[REF] Subscriptions: rewrite overview, integrate products page

X-original-commit: 16a969e

Author: StraubCreative

content/applications/sales/sales/products_prices/prices/pricing.rst

@@ -34,6 +34,8 @@ modified.
 After clicking the checkbox beside the :guilabel:`Pricelists` feature, select one of those two
 options, then click :guilabel:`Save` to save all changes.
 
+.. _sales/product_prices/pricelist:
+
 Pricelists
 ==========
 
@@ -135,8 +137,17 @@ for detailed steps on how to add advanced price rules to a pricelist.
 Recurring Prices tab
 --------------------
 
+<<<<<<< 5dcb8e7bb4e97a3967abf3e48749e80f2351372b
 Recurring prices are specifically used with :doc:`subscription products
 <../../../subscriptions/products>`.
+||||||| 0625fa1d2b75cac1bd6858da0b25695055be23b7
+Time-based rules are used specifically with :doc:`subscription products
+</applications/sales/subscriptions/products>`. Be sure to check out the Odoo *Subscriptions*
+:doc:`documentation </applications/sales/subscriptions>`.
+=======
+Time-based rules are used specifically with subscription products. Be sure to check out the Odoo
+:doc:`Subscriptions </applications/sales/subscriptions>` documentation for more information.
+>>>>>>> aca3c2b1b8775310e852bdc874afc1e43af936a6
 
 Under the :guilabel:`Recurring Prices` tab, the same functionality of the :guilabel:`Price Rules`
 tab is present. The only difference being that a recurring time period can be applied in the
@@ -208,9 +219,19 @@ Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. T
 in the desired promo code that, when entered during the checkout process, applies the pricelist to
 the customer, even if the customer does not fall into the previously-specified criteria.
 
+<<<<<<< 5dcb8e7bb4e97a3967abf3e48749e80f2351372b
 Then, in the :guilabel:`Discounts` section, there is a :guilabel:`Discount Policy` field with two
 options to choose from: :guilabel:`Discount included in the price` or :guilabel:`Show public price &
 discount to the customer`.
+||||||| 0625fa1d2b75cac1bd6858da0b25695055be23b7
+Show discount percentage to customers
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+=======
+.. _sales/products_prices/discounts:
+
+Show discount percentage to customers
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+>>>>>>> aca3c2b1b8775310e852bdc874afc1e43af936a6
 
 If :guilabel:`Discount included in the price` is selected, the price shown to the customer already
 accounts for the discount being applied. However, if :guilabel:`Show public price & discount to the

content/applications/sales/subscriptions.rst

@@ -1,18 +1,47 @@
 :show-content:
+:hide-toc:
 
 =============
 Subscriptions
 =============
 
-Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts
-<subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`,
-keep the churn under control, and :doc:`generate reports
-</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key Performance Indicators)`:
-:abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn,
-etc.
+The Odoo **Subscriptions** app is designed to manage recurring revenue through subscription-based
+products or services. It supports automated invoicing, renewal management, and customer lifecycle
+tracking.
+
+Subscriptions can be created manually or automatically through online sales, with varying options
+for recurring billing. The app integrates with other Odoo modules such as **Invoicing**, **CRM**,
+**Sales**, and **Helpdesk** to support end-to-end subscription workflows.
+
+.. cards::
+
+   .. card:: Subscription plans
+      :target: subscriptions/plans
+      :large:
+
+      Customize subscription plan templates tailored to various product offerings
+
+   .. card:: Renew a subscription
+      :target: subscriptions/plans
+      :large:
+
+      Understand the core management activity for subscriptions
+
+   .. card:: Upsell a subscription
+      :target: subscriptions/plans
+      :large:
+
+      Offer more value for current subscribers on the same sales order
+
+   .. card:: Integrate subscriptions with eCommerce
+      :target: subscriptions/plans
+      :large:
+
+      Offer subscription products with an Odoo **eCommerce** app integration
 
