
|
|
Can I modify a downgrade order?Yes, the downgrade order can be edited while in the Downgrade state, allowing you to remove or adjust products before confirming the order. However, the total amount of the downgrade order must always be less than to the parent subscription order. |
|
|
Is the module compatible with standard Odoo subscription workflows?Yes, the module extends the Sale Order model and integrates seamlessly with Odoo’s standard subscription, invoicing, and renewal workflows. |
|
|
Can I perform multiple upsells or downgrades on a single subscription?Yes, multiple upsells and downgrades can be performed during the active subscription period, and the system will automatically calculate prorated amounts for each change. |
|
|
Is this module suitable for businesses with a large number of subscriptions?Yes, it is scalable and can efficiently handle high volumes of subscription transactions, providing accurate billing and order management. |
|
|
Can I get a demo of the module before making a purchase?Yes, to test this module, please contact us at sales@vrajatechnologies.com. |
|
|
I would like to request a custom feature for this application. What’s the process to get it implemented?We’re happy to help tailor the application to meet your business needs! You can reach us via sales@vrajatechnologies.com |
|
|
Who is the point of contact for technical support, configuraion support or bug-related queries?You can reach us via support@vrajatechnologies.com |
|
|
Included App SupportNo Time-Limit Support for Supported Versions |
If you encounter any issues while using our app that are caused by the app itself, we offer complimentary support for 90 days from the date of purchase.
Contact Us
vrajatechnologies.com/contactusSupport Policy
vrajatechnologies.com/support-policyBigCommerce Odoo Integration
BigCommerce Odoo Integration helps businesses connect their BigCommerce online store with Odoo and manage eCommerce operations from one centralized system. This connector allows you to import and export key store data between BigCommerce and Odoo, reducing manual work and improving operational accuracy.
Shopify Odoo Integration
Shopify Odoo Integration helps you connect your Shopify store with Odoo to manage products, orders, customers, and inventory from one centralized system.Automate data synchronization between Shopify and Odoo, reduce manual work, avoid errors, and streamline your complete eCommerce operations.
EDI Odoo Integration (FTP/SFTP - Import/Export Records)
This all-in-one Odoo EDI solution connects Odoo with trading partners using FTP and SFTP protocols, with a dynamic XML mapping engine to import, export, create, or update any Odoo record without coding. It supports remote directory synchronization, scheduled automation, and reliable bidirectional data exchange across any Odoo model for accurate and streamlined business workflows.
Klaviyo Odoo Integration
Klaviyo Odoo Integration Most ecommerce marketing software forces you to choose between being as effective as possible or moving fast. Klaviyo is different. Designed for growth-minded ecommerce merchants, Klaviyo gives you powerful functionality without sacrificing the time it takes for your marketing to make an impact on your bottom line.
Shipstation V2 Odoo Shipping
The ShipStation Odoo Integration provides a seamless two-way connection between Odoo ERP and ShipStation Easily connect Odoo with ShipStation to automate shipping workflows, generate carrier labels, fetch real-time rates, and synchronize orders and tracking details.
Stripe Terminal Integration
Stripe Odoo Integration helps businesses process real-time card payments from Odoo invoices and sale quotations using Stripe Terminal devices like WisePOS E and Stripe S700. It streamlines backend payment collection with automated syncing to Odoo Accounting, reducing manual work and improving financial accuracy.
Odoo Quickbooks Online Connector | USA
QuickBooks Odoo Integration helps businesses synchronize customers, vendors, products, taxes, accounts, invoices, bills, payments, and payment terms between QuickBooks and Odoo. Automate financial data exchange, reduce manual entry, avoid inconsistencies, and maintain accurate accounting records across both platforms.
RMA | Customer & Supplier Return Management
RMA Customer & Supplier Return Management helps businesses manage product returns, refunds, replacements, approvals, stock movements, and credit notes for both customers and vendors directly in Odoo. Fully integrated with Sales, Purchase, Inventory, Accounting, and Website Portal, it automates the complete return workflow, reduces manual work, and improves return process traceability.
ALL IN ONE Import Record From SFTP Import CSV & XLSX File Manually
ALL IN ONE Import Records is a flexible Odoo import solution that allows users to import any type of data using configurable mappings, multiple file formats, and automated workflows. It also supports dynamic translation during import, enabling multilingual data import in a single operation for accurate, consistent, and efficient data management.
WooCommerce Odoo Connector
WooCommerce Odoo Integration helps businesses connect their WooCommerce online store with Odoo and manage complete eCommerce operations from one centralized ERP system.
Odoo Quickbooks Canada Connector
Odoo QuickBooks Canada Connector helps businesses synchronize customers, vendors, products, taxes, chart of accounts, invoices, bills, payments, and payment terms between Odoo and QuickBooks Canada.
ZOHO Odoo Integration
ZOHO Odoo Integration helps businesses connect Zoho applications with Odoo to synchronize CRM, accounting, inventory, customer, sales, and business data in one unified system.
Explore Before Purchase |
Start with a free trial
Test the connector with your real workflows using our 15-day free trial. If you need help, our product experts will guide you throughout the trial.
|
|
Test the connector with your real workflows.Our product experts will guide you during the trial to help you evaluate, configure, and use the connector with confidence.
15-Day
Trial
Expert
Guidance
Real
Workflow Testing
|
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 204 |
| Technical Name |
sales_subscription_extension |
| License | OPL-1 |
| Website | http://www.vrajatechnologies.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