In Odoo Membership Management you can manage multiple membership subscription terms like monthly, quarterly, yearly, etc and even auto-renew subscriptions.
2. Membership Management in Odoo 13
In Odoo Membership Management you can automate routine tasks. Membership
management software is used to manage their membership programs more efficiently and
effectively, from building comprehensive member profiles to automating renewal reminders
and other communications.
In Odoo Membership Management you can manage multiple membership subscription
terms like monthly, quarterly, yearly, etc. and even auto-renew subscriptions. It automates
applications, payments, and renewals, allow member functions on your website, and
automate member communication.
In the Odoo Members module, you can see various crucial points and support various
kinds of members like free member, associated member, paid member, or a special
member. In this type of module, you can set membership packages for individuals, groups,
and separately manage fees and renewals for each type of membership.
3. Configuration:
First of all, you can install the Odoo Member module in your database.
In Odoo Members module is used: To Create Membership Product, To Create
Members, To Create Free Membership, To Create Buy Membership, To Create
Invoice, To Create Register Payment, etc.
4. To Create Membership Product:
Now you can create the membership product by click on the Configuration button. Go to
Members module -> Configuration -> and click on the create button.
5. At that time you can click on the create button to create a membership product. Now you can
fill the following required fields like Name, Internal reference, Product Category, Company,
Active, Membership Duration, Membership Fee, Income Account, Taxes, Description, Sales
Description, etc.
6. To Create Members
Now you can create new members through click on the create button. You can fill the
following basic fields and contact information of the member. Firstly you can select the type
of member checkbox: Individual or Company
7. To Create Free Membership
In the member form, you can select the membership option and click on the checkbox of
free member then the current membership status gets changed to “Free Member”.
8. To Create Buy Membership
Whenever you want to need any of the membership products, you need to click on the button
“Buy Membership”. You did not need to tick the checkbox of free membership.
Now your current membership status gets changed to “Non-Member”.
9. To create Invoice Membership:
You have need to create Invoice after choose the membership product
10. Now you can click on the Validate button to make the invoice to complete validation. Then
you can check the Invoice lines to click on the Invoice line button.
11. At the same time, Invoice Validation is completed, then you can go to the payment of
membership by clicking on the Register Payment button. After you can fill the following
required fields then click on the Validate button.