[ADD] Subscriptions: new page about deliveries #15349
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| ============================= | ||||||
| Subscriptions with deliveries | ||||||
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| 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. | ||||||
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| .. 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. | ||||||
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| Configuration | ||||||
| ============= | ||||||
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| Selling deliverable subscription products requires that two different apps be :ref:`installed | ||||||
| <general/install>`: 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. | ||||||
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| After installing both **Subscriptions** and **Inventory**, enter the **Settings** app, search for | ||||||
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Contributor
There was a problem hiding this comment. if we're telling the reader to go somewhere, we use menuselection
Suggested change
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| "delivery", and tick the :doc:`Delivery Methods | ||||||
| </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration>` box in the | ||||||
| :guilabel:`Inventory` section. This allows for adding the cost of shipping to quotations and | ||||||
| invoices. | ||||||
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| Creating a subscription delivery product | ||||||
| ======================================== | ||||||
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| To create a deliverable subscription product, navigate to :menuselection:`Subscriptions app --> | ||||||
| Products --> Products`. Click an existing product or create a new one and set the :guilabel:`Product | ||||||
| Type` to `Goods`. Click the :guilabel:`Recurring prices` tab and :guilabel:`Add a line`. Choose an | ||||||
| existing :guilabel:`Recurring plan` or create a new one, and add a :guilabel:`Pricelist`. | ||||||
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Contributor
There was a problem hiding this comment. I think we're missing some information here! How do people configure the monthly recurrance period? |
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| Choosing a delivery method | ||||||
| -------------------------- | ||||||
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| Navigate to :menuselection:`Inventory app --> Configuration --> Delivery Methods`. By default there | ||||||
| is only one delivery method available: Standard delivery. Businesses with more substantial delivery | ||||||
| needs can :doc:`create new delivery methods | ||||||
| </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method>` | ||||||
| or :doc:`add third-party shipping carrier integration | ||||||
| </applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>` | ||||||
| to their Odoo databases. | ||||||
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| Creating a subscription delivery quotation | ||||||
| ========================================== | ||||||
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| As with creating a subscription delivery product, creating a subscription delivery quotation is | ||||||
| similar to :ref:`the regular process <subscriptions/quotations>`, but with an additional step. | ||||||
| After entering all other information for the quotation, click the :guilabel:`Add shipping` button in | ||||||
| the :guilabel:`Order Lines` tab. Choose a shipping method from the dropdown and, if necessary, enter | ||||||
| the item's weight and dimensions and click the :guilabel:`Get rate` button. Then click | ||||||
| :guilabel:`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. | ||||||
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| Validating delivery orders | ||||||
| ========================== | ||||||
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| Once the sales order for a subscription delivery product has been finalized, a :guilabel:`Delivery` | ||||||
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Contributor
There was a problem hiding this comment. How do I get to the delivery order? clicking the delivery smart button ? Adding that specification would be helpful (:
Contributor
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Suggested change
finalized is a good synonym, but let's stick to the product's terminology as much as possible so there's no doubt what we're referring to |
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| 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 :guilabel:`Ready` stage. If | ||||||
| there is not enough stock to fulfill the order, it appears as being :guilabel:`In Progress` instead. | ||||||
| Once the delivery order is in the Ready stage, click :guilabel:`Validate` to advance the stage to | ||||||
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Contributor
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Suggested change
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| :guilabel:`Done` and automatically generate a delivery slip and send it to the customer. | ||||||
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| .. seealso:: | ||||||
| - :doc:`../subscriptions` | ||||||
| - :doc:`../subscriptions/renewals` | ||||||
| - :doc:`../sales/sales_quotations/create_quotations` | ||||||
| - :doc:`../sales/sales_quotations/get_paid_to_validate` | ||||||
| - :doc:`../sales/products_prices/prices/pricing` | ||||||
| - :doc:`../subscriptions/automatic_payments` | ||||||
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Let's also add a paragraph describing an overview of what this looks like in Odoo. Something like:
"In Odoo, this means that after billing a customer for a monthly subscription of coffee beans, Odoo automatically generates a delivery order every month in the Inventory app to ensure the product gets delivered to the customers."
(please reword!!!)