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126 lines
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126 lines
4.5 KiB
ReStructuredText
=======================
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Subscription management
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=======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:7ce64c258eeb9f3fbecdec056e16c8e966b2f0b456800d16120468a925be2fea
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
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:target: https://github.com/OCA/contract/tree/17.0/subscription_oca
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:alt: OCA/contract
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/contract-17-0/contract-17-0-subscription_oca
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/contract&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows creating subscriptions that generate recurring
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invoices or orders. It also enables the sale of products that generate
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subscriptions.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To make a subscription:
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1. Go to *Subscriptions > Configuration > Subscription templates*.
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2. Create the templates you consider, choosing the billing frequency:
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daily, monthly... and the method of creating the invoice and/or
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order.
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3. Go to *Subscription > Subscriptions*.
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4. Create a subscription and indicate the start date. When the
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*Subscriptions Management* cron job is executed, the subscription
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will begin and the first invoice will be created if the execution
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date matches the start date. The invoice will also be created when
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the execution date matches the next invoice date. Additionally, you
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can manually change the subscription status and create an invoice by
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using the *Create Invoice* button. This action creates just an
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invoice even if the subscription template has the *Sale Order &
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Invoice* option selected, because the *Invoicing mode* option is
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triggered through the cron job.
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5. The cron job will also end the subscription if its end date has been
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reached.
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To create subscriptions with the sale of a product:
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1. Go to *Subscriptions > Subscriptions > Products*.
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2. Create the product and in the sales tab, complete the fields
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*Subscribable product* and *Subscription template*
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3. Create a sales order with the product and confirm it.
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Known issues / Roadmap
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======================
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- Refactor all the onchanges that have business logic to computed
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write-able fields when possible. Keep onchanges only for UI purposes.
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- Add tests.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/contract/issues/new?body=module:%20subscription_oca%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Domatix
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Contributors
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------------
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- Carlos Martínez <carlos@domatix.com>
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- Carolina Ferrer <carolina@domatix.com>
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- `Ooops404 <https://www.ooops404.com>`__:
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- Ilyas <irazor147@gmail.com>
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- `Sygel <https://www.sygel.es>`__:
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- Harald Panten
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- Valentin Vinagre
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- Alberto Martínez
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/17.0/subscription_oca>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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