Renew a subscription¶

The key feature of a subscription business model is the recurring nature of payments. In this model, customers pay a recurring amount in exchange for access to a product or a service.

Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on the duration of the contract. Most subscription companies choose to automate their renewal processes but, in some cases, manual subscription renewals are still the preferred option.

With Odoo Subscriptions, you can have all your subscriptions in one application, suggest an automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all your subscriptions and easily find those to renew (with the help of the tag To renew).

Renew your first subscription¶

정기구독 갱신을 진행하기 전에, 정기구독 상품을 활용한 견적서 만들기 과정을 설명하는 문서를 참조하시기 바랍니다. 확인이 완료되면 견적서가 판매 주문으로 전환되어 진행 중 상태로 표시된 새 구독이 자동으로 생성됩니다. 이후 구독을 갱신할 수 있습니다. 기타 정보 탭의 갱신 대상 섹션 아래에서 갱신 대상 옵션을 활성화할 수 있습니다. 이 옵션이 활성화되면 구독의 오른쪽 상단에 노란색 태그가 자동으로 표시됩니다.

중요

The To renew tag is automatically ticked when a payment fails. This indicator also appears on the customer portal. To visualize that, you just have to click on the Customer preview button. The tag To renew appears on the top right corner.

구독을 갱신해야 하는 경우, *갱신 견적*이라는 새로운 버튼을 활용할 수 있습니다. 이 버튼을 클릭하면 새 견적이 생성됩니다. 그런 다음 표준 영업 흐름을 시작하여 고객에게 이메일을 통해 견적을 보내거나 확인할 수 있습니다. 처음에 고객에게 견적을 *이메일로 보내기*하여 고객이 확인할 수 있도록 한 다음, **Odoo 판매**앱에서 *확인*하는 것이 좋습니다.

참고

In the Chatter of this new quotation, it is mentioned that “This renewal order has been created from the previous subscription”. Once confirmed by your customers, this quotation becomes a sales order and a new sale is mentioned in the upper right corner of the subscription.

By clicking on the Sales button, you have a summary of your sales orders in a list view. The only difference between your two quotations is the description underneath the Subscription Management category. There, you can easily visualize which one is your renewal.

Visualize your subscriptions to renew¶

Finally, if you want to visualize all your subscriptions and easily find those to renew, you can go to your Subscriptions dashboard and use the filter To renew.