订阅¶
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.
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
参见
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.
要配置重复周期，请访问 。
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.
重要
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.
此限制是为了避免销售订单每日生成发票。
产品表格配置¶
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.
注解
默认情况下，经常性 选项已启用，提示 Odoo 将其识别为订阅产品。请确保启用 经常性 和 可以出售 选项。
On the product form, configure the following items in the General Information tab so the subscription product will function correctly:
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.).
Invoicing policy: set this value to when the customer should be charged for their subscription.
Unit of Measure: how the product should be counted in Odoo, for stock purposes. For most subscriptions, the UoM will be Units.
Sales Price: enter the recurring cost of the subscription that the customer will pay per recurrence period.
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.
小技巧
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.
Create a subscriptions quotation¶
Manually create a new customer subscription by navigating to either the or app dashboards, and then clicking NEW.
注解
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.
重要
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.
Optionally, specify a:
Quotation Template, if one is readily available to help populate the form fields.
Expiration date, to indicate when the subscription offer is no longer valid.
小技巧
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.).
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.
小技巧
You can define different invoice and delivery addresses by enabling the Customer Addresses feature.
确认¶
Send the quotation to the customer for confirmation by clicking on SEND BY EMAIL, or confirm it immediately by clicking on CONFIRM.
小技巧
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.