Đăng ký

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

Xem thêm

Set up recurring plans

To get started with subscription products in Odoo, recurring plans (previously known as recurrence periods) must first be configured.

Các gói định kỳ là khoảng thời gian mà đăng ký có hiệu lực trước khi được gia hạn. Trong thời gian đăng ký còn hiệu lực, khách hàng sẽ nhận được sản phẩm hoặc dịch vụ, và có thể được hưởng thêm các quyền lợi bổ sung như hỗ trợ kỹ thuật. Về mặt thanh toán, các gói định kỳ quy định tần suất khách hàng phải thanh toán để duy trì quyền lợi của gói đăng ký.

To configure recurring plans, go to Subscriptions app ‣ Configuration ‣ Recurring Plans.

By default, the Subscriptions app includes a number of common recurring plans already available, such as Monthly and Yearly.

Create a new recurring plan by clicking New on the Recurring Plans dashboard, to reveal a blank form where the plan Name, DETAILS, SELF-SERVICE and Pricing field values are specified.

A blank recurring plan form in the Odoo Subscriptions application.

Quan trọng

The Days unit of measure cannot be used as a Billing Period for subscription products. The daily recurrence period in Odoo is designated for rentals, and cannot be added to subscription-based sales orders.

This limitation is there to avoid sales orders that would generate daily invoices.

DETAILS section

After giving the recurring plan a suitable Name (e.g. Monthly, Bi-weekly, Quarterly, etc.), proceed to the form's DETAILS section to fill out the following configuration fields:

  • Billing Period: determines the recurrence period of the recurring plan. Set the numerical value in the text field and contextualize the quantity with a unit of time in the corresponding drop-down menu, in Weeks, Months, or Years.

  • Automatic Closing: a numerical value, in days, where the subscription is set to close automatically if payment is not made.

    Example

    If a subscription is set to renew on the 1st of every month, and the Automatic Closing value is set to 15 Days, then the subscription will close on the 16th of that month if payment is not received.

  • Company: optional assignment, if the database has Multi-company functionality enabled. Assigning this value will make the recurring plan available for that company's location, specifically.

  • Invoice Email Template: assigns a specific email template to be used in subscriptions invoicing communications. The default assignment here is Invoice: Sending which contains various dynamic fields that autopopulate specific variables across the Subject field and Content tab, such as the customer's name, invoice number, total amount invoiced, etc.

    Mẹo

    Although this field is optional, it is recommended to use it since this type of communication fulfills good business practices around price transparency, regular customer communication (especially as it relates to charged amounts), and helps build contextual financial documentation around recurring revenues.

    An email template in Odoo used to send subscriptions invoicing messages to customers.

    The Invoice: Sending email template is accessible by clicking the (Internal link) that appears after hovering over the Invoice Email Template drop-down field in the Recurring Plans form.

SELF-SERVICE section

The following optional fields enable customers to take administrative actions on their own subscriptions. Enabling any of these options may decrease customer service request volume or increase customer lifetime value (LTV).

  • Có thể đóng: việc chọn ô này sẽ cho phép khách hàng tự đóng đăng ký của họ. Hãy cân nhắc bật tùy chọn này để giảm bớt các yêu cầu hỗ trợ khách hàng và cải thiện tổng thể trải nghiệm của khách hàng. Việc cho phép khách hàng tự quản lý đăng ký giúp giảm tải công việc lặp đi lặp lại cho bộ phận sales và hỗ trợ, đồng thời giảm khả năng nhận được đánh giá tiêu cực.

    Mẹo

    Dù thông thường nên bật tùy chọn này, các bộ phận sales có quy trình chấm dứt dịch vụ khách hàng hiệu quả có thể cân nhắc bỏ chọn để tạo cơ hội tương tác có thể giúp giữ chân khách hàng bằng việc duy trì đăng ký hoặc tạo ra nguồn doanh thu định kỳ khác (như đăng ký thấp hơn hoặc một giai đoạn dùng thử mới với gói thay thế).

  • Add Products: allows customers to add new products or edit existing product quantities to their recurring sales orders, thereby enabling customer-driven upselling. When enabled, Upsell quotations are generated in Odoo whenever a customer performs a quantitative adjustment on their sales order product lines.

  • Renew: enabling this allows customers to manually create a Renewal quotation for their subscription.

  • Optional Plans: adding values here from the drop-down field menu enables customers to switch their subscription plans, in which case a new subscription quotation or renewal quote is created to accommodate the change request.

Pricing tab

Make product-specific pricing adjustments, as part of the recurring plan, by adding them to the Pricing tab order lines. Sequentially add the Products, along with any respective Product Variants, and then assign a Pricelist (if available) and a Recurring Price.

Ghi chú

Price rules that are added here take precedent over the default pricing information on the subscription product's form. This is meant to accommodate deals, discounts, and similar pricing adjustment strategies that would incentivize customers to purchase the recurring plan.

Product form configuration

With recurring plans set up, create a subscription product by navigating to Subscriptions app ‣ Products ‣ Products, and click either an existing product to edit, or make a new one by clicking New to open up the subscription product's form.

Ghi chú

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.

A basic subscription product form in Odoo Subscriptions application.

On the product form, configure the following items in the General Information tab so the subscription product will function correctly:

  • Product type: this value is typically set to a Service, however other product types may be used depending on the purpose of the subscription (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 Recurring Prices tab, clarify the pricing options for the subscription. For each option available, click Add a price rule to add a new row.

Mẹo

Longer time Recurring Plan time periods are typically incentivized with cost savings. Consider dropping the total Recurring 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 Go To Website 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 Sales or Subscriptions app dashboards, and then clicking New.

Ghi chú

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.

Quan trọng

Sales orders with a defined recurring plan automatically become subscriptions.

On the quotation form, fill in the necessary fields such as Customer and Recurring Plan, 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.

    Mẹo

    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.

A completed example of a new subscription quotation in Odoo.

Mẹo

Define different invoice and delivery addresses by enabling the Customer Addresses feature.

Xác nhận

Send the quotation to the customer for confirmation by clicking on Send By Email, or confirm it immediately by clicking on Confirm.

Mẹo

Click on Preview to preview the customer portal where the customer can view their quotation, sign and pay it, and communicate with you.

If an Online signature or Online payment is required to confirm the quotation, set the checkboxes next to either (or both) of these labels in the Other Info tab, under the :SALES section.

Xem thêm