定期訂購續訂¶
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.
訂戶會以不同的時間間隔（例如每星期、每月、每年等）進行續約，具體取決於協定合約的生效期有多長。
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.
定期訂購續訂¶
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 , and select the desired quotation from the list. Or, create a new one by clicking New to open a new quotation form.
備註
只需要單一項產品。
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.
也參考
For more information on the above process of confirming quotations and invoicing payments, see: - 建立報價單 - 網上付款確認訂單
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.
按下 續訂 按鈕後，Odoo 會立即顯示一張填好的新續訂報價單，報價單已附有 續訂報價 標籤。
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.
備註
In the chatter of the Renewal Quotation, it is mentioned that this subscription is the renewal of the subscription from the original sales order.
確認 續訂報價 後，它便會轉換為銷售訂單，頁面頂部會出現 銷售歷史記錄 智慧按鈕。
按下 銷售歷史記錄 智慧按鈕時，Odoo 會顯示一個獨立頁面，列出附加至此訂購的不同銷售訂單，及每張銷售訂單各自的 訂閱狀態。
此外，一旦確認 續訂報價，銷售訂單頂部也會出現 :guilabel:`MRR`（每月經常收入）智慧按鈕。
按下該按鈕後，Odoo 會顯示 MRR 分析 頁面，詳細列出與此特定訂購計劃相關的每月經常收入。
重要
On rare occasions, automatic payment can fail, which results in a Payment Failure tag on the top-right of the sales order, if there is an error in the payment method.
This is done to prevent the system from charging the customer again the next time a scheduled action is run. Because the status of the payment is unknown, Odoo requests a manual operation to check if the payment has been made, before the payment can be used again.
To do this, navigate to . Click into the desired subscription, then check the Chatter to see if the payment was made.
If the payment was not made, first enter debug mode. Then, click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order, and the Payment Failure tag is gone.
If the payment was made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once created, enter debug mode, and navigate to the new sales order. Click the Other Info tab, and untick the checkbox next to Contract in exception. Reload the sales order, and the Payment Failure tag is gone.
The contract in exception` option selected with the payment failure tag shown.¶
In both cases, once the Contract in exception option is no longer selected, Odoo handles renewals automatically again. If the subscription remains in payment failure, it is skipped by Odoo until the sales order is closed.
也參考