The membership Module in the Odoo 17 ERP
- 1. Members Module in Odoo 17 Enterprise
- 2. Introduction Enterprise Some business organizations give membership to their customers to ensure the long term relationship with those customers. If the customer is a member of the business then they get special offers and other benefits. The membership module in odoo 17 is helpful to manage everything related to the membership of multiple customers.
- 3. Enterprise Install Members Module ● First Install the Members module of odoo from the apps.
- 4. Enterprise When clicking the Members menu will get this homeview
- 5. Enterprise Members menu: ● By clicking this menu will show all members that are created. ● Also users can create new members from here. ● The members form is just like the contact form , but an extra ‘membership’ tab is there. ● In this tab users can specify the membership details of the customer. ● If the membership created from the invoices then it will be displayed on the one2many field under membership tab.
- 6. Enterprise
- 7. Enterprise ● If the user unchecks the free member option, then there is an option to buy membership.
- 8. Enterprise
- 9. Enterprise Reporting Menu: ● This menu is mainly for member’s analysis. ● The “MEASURES” button includes invoiced, paid, waiting, earned amount, pending amount, quantity and count. ● User’s will get the reporting based on these measures. ● Also possible to use the “filter” or “group by” option on these reports. ● Pivot view also in there.
- 10. Enterprise
- 11. Enterprise Configuration Menu: ● From the configuration menu there is an option to create membership products. ● When creating membership products add appropriate information about the product. ● Then when creating an invoice, users can choose the membership product. Then new membership will be created for the member.
- 12. Enterprise
- 13. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com