All You Need To Know about Odoo 16 Members Module

December 22, 2022 by
All You Need To Know about Odoo 16 Members Module
Konsultoo Software Consulting PVT. LTD, Nitesh Macwan



Several companies nowadays are providing the membership to their customers to remain engaged with them. The membership also helps firms develop a good relationship with new customers. 

Odoo 16 Members module has come with new features that will ease the tasks related to the members. In this task, we will discuss What Odoo 16 Members module is all about.

Firstly, select the Members module from the Odoo dashboard and get inside the module as shown in the screenshot given below.


Go to the Configuration menu and select the Membership Products to create the Membership Products.


Click on the CREATE button to create the Membership product as shown in the screenshot given below.




Just like other Odoo modules, Odoo Members has Filter, Group By, and Favorite options. You will also have the List and Kanban views as displayed in the image given below. 



You have so many fields in the Membership product creation window. Enter the product name, product category, and company name in the specified fields. 


You can also specify the start date and end date for membership duration and set membership fee in the given fields as shown in the screenshot given below.


Moreover, you can also write the description about your product under the Description. The description you give under the Sales Description section, which will display in either in the invoice or sales order. 


Once you create membership product and save it manually, move on to the Members window.


Click on the CREATE button to create a new member as shown in the screenshot given below. 


Give the name of a member under the Individual and Company field. Enter the name of the company the member belongs to. You have a number of fields to fill such as Job Position, Phone, Mobile, Email, Website, Title, and Tag as shown in the screenshot given below.



There is an ADD button under the Contacts & Addresses which you can use to add contact and address. So, Click on the ADD button as shown below.



Here, in this window, you have many fields. Give the contact name. Then, click on the Save & Close tab.


Now, you can see the contact and address have been added. You can add as many as you want. 



Go to the Sales & Purchase and fill up the required details in the specified fields as demonstrated in the screenshot given below.




Inside the Internal Notes menu, you can write internal notes. You can also set the warning on the sales order and picking as shown below.



Move on to the Membership field, which is the most important part.




Here, the membership is in the free membership status which is by default. While unchecking the Free Member tab, it will turn into the Buy Membership as shown in the screenshot given below.



So, let's buy the membership. when you click on it a wizard will pop up in which you will find the membership product you have created. Then click on the Invoice Membership to invoice it as displayed below.


Now confirm it as shown in the screenshot given below.



You are taken to a new window after clicking on the CONFIRM button. Click on the REGISTER PAYMENT TAB.



Once click on it, a wizard will open where you have to click on the Create Payment button to make the payment.


Now, you can see your payment is done.



This is how Odoo 16 Members module works. It is very to manage and make your tasks easier.





All You Need To Know about Odoo 16 Members Module
Konsultoo Software Consulting PVT. LTD, Nitesh Macwan December 22, 2022
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