Sale Order Lines tree,kanban,form sale.order.line sale.order.search sale.order sale.order.cohort sale.order Subscriptions sale.order tree,kanban,form,pivot,graph,cohort,activity { 'default_subscription_state': '1_draft', 'search_default_progress': 1, 'search_default_paused': 1, } [('subscription_state', 'not in', ['2_renewal', '5_renewed', '7_upsell', False])]

Create a new subscription

Create subscriptions to manage recurring invoicing and payments. Subscriptions can be time-bounded or not. In case of a limited period, they are flagged as to be renewed one month from the end date.

Subscriptions can be automatically generated from sales orders in Sales or eCommerce apps.

Subscriptions sale.order tree,form,kanban,pivot,graph,activity { 'search_default_sale_order_template_id': [active_id], 'default_sale_order_template_id': active_id, }

Create a new subscription

Use subscriptions to follow tasks, issues, timesheets or invoicing based on work done, expenses and/or sales orders. Odoo will automatically manage the alerts for the renewal of the subscriptions to the right salesperson.

To Renew sale.order tree,form,pivot,graph,kanban,cohort,activity { 'search_default_my_subscription':1, 'search_default_to_renew':1, 'default_subscription_state': '1_draft', }

Define a new subscription

You will find here the subscriptions to be renewed (end date is close or passed)

Odoo automatically sets subscriptions to be renewed in a pending state. After the negotiation, the salesman should close or renew pending subscriptions.

Send a renewal quotation to the customer. When it is confirmed, the subscription is running again.

sale.subscription.order.tree sale.order primary 999 id desc Upsells sale.order tree,form,pivot,graph,kanban,cohort,activity [('subscription_state', '=', '7_upsell')] {'create': False} sale.order.kanban sale.order
Payment Failure
Future
kanban sale.subscription.order.tree sale.order tree tree sale.subscription.quotation.tree sale.order primary 999 id desc show hide Quotations sale.order tree,kanban,form,pivot,graph,cohort,activity { 'search_default_my_subscriptions': 1, 'default_subscription_state': '1_draft', } [('subscription_state', 'in', ['1_draft', '2_renewal', '3_progress', '4_paused', '5_renewed', '6_churn'])]

Create a subscription quotation

Create subscriptions to manage recurring invoicing and payments. Subscriptions can be time-bounded or not. In case of a limited period, they are flagged as to be renewed one month from the end date.

Subscriptions can be automatically generated from sales orders in Sales or eCommerce apps.

sale.order.calendar primary sale.order subscription_state calendar calendar calendar calendar sale.subscription.order.primary.form sale.order primary 999 { 'partner_id': parent.partner_id, 'quantity': product_uom_qty, 'pricelist': parent.pricelist_id, 'uom':product_uom, 'company_id': parent.company_id, 'default_lst_price': price_unit, 'default_description_sale': name, 'default_recurring_invoice': True } { 'partner_id': parent.partner_id, 'quantity': product_uom_qty, 'pricelist': parent.pricelist_id, 'uom':product_uom, 'company_id': parent.company_id, 'default_lst_price': price_unit, 'default_description_sale': name, 'default_recurring_invoice': True } show [('is_subscription', '=', True)] form sale.subscription.activity sale.order
sale.subscription.reason.list sale.order.close.reason Close Reasons sale.order.close.reason tree,form sale.subscription.reason.form sale.order.close.reason
Change customer form,list code action = env["ir.actions.actions"]._for_xml_id("sale_subscription.sale_subscription_change_customer_wizard_action") Cancel Subscription form,list code records.filtered('is_subscription')._action_cancel() Pause Subscription form,list code if records: records.pause_subscription() sale.subscription.plan.search sale.subscription.plan Recurring Plans sale.subscription.plan tree,form { 'search_default_subscription_plan': 1 }

Create a new plan