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CBMS ERP Sales Contract Subscription and Recurring Invoice Management

CBMS ERP Sales Contract Subscription and Recurring Invoice Management

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Sales Contract Subscription management in CBMS ODOO,
Sales Contract Subscription in CBMS ODOO and Recurring Invoice in CBMS ODOO,
product subscription, invoice management sale contract subscription contract management, create bulk invoice, customer invoice
management sales order subscription Recurring customer subscription invoice subscription Sales Contract Subscription management in CBMS ODOO,
Sales Contract Subscription in CBMS ODOO and Recurring Invoice in CBMS ODOO,
Dashboard for manage product for product subscription, invoice management and
sale contract, contract management, create bulk invoice, customer invoice management

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SKU: sales_contract_subscription_and_recurring_invoice_axis Category: Tag:

Description

axistechnolabs all CBMS ODOO apps
Axis Technolabs CBMS Apps


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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]

Contract/Account Dashboard


Subscription/contract management in CBMS ODOO, Subscription Management and Recurring Invoice in CBMS ODOO

General Configuration


Sales Contract or Subscription Management in CBMS ODOO, Recurring Invoice in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12

Product Configuration

Create product as Contract/Warranty product and set Recurring Period.


Sales Contract Subscription in CBMS ODOO 14, Recurring Invoice in CBMS ODOO 13, Subscription management in CBMS ODOO 12

Contract/warrnaty Product Filteration


Contract Subscription in CBMS ODOO, CBMS ODOO module for Sales Contract Subscription, invoice management in CBMS ODOO

Create a quotation template using contract/warranty products which allow you to auto set contract/warranty line while creating sale order


product warranty contract in CBMS ODOO module, sales contract management in CBMS ODOO

Create a quotation using quotation template which auto set contract/warranty product in sale order lines along with selling product lines.
We have to add recurring period on sale order that will be used during the creation of recurring invoice from contract.


Contract Subscription in mycbms.community, bulk invoice export in pdf CBMS ODOO, Subscription management in CBMS ODOO

Sale order Confirmation

If there is no analytic account on sale order then it will create new analytic account with particular customer.


Sale order Confirmation process in CBMS ODOO, Recurring Invoice in CBMS ODOO, Sales Contract Subscription in CBMS ODOO enterprise

Analytic Account

We have separated Contract/warranty lines and Sellable Product lines.
You can find new fields on contract/analytic account as below which will allow you to manage customer contract and recurrning invoice.
Stage: Contract Status (New->Running->Expires Soon->Expired->Locked)
According to stages If Contract create for the frst time it will automatic set as a New and if existing contract the set as a running.
Contract Expiration Days: Set contract stage to “Expires Soon” before end date.


Sales order in analytic account in CBMS ODOO, Recurring Invoice in CBMS ODOO 14, Sales Contract/ Subscription Management and Recurring Invoice 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

Recurring Invoice Generate

Create a recurring invoice from Genrate Invoice button on Contract form.
You can find that invoice generate with contract/warranty lines.


Recurring Invoice Genration bulk in CBMS ODOO, invoice generate with contract in CBMS ODOO

Analytic Account View


Recurring Invoice in CBMS ODOO, Subscription management in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12, CBMS ODOO 11

Stage Filteration On Analytic contract View


Stage Filteration On Analytic contract View in sales CBMS ODOO module

Generate Contract Report


Sales Contract Subscription in CBMS ODOO, Multiple Recurring Invoice in CBMS ODOO, Sales Contract Subscription in CBMS ODOO enterprise

Customized contract report with full details.


warranty management in CBMS ODOO, product maintenance management in CBMS ODOO, all in one subscription package management in CBMS ODOO

Update Existing Analytic Contract

If analytic contract has been created then it will append new Contract/warranty line and sellable product line into existing contract.
Existing Contract With updated new contract/warranty line and sellable product lines set as a running stage in contract form.
If contract in new or running stage you can lock and unlock the particular contract by lock and unlock button in contract form.


Subscription in CBMS ODOO and Recurring Invoice in CBMS ODOO, Subscription management in CBMS ODOO
subscription and based on that product on Sales order line in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12

Automatic Create Customer Invoice using Cron Job


Sales/To Invoice/Generate Recurring Invoice in CBMS ODOO

Manual Process For Generate Recuring Invoice From Wizard.


Configure product as Contract/Warranty/Subscription Product under Products menu in CBMS ODOO, Configure Quotation Template in CBMS ODOO,
Generate Recurring Invoices using wizard in CBMS ODOO, subscription_recurring_contract_bundle in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12
Sales Contract Subscription management in CBMS ODOO, Sales Contract Subscription in CBMS ODOO and Recurring Invoice in CBMS ODOO

Send Contract Report to Customer by Email.


Sales Contract or Subscription Management in CBMS ODOO and Recurring Invoice in CBMS ODOO
Send Contract Report to Customer by Email in CBMS ODOO

Bulk customer invoice generation


Bulk customer invoice generation in CBMS ODOO, Subscription/Contract Dashboard in CBMS ODOO, subscription management system in CBMS ODOO

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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


download doctor appoitment CBMS ODOO module from CBMS ODOO app store

For Technical help and support

business@axistechnolabs.com

For Skype support: Axis Technolabs

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