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| 1 | +============================= |
| 2 | +Subscriptions with deliveries |
| 3 | +============================= |
| 4 | + |
| 5 | +Subscriptions and subscription products are compatible with deliveries. With some minor |
| 6 | +configuration, it is possible to offer customers subscriptions of regularly delivered physical goods |
| 7 | +such as a meal delivery box or magazine. |
| 8 | + |
| 9 | +.. example:: |
| 10 | + An independent coffee shop offers local customers a monthly coffee bean subscription service. |
| 11 | + Each month, Odoo automatically generates a sales order and invoice in the Sales app and a |
| 12 | + delivery order in the Inventory app to ensure that the coffee beans get delivered to subscribed |
| 13 | + customers. |
| 14 | + |
| 15 | +Configuration |
| 16 | +============= |
| 17 | + |
| 18 | +Selling deliverable subscription products requires that two different apps be :ref:`installed |
| 19 | +<general/install>`: the **Subscriptions** app and the **Inventory** app. The **Subscriptions** app |
| 20 | +allows for the creation and management of subscription products while the **Inventory** app, in |
| 21 | +addition to managing inventory, allows for adding shipping information to quotations and |
| 22 | +automatically creating delivery orders when invoices are created. |
| 23 | + |
| 24 | +After installing both **Subscriptions** and **Inventory**, enter the **Settings** app, search for |
| 25 | +"delivery", and tick the :doc:`Delivery Methods |
| 26 | +</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration>` box in the |
| 27 | +:guilabel:`Inventory` section. This allows for adding the cost of shipping to quotations and |
| 28 | +invoices. |
| 29 | + |
| 30 | +Creating a subscription delivery product |
| 31 | +======================================== |
| 32 | + |
| 33 | +To create a deliverable subscription product, navigate to :menuselection:`Subscriptions app --> |
| 34 | +Products --> Products`. Click an existing product or create a new one and set the :guilabel:`Product |
| 35 | +Type` to `Goods`. Click the :guilabel:`Recurring prices` tab and :guilabel:`Add a line`. Choose an |
| 36 | +existing :guilabel:`Recurring plan` or create a new one, and add a :guilabel:`Pricelist`. |
| 37 | + |
| 38 | +Choosing a delivery method |
| 39 | +-------------------------- |
| 40 | + |
| 41 | +Navigate to :menuselection:`Inventory app --> Configuration --> Delivery Methods`. By default there |
| 42 | +is only one delivery method available: Standard delivery. Businesses with more substantial delivery |
| 43 | +needs can :doc:`create new delivery methods |
| 44 | +</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method>` |
| 45 | +or :doc:`add third-party shipping carrier integration |
| 46 | +</applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>` |
| 47 | +to their Odoo databases. |
| 48 | + |
| 49 | +Creating a subscription delivery quotation |
| 50 | +========================================== |
| 51 | + |
| 52 | +As with creating a subscription delivery product, creating a subscription delivery quotation is |
| 53 | +similar to :ref:`the regular process <subscriptions/quotations>`, but with an additional step. |
| 54 | +After entering all other information for the quotation, click the :guilabel:`Add shipping` button in |
| 55 | +the :guilabel:`Order Lines` tab. Choose a shipping method from the dropdown and, if necessary, enter |
| 56 | +the item's weight and dimensions and click the :guilabel:`Get rate` button. Then click |
| 57 | +:guilabel:`Add` to add the delivery details as a line item to the quotation. From here, proceed with |
| 58 | +confirming the quotation and generating a sales order as normal. |
| 59 | + |
| 60 | +Validating delivery orders |
| 61 | +========================== |
| 62 | + |
| 63 | +Once the sales order for a subscription delivery product has been finalized, a :guilabel:`Delivery` |
| 64 | +smart button appears that opens the delivery order for the sale. After clicking through, if there is |
| 65 | +enough stock to fulfill the delivery order, it appears as being in the :guilabel:`Ready` stage. If |
| 66 | +there is not enough stock to fulfill the order, it appears as being :guilabel:`In Progress` instead. |
| 67 | +Once the delivery order is in the Ready stage, click :guilabel:`Validate` to advance the stage to |
| 68 | +:guilabel:`Done` and automatically generate a delivery slip and send it to the customer. |
| 69 | + |
| 70 | +.. seealso:: |
| 71 | + - :doc:`../subscriptions` |
| 72 | + - :doc:`../subscriptions/renewals` |
| 73 | + - :doc:`../sales/sales_quotations/create_quotations` |
| 74 | + - :doc:`../sales/sales_quotations/get_paid_to_validate` |
| 75 | + - :doc:`../sales/products_prices/prices/pricing` |
| 76 | + - :doc:`../subscriptions/automatic_payments` |
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