Leden

The Members application is where all operations related to memberships can be configured and managed. The Members app integrates with the Sales and Accounting applications to sell and invoice memberships directly to customers.

Producten voor leden

To create a new membership product, navigate to Members app ‣ Configuration ‣ Membership Products, and click New to open a blank product record.

Vul het lege formulier in met de benodigde informatie, inclusief de Lidmaatschapsduur.

Notitie

Membership products require a start and end date, as they are used to determine membership status. Membership products can be sold before their active start date.

Een nieuw lidmaatschapsproduct in de leden-app.

Membership products can be added to a sales order, and invoiced as regular products or subscriptions.

Een lidmaatschap activeren

To activate a membership from the Contacts application, navigate to Contacts app, and click on a contact to open that specific contact’s detail form.

From the resulting contact form, open the Membership tab, and click Buy Membership.

On the Join Membership pop-up window that appears, select a Membership from the drop-down menu. Then, configure a Member Price.

Click Invoice Membership when both fields are filled in. Doing so reveals a Membership Invoices page, wherein invoices can be confirmed and completed.

Alternatively, to offer a free membership, tick the Free Member checkbox, in the Membership tab of a contact form.

Lidmaatschapsstatus

The Current Membership Status is listed on the Membership tab of each contact record:

  • Non Member: a partner who has not applied for membership.

  • Cancelled Member: a member who has cancelled their membership.

  • Old Member: a member whose membership end date has passed.

  • Waiting Member: a member who has applied for membership, but whose invoice has not yet been created.

  • Invoiced Member: a member whose invoice has been created, but has not been paid.

  • Paid Member: a member who has paid the membership fee.

Ledenlijst publiceren

Om een lijst van actieve leden op de website te publiceren, moet eerst de applicatie Online Ledenlijst worden geïnstalleerd. Na het installeren van de module voeg je de leden pagina toe aan het menu van de website door het website menu te bewerken.

The Online Members directory module in Odoo.

Publish individual members

Ga terug naar :menuselectie:`CRM app --> Verkoop --> Klanten` en klik op de Kanban kaart voor een lid. Klik in het resulterende klantenformulier op de Ga naar website slimme knop bovenaan de pagina om de webpagina van het lid te openen.

Klik op de Edit knop om een zijbalk met bewerkingsgereedschappen te openen. Nadat je de nodige wijzigingen op de pagina hebt aangebracht, klik je op Opslaan. Schuif bovenaan de pagina de Unpublished knop naar de actieve, Published positie.

Repeat these steps for all desired members.