[Vtigercrm-developers] Selling Subscription Services

Alan Lord alanslists at gmail.com
Fri Jul 4 08:12:16 GMT 2014


Hi all,

Remember way back when in March 2012 I kicked of a discussion about the 
limitations of handling subscription/rental services in Quotes, Sales 
Orders and Invoices?

No?

See here: 
http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2012-March/021973.html

This has just come up again.

A telecoms business sells various things:

* Hardware like Phone systems, handsets, cabling etc.,
* Installation type services (one off cost),
* Recurring services like Line rental, Hire Purchase/Lease fees etc.

These third items have to go on the Quote and be propagated through to 
the Sales Order and Invoice. But these types of items have a frequency 
(i.e monthly) and a term (i.e. 24 months).

There is still no way to handle this from what I can tell without major 
surgery.

Can the devs suggest a way to extend vtiger (6.1) so this can be handled 
properly? I'm thinking some kind of extension module that extends the 
Services module (or build a new one) that becomes available as a line 
item in the Quote/SO/Inv and offers the user the ability to enter the 
frequency and term when they are building the quote.

The really good bit is this information also needs to be accessible in 
the Reports. :-)

New UIType perhaps?

Suggestions welcome.

Cheers

Al





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