Upsell on Subscription / Contract / Recurring
| Technical name | subscription_contract_upsell |
| License | LGPL-3 |
| Website | http://www.probuse.com |
| Included Dependencies | Sales Contract Subscription and Recurring Invoice |
| Extensions | Sales Contract / Subscription Management and Recurring Invoice Bundle |
Upsell on Sales Subscription / Sales Contract
Upsell Management in Odoo App
Customer Sales Subscription / Contract Upsell in Odoo Module
Only Compatible for Odoo Community Edition
This module allows your sales team to do Upsell on Sales Subscription / Sales Contract.
Main Features:
- Allow the sales team to upsell on Customer Contract / Sales Subscription.
- Options during upsell are: You can directly update contract lines / create new contract lines or you can create new sales quotations.
- You can view upsell Contract History on Contract.
- You can view Sales Order on Contract.
- Option 1
- Update existing contract/subscription line while doing upsell if product matches with existing contract/subscription line.
- Option 2
- System will create new contract/subscription line if product does not match in existing contract/subscription lines.
- Option 3
- Create Sales Quote from upsell and then once sales order confirmation system will append/modify contract/subscription lines.
- For more details please see video and check below screenshots.
- Only for odoo community edition.
Edition Compatibility:
Only Community
Initial Sale Order
System will create contract/subscription when you confirm sale order.
Contracts Menu under Sales
Upsell Button on Contract/Subscription
When stage of Contract/Subscription Running, Upsell button will be visible.
Optation 1
Update on Existing Contract/Subscription lines
When system will find Contract/Subscription lines match with upsell product it will update its quantity in Contract/Subscription line.
Updated Current Contract/Subscription
When above wizard is processed system updated current Contract/Subscription line quantity 5 to 8.
Contract Upsell History been created
Contract Upsell History tab for Contract/Subscription.
Optation 2
Create Contract/Subscription line
If system will not find any match product in existing Contract/Subscription line then it will create new Contract/Subscription.
Updated Current Contract/Subscription
You can see new Contract/Subscription line been created.
Contract Upsell History for Contract/Subscription
Contract Upsell History tab for view update on existing contract & new contract line.
Optation 3
Create Quotation button on Upesell
When Create Quotation button is clicked system will create new quotation with selected upsell lines.
Quotation - Tree View
Quotation - Form View
You can see all upsell lines are in quotation lines along with reason.
Contract/Subscription/Analytic Account on Quotation
Contract/Subscription with Contract of upsell
Updated Contract/Subscription from Sale Order
When quotation is confirmed, updated Contract/Subscription quantity 8 to 10.
Configuration for Contract/Subscription Product
Allow for subscription product checkbox for Contract/Subscription products.
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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