The membership Module in the Odoo 17 ERP

Some business organizations give membership to their customers to ensure the long term relationship with those customers. If the customer is a member of the business then they get special offers and other benefits. The membership module in odoo 17 is helpful to manage everything related to the membership of multiple customers.

1. Members Module in Odoo 17 Enterprise

2. Introduction Enterpr ise Some business organizations give membership to their customers to ensure the long term relationship with those customers. If the customer is a member of the business then they get special offers and other benefits. The membership module in odoo 17 is helpful to manage everything related to the membership of multiple customers.

3. Enterprise Install Members Module First Install the Members module of odoo from the apps.

4. Enterprise When clicking the Members menu will get this homeview

5. Enterprise Members menu: By clicking this menu will show all members that are created. Also users can create new members from here. The members form is just like the contact form , but an extra ‘membership’ tab is there. In this tab users can specify the membership details of the customer. If the membership created from the invoices then it will be displayed on the one2many field under membership tab.

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7. Enterprise If the user unchecks the free member option, then there is an option to buy membership.

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9. Enterprise Reporting Menu: This menu is mainly for member’s analysis. The “MEASURES” button includes invoiced, paid, waiting, earned amount, pending amount, quantity and count. User’s will get the reporting based on these measures. Also possible to use the “filter” or “group by” option on these reports. Pivot view also in there.

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11. Enterprise Configuration Menu: From the configuration menu there is an option to create membership products. When creating membership products add appropriate information about the product. Then when creating an invoice, users can choose the membership product. Then new membership will be created for the member.

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13. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com