Odoo Prime Membership | Privileged Customer
Why Choose Membership?
Implementing a membership model allows you to predict your business's revenue effectively. Create attractive offers and discounts exclusively for your most valued customers.
Meet Demand with Membership Plans
If your e-commerce store is thriving, consider introducing membership plans. Give your prime customers an additional 5% discount, encouraging them to purchase these plans while boosting your sales.
Benefits of Membership:
- Predict Revenue: Gain insights on active members better to forecast sales and trends for your products or services.
- Boost Marketing Efforts: Access to member contact details allows you to create targeted marketing campaigns and follow-ups.
- Steady Income Stream: Use customer data to adapt your business strategies in line with market trends.
- Build Customer Loyalty: Nurture long-term customer relationships to establish a loyal and dedicated clientele.
Detailed features and steps:
1. Create a Pricelist from Settings->Website->Pricelist.
Assign discounts and rules to that price list.
Specify any other rule for that pricelist like based on products/categories etc.
2. Create a Membership Plan from the Website->Membership Tab.
Add necessary details like duration, name, and introduction to the plan.
Assign your created pricelist to the Membership Plan.
3. Create a Membership Product just like any other product.
Checkmark “can be membership” to enable certain options.
Open the Membership Tab from the Product Sheet.
Assign the Membership Plan to your Membership Product.
4. Your Create Membership Product will be visible on the front end.
Customers can now purchase this membership plan based on your set price.
The Plan will automatically expire once the stated duration is over.
Customers can also view their membership status from the front end of their My Account section.
5. After the confirmation of the Sales Quotation, membership automatically goes to the In-Progress State.
The invoices for the membership plans are automatically generated with an 'In Progress' state.
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