Membership / Partnership in odoo 19 | Odoo 19 CRM | Odoo 19 Functional Tutorials – CBMS Odoo ERP

Membership / Partnership in odoo 19 | Odoo 19 CRM | Odoo 19 Functional Tutorials – CBMS Odoo ERP

📌 Business Scenario
A fitness club wants to sell membership plans (Bronze, Silver, Gold) to customers.

They want automatic invoicing, membership level assignment, and integration with partner management.

🏋️ Step-by-Step Workflow in Odoo 19
1. Create Membership Products

Go to Sales → Products → Create.
Add a new product called “Bronze Membership”.
Product Type: Service
Create on Order: Membership / Partnership
Invoicing Policy: Prepaid/Fixed Price

Assigned Level: Bronze
Repeat for Silver and Gold memberships.
2. Sell a Membership

A customer comes in and wants a Bronze Membership.

Create a Sales Order in Odoo with the “Bronze Membership” product.

When the order is confirmed:The system automatically creates a Partnership / Membership record for that customer.
The membership level is assigned (Bronze).

The system can automatically send renewal reminders or upsell offers (e.g., upgrade from Bronze → Silver).

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