User Manual of Odoo Website Subscribe and Save

INTRODUCTION

Boost sales with the Odoo Website Subscribe and Save!

Odoo Website Subscribe and Save offers the benefits listed below. This module allows the admin to create SNS products and define their frequency.

Subscribe and Save products offer convenience, cost reduction, flexibility, time savings, and stock availability, eliminating the need for regular shopping.

Moreover, the admin can configure settings like messages, pricelists, payment reminders, and close SNS options.

Further, the Odoo admin can create the SNS cancel reasons and frequency. Also, customers must select a frequency for purchasing an SNS product from the Odoo website.

Note:-

Implementing an Odoo pre-order feature on your website can significantly increase revenue and customer base, thus ensuring a smoother and more efficient business operation.

FEATURES

1. Odoo Website Subscribe and Save allows the admin to configure the pricelist, messages, and other settings.
2. The admin can decide when to create a new recurring order (after the last bill is paid or unpaid).
3. It allows to enable or disable the permission to close SNS for customers.
4. Add frequency for an SNS product with the Odoo Website Subscribe and Save module.
5. You can also create SNS cancellation reasons.
6. Provide discounts for SNS Products.
7. The Odoo Website Subscribe and Save module automatically displays discounted prices of products after selecting the subscription-based model.
8. Customers can also buy SNS products as a one-time purchase or subscription-based.
9. Add a Subscribe and Save product and define the frequency for it.

Note:-

The Odoo Website Coupons & Vouchers module allows users to create digital discount coupons for customers, with the discount value either fixed or based on the total cart amount.

INSTALLATION

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

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WORKFLOW

Configuration of Odoo Website Subscribe and Save Module

1. Go to ‘Subscribe and Save> Configration> Settings’ after installing.

2. Now, configure the SNS loyalty program, message, payment reminder days, and close SNS settings.

3. After that, move to the ‘Configuration> Subscription Frequency> New’ to create SNS frequency.

4. On the next page, enter the duration and duration type.

5. Similarly, go to ‘Configuration> SNS Cancel Reason> New’ to create an SNS cancellation reason.

6. Once done, enter the reason and description for the SNS cancellation and save it.

7. Go to the ‘Products> SNS Products> New’ and create a subscribe and save the product.

8. Add the product’s basic details like name, image, and price, and tick the box next to ‘Eligible for SNS.’ Further, in the ‘Subscribe and Save’ tab, enter the Subscription Frequency.

9. After that, move to the ‘Products> SNS Discount sub-menu and create an SNS discount. 

SNS PRODUCT ON THE ODOO WEBSITE

10. Customers can purchase SNS products as a one-time purchase. 

11. Further, they can choose the ‘Subscribe and Save’ option, which will show the message and provide the dropdown to select the frequency. Once done, click the ‘Subscribe Now’ button.

12. Similarly, customers can see all their subscriptions from their profiles on the odoo website. Go to the ‘My Accounts’ section and locate the ‘Subscription and Save’ option.

13. On opening a particular SNS order, you can view its details, recurring orders (if any), and the close button, which will end the SNS.

14. In the popup, select the reason, enter the comment, and hit the ‘Save’ button.

15. If an existing order has various recurring bills, it will show the count on the top right of the form. However, clicking it will open the list of all the recurring bills, click and view the details of the desired one.

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

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