Odoo 18’s Subscription module’s Automation Rules feature is an effective tool that helps companies automate repetitive tasks with little manual labor. This feature, designed for subscription-based services, allows users to configure triggers and related actions, such as generating bills, updating subscription stages, or reminding customers to renew, based on specific dates or circumstances. By automating key processes, businesses can boost productivity, reduce errors, and ensure consistent customer communication. Teams can easily set up rules without requiring technical expertise. The Odoo 18’s user-friendly interface enables them to provide a seamless and prompt subscription experience across all client touchpoints. This blog helps you set up the automation rules in the Odoo 18 subscription module.
Navigate to the Subscription module in the Odoo 18 dashboard.
To view the automation rule, navigate to the Configuration > Automation Rules. There, you can create a new automation rule or select the existing automation rules as shown below:
Here, you can see the details such as:
- Action Name: Add a name for your automation rules.
Under the Apply On option;
- MRR Between: Set the monthly recurring revenue range to target.
- MRR Change More: State your desired monthly recurring revenue goal, expressed as either a percentage or a fixed currency amount.
- Over: select a period that will be used to calculate the selected KPIs (Key Performance Indicators)
- Rating Satisfaction: indicate whether the rating is higher or lower than a predetermined percentage.
- Status: To add the subscription status to the automation rule, select the available options such as Quotation, Quotation Sent, Sales Order, and Cancelled.
- Stage goes from: Choose the transition between two subscription stages to specify when the automation rule should start.
- Subscription Plans: Choose the subscription plans that the automation rule should apply to.
- Products: Choose which product or products the automation rule will target.
- Customers: Specify the customer or customers the automation rule will target.
- Company: In a multi-company environment, specify which company’s data the automation rule should target.
- Sales Team: Determine which sales team (s) the automation rule will target for data.
Under the Actions option, select Action To Do as,
- Create next activity: When you select the action as Create next activity, an Activity section will appear. There, you can fill in the details such as:
- Activity Type: select an activity type from the available drop-down option.
- Title: add a title for the chosen activity type.
- Note: add a note about the activity type.
- Due Date: specify the number of days for completing the activity.
- Assign To: assign the activity to either Subscription Salesperson, Sales Team Leader, or Specific Users.
- Send an email to the customer: When you select the action as Send an email to the customer, an Email Template section will appear. You can either create a new email template or choose from the existing ones.
- Send an SMS Text Message to the customer: When you select the action as Send an SMS Text Message to the customer, an SMS Template section will appear. Either create a new SMS template or pick one from the available templates.
- Set Contract Health value: When you select the action as Set Contract Health value, a Health section will appear. There, you can choose the health issue, such as Neutral, Good, or Bad.
Here, you can see the number of subscriptions that match the specific automation rule.
The Subscription module of Odoo 18’s Automation Rules feature transforms how companies handle recurring services. Automating tasks such as billing, follow-ups, and renewals minimizes manual labor and guarantees a seamless, continuous subscription cycle. By maintaining timely communication and dependable service, productivity is increased and customer satisfaction is improved. Automation can be easily customized to meet specific company demands due to the flexibility in defining rule conditions and actions. Odoo 18’s automation feature enables you to scale effectively and maintain complete control over your subscription operations, regardless of your company's size.
To read more about How to Configure Subscription Template in Odoo 18, refer to our blog How to Configure Subscription Template in Odoo 18.