{"id":138895,"date":"2018-08-20T08:02:44","date_gmt":"2018-08-20T08:02:44","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=138895"},"modified":"2023-02-07T10:41:54","modified_gmt":"2023-02-07T10:41:54","slug":"odoo-subscription-management","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-subscription-management\/","title":{"rendered":"Complete Guide to Odoo Subscription Management"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><h3 class=\"index-title\">INTRODUCTION<\/h3><\/div><div class=\"margin-bottom-50\">\n<p>Does Market fluctuation affect the revenue of your business? Isn\u2019t it great to have recurring revenue so that you can avoid market risk? Odoo Subscription Management allows you to get recurring revenue in your business.&nbsp;<br><\/p>\n\n\n\n<p>Are you looking for an ideal solution to get Subscription Management in Odoo? The module <strong>Odoo Subscription Management <\/strong>allows Odoo user to create subscription as a product and sell it to customers on the basis of plans.&nbsp;<br><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Benefits to add a Subscription Model to your business<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Recurring, Accumulative, and Stable revenue: <\/strong>With the help of the Subscription model, you can access the collective data of your customers which will help you to plan your business according to the trend.<\/li>\n\n\n\n<li><strong>Forecast the revenue: <\/strong>It also helps you to forecast the revenue structure of your products\/services as you have all the information about the subscribed customers.<\/li>\n\n\n\n<li><strong>Ease of Marketing: <\/strong>In the Subscription model, you have your customer\u2019s contact information. Hence, you can retain your customers which is easier than obtaining a new ones.<\/li>\n\n\n\n<li><strong>Loyal customer base: The subscription<\/strong> Model helps in making long-term relationships with clients which creates a Loyal Customer Base.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n<\/div>\n\n\n\n<div class=\"wk-index-wrap\"><h3 class=\"index-title\">FEATURES<\/h3><\/div><div class=\"margin-bottom-50\">\n<ol class=\"wp-block-list\">\n<li>Odoo Subscription Management allows the user to create subscription-based products in Odoo.<\/li>\n\n\n\n<li>The Odoo user can create subscription plans and add the appropriate subscription product to them.<\/li>\n\n\n\n<li>Different subscription products can be created and assigned to suitable subscription plans.<\/li>\n\n\n\n<li>The Odoo user can roll out and manage subscription plans using Odoo.<\/li>\n\n\n\n<li>The recurrent frequency can be set for the subscribers as per the requirement along with the number of bill cycles for the subscriber.<\/li>\n\n\n\n<li>Alternatively, the Odoo user can create a sales order with a subscription-based product in it. This would automatically start the subscription plan for the respective customer.<\/li>\n\n\n\n<li>The invoice cannot be created for a subscription plan which is in the trial period. The Odoo user can choose to generate unpaid or paid invoices for the subscriber in the Odoo.<\/li>\n\n\n\n<li>A subscription-type product is by default serviceable product.<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wk-index-wrap\"><h3 class=\"index-title\">Installation<\/h3><\/div><div class=\"margin-bottom-50\">\n<ol class=\"wp-block-list\">\n<li>Once you purchase the Module from Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. You will be able to see a folder named- \u2018<strong>subscription_management<\/strong>\u2019.<\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open the Odoo and click on the Settings menu. Here, click on Activate the Developer Mode. One can also activate the developer mode by typing \u2018<strong>debug<\/strong>\u2019 after \u2018<strong>web?<\/strong>\u2019 in the URL.<\/li>\n\n\n\n<li>Then, open on Apps menu and click on \u2018<strong>Update Modules List<\/strong>\u2019.<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>subscription_management<\/strong>\u2019.<\/li>\n\n\n\n<li>You will be able to see the module in the search result. Click on \u2018Install\u2019 to install it.<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wk-index-wrap\"><h3 class=\"index-title\">WORKFLOW<\/h3><\/div><div class=\"margin-bottom-50\">\n<p>1) Log in to your Odoo Database;<\/p>\n\n\n\n<p>2) Go to the sales and click on the configuration. Now you can notice a dropdown, here click on the Subscription plans.<\/p>\n\n\n\n<p>3) To create the subscription plan, you need to add <strong>Plan Name<\/strong>, <strong>Plan Information<\/strong> like its duration, you can enable the checkbox <strong>\u2018Never Expire\u2019<\/strong> if you want the plan to get never expired, if you don\u2019t want then you can add the <strong>Number of billing cycles<\/strong>. If you want to offer a trial period then click to enable it otherwise enable <strong>\u2018Start Immediately\u2019<\/strong>, add the price of the plan. Moreover, you can override your product price in product-related details.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"530\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription2-1200x530.png\" alt=\"Create Subscription Plan\" class=\"wp-image-367684\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription2-1200x530.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription2-300x132.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription2-250x110.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription2-768x339.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription2.png 1294w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><figcaption class=\"wp-element-caption\">Creating Subscription Plans<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"587\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-11-1200x587.png\" alt=\"New Subscription Plan Template\" class=\"wp-image-367685\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-11-1200x587.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-11-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-11-250x122.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-11-768x376.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-11.png 1294w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4) Go to the products to create a subscription type product. All you need to do is enable the <strong>\u2018Is a Subscription Type\u2019<\/strong> checkbox and add a subscription plan to it.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"587\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription6-1200x587.png\" alt=\"Create Subscription Type Product\" class=\"wp-image-367688\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription6-1200x587.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription6-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription6-250x122.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription6-768x375.