CBMS ERP Sales Contract Subscription and Recurring Invoice Management
CBMS ERP Sales Contract Subscription and Recurring Invoice Management
1Sales 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
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]
![Subscription/contract management in CBMS ODOO, Subscription Management and Recurring Invoice in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/dashboard.png)
General Configuration
![Sales Contract or Subscription Management in CBMS ODOO, Recurring Invoice in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/general_setting.png)
Product Configuration
![Sales Contract Subscription in CBMS ODOO 14, Recurring Invoice in CBMS ODOO 13, Subscription management in CBMS ODOO 12](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/product_template.png)
Contract/warrnaty Product Filteration
![Contract Subscription in CBMS ODOO, CBMS ODOO module for Sales Contract Subscription, invoice management in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/product.png)
![product warranty contract in CBMS ODOO module, sales contract management in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/quotation_template.png)
![Contract Subscription in mymycbms.community, bulk invoice export in pdf CBMS ODOO, Subscription management in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/sale_order.png)
Sale order Confirmation
![Sale order Confirmation process in CBMS ODOO, Recurring Invoice in CBMS ODOO, Sales Contract Subscription in CBMS ODOO enterprise](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/analytic_account.png)
Analytic Account
![Sales order in analytic account in CBMS ODOO, Recurring Invoice in CBMS ODOO 14, Sales Contract/ Subscription Management and Recurring Invoice CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/analytic_account_1.png)
![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](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/analytic_account_2.png)
Recurring Invoice Generate
![Recurring Invoice Genration bulk in CBMS ODOO, invoice generate with contract in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/invoice.png)
Analytic Account View
![Recurring Invoice in CBMS ODOO, Subscription management in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12, CBMS ODOO 11](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/contract_view.png)
Stage Filteration On Analytic contract View
![Stage Filteration On Analytic contract View in sales CBMS ODOO module](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/contract_filter.png)
Generate Contract Report
![Sales Contract Subscription in CBMS ODOO, Multiple Recurring Invoice in CBMS ODOO, Sales Contract Subscription in CBMS ODOO enterprise](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/contract_report.png)
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](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/report.png)
Update Existing Analytic Contract
![Subscription in CBMS ODOO and Recurring Invoice in CBMS ODOO, Subscription management in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/exist_contract_1.png)
![subscription and based on that product on Sales order line in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/exist_contract_2.png)
Automatic Create Customer Invoice using Cron Job
![Sales/To Invoice/Generate Recurring Invoice in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/cron.png)
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,](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/contract_invoice_wizard.png)
![Generate Recurring Invoices using wizard in CBMS ODOO, subscription_recurring_contract_bundle in CBMS ODOO 14, CBMS ODOO 13, CBMS ODOO 12](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/contract_invoice_wizard_1.png)
![Sales Contract Subscription management in CBMS ODOO, Sales Contract Subscription in CBMS ODOO and Recurring Invoice in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/contract_invoice_wizard_2.png)
Send Contract Report to Customer by Email.
![Sales Contract or Subscription Management in CBMS ODOO and Recurring Invoice in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/mail.png)
![Send Contract Report to Customer by Email in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/mail_1.png)
Bulk customer invoice generation
![Bulk customer invoice generation in CBMS ODOO, Subscription/Contract Dashboard in CBMS ODOO, subscription management system in CBMS ODOO](https://odoo15.cbms.ng/sales_contract_subscription_and_recurring_invoice_axis/static/description/images/multiple_contract_report.png)
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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](https://i.ibb.co/Bfv0ths/download.png)
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