Members module odoo 15
- 2. INTRODUCTION ❖ Odoo enables personalization of the membership in an effortless manner. ❖ Odoo will help you to manage membership in any organization inconsiderate of the size of the organization. ❖ A unique feature of Odoo is that it allows the user to issue free membership, paid membership, and associate membership. ❖ Sales and accounting modules can be integrated with Odoo membership management systems. ❖ Integration with these modules helps in automated invoice generation and request submission for renewal of membership.
- 3. ❏ To create a membership product, Members -> Configuration -> Membership Products -> Create ❖ Membership products configuration
- 4. In this window, we can mention the Name of the membership product. If the membership is paid, then the user can mention the membership fee Use enable the option to keep it active The user can also mention the product category in the form
- 5. ❏ To create members go to, Members -> Create. ❖ Member Configuration
- 6. ❏ A user can create free membership when we create members. The form gives options for a free membership and to buy the membership. Odoo also gives an option to mention membership status. ❖ Configuring Free Membership
- 7. ❏ If the user does not want to offer free membership he can uncheck the free membership option. Once the box is unchecked, then the user will be enabled to choose ‘to buy a membership’. ❏ If we select the option Associate Member, then the new member’s membership period will be based on the membership period of the associate member. ❖ Buy Membership
- 8. ❏ A user can purchase a membership if interested. For this, click on the ‘Buy membership’. On clicking this you will get a new wizard. The user will be able to mention the membership type and charges and its cost will be updated automatically. Thereafter the membership can be invoiced by clicking on the “Invoice membership”. ❖ Invoice Membership
- 9. ❏ After posting the user can register for payment. For this click Create Payment. Then status changes to In Payment ❖ Make payment
- 10. ❏ A user can find the invoice lines under the profile of the member ❖ Invoiced lines
- 11. For More Details Check our company website for related blogs and Odoo book. Odoo Book V15 Check our YouTube channel for functional and technical videos in Odoo. How to Create a Lead in Odoo 15 CRM
- 13. Thank You