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contract/subscription_oca/README.rst
2024-07-12 11:30:49 +00:00

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Subscription management
=======================
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This module allows creating subscriptions that generate recurring
invoices or orders. It also enables the sale of products that generate
subscriptions.
**Table of contents**
.. contents::
:local:
Usage
=====
To make a subscription:
1. Go to *Subscriptions > Configuration > Subscription templates*.
2. Create the templates you consider, choosing the billing frequency:
daily, monthly... and the method of creating the invoice and/or
order.
3. Go to *Subscription > Subscriptions*.
4. Create a subscription and indicate the start date. When the
*Subscriptions Management* cron job is executed, the subscription
will begin and the first invoice will be created if the execution
date matches the start date. The invoice will also be created when
the execution date matches the next invoice date. Additionally, you
can manually change the subscription status and create an invoice by
using the *Create Invoice* button. This action creates just an
invoice even if the subscription template has the *Sale Order &
Invoice* option selected, because the *Invoicing mode* option is
triggered through the cron job.
5. The cron job will also end the subscription if its end date has been
reached.
To create subscriptions with the sale of a product:
1. Go to *Subscriptions > Subscriptions > Products*.
2. Create the product and in the sales tab, complete the fields
*Subscribable product* and *Subscription template*
3. Create a sales order with the product and confirm it.
Known issues / Roadmap
======================
- Refactor all the onchanges that have business logic to computed
write-able fields when possible. Keep onchanges only for UI purposes.
- Add tests.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`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**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Domatix
Contributors
------------
- Carlos Martínez <carlos@domatix.com>
- Carolina Ferrer <carolina@domatix.com>
- `Ooops404 <https://www.ooops404.com>`__:
- Ilyas <irazor147@gmail.com>
- `Sygel <https://www.sygel.es>`__:
- Harald Panten
- Valentin Vinagre
- Alberto Martínez
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/17.0/subscription_oca>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.