Abbonamenti¶
L’app Abbonamenti di Odoo è stata progettata per gestire entrate ricorrenti tramite prodotti o servizi basati su abbonamenti. Il modulo permette di automatizzare la fatturazione, gestire i rinnovi e monitorare i clienti.
Gli abbonamenti possono essere creati manualmente o in maniera automatica tramite vendite online con varie opzioni per fatture ricorrenti. L’app si integra perfettamente con altri moduli Odoo come Fatturazione, CRM, Vendite e Helpdesk per supportare i flussi di lavoro relativi ad abbonamenti end-to-end.
Subscription plans
Customize subscription plan templates tailored to various product offerings
Renew a subscription
Understand the core management activity for subscriptions
Upsell a subscription
Offer more value for current subscribers on the same sales order
Integrate subscriptions with eCommerce
Offer subscription products with an Odoo **eCommerce** app integration
Vedi anche
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 .
By default, the Subscriptions app includes a number of common recurrence periods already available, such as Monthly and Yearly.
Create new recurrence periods by clicking NEW on the Recurrence Periods dashboard, to reveal a blank form where the period Name, Duration and Unit values are specified.
Importante
The unit 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.
La limitazione serve a evitare che gli ordini di vendita creino fatture giornaliere.
Configurazione modulo prodotto¶
With recurrence periods set up, create a subscription product by navigating to , and either clicking an existing product to turn into a subscription, or by clicking NEW to open up a blank product form.
Nota
By default, the Recurring option is already enabled, prompting Odoo to recognize it as a subscription product. Be sure to leave the Recurring and Can be Sold options enabled.
Nel modulo del prodotto, configurare le seguenti voci nella scheda Informazioni generali, in modo che il prodotto abbonamento funzioni correttamente:
Recurring: check this box to turn the product into a subscription in Odoo.
Product type: this value is typically set to a Service, however other product types may be used (e.g., physical product box subscriptions, eLearning course, etc.).
Politica di fatturazione: imposta questo valore per stabilire quando al cliente deve essere addebitato l’abbonamento.
Unità di misura: come contare il prodotto in Odoo per le scorte. La UdM della maggior parte degli abbonamenti sarà Unità.
Prezzo di vendita: inserisci il costo ricorrente dell’abbonamento che il cliente pagherà per ogni periodo di ricorrenza.
Optionally set up information on the Attributes & Variants tab if the subscription contains multiple choices for customers (i.e. food delivery, tailored fashion boxes, etc.).
In the Time-based pricing tab, clarify the pricing options for the subscription. For each option available, click Add a price to add a new row.
Suggerimento
Longer time Period options are typically incentivized with cost savings. Consider dropping the total 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 smart button and in the product page header, click the gray slider from Unpublished to the green Published status.
Creare un preventivo per un abbonamento¶
Manually create a new customer subscription by navigating to either the or app dashboards, and then clicking NEW.
Nota
Products that have been marked as 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.
Importante
Sales orders with a defined recurrence period automatically become subscriptions.
On the quotation form, fill in the necessary fields such as Customer and Recurrence, as well as the Order Lines tab.
Se lo desideri, puoi specificare:
Quotation Template, if one is readily available to help populate the form fields.
La Data di scadenza per indicare quando l’offerta relativa all’abbonamento non sarà più valida.
Suggerimento
Expiration dates pair well with 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.
Pricelist, if one is available and appropriate to use (i.e., summer sale discount, VIP customer, etc.).
Termini di pagamento, per impostare una finestra temporale specifica per il pagamento dell’abbonamento. Non va confuso con il momento in cui l’offerta viene confermata e diventa un ordine di vendita, dove il pagamento può essere ottenuto immediatamente o entro un certo numero di giorni, settimane, mesi, ecc.
Suggerimento
You can define different invoice and delivery addresses by enabling the Customer Addresses feature.
Conferma¶
Send the quotation to the customer for confirmation by clicking on SEND BY EMAIL, or confirm it immediately by clicking on CONFIRM.
Suggerimento
Click on Customer Preview to preview the customer portal where the customer can view their quotation, sign and pay it, and communicate with you.
If a signature or a payment is required to confirm the quotation, set either (or both) of these options in the Other Info tab, next to the Online confirmation field.