1.
Subscription
Module Odoo 15
www.cybrosys.com

2.
INTRODUCTION
❖ Odoo comes savvy to all kinds of business communication platforms and the business
models such as subscription is no exception with Odoo.
❖ Often the subscription model comes into play when a customer has to pay certain
subscription price so as to have right access to the product or a service.
❖ Odoo Subscription app initiates excellent subscription management to efficiently handle the
subscription business models.

3.
❏ To activate a subscription,firstly create a ‘Subscription Template’.
❏ for that goto Configuration -> Subscription templates

4.
❏ To create a new,click on the CREATE button.

5.
❏ Subscription name : Name of the subscription template.Invoicing Period:Repeat Every
Day/Week/Month/Year . It denotes whether your subscription is weekly,monthly,yearly and or son
on.Duration:Duration of the subscription whether it is forever or fixed.

6.
❏ Under Terms & conditions tab we can define terms and conditions for this template

7.
❏ For template we can also define good and bad health condition under health check tab

8.
❏ Create Subscription Product To create a new subscription product
❏ Go to Subscription -> Subscriptions -> Subscription Products ->Create.

9.
❏ You will be navigated to the product create form just as we saw in the sales and other
module.
❏ Here,one need to specify the product type as SERVICE. Enter the product category
,internal reference and other valid details.

10.
❏ Via going to the variants tab , one can also add the product variants.

11.
❏ For Creating Subscription stages -> Goto Configuration -> Subscription stages

12.
❏ Click create button

13.
❏ For Creating Closing reasons -> Goto Configuration -> Closing reasons

14.
❏ Click create button

15.
❏ For Creating subscriptions -> Goto subscriptions ->Subscriptions ->Create

16.
❏ Provide details of customer and template details

17.
❏ Drag and drop created subscription to change its state

18.
❏ Click on Upsell button for adding more product

19.
❏ Add product to line and click on -> CREATE & VIEW QUOTATION

20.
❏ Click on confirm button to confirm the subscription

21.
❏ For creating Invoice -> Click on CREATE INVOICE

22.
❏ We can the created invoice here

23.
❏ For creating Activity Type -> Goto Configuration ->Activity Types

24.
❏ Click on create button for creating activity type

25.
❏ For creating Alerts - Goto Configuration -> Alert ->Create

26.
❏ Provide condition for alert and activity should be taken,We can add description for the activity
and so on -> Then save

27.
❏ Under Reporting -> Subscriptions , We will get the subscription analysis

28.
❏ Under Reporting ->Retention ,We will get the changes in subscription like decreases and
increases

29.
❏ Under Reporting -> Retention KPI, We will get the Key performance indicator that is we will
get the performance analysis

30.
❏ Under Reporting -> Salesperson Dashboard , we will get sales person wise details,we can
provide the date and sales person here

31.
For More
Details
Check our company website for related blogs and Odoo
book.
Odoo Book V15
Check our YouTube channel for functional and technical
videos in Odoo.
How to Create a Lead in Odoo 15 CRM

32.
Thank You