diff --git a/content/applications/sales/subscriptions.rst b/content/applications/sales/subscriptions.rst index a09f5bf173..c6df2f6fa6 100644 --- a/content/applications/sales/subscriptions.rst +++ b/content/applications/sales/subscriptions.rst @@ -180,6 +180,8 @@ navigating the recurring revenue sources attached to the plan: active, in an itemized fashion. :guilabel:`Subscription` and :guilabel:`Customer` values will repeat if the customer ordered multiple subscriptions on the same sales order. +.. _subscriptions/form-configuration: + Product form configuration ========================== @@ -303,3 +305,4 @@ tab, under the :guilabel:`SALES` section. subscriptions/scheduled_actions subscriptions/reports subscriptions/automatic_payments + subscriptions/subscriptions_deliveries \ No newline at end of file diff --git a/content/applications/sales/subscriptions/subscriptions_deliveries.rst b/content/applications/sales/subscriptions/subscriptions_deliveries.rst new file mode 100644 index 0000000000..c7470f8e42 --- /dev/null +++ b/content/applications/sales/subscriptions/subscriptions_deliveries.rst @@ -0,0 +1,76 @@ +============================= +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 :ref:`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 :doc:`Delivery Methods +` box in the +:guilabel:`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 :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`. + +Choosing a delivery method +-------------------------- + +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 +` +or :doc:`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 :ref:`the regular process `, 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. + +Validating delivery orders +========================== + +Once the sales order for a subscription delivery product has been finalized, a :guilabel:`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 :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 +:guilabel:`Done` and automatically generate a delivery slip and send it to the customer. + +.. 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`