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How to use a degressive subscription in Odoo ?

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posquickstartv15
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Franklin Bruyneel (frbr)

I had a use case with a client that wanted to sell a subscription that you will pay in advance for 15 classes of Yoga for example and every time you go to the class, the Yoga business will be able to indicate that you took a class and have only 14 classes left on your subscription. 


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Unfortunately, there are no applications in Odoo done to sell degressive subscriptions. 


The subscription app in odoo allows you to have a follow up on the payments of a monthly/yearly/etc. subscriptions but you will not be able to indicate that you have only 14 classes left on a subscription of 15 classes for example. 


There are two workarounds that could respond to that need and they both require the POS application. 

You could also use the sales application and sell the 15 units of a class and do a delivery of one unit everytime a class is taken but it will not be user friendly and you won’t be able to have a good follow-up on which class has been taken. Allows to have a degressive subscription.


  1. Use the Gift Card :

A. Create a product as the subscription

Don’t forget to indicate in the sales tab that the product can be sold in the POS by ticking the box “available in POS”. 


You also need to create the type of classes that you will give and set a price. For example, in the case of the 15 classes of Yoga that you sell for a price of 45€. It means that you are entitled to 15 classes at the price of 3€. You then only need to create a product for each class and put it available in the POS. 


B. Allow gift card in the settings of your shop 

Once in the settings, you need to tick the “gift card” box and select the product you created in point “a” as your subscription product. 

After that, you need to select the box “Generate a new barcode and set a price” because the two other options don’t work currently. 

Then save it. 


C. Sell the subscription and use it

Enter the shop. Sell the subscription that you created and a new document with a barcode will be created. 


There is a forum entry to enlarge the barcode created to make it readable by your scanner : https://www.odoo.com/forum/help-1/i-cant-scan-my-barcode-created-by-the-giftcard-203075


Once it’s sold and the customer comes to take a class, you need to select the class taken by the client and click on the smart button gift card and choose “Use a Gift Card” and scan the barcode. 3€ will be taken from the Gift card and the client won’t have to pay anything as it will be deducted from his/her subscription. 


Pros of the solution : 

  • Possibility to scan (faster).

  • Easy follow-up on the status of the subscription (you need to select “check a gift card” once you have clicked on the smartbutton “gift card” in the shop. 


Cons of the solution : 

  • Only one gift card per shop.

  • If there is more than one type of price, it is not an ideal solution (you can use reductions).

  • Not possible to recharge the gift card barcode.


            2. Use de Loyalty points :  


Before creating the loyalty programs, you need to create the product of the subscription.


You need to create loyalty programs by clicking in the POS app on Product > Loyalty Programs and create one. The name that you will give to your loyalty program will appear at the bottom of your ticket after every sale (even if you don’t use the loyalty program). 

Once you create a loyalty program, you click on “add a line” in the Rewards tab. 

By putting 1 on the reward cost and fixed amount, it means that it will cost 1 point per € spent. 

The discount product is the product that will appear on the sales line when using the loyalty points during a sale. 


After, you need to create the rules to gain the points. 

Here I informed that the customer would win 45 points per unit purchased of the product created here above. You need to edit the domain so the client only get 45 points when he/she purchases the product “Abonnement 15 leçons (fidélité).


You also need to go into the settings of the shop and select the loyalty program that you created to make it available in the shop where you will use it. 


Once you create a sale in the shop, you select a customer and you sell him/her the product of the subscription created before. Automatically, Odoo will give the right number of points to that client.

It’s easy to check the points that a customer has by clicking on the customer tab of the shop and you will see the number of points they have left. 


If the customer comes to the shop after and ask to use his subscription to get a class, you need to select the right customer, indicate the class that he will take. Automatically, Odoo will indicate the smart button “Reward” in green and you will only have to click on it and Odoo will take the number of points based on the rules configured before. If the customer has enough points left, the class will be free and you will only have to validate it. The number of points left for the client will be computed immediately.


Pros of the solution : 

  • Easy follow-up on the status of the subscription.

  • Possibility to have more than one type of subscription (you just need to add lines on the loyalty program that you created before and adapt the points depending on the rules that you want to apply). 


Cons of the solution :

  • No possibility to scan



With the gift card solution, you can use it without needing to associate it to a specific customer while for the loyalty program, it’s related to a customer and gives you less flexibility to use the subscription for someone else. It can be a pro or a con depending on the flexibility you want to give to your customers. 


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