 .. seealso::
    - `Odoo Tutorials: Subscriptions <https://www.odoo.com/slides/subscription-20>`_
+<<<<<<< 5dcb8e7bb4e97a3967abf3e48749e80f2351372b
    - :doc:`/applications/sales/subscriptions/products`
    - :doc:`/applications/sales/subscriptions/ecommerce`
    - :doc:`/applications/sales/subscriptions/plans`
@@ -22,22 +51,131 @@ etc.
    - :doc:`/applications/sales/subscriptions/automatic_alerts`
    - :doc:`/applications/sales/subscriptions/scheduled_actions`
    - :doc:`/applications/sales/subscriptions/reports`
+||||||| 0625fa1d2b75cac1bd6858da0b25695055be23b7
+   - :doc:`/applications/sales/subscriptions/products`
+   - :doc:`/applications/sales/subscriptions/ecommerce`
+   - :doc:`/applications/sales/subscriptions/plans`
+   - :doc:`/applications/sales/subscriptions/upselling`
+   - :doc:`/applications/sales/subscriptions/renewals`
+   - :doc:`/applications/sales/subscriptions/closing`
+   - :doc:`/applications/sales/subscriptions/automatic_alerts`
+   - :doc:`/applications/sales/subscriptions/reports`
+=======
+
+Set up recurrence periods
+=========================
+
+To get started with subscription products in Odoo, *recurrence periods* must first be configured.
+
+Recurrence periods are the time windows in which subscriptions are active before they renew again.
+While a subscription is active, customers receive products or services, and may also have access to
+additional benefits such as support desk triage. In terms of payment, these recurrence periods
+designate how often the customer is charged in order to maintain the benefits of their subscription.
+
+To configure recurrence periods, go to :menuselection:`Subscriptions app --> Configuration -->
+Recurrence periods`.
+
+By default, the **Subscriptions** app includes a number of common recurrence periods already
+available, such as :guilabel:`Monthly` and :guilabel:`Yearly`.
+
+Create new recurrence periods by clicking :guilabel:`NEW` on the :guilabel:`Recurrence Periods`
+dashboard, to reveal a blank form where the period :guilabel:`Name`, :guilabel:`Duration` and
+:guilabel:`Unit` values are specified.
+
+.. image:: subscriptions/recurrence-period-blank-form.png
+   :alt: A blank recurrence period form in the Odoo Subscriptions application.
+
+.. important::
+   The unit :guilabel:`Days` *cannot* be used as a recurrence period for subscription products. The
+   daily recurrence period in Odoo is designated for rentals, and **cannot** be added to
+   subscription-based sales orders.
+
+   This limitation is there to avoid sales orders that would generate daily invoices.
+
+Product form configuration
+==========================
+
+With recurrence periods set up, create a subscription product by navigating to
+:menuselection:`Subscriptions app --> Subscriptions --> Products`, and either clicking an existing
+product to turn into a subscription, or by clicking :guilabel:`NEW` to open up a blank product form.
+
+.. note::
+   By default, the :guilabel:`Recurring` option is already enabled, prompting Odoo to recognize it
+   as a subscription product. Be sure to leave the :guilabel:`Recurring` and :guilabel:`Can be Sold`
+   options enabled.
+
+.. image:: subscriptions/subscription-product-form.png
+   :alt: A basic subscription product form in Odoo Subscriptions application.
+
+On the product form, configure the following items in the :guilabel:`General Information` tab so the
+subscription product will function correctly:
+
+- :guilabel:`Recurring`: check this box to turn the product into a subscription in Odoo.
+- :guilabel:`Product type`: this value is typically set to a :guilabel:`Service`, however other
+  product types may be used (e.g., physical product box subscriptions, eLearning course, etc.).
+- :doc:`Invoicing policy <sales/invoicing/invoicing_policy>`: set this value to when the customer
+  should be charged for their subscription.
+- :guilabel:`Unit of Measure`: how the product should be counted in Odoo, for stock purposes. For
+  most subscriptions, the :abbr:`UoM (Unit of Measure)` will be :guilabel:`Units`.
+- :guilabel:`Sales Price`: enter the recurring cost of the subscription that the customer will pay
+  per recurrence period.
+
+Optionally set up information on the :doc:`Attributes & Variants
+<sales/products_prices/products/variants>` tab if the subscription contains multiple choices for
+customers (i.e. food delivery, tailored fashion boxes, etc.).
+
+In the :guilabel:`Time-based pricing` tab, clarify the pricing options for the subscription. For
+each option available, click :guilabel:`Add a price` to add a new row.
+
+.. tip::
+   Longer time :guilabel:`Period` options are typically incentivized with cost savings. Consider
+   dropping the total :guilabel:`Price` values to offer customers a discount while supporting the
+   business's financial runway.
+
+Last, if the subscription is meant to be purchased on the **eCommerce** website, click the
+:icon:`fa-globe` :menuselection:`Go To Website` smart button and in the product page header, click
+the gray slider from :guilabel:`Unpublished` to the green :guilabel:`Published` status.
+>>>>>>> aca3c2b1b8775310e852bdc874afc1e43af936a6
 
