basic_subscription_odoo_manage

Subscription Contract Management App

Simplify and Manage Customer Subscriptions in Odoo

Manage Flexible Subscriptions Effortlessly

Streamlining Subscription Agreements and Renewals

This platform enables users to manage subscription contracts, send email notifications, generate invoices for active subscriptions, and renew subscriptions by linking them to parent contracts. It also offers flexibility to configure subscription plans and stages, as well as print detailed PDF reports. For further guidance, watch the video and refer to the screenshots below.

Main Features:

  • Allow the subscription user to create and manage a subscription contract within the platform.
  • Subscriptions in the 'Trial' stage, where the Trial Period End Date has passed or is today, will have their End Date and Next Billing Date automatically updated by the cron job, based on the plan's billing cycle.
  • Allow the subscription user to click on 'Send by Email' within the subscription to send an email notification to the customer.
  • Allow the subscription user to create an invoice from the subscription when it is in the active stage.
  • Subscriptions nearing their expiration date will have their status updated to 'Expired Soon.' Additionally, the cron job will trigger an email notification to the subscriber, informing them that their subscription is about to expire.
  • Subscriptions that have passed their expiration date will have their status updated to 'Expired.' Additionally, the cron job will send an email notification to the subscriber, informing them that their subscription has expired.
  • Allow the subscription user to renew the subscription by creating a new subscription and linking it to the original as the parent subscription, ensuring continuity and proper management of subscription records.
  • Allow the subscription user to configure both the subscription plan and its stage, enabling customization of subscription terms and management based on user preferences and business requirements.
  • Allow the subscription user to generate and print a PDF report of the subscription, providing a comprehensive summary of subscription details.

Key Notes:

  • Create a Subscription Contract: Allow the subscription user to generate and manage a subscription contract within the platform.
  • Trial Stage Subscription Updates: Subscriptions in the 'Trial' stage, where the Trial Period End Date has passed or is today, will have their End Date and Next Billing Date automatically updated by the cron job, based on the plan's billing cycle.
  • Email Notification via 'Send by Email': Allow the subscription user to click on 'Send by Email' within the subscription interface to send an email notification to the customer directly.
  • Invoice Creation for Active Subscriptions: Allow the subscription user to create an invoice from the subscription when it is in the active stage, ensuring proper billing.
  • 'Expired Soon' Status for Nearing Expiration: Subscriptions nearing their expiration date will have their status updated to 'Expired Soon'. The cron job will trigger an email notification to the subscriber, informing them that their subscription is about to expire.
  • Expired Subscription Status: Subscriptions that have passed their expiration date will have their status updated to 'Expired'. The cron job will also trigger an email notification to the subscriber, informing them that their subscription has expired.
  • Subscription Renewal Process: Allow the subscription user to renew the subscription by creating a new subscription and setting it as the parent subscription.
  • Subscription Plan and Stage Configuration: Allow the subscription user to configure both the subscription plan and stage, offering flexibility in subscription management.
  • PDF Report Generation: Allow the subscription user to print a PDF report of the subscription, providing a tangible record of subscription details.
  • Additional Information: For more details, watch the video and refer to the screenshots below for visual guidance.

Menus Available:

  • Sales
    • Subscription Management
      • Subscription Plan
      • Subscription
    • Configuration
      • Subscriptions
        • Stages

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