Odoo Saas Kit Trial

• The module facilitates you to provide an easy trial of the Odoo Saas Plans of Odoo SaaS kit.
• Manage the Pricing of the trial from Odoo Backend.
• Manage the Saas Plan cost and trail cost separately.
• Allows the clients to check the features of the desired SaaS plan before buying via trial.
• The trial instance can be purchased from the website. Or the admin can include the trial while creating a contract from the backend.
• A trial contract is created for every trial instance purchased.
• The client can convert his trial instance to a regular contract at any time during the trial period.
• On purchasing the full plan the trial instance and trial contract get automatically closed.

1.) Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.

2.) Extract the file on your system after the download finishes. You will be able to see a folder named- ‘saas_kit_trial’.

3.) Copy and paste this folder inside your Odoo Add-Ons path.

4.) Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.

5.) Then, open the Apps menu and click on ‘Update Modules List’.

6.) In the search bar, remove all the filters and search ‘saas_kit_trial‘.

7.) You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

1.) Go to Product Variants >> click on ‘Create’.

2.) Select the Product Type as ‘Service’. Then, click on the checkbox next to the ‘Trial Product’ to make it a Trial product for the Odoo SaaS Kit Plan.

3.) Now, set the price of the product. This is the cost of the trial that the client has to pay to use the corresponding SaaS Plan Trial.

Please Note: By default, there is no way in Odoo to manage different pricing for a SaaS plan i.e. one cost for trial and the other the full price of the plan.

Without this module, the client would have to purchase the Saas plan at full cost from the website to use the trial. Although the trial is free, the client has to purchase the plan from the website before using it.

4.) Click Save.

5.) Now, go to SaaS Kit >> SaaS Plans. Open any desired plan.

6.) Here, next to the field- ‘Complimentary Free Days‘ set the number of days of the trial you want to issue for the Odoo Saas plan to the client.

7.) When you enter any other number than 0, a new field becomes visible – Trial Product.

8.) Here choose the trial product you wish to link with this plan. (only the trial products created will show here.). Click Save.

From website

9.) To purchase the Odoo SaaS Kit Plan Trial from the Odoo website, go to Website >> Shop Page. Click on the plan.

10.) Here click on the Tab – ‘Get 5 Days Trial’.

11.) On the Checkout page, you can see that the price of the trial is the same as the price of the trial product set in the Odoo backend. The full cost of the plan is not added to the trial. Proceed to checkout and place the order.

12.) On order confirmation, the client receives the mail to set the domain name of the Odoo Saas Trial instance. The client can click on the link to set the domain.
(For More details about the SaaS instance domain you can refer to Odoo SaaS kit User guide)

13.) Once done, the client receives another mail along with the login details of his Odoo Saas Trial instance.

14.) He can log in to the trial instance and use it for the prescribed time.

15.) A trial contract is also created for the client in the Odoo backend. The admin can see from the banner which one is a trial contract.

From Backend

16.) To issue a Saas plan trial instance to a client from the backend, go to plans. Make sure that the plan has a trial product attached to it.

17.) Click on ‘Create Contract’. Fill in the details.
(To know about Saas Contacts, please refer to the Odoo SaaS Kit User Guide).

18.) Under complimentary days you can change the default value shown from the plan. Click Create.

19.) On the successful creation of the contract, as above;  the client receives the mail to the client to set up the domain. once set, he can log in to his trial Odoo Saas instance.

20.) Similarly, a trial contract is created for the client in the Odoo backend.

21.) As long as the trial is active, the client can see the banner at the bottom. He can click on the banner to purchase the plan at any time and stop using the trial instance.

22.) The client can either click on the “Purchase Now” tab. Or the client logs into his website account on your website; go to My Account >> Saas Contracts

23.) When the client clicks on ‘Purchase Now’ a popup shows up with two options:

• Use the same instance of the SaaS Trial
• Create a fresh Odoo Saas Instance

Use The Same Instance Of the SaaS Trial

This option converts the same trial instance that the client is using to the paid private and secure instance for the client. The domain of the instance remains the same.

24.) Choosing this option will redirect the client to the checkout page, from where he can buy the full Odoo Saas Plan.

25.) Once purchased, No new contract is created and the trial contract at the Odoo backend is auto-converted to a regular contract.

26.) The client can continue using the same instance.

Create A Fresh Odoo Saas Instance

On choosing this option, the client will have to set up a new domain and login credentials for that domain. A new instance is created for the client and the current trial instance is trashed.

27.) Choosing this option also will redirect the client to the checkout page, from where he can buy the full SaaS Plan.

28.) Once the client places the order he receives the mail to register his new domain and then a subsequent mail to log in to his new instance.

29.) The trial contract is closed and a new fresh regular contract is created in the Odoo backend.

30.) The client can set his domain through the mail or the admin can set it manually. After this, the client receives the mail will the login credentials.
(To know more about setting the domain; please refer Odoo SaaS Kit User Guide)

31.) The client can start using this new Odoo SaaS instance for the length of the contract.

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If you have any issues/queries regarding the module please raise a ticket at
https://webkul.uvdesk.com/en/customer/create-ticket/

For any doubt contact us at support@webkul.com.

Thanks for reading!!