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription6.png 1293w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5) Moreover, Odoo user can manage subscriptions at the variant level also.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"530\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription7-2-1200x530.png\" alt=\"Create Subscription Type Product at variant level\" class=\"wp-image-367700\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription7-2-1200x530.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription7-2-300x133.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription7-2-250x110.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription7-2-768x339.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription7-2.png 1292w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6) Click on the Subscription Tab to manage the membership for the customers. Here, you need to add Customer Information, Product Information, Plan Information, and Payment Information. Also, you can generate multiple Invoices in advance.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"587\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription4-1-1200x587.png\" alt=\"Manage membership\" class=\"wp-image-367692\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription4-1-1200x587.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription4-1-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription4-1-250x122.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription4-1-768x376.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription4-1.png 1292w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"465\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription5-1200x465.png\" alt=\"Generate Invoice\" class=\"wp-image-367693\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription5-1200x465.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription5-300x116.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription5-250x97.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription5-768x297.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription5.png 1291w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7) Odoo User can manage Subscription through sales order for the customers by adding subscription-type products in Order Line.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"586\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription12-1200x586.png\" alt=\"Add Subscription Product in Sale Order\" class=\"wp-image-367697\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription12-1200x586.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription12-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription12-250x122.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription12-768x375.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription12.png 1292w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8) Moreover, Odoo Users can also add subscription cancellation reasons. A dropdown will appear when you will click on configuration, select <strong>Subscription Reasons<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"535\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription3-1200x535.png\" alt=\"Subscription Cancellation Reasons\" class=\"wp-image-367698\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription3-1200x535.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription3-300x134.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription3-250x111.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription3-768x343.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription3-604x270.png 604w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription3.png 1287w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n\n<p>9) You can also configure the subscription settings in the backend. Go to Settings &gt; Sales &gt; Subscription<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"493\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-10-1200x493.png\" alt=\"Subscription Backend Configuration\" class=\"wp-image-367699\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-10-1200x493.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-10-300x123.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-10-250x103.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-10-768x315.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Subscription-10.png 1281w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><h3 class=\"index-title\">Subscription Model also Available for Odoo Website<\/h3><\/div><div class=\"margin-bottom-50\">\n<p><strong>Do you wish to host Subscription-Based Products on your Odoo Website too?<\/strong><\/p>\n\n\n\n<p>The <a rel=\"noreferrer noopener\" href=\"https:\/\/store.webkul.com\/Odoo-Website-Subscription-Management.html\" target=\"_blank\">Odoo website Subscription Management Module<\/a> eases the Subscription management process as it allows your customers to pick the subscription themselves.<\/p>\n<\/div>\n\n\n\n<div class=\"wk-index-wrap\"><h3 class=\"index-title\">Also Read The User Guides For the Other Modules<\/h3><\/div><div class=\"margin-bottom-50\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><a href=\"https:\/\/webkul.com\/blog\/odoo-website-membership-management\/\"><strong>Odoo Website Membership Management<\/strong><\/a><\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/webkul.com\/blog\/odoo-booking-reservation-management\/\" target=\"_blank\"><strong>Odoo Booking &amp; Reservation Management<\/strong><\/a><\/p>\n<\/blockquote>\n<\/div>\n\n\n\n<div class=\"wk-index-wrap\"><h3 class=\"index-title\">NEED HELP?<\/h3><\/div><div class=\"margin-bottom-50\">\n<p>Did you find the User guide helpful? Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you have any issues\/queries regarding the module then please raise a ticket at&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\">https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/a><\/p>\n\n\n\n<p>For any doubt contact us at&nbsp;<strong><a rel=\"noreferrer noopener\" href=\"mailto:support@webkul.com\" target=\"_blank\">support@webkul.com<\/a><\/strong>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>9) You can also configure the subscription settings in the backend. Go to Settings &gt; Sales &gt; Subscription<\/p>\n","protected":false},"author":483,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2032,2007],"tags":[1267,7329,7330,7331,7328,7341],"class_list":["post-138895","post","type-post","status-publish","format-standard","hentry","category-e-commerce-2","category-odoo","tag-odoo","tag-odoo-subscription-management","tag-odoo-subscription-management-module","tag-odoo-subscription-management-software","tag-recurring-billing-and-subscriber-management","tag-subscription-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Complete Guide to Odoo Subscription Management | Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo Subscription Management allows adding Subscription Model to the businesses. 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