To create two separate products in Odoo 16 — one for the Starting Fee (Sales) and one for the Subscription (Monthly), and define separate pricing for both, follow these steps:
Step 1: Create the Starting Fee Product
- Go to Sales > Products > Products.
- Click on Create to add a new product.
- Product Name: Enter something like "Starting Fee".
- Product Type: Set to Service (since it's a service-related fee).
- Sales Price: Enter the price for the starting fee, e.g., 200 (this is a one-time fee for the first month).
- Invoicing Policy: Set to On Order. This ensures the fee is invoiced once the order is confirmed.
- Tax: Choose the appropriate tax (if applicable).
- Click Save.
Step 2: Create the Subscription (Monthly) Product
- Go to Sales > Products > Products.
- Click on Create to add a new product.
- Product Name: Enter something like "Monthly Subscription".
- Product Type: Set to Service (since this is a subscription service).
- Sales Price: Enter the price for the monthly subscription, e.g., 100 (this will be the recurring monthly price).
- Invoicing Policy: Set to On Subscription. This allows Odoo to manage recurring invoicing for the subscription.
- Tax: Choose the appropriate tax (if applicable).
- Click Save.
Step 3: Create a Subscription Template (Including Both Fees)
- Go to Subscriptions > Configuration > Subscription Templates.
- Click Create to create a new template for your subscription.
- Name: Enter a name for the template, such as "Standard Monthly Subscription".
- Product: Select the "Monthly Subscription" product you created earlier.
- Recurring Interval: Set this to 1 and choose Month (or whatever frequency you want for recurring charges).
- Initial Fee: Under the Initial Fee section, select the "Starting Fee" product you created and enter 200 as the initial amount to be charged during the first month.
- Invoicing Frequency: Set this to Monthly, which will ensure recurring billing every month.
- Click Save.
Step 4: Create a Sales Order for the Customer
- Go to Sales > Orders > Create.
- Select the customer.
- Add the "Starting Fee" product to the sales order (this will be charged during the first month).
- Add the "Monthly Subscription" product to the sales order (this will be the recurring charge starting from the second month).
- Confirm the order.
Step 5: Managing Invoices
- The Starting Fee of 200 will be invoiced immediately upon order confirmation.
- The Monthly Subscription of 100 will be invoiced as a recurring charge starting from the second month.
This setup in Odoo 16 will allow you to sell two separate products — one for a Starting Fee (Sales) and another for a Monthly Subscription, with appropriate pricing for both.