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[FW][REF] Subscriptions: rewrite overview, integrate products page #12989

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Original file line number Diff line number Diff line change
Expand Up @@ -9,8 +9,8 @@ time periods, etc., and is useful for creating pricing strategies and optimizing
Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing
strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order.

Pricelists configuration
========================
Configuration
=============

To enable pricelists in the Odoo **Sales** app, first navigate to :menuselection:`Sales app -->
Configuration --> Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the
Expand Down Expand Up @@ -147,9 +147,8 @@ From here, there are several configuration options:
Recurring Prices tab
--------------------

Recurring prices are specifically used with :doc:`subscription products
<../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that
they will only apply to subscription products, or products with recurring prices enabled.
Time-based rules are used specifically with subscription products. Be sure to check out the Odoo
:doc:`Subscriptions </applications/sales/subscriptions>` documentation for more information.

In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the
:guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add
Expand Down Expand Up @@ -213,8 +212,13 @@ The :guilabel:`Selectable` can be enabled to allow the customer to choose this p
Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code`
field.

.. image:: pricing/sales-pricelist-ecommerce.png
:alt: The Ecommerce tab in a pricelist configuration form.
Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for
customers to choose as they shop. If the :guilabel:`Selectable` box is left unticked, customers
**cannot** select this pricelist for themselves.

Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. To add a code, type
in the desired promo code that, when entered during the checkout process, applies the pricelist to
the customer, even if the customer does not fall into the previously-specified criteria.

Customer pricelist application
==============================
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Expand Up @@ -7,8 +7,6 @@ Reusable quotation templates can be made in Odoo's **Sales** app for common prod
By using these templates, quotations can be tailored and sent to customers at a quicker pace,
without having to create new quotations from scratch every time a sales negotiation occurs.

.. _sales/send_quotations/templates:

Configuration
=============

Expand Down
300 changes: 252 additions & 48 deletions content/applications/sales/subscriptions.rst

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7 changes: 3 additions & 4 deletions content/applications/sales/subscriptions/automatic_alerts.rst
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Expand Up @@ -163,7 +163,6 @@ If :guilabel:`Create next activity` is selected in the :guilabel:`Action To Do`
as the assignee(s) for the configured activity.

.. seealso::
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`products`
- :doc:`../../essentials/in_app_purchase`
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`../../essentials/in_app_purchase`
1 change: 0 additions & 1 deletion content/applications/sales/subscriptions/closing.rst
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Expand Up @@ -104,4 +104,3 @@ In addition, the specified :guilabel:`Close Reason` appears on the subscription
.. seealso::
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`products`
9 changes: 5 additions & 4 deletions content/applications/sales/subscriptions/ecommerce.rst
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Expand Up @@ -5,14 +5,15 @@ Subscriptions in the eCommerce shop
Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products.

.. seealso::
- :doc:`Configure subscription products </applications/sales/subscriptions/products>`
- :doc:`Configure subscription products </applications/sales/subscriptions>`
- :doc:`Product variants </applications/sales/sales/products_prices/products/variants>`

Selling eCommerce subscriptions
===============================

:doc:`Configure the subscription product <products>` as a regular recurring sales product. To
start selling the subscription in the eCommerce shop, click the :guilabel:`Go to Website` smart
button to navigate to the product page.
:doc:`Configure subscription products </applications/sales/subscriptions>` as a regular recurring
sales product. To start selling the subscription in the eCommerce shop, click the :guilabel:`Go to
Website` smart button to navigate to the product page.

From here, review the subscription product and its recurring periods. Then, toggle the switch in the
upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`.
Expand Down
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158 changes: 0 additions & 158 deletions content/applications/sales/subscriptions/products.rst

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1 change: 0 additions & 1 deletion content/applications/sales/subscriptions/renewals.rst
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Expand Up @@ -127,4 +127,3 @@ related to this specific subscription.
.. seealso::
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`products`
1 change: 0 additions & 1 deletion content/applications/sales/subscriptions/reports.rst
Original file line number Diff line number Diff line change
Expand Up @@ -402,4 +402,3 @@ Analysis` reporting page are:
.. seealso::
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`products`
Original file line number Diff line number Diff line change
Expand Up @@ -185,5 +185,4 @@ For example, if the next invoice date is July 1st, and the :guilabel:`Automatic
.. seealso::
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`products`
- :doc:`automatic_alerts`
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1 change: 0 additions & 1 deletion content/applications/sales/subscriptions/upselling.rst
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Expand Up @@ -106,4 +106,3 @@ Status`.
.. seealso::
- :doc:`../subscriptions`
- :doc:`plans`
- :doc:`products`
1 change: 1 addition & 0 deletions redirects/16.0.txt
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Expand Up @@ -162,6 +162,7 @@ applications/sales/subscriptions/sales_flow/closing.rst applications/sales/subsc
applications/sales/subscriptions/sales_flow/create_a_quotation.rst applications/sales/subscriptions.rst # subscriptions/sales_flow/create_a_quotation --> subscriptions
applications/sales/subscriptions/sales_flow/renewals.rst applications/sales/subscriptions/renewals.rst # sales_flow/* --> *
applications/sales/subscriptions/sales_flow/upselling.rst applications/sales/subscriptions/upselling.rst # sales_flow/* --> *
applications/sales/subscriptions/products.rst applications/sales/subscriptions.rst # subscriptions/products --> subscriptions

# applications/services

Expand Down