Odoo comes savvy to all kinds of business communication platforms and the business models such as subscription are no exception with Odoo. Often the subscription model comes into play when a customer has to pay a certain subscription price so as to have the right access to the product or service.

1. www.cybrosys.com
Subscription Module
in Odoo 13

2. INTRODUCTION
 Odoo comes savvy to all kinds of business communication platforms and the
business models such as subscription is no exception with Odoo.
 Often the subscription model comes into play when a customer has to pay certain
subscription price so as to have right access to the product or a service.
 Odoo Subscription app initiates excellent subscription management to efficiently
handle the subscription business models.

3.  To activate a subscription, firstly create a ‘Subscription Template’ .
 For that goto Configuration > Subscription templates

4. To create a new, click on the CREATE button.

5.  Subscription name: Name of the subscription template. Invoicing Period: Repeat Every
Day/Week/Month/Year. It denotes whether your subscription is weekly, monthly, yearly
and or so on. Duration: Duration of the subscription whether it is forever or fixed.

6. Under Terms & conditions tab we can define terms and condition for this template

7. For template we can also define good and bad health condition under health check tab

8.  Create Subscription Product To create a new subscription product
 Go to Subscriptions- Subscriptions- Subscription Products- Create

9.  You will be navigated to the product create form just as we saw in the sales and other
modules.
 Here, one need to specify the product type as SERVICE. Enter the product category,
internal reference and other valid details.

10. Via going to the variants tab, one can also add the product variants.

11.  Next move to the SALES TAB, You can find here the subscription section.
 Tick the option subscription product to facilitate with subscriptions and under the field
Subscription Template, select the desired template created by you.

12. For Creating Subscription stages > Goto Configuration > Subscription stages

13. Click create button

14. For Creating Closing reasons > Goto Configuration > Closing reasons

15. Click create button

16. For Creating subscriptions > Goto subscriptions > Subscriptions >Create

17. Provide details of customer and template details

18. We can provide the analytic account details under Other Info tab,And check if to Renew

19. Drag and drop created subscription to change its state

20. Click on Upsell button for adding more product

21. Add product to line and click on > CREATE & VIEW QUOTATION

22.  Click on confirm Button to confirm the subscription

23. For creating Invoice >Click on CREATE INVOICE

24. We can see the created invoice here

25. For creating Activity Type - Goto Configuration > Activity Types

26. Click on create button for creating activity type

27. Click on create button for creating activity type

28. For creating Alerts - Goto Configuration > Alerts >create

29. Provide condition for alert and activity should be taken,We can add description for the
activity and so on > Then save

30. Under Reporting > Subscriptions ,We will get the subscription analysis

31. Under Reporting > Retention ,We will get the changes in subscription like decreases
and increases

32. Under Reporting > Retention KPI ,We will get the Key performance indicator that is we will
get the performance analysis

33. Under Reporting > Sales person Dashboard,we will get sales person wise details,We can
provide the date and sales person here

34. For More
Details
Check our company website for related blogs and Odoo
book.
How To Use Odoo Subscription Module
Subscription Reports in Odoo 13
Automatic Alerts in Odoo 13 Subscription Module
How to use Upsell subscriptions in Odoo 13
Check our YouTube channel for functional and technical
videos in Odoo.
Subscription Module in Odoo 13

36. Thank You