Reînnoiți abonamentele

The foundation of any subscription business model is recurring payments. This is when customers reliably pay a regular amount at specific intervals, in exchange for access to a subscription product or service.

Subscription renewal is the process customers follow when they willingly choose to continue participating in, and paying for, a subscription product or service.

Abonații experimentează procesul de reînnoire la diferite intervale – săptămânal, lunar, anual etc. – în funcție de durata contractului convenit.

Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases.

With the Odoo Subscriptions application, a company can manage all of its subscriptions in one place. Renewals can be processed automatically, or manually, include additional products or upsells per renewal order, and be filtered in batch views to quickly locate customers who need to renew their subscriptions.

Reînnoiri abonamentului

In order to renew a subscription, a quotation with a subscription product must be confirmed, with a configured Recurring Plan selected.

To open a subscription quotation, navigate to Subscriptions app ‣ Subscriptions ‣ Quotations, and select the desired quotation from the list. Or, create a new one by clicking New to open a new quotation form.

Notă

• Este necesar doar un produs singular.

• A subscription service counts as a product, as it is considered a recurring product.

Subscription quotations must be confirmed, and payment from the customer for the initial subscription must be invoiced and registered in order to successfully open a Renewal Quotation.

Vedeți și

For more information on the above process of confirming quotations and invoicing payments, see: - Creați oferte - Confirmarea comenzii de plată online

Once the payment from the subscription quotation is confirmed, the quotation turns into a sales order. An In Progress tag is applied to the sales order form, and a series of buttons also appear at the top of the sales order, including a Renew button.

Când se face clic pe butonul Reînnoire, Odoo prezintă instantaneu o nouă ofertă de reînnoire, completată cu o etichetă Cotație de reînnoire.

From here, a standard sales flow can occur to confirm the quotation. This typically begins by clicking Send by Email, which sends a copy of the quotation to the customer, by email, for them to confirm, and eventually, pay for.

Notă

In the chatter of the Renewal Quotation, it is mentioned that this subscription is the renewal of the subscription from the original sales order.

Odată ce Cotația de reînnoire este confirmată, aceasta devine o comandă de vânzare, iar un buton inteligent Istoricul vânzărilor apare în partea de sus a paginii.

Când se face clic pe butonul inteligent Istoricul vânzărilor, Odoo dezvăluie o pagină separată, prezentând diferitele comenzi de vânzare atașate acestui abonament, împreună cu Starea abonamentului.

În plus, odată ce Cotația de reînnoire este confirmată, apare și un buton inteligent MRR în partea de sus a comenzii de vânzare.

Când se dă clic, Odoo dezvăluie o pagină MRR Analysis, care detaliază venitul lunar recurent aferent acestui abonament specific.

Vedeți și

• ../abonamente