Stäng prenumerationer¶
The Odoo Subscriptions app provides flexibility for businesses to decide whether customers can self-manage their subscriptions, or restrict that ability entirely.
Observera
A subscription must have been invoiced before it can be closed. Subscriptions that have not yet been invoiced may be cancelled instead.
Konfiguration¶
To allow customers to close their own subscriptions using their user portal, navigate to . From there, either create a new plan by clicking New or select an existing one to modify it.
Once on the Recurring Plans form, enable the Closable option in the Self-Service section. This adds a drop-down menu that allows plans to be closed either on the date of the user’s choosing or at the end of the current renewal period.
Avsluta en prenumeration¶
The methods available for closing a subscription depend on users’ access rights. Users with administrator access rights to the Odoo database can close the subscription from within the Subscriptions app. External users must use their user portal.
With administrator access rights¶
After a quotation for a subscription product has been confirmed, it becomes a sales order, and the subscription status changes to In Progress. At that point, the subscription may be closed.
From the dashboard, open the app. By default, the Subscriptions dashboard displays both In Progress and Paused subscriptions. Open an in-progress subscription.
The Close button is at the top of the subscription order. Clicking it opens the Close Subscription form, allowing an administrator to enter the date when the subscription is to be closed in the When field and select the reason for closing from the drop-down menu of options in the Reason field. Custom reasons may be created by opening the Reason drop-down and choosing Search more…
When the desired Reason is entered, click the Submit button. Clicking Submit on the Close form updates the chatter with the reason for closing. Once it’s been closed, a Churned banner appears on the subscription order and the chatter reflects the subscription’s updated status, end date, and reason for closure.
Kundperspektiv¶
Tips
As an administrator, the ability to visualize what users see when managing their subscriptions is accessible via the Preview button at the top of each subscription sales order.
In the user portal, subscriptions may be managed by clicking the Subscriptions button on the home page. Clicking this button takes the user to the Subscriptions page, where they can see a list of all subscriptions associated with their account, including those that are currently closed.
Clicking a subscription opens the details page for that subscription, which includes a Close Subscription button. Clicking the Close Subscription button opens a Close Subscription pop-up, where users must select from a list of reasons why they are choosing to close the subscription.
Observera
Users must choose a pre-configured reason why the subscription is being closed. They cannot enter a custom reason from the user portal. Administrators can create custom reasons for users to choose from by logging into the database and navigating to .
Once the customer has chosen a reason for closing the subscription, they can click the Submit button on the pop-up window. Upon closure, the subscription order in the user portal is labeled Closed. Within the database, the subscription is marked Churned, and the specified reason for closure is added to the chatter.
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