Description
Subscription Management and Recurring Invoice in CBMS ODOO
Sales Contract or Subscription Management in CBMS ODOO
Sales Contract Subscription and Recurring Invoice in CBMS ODOO
, Sales Contract Subscription in CBMS ODOO and Recurring Invoice in CBMS ODOO,
Subscription management in CBMS ODOO
, Subscription Management in CBMS 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 CBMS ODOO. 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.
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 CBMS ODOO backend
- 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.
- 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.
- 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.
- 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.
- Generate Recurring Customer Invoices wizard in single click for manually.
- Send an email to customers for subscription/contract registered in system.
- Filter option in CBMS 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 CBMS ODOO contract management in CBMS 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 CBMS ODOO.
Menu Available:
- Sales
- Analytic account
- Invoicing
- Dashboard for contract
- Contract list
Subscription/contract management Dashboard in CBMS ODOO. [Screenshots and Flow]
General Configuration
Product Configuration
Contract/warrnaty Product Filteration
Sale order Confirmation
Analytic Account
Recurring Invoice Generate
Analytic Account View
Stage Filteration On Analytic contract View
Generate Contract Report
Customized contract report with full details.
Update Existing Analytic Contract
Automatic Create Customer Invoice using Cron Job
Manual Process For Generate Recuring Invoice From Wizard.
Send Contract Report to Customer by Email.
Bulk customer invoice generation
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For Technical Help and Support
At Axistechnolabs we offer end to end solution for all CBMS services which includes custom development, integration, migration, analysis & consultation.
Incase of any question regarding this module feel free to email us on business@axistechnolabs.com
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