Upsell subscriptions¶

Subscriptions are recurrent, and go on indefinitely. As time passes, customers may want to modify them. With that in mind, it’s imperative to have the ability to adapt prices, or change quantities, to accommodate any need. That’s where the opportunity to upsell a subscription can come into play.

Upselling may prove beneficial to the following customer types:

1. Loyal Customers

   These are customers who already trust the company/brand, and because they have established a pattern of paying for products/services, there’s more confidence behind the attempt to sell them a more expensive product/service.
2. New Customers

   For brand new customers unfamiliar with the company/brand, a new, attractive tactic must be employed to entice them to purchase a more expensive product/service.

   In these instances, discounts can be useful. Typically, subscriptions end after a certain period of time.

   So, if these more expensive products/services are offered to new customers at a discount, it can result in a sale, while establishing a strong sense of trust between the customer and the company/brand. In turn, this can increase customer retention, as they’ll grow more comfortable and trustworthy over time.

Discount configuration¶

若要借助折扣向新客户追加订购，必须 激活 折扣 功能。

要激活 折扣 功能，请导航到 销售应用程序 ‣ 配置 ‣ 设置，滚动到 定价 部分，并勾选 折扣 旁边的复选框。然后，点击 保存。

激活该功能后，就能为销售订单项目提供折扣。

Upsell subscriptions¶

在订阅计划进行追加销售之前，请查看我们的文档，了解如何 使用订阅产品创建 报价。

附带订阅的报价单确认后，就正式成为销售订单，并在 Odoo 订阅 应用程序中创建新的订阅计划。

在 销售 或 订阅 应用程序中打开订阅销售订单时，可通过销售订单顶部的 追加销售 按钮，追加销售该订阅。

点击 追加销售 按钮后，会出现一个新的报价单，右上角有一个 追加销售 状态横幅。初始订购产品已在 订单资料行 选项卡中。

在 订单资料行 选项卡的初始订购产品下方，还有一则警告，提醒用户定期订阅产品会根据按比例计算的时间段打折。

在这个新的追加销售报价单中，点击 添加产品 并选择所需的订购产品，在 订单行 标签中添加新的订购产品。

添加所需的追加销售订购产品后，可点击 通过电子邮件发送 按钮将其发送给客户审批。

客户批准后，点击报价单上的 确认 按钮，使其成为销售订单。点击后，会出现 销售历史 智能按钮，显示初始订购单上有多少销售订单。

点击 销售历史 智能按钮后，Odoo 会显示一个单独的页面，其中包含相关销售订单的列表，并清楚地显示其各自的 订阅状态。