Members
Project description
Members
This module allows you to manage all operations for managing memberships.
Membership category
Membership lines editable
Do not calculate membership state from invoice status
Start date of last membership period
Partner’s with member lines can’t be deleted.
When a partner has an associated member there is the option to make member start date independent from the associated member one so joining dates can be tracked for those members.
Adds a category for Membership management security group so a user with only that permission can access to the membership menu.
It supports different kind of members:
Free member
Associated member (e.g.: a group subscribes to a membership for all subsidiaries)
Paid members
Special member prices
It is integrated with sales and accounting to allow you to automatically invoice and send propositions for membership renewal.
This module is a backport from Odoo SA and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.
Table of contents
Use Cases / Context
This module was ported from Odoo v18.
Although the partnership module is available in v19, presented as a replacement, is rather a module to manage corporate partners like https://www.odoo.com/partners
Issue: https://github.com/OCA/vertical-association/issues/216
Configuration
Users can define membership categories in Association > Configuration > Membership Categories Then go to membership products and set a category to each one.
Usage
Membership categories allow to classify memberships by types, allowing a partner to be member or not of the different categories. For example, if you have several levels of partnership (Starter, Silver, Gold) and one product for each one, then partners who buy Silver product will have Silver membership category. Afterwords, you can filter Silver members.
Membership lines are created when a membership product is invoiced, like in Odoo standard version. But now users can create a new membership line without creating an invoice.
Also, users can edit membership line dates and state even if an invoice is not related with it.
You will see a general membership status at partner level that specifies if it’s a member of any category or not, and also a detail status per membership category.
To make member start date independent from the associated member one, check the option Adhered member in the membership tab of the partner who is associating. A start date will now be available to edit.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
Antonio Espinosa <antonio.espinosa@tecnativa.com>
Pedro M. Baeza <pedro.baeza@tecnativa.com>
David Vidal <david.vidal@tecnativa.com>
Rafael Blasco <rafael.blasco@tecnativa.com>
Luis M. Ontalba <luis.martinez@tecnativa.com>
Alberto Martín Cortada <alberto.martin@guadaltech.es>
Andrea Stirpe <a.stirpe@onestein.nl>
Valentín Vinagre <valentin.vinagre@sygel.es>
Roger Sans <roger.sans@sygel.es>
-
Bhavesh Heliconia
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainers:
This module is part of the OCA/vertical-association project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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