In this video, learn how to sell products as a subscription, to generate recurring revenue.
1. What do I need to do to sell a subscription in Odoo?
To create a Subscription Product on which I can set up everything, then to sell that product as usual. To create a Sales Order as usual and indicate that the whole S.O. is a subscription. You can change the recurrence of the subscription under the "More Info" tab. To set up a Subscription Template, then sell any product that I want by using the Subscription Template as Quotation Template or Invoice Template. To set up a Subscription Template, then create a product that I set as a Subscription Product, with the right Subscription Template, then to sell that product as usual.
2. How can I enable my customers to close their subscriptions by themselves?
In Configuration / Settings / Customer Portal, by enabling the "Closable by customer" setting. In the Subscription Product's Form View, by enabling the "Closable by customer" setting. In the Subscription Template, by enabling the "Closable by customer" setting. They can send you an owl with a cancellation letter. Owls know their way around...