 .. _subscriptions/quotations:
 
-Subscription quotations
-=======================
+Create a subscriptions quotation
+================================
+
+Manually create a new customer subscription by navigating to either the :menuselection:`Sales` or
+:menuselection:`Subscriptions` app dashboards, and then clicking :guilabel:`NEW`.
+
+.. note::
+   Products that have been marked as :guilabel:`Recurring` on their product forms, and are also sold
+   on the **eCommerce** website will *automatically* create and confirm subscription quotations in
+   the backend of Odoo.
 
 .. important::
-   Sales orders with a defined recurrence become subscriptions.
+   Sales orders with a defined recurrence period automatically become subscriptions.
+
+On the quotation form, fill in the necessary fields such as :guilabel:`Customer` and
+:guilabel:`Recurrence`, as well as the :guilabel:`Order Lines` tab.
+
+Optionally, specify a:
+
+- :doc:`Quotation Template <sales/send_quotations/quote_template>`, if one is readily available to
+  help populate the form fields.
+- :guilabel:`Expiration` date, to indicate when the subscription offer is no longer valid.
 
-To create a new subscription, click on :guilabel:`New` from the *Subscription* or the :doc:`Sales
-</applications/sales>` app. You can either:
+  .. tip::
+     Expiration dates pair well with :ref:`discounts <sales/products_prices/discounts>` to
+     incentivize faster purchases, since the discount will expire with the quotation if it's not
+     turned into a sales order within the specified date range.
 
-- Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` to prefill the
-  quotation instantly, or
-- Fill out the quotation normally, making sure to select a recurrence and an end date if necessary
-  and adding :doc:`recurrent products </applications/sales/subscriptions/products>`.
+- :ref:`Pricelist <sales/product_prices/pricelist>`, if one is available and appropriate to use
+  (i.e., summer sale discount, VIP customer, etc.).
+- :guilabel:`Payment Terms`, to set a specified time window for when the subscription must be paid.
+  This is not to be confused for when the quotation is *confirmed* and becomes a sales order, to
+  where, payment may then be obtained immediately or within a certain amount of days, weeks, months,
+  etc.
+
+.. image:: subscriptions/new-subscription-form.png
+   :alt: A completed example of a new subscription quotation in Odoo.
 
 .. tip::
    You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses
@@ -48,37 +186,19 @@ To create a new subscription, click on :guilabel:`New` from the *Subscription* o
 Confirmation
 ============
 
-Send the quotation to the customer for confirmation by clicking on :guilabel:`Send by email`, or
-confirm it immediately by clicking on :guilabel:`Confirm`.
+Send the quotation to the customer for confirmation by clicking on :guilabel:`SEND BY EMAIL`, or
+confirm it immediately by clicking on :guilabel:`CONFIRM`.
 
 .. tip::
    Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view
    their quotation, sign and pay it, and communicate with you.
 
-.. _subscriptions/automatic-payments:
-
-Automatic payments
-==================
-
-You can require the customer to set an automatic payment method and pre-pay the subscription's first
-occurrence before they can confirm their quotation. To do so, go to the :guilabel:`Other Info` tab
-of the quotation and check the :guilabel:`Payment` option in the :guilabel:`Online confirmation`
-field.
-
-If you leave :guilabel:`Payment` unchecked, the customer doesn't have to pre-pay to start the
-subscription. This means that the payment is not automatic and that the customer must pay each
-invoice manually.
-
-.. important::
-   If the online confirmation requires a pre-payment, your customer can select only the
-   :ref:`payment providers <payment_providers/supported_providers>` that have the :ref:`tokenization
-   feature <payment_providers/tokenization>`. This ensures that the customer is automatically
-   charged at each new period.
+If a signature or a payment is required to confirm the quotation, set either (or both) of these
+options in the :guilabel:`Other Info` tab, next to the :guilabel:`Online confirmation` field.
 
