Sales Contract Subscription and Recurring Invoice in odoo
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The document describes a module for managing sales contracts, subscriptions, and recurring invoices in Odoo. It highlights features such as automatic contract creation upon sales order confirmation, the ability to generate invoices based on subscription periods, and options for contract management, including reporting and customer notifications. The module supports various languages and offers functionalities for sales, accounting, and admin teams to efficiently manage subscriptions and contracts.
Sales Contract Subscription and Recurring Invoice in odoo
- 1. : https://www.axistechnolabs.com : business@axistechnolabs.com : +91-910-664-9361 Sales Contract or Subscription Management in odoo
- 2. Sales Contract Subscription and Recurring Invoice in odoo Sales Contract Subscription in odoo Recurring Invoice in odoo Subscription management in odoo
- 3. About App: Sales Contract Subscription and Recurring Invoice in odoo, Sales Contract Subscription in odoo and Recurring Invoice in odoo, Subscription management in odoo, Subscription Management in odoo, this module enables the functionality while Create products for warranty or maintenance or subscription, Sales contract or Subscription manage based on product Sales order line and that will create sales contract for customer automatically on confirmation of sales order in odoo.
- 4. About App: That is also allow you to create recurring invoice from contract based on period configured on contract. This module also support in future if you sell some more services on same contract then you can select contract on quote/sales order and it will include that line on contract.
- 5. Key Features for Sales Contract Subscription Sales Subscription/Contract Dashboard display count of contracts with its status new, running, expiry-soon, expired and locked. In dashboard displays the total contract/warranty product, total customer contract, total invoice. Graphs/Charts display data for weekly contracts, monthly contracts. Analytic account list view displays all contract data with its stages and stage filtration option available in analytic account (contract) view. You can create a products for subscription/contract from odoo backend
- 6. Key Features for Sales Contract Subscription Set product subscription period, This module will automatically create contract or subscription when sales order of particular product is confirmed. Details of Sales order and Sales order lines will be available on Subscription/Contract form. Sales team, Accounting team or admin can create Subscription/ Contract from Sales order. You can see Subscription lines available on Subscription form which are created from Sales order.
- 7. Key Features for Sales Contract Subscription Generate customers invoice from Subscription form. Allow you to set up Frequent periods on Subscription and invoice based on that. You can also manage and generate Invoice directly from Contract menu and Generate Invoice Button. Added subscription/contract on Sales order then this module will extended new subscription lines in running stage subscription/contract, no need to create again that particular subscription/contract.
- 8. Key Features for Sales Contract Subscription Subscription/Contract report available in PDF format for print. Added subscription/contract on Sales order then this module will extended new subscription lines in running stage subscription/contract, no need to create again that particular subscription/contract. Stage process implementation for create NEW subscription/ contract, RUNNING subscription/contract, EXPIRED subscription/contract for customers. Previously subscribed customer can also take re-subscription and that will manage in RUNNING subscription/contract.
- 9. Key Features for Sales Contract Subscription Subscription/Contract views in list view and form view. Cron Jobs for create automatic invoice gererate and manage subscription expire date. We have also implemented bulk customer invoice generation for subscription/contract. Send an email to customers for subscription/contract registered in system. Generate Recurring Customer Invoices wizard in single click for manually.
- 10. Key Features for Sales Contract Subscription Filter option in odoo backend for view customer invoice and number of subscription/contract Roles and Rights - set roles and rights to employee for work in subscription management in odoo contract management in odoo. Sales Contract Subscription and Recurring Invoice Supported Multiple languages with (English, Arabic, Chinese Traditional, Chinese Simplified, Danish-dansk, Dutch-Nederlands, Spanish- Español, French-français,Russia-Russian,German - Deutsch) in odoo.
- 11. Menu Available: Sales Analytic account Invoicing Dashboard for contract Contract list
- 12. Subscription/contract management Dashboard in odoo.
- 14. Create product as Contract/Warranty product and set Recurring Period.
- 15. Contract/ warrnaty Product Filteration Create a quotation template using contract/warranty products which allow you to auto set contract/warranty line while creating sale order
- 20. Stage Filteration On Analytic contract View Generate Contract Report
- 21. Customized contract report with full details.
- 22. Update Existing Analytic Contract
- 23. Automatic Create Customer Invoice using Cron Job
- 24. Manual Process For Generate Recuring Invoice From Wizard.
- 25. Manual Process For Generate Recuring Invoice From Wizard.
- 26. Send Contract Report to Customer by Email.
- 27. Bulk customer invoice generation
- 29. : https://www.axistechnolabs.com : +91-910-664-9361 For watching this Sales Contract or Subscription Management presentation