Subscriptions with deliveries¶
Subscriptions and subscription products are compatible with deliveries. With some minor configuration, it is possible to offer customers subscriptions of regularly delivered physical goods such as a meal delivery box or magazine.
Example
An independent coffee shop offers local customers a monthly coffee bean subscription service. Each month, Odoo automatically generates a sales order and invoice in the Sales app and a delivery order in the Inventory app to ensure that the coffee beans get delivered to subscribed customers.
Configuration¶
Selling deliverable subscription products requires that two different apps be installed: the Subscriptions app and the Inventory app. The Subscriptions app allows for the creation and management of subscription products while the Inventory app, in addition to managing inventory, allows for adding shipping information to quotations and automatically creating delivery orders when invoices are created.
After installing both Subscriptions and Inventory, enter the Settings app, search for “delivery”, and tick the Delivery Methods box in the Inventory section. This allows for adding the cost of shipping to quotations and invoices.
Creating a subscription delivery product¶
To create a deliverable subscription product, navigate to . Click an existing product or create a new one and set the Product
Type to Goods. Click the Recurring prices tab and Add a line. Choose an
existing Recurring plan or create a new one, and add a Pricelist.
Choosing a delivery method¶
Navigate to . By default there is only one delivery method available: Standard delivery. Businesses with more substantial delivery needs can create new delivery methods or add third-party shipping carrier integration to their Odoo databases.
Creating a subscription delivery quotation¶
As with creating a subscription delivery product, creating a subscription delivery quotation is similar to the regular process, but with an additional step. After entering all other information for the quotation, click the Add shipping button in the Order Lines tab. Choose a shipping method from the dropdown and, if necessary, enter the item’s weight and dimensions and click the Get rate button. Then click Add to add the delivery details as a line item to the quotation. From here, proceed with confirming the quotation and generating a sales order as normal.
Validating delivery orders¶
Once the sales order for a subscription delivery product has been finalized, a Delivery smart button appears that opens the delivery order for the sale. After clicking through, if there is enough stock to fulfill the delivery order, it appears as being in the Ready stage. If there is not enough stock to fulfill the order, it appears as being In Progress instead. Once the delivery order is in the Ready stage, click Validate to advance the stage to Done and automatically generate a delivery slip and send it to the customer.