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Home └Getting Started └Business Flow: Subscriptions as an Online Business

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Business Flow: Subscriptions as an Online Business

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In this video, learn how to sell online subscriptions using Odoo on the Tecpro database! Follow along as we walk through Tecpro's business flow on Odoo's Subscription, Sales, Website, Timesheet, and Project apps.  TIMESTAMPS 00:00 Intro 00:44 Tecpro Website overview 01:44 Subscriptions app & Configurations 02:40 Subscriptions Services product set-up 04:33 Units of measure 06:10 Upsell & Cross-sell 08:20 Subscriptions service sales order and workflow 10:38 Project & Tasks from sales order 12:10 Project & Tasks as an employee 13:37 Timesheets 15:01 Project page 16:10 Completing a project: chatter and Helpdesk 16:53 Outro **Check out more Odoo tutorials** - Subscription basics: https://www.youtube.com/watch?v=y7vlKyx2p1o - Subscription playlist: https://www.youtube.com/playlist?list=PL1-aSABtP6AA4FB_ragz6tFTBKxVZA1Ij - Website playlist: https://www.youtube.com/playlist?list=PL1-aSABtP6AC17NTxZVcMZ79jn4zSb-A8 - Project playlist: https://www.youtube.com/playlist?list=PL1-aSABtP6AAzt_rE2cXzku2ymF-YXeyQ **App documentation** - All Subscriptions docs:  https://www.odoo.com/documentation/18.0/applications/sales/subscriptions.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/Nx5 - Start a free trial: https://www.odoo.com/r/DJW

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1. How can we check when the next payment is due for an on-going Subscription?
Call the customer and ask them. Odoo will have a pop-up reminder with due dates. ‘Invoice Date’ on the Subscription Sales Order. There is no way to check on Odoo, we should remember the invoice dates.
2. Where do we go to automate tasks within task stages in the Project application?
In the gear icon next to the task name In Settings -> Configuration You cannot automate tasks in the Project application. Click the task name and type in the automation.
3. How do I allow customers to pay directly on my website?
Install a payment terminal such as Square, Cashapp, or Venmo. Head to Settings -> Quotations & Orders and tick the checkbox next to Online Payment There is no way to allow customers to pay directly on websites. Head to Settings -> Website and install a payment terminal.
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