 .. toctree::
    :titlesonly:
 
-   subscriptions/products
    subscriptions/ecommerce
    subscriptions/plans
    subscriptions/upselling

content/applications/sales/subscriptions/automatic_alerts.rst

@@ -163,7 +163,18 @@ If :guilabel:`Create next activity` is selected in the :guilabel:`Action To Do`
    as the assignee(s) for the configured activity.
 
 .. seealso::
+<<<<<<< 5dcb8e7bb4e97a3967abf3e48749e80f2351372b
    - :doc:`../subscriptions`
    - :doc:`plans`
    - :doc:`products`
    - :doc:`../../essentials/in_app_purchase`
+||||||| 0625fa1d2b75cac1bd6858da0b25695055be23b7
+  - :doc:`../subscriptions`
+  - :doc:`plans`
+  - :doc:`products`
+  - :doc:`../../essentials/in_app_purchase`
+=======
+  - :doc:`../subscriptions`
+  - :doc:`plans`
+  - :doc:`../../essentials/in_app_purchase`
+>>>>>>> aca3c2b1b8775310e852bdc874afc1e43af936a6

content/applications/sales/subscriptions/closing.rst

@@ -104,4 +104,3 @@ In addition, the specified :guilabel:`Close Reason` appears on the subscription
 .. seealso::
    - :doc:`../subscriptions`
    - :doc:`plans`
-   - :doc:`products`

content/applications/sales/subscriptions/ecommerce.rst

@@ -14,7 +14,7 @@ To add more recurrence periods to the eCommerce product page, create a *product
 recurrence period.
 
 .. seealso::
-   - :doc:`Configure subscription products </applications/sales/subscriptions/products>`
+   - :doc:`Configure subscription products </applications/sales/subscriptions>`
    - :doc:`Product variants </applications/sales/sales/products_prices/products/variants>`
 
 Create recurrence periods as product variants

content/applications/sales/subscriptions/new-subscription-form.png

@@ -127,4 +127,3 @@ related to this specific subscription.
 .. seealso::
    - :doc:`../subscriptions`
    - :doc:`plans`
-   - :doc:`products`

content/applications/sales/subscriptions/products/pricelist-form-time-based-rules-tab.png

@@ -402,4 +402,3 @@ Analysis` reporting page are:
 .. seealso::
    - :doc:`../subscriptions`
    - :doc:`plans`
-   - :doc:`products`

content/applications/sales/subscriptions/products/pricelist-time-based-pricing.png

@@ -106,4 +106,11 @@ Status`.
 .. seealso::
    - :doc:`../subscriptions`
    - :doc:`plans`
+<<<<<<< 5dcb8e7bb4e97a3967abf3e48749e80f2351372b
    - :doc:`products`
+||||||| 0625fa1d2b75cac1bd6858da0b25695055be23b7
+   - :doc:`products`
+
+=======
+
+>>>>>>> aca3c2b1b8775310e852bdc874afc1e43af936a6

content/applications/sales/subscriptions/products/recurrence-period-form.png

@@ -162,6 +162,7 @@ applications/sales/subscriptions/sales_flow/closing.rst applications/sales/subsc
 applications/sales/subscriptions/sales_flow/create_a_quotation.rst applications/sales/subscriptions.rst                               # subscriptions/sales_flow/create_a_quotation --> subscriptions
 applications/sales/subscriptions/sales_flow/renewals.rst applications/sales/subscriptions/renewals.rst                                # sales_flow/* --> *
 applications/sales/subscriptions/sales_flow/upselling.rst applications/sales/subscriptions/upselling.rst                              # sales_flow/* --> *
+applications/sales/subscriptions/products.rst applications/sales/subscriptions.rst # subscriptions/products --> subscriptions
 
 # applications/services