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I am unable to access or find the option to create a Subscription Template as noted in the online documentation.


I am an admin user and we are on Version 16.1+e

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Abbandona
Autore Risposta migliore

Thanks for your quick reply.  I do not see an option for Recurring Documents in Apps, and there is nothing at all in Sales.  I do have the Subscription module installed, but again there is no option to create a template.

https://ibb.co/nzCxpdF

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Abbandona
Risposta migliore

Hello Erik Paul,

In Odoo v16, the option to create a Subscription Template is located in the "Recurring Documents" module. To access it, you can follow these steps:

  1. Go to the Odoo backend and navigate to the "Apps" menu.

  2. Search for the "Recurring Documents" module and install it if it is not already installed.

  3. Once installed, go to the "Sales" menu and select "Recurring Documents" under the "Subscriptions" submenu.

  4. Click on the "Create" button to create a new Subscription Template.

  5. Fill in the necessary details such as the Template Name, Recurring Interval, and other subscription details.

  6. Save the template and you will be able to use it for creating new subscriptions.

I hope this helps you access the Subscription Template option. Let me know if you have any other questions!

Ksolves Team!

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Abbandona
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