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Members Module in
Odoo 17
Enterprise
Introduction
Enterprise
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.
Enterprise
Install Members Module
● First Install the Members module of odoo from the apps.
Enterprise
When clicking the Members menu will get this homeview

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We can improve our internal or external connections by attending meetings. In odoo we can arrange and conduct meetings in a professional and efficient manner. Odoo 17 calendar module helps to create well-structured meetings for the user. This slide will help to better understand about the calendar module.

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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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● If the user unchecks the free member option, then there
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The iinsight 5.1.0 release includes the following new features: - A new billing window allows adding costs using one interface. - A new limitation feature restricts the number of activities and items per case or claim within a set time period. - Charge codes are available for attended and not attended sessions. - Two new reports provide information on non-attendance and case outcomes. - Firefox browser support and a new Microsoft Office 2013 64-bit add-on are added. - Invoices print faster and support grouped invoices better. - A new option rounds costs per day for Workcover cases.

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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.
Enterprise
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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The document discusses creating MLM software for a new company with a 7 level uni-level compensation plan allowing sponsors to enroll up to 100 members in their frontline. The proposed application would allow members to register, sponsors to enroll new members who can pay membership fees directly on the site, and track transactions and distribute commissions up to 7 levels according to admin-defined terms. The developer asks for clarification on how sponsors can enroll more than 100 members, compensation plans by level, how to update sponsor transaction records to calculate commissions, and details of existing sponsor data.

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Experience our free, in-depth three-part Tendenci Platform Corporate Membership Management workshop series! In Session 1 on May 14th, 2024, we began with an Introduction and Setup, mastering the configuration of your Corporate Membership Module settings to establish membership types, applications, and more. Then, on May 16th, 2024, in Session 2, we focused on binding individual members to a Corporate Membership and Corporate Reps, teaching you how to add individual members and assign Corporate Representatives to manage dues, renewals, and associated members. Finally, on May 28th, 2024, in Session 3, we covered questions and concerns, addressing any queries or issues you may have. For more training events, please check out www.tendenci.com/events Woof!

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This slide will explain the management of Buy 3 Get 1 Free in Odoo 17 which is the common promotional strategy used in the market .

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For More Info.
Check our company website for related
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Check our YouTube channel for
functional and technical videos in Odoo.
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The membership Module in the Odoo 17 ERP

  • 1. Members Module in Odoo 17 Enterprise
  • 2. Introduction Enterprise 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.
  • 7. Enterprise ● If the user unchecks the free member option, then there is an option to buy membership.
  • 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.
  • 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.
  • 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