구독 갱신하기¶
Subscription renewal is the process customers follow when they willingly choose to continue a subscription product or service. Subscribers go through the renewal process at different intervals – weekly, monthly, annually, etc. – depending on the duration of the agreed-upon contract. Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases.
Odoo 구독 애플리케이션을 활용하면 회사 구독 상황을 한곳에서 모두 관리할 수 있습니다. 갱자동 또는 수동으로 갱신 처리를 하거나, 갱신 주문서별로 추가 판매나 상향 판매를 할 수 있으며, 필터에 일괄 보기를 적용하면 구독 갱신 대상인 고객을 확인할 수 있습니다.
갱신 작업을 수동 생성하기¶
In order to create a renewal quotation, there are certain prerequisites that a subscription must meet.
견적서에 구독 제품이 있을 경우 반드시 견적서를 확정해야 합니다.
설정한 정기 결제 요금제 를 반드시 선택해야 합니다.
Payment from the customer for the initial subscription must be invoiced and registered.
To check if an existing subscription quotation meets the prerequisites, navigate to and select the desired quotation from the list. Properly configured subscriptions show as being in the Sales Order stage, have an In Progress tag, and have the Renew button in the row of buttons directly above the order form.
When the Renew button is clicked, Odoo instantly presents a new renewal quotation, complete with a Renewal Quotation tag. Important reference information like the start date and next invoice date are automatically added to the renewal quotation’s chatter.
From here, follow the standard sales flow to confirm the quotation, invoice the order, and register payment.
Once the renewal quotation is confirmed, it becomes a sales order and a Sales History smart button appears at the top of the page. When the Sales History smart button is clicked, Odoo loads a new page showcasing the different sales orders attached to this subscription, along with their individual Subscription Status.
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