Subscriptions Learn Module - Quizes

Recurring Revenue
Subscription Basics
In this video, learn how to sell products as a subscription, to generate recurring
revenue.

1. What do I need to do to sell a subscription in Odoo?

To create a Subscription Product on which I can set up everything, then to sell
that product as usual.
To create a Sales Order as usual and indicate that the whole S.O. is a
subscription.
You can change the recurrence of the subscription under the "More Info" tab.
To set up a Subscription Template, then sell any product that I want by using the
Subscription Template as Quotation Template or Invoice Template.
To set up a Subscription Template, then create a product that I set as a
Subscription Product, with the right Subscription Template, then to sell that
product as usual.

2. How can I enable my customers to close their subscriptions by themselves?

In Configuration / Settings / Customer Portal, by enabling the "Closable by
customer" setting.
In the Subscription Product's Form View, by enabling the "Closable by customer"
setting.
In the Subscription Template, by enabling the "Closable by customer" setting.
They can send you an owl with a cancellation letter. Owls know their way around.

Upsell Subscriptions
In this video, learn how to upsell by adding products to running subscriptions.

1. How can you explain that discounting subscription add-ons might be a good move for
your company?
It helps to improve customer Retention, which implies a higher Lifetime Value in
the long term.
It helps to increase the Monthly Recurrent Revenue, which implies a higher
Retention in the long term.
There is no way at all that this can be a good thing to do.
2. How can I upsell an existing subscription?
By editing the running subscription and adding products to the list.
In the running subscription, by clicking on "Upsell" then adding the products to
the list.
It is not possible: you have to close the running subscription and then create a
new one.

Subscription Reports
In this video, learn how to read and understand the various subscription reports related
to your recurring revenue.

1. What is the difference between Logo Churn and Revenue Churn?

The Logo Churn doesn't exist.
The Revenue Churn indicates the revenue loss rate.
The Logo Churn is the Monthly Recurring Revenue loss rate, and the Revenue
Churn is the subscription cancellation rate.
They are two distinct metrics with different formulas that happen to have the
same result.
The Logo Churn is the subscription cancellation rate, and the Revenue Churn is
the Monthly Recurring Revenue loss rate.

2. Of the following reports, which one indicates how much revenue can be expected for
a customer during the whole time of their contract?
Retention
Lifetime Value
MRR
Revenue Churn

Automatic Alerts
this video, learn how to set up subscription alerts so that your database triggers
automatic actions such as adding tasks or sending emails.

1. What are subscription alerts?

They are messages that appear automatically on the customers' subscription
portals.
They are your automatic actions such, as adding tasks or sending emails that are
triggered by a set of rules related to subscriptions.
It is a support service you can reach if there is an issue with your subscription.
2. I want my alert to be triggered one month after the beginning of the subscription.
Which settings should I apply?
Trigger on: Modification | Trigger Date: Start Date | Delay after trigger date: 1
month
Trigger on: Modification | Trigger Date: Created on | Delay after trigger date: 1
month
Trigger on: Timed Condition | Trigger Date: Start Date | Delay after trigger date: 1
month