Upsell subscriptions

Upselling a subscription means adding new products or increasing quantities on an existing subscription, and it is one of the more effective ways to grow revenue from customers already using the service.

Who to target

Loyal customers, who already trust the business and have an established payment history, are often the easiest to upsell to a higher tier. New customers usually need a softer approach, such as a discount on the upgraded subscription, to build trust before they commit to a higher price.

Enable discounts

1. Go to Sales > Configuration > Settings.
2. In the Pricing section, tick Discounts and click Save.

This allows discounts to be applied on individual order lines, useful when offering a new customer a lower price on an upgraded subscription.

How to upsell a subscription

1. Confirm a quotation using subscription products so it becomes a sales order and a subscription is created. The subscription must be invoiced before it can be upsold.
2. Open the subscription sales order in Sales or Subscriptions and click Upsell.
3. On the new quotation, the original subscription product already appears. Click Add a product to add further subscription products.
4. Click Send by Email to send the upsell to the customer, or Confirm once they agree.

Once confirmed, the upsell products are added to the original subscription, with quotation prices prorated to the remaining time in the current invoicing period. This proration only applies to Service products, not Consumable or Storable products.

Tracking upsells

A Sales History smart button appears on the subscription once an upsell has been confirmed, listing every related sales order and its subscription status.

Frequently asked questions

Does the subscription need to be invoiced before I can upsell it?

Yes, the initial subscription sales order must be invoiced before the Upsell button becomes useful.

What discount feature do I need to enable?

Enable Discounts in Sales > Configuration > Settings, under the Pricing section, to apply line-item discounts on an upsell quotation.

Are prorated prices applied to every product type?

No, the prorated discount for the remaining billing period only applies to Service products, not Consumable or Storable products.

Need help?

Need help upselling subscriptions in Odoo? Contact support@thoughtlogik.com or see our Odoo optimisation services.