Odoo SaaS Kit - Quick Start

I. Setup Servers
1. Create SSH Key

SSH Key allows you to connect to servers, you can still use a password to connect, but SSH Key is recommended, especially for interacting with git.
First you need to have a pair of ssh keys, including private key and public key. If you don't have one, you can see instructions for creating an ssh key here:

  • Windows
  • linux: $ ssh-keygen -t rsa -C 'youremail@example.com' -f odoo_sshkey

The next step is to go to the SSH Keys menu and create an ssh key:

Create a SSH Key
2. Create Server

The server can be a physical server, cloud server. Odoo SaaS Kit currently only supports linux, and tested on Ubuntu servers. You need to fill in connection information such as IP, ssh user, ssh port. SSH user must be root.
Important:: To be able to connect, you need to put the newly created public key on the server:

To put the ssh key on the server, you can copy the content of the public key file and paste it into a new line in file /root/.ssh/authorized_keys ở trên server.
You also need to put the private key on the server, the private key is mainly used to connect to git remotes. This is a quick tutorial, so this article won't go into too much detail.

After connecting, click the button Test connection to test the connection

server connection
3. Create Odoo Server Group

Odoo Server Group is a collection of servers (or 1 server), they contain the necessary functions to launch an odoo database. In other words, you can create multiple odoo databases with the same parameters (source code, odoo version, ...) from one odoo server group. Odoo Server Group contains information such as:

  • Odoo Version
  • Odoo Source Code (and odoo addons)
  • Servers
  • ....
To quickly set up an odoo server group, click on the "Setup Odoo Server Group" button.
setup odoo server group
The setup process will take about 10-30 minutes, depending on network speed, so please wait patiently.
4. Create SaaS Domain Name

Go to the SaaS Domain Name menu, create a new saas domain name. You can create a fake domain to test. And click get SSL.
For real domains, the creation process will be more complicated, requiring you to own that domain name. Of course, full detailed instructions will be included in the module.
Click "Run Setup Script" to automate the setup process.

SaaS Domain Name
Then you need to publish it so customers can choose this domain from the website.
SaaS Domain Name
5. Launch An Odoo Entity

After setting up Odoo Server Group and SaaS Domain Name, you can now start launching an odoo entity!

II. Setup For Sales
1. Create Odoo Modules/Apps

Odoo Module/App is used to store installed applications on Odoo Entities and allows users to select Apps on the Odoo SaaS Pricing page outside the website.
To create an Odoo Module/App, go to Menu Odoo SaaS > Others > Odoo Module.

Create Odoo Module

Of course, manually creating each Odoo Module like this is very time-consuming.
To automate the creation of odoo modules/apps from your source, go to the Odoo Server Group record, click on the button "Find and create/update odoo modules"
Note that this is an additional feature and is not available in the Odoo SaaS Kit, which you can purchase here

button find and create/update odoo module
2. Odoo SaaS Plan

Odoo SaaS Plan is a record that allows you to sell Odoo SaaS under different policies. You can define plans with different information for each plan.
With the attributes that Odoo SaaS Plan supports such as:

  • Plan Name
  • Price
  • Is it a Trial Plan?
  • Sell according to the number of users created by the customer or unlimited.
  • Maximum storage limit of customer odoo entity.
  • Allow Multiple Companies
  • Allow Custom Source Code
  • ...
Odoo SaaS Plan
To define pricing for your Odoo SaaS Plan, go to the Product record in the plan and set the pricing:
Currently, Odoo SaaS Kit supports you to sell in 3 price cycles as follows:
  • Daily Price
  • Monthly Price
  • Yearly Price
You can configure different prices for each cycle, allowing you to reduce prices when users decide to buy for a longer period.
Odoo SaaS Product

For the User Based Pricing plan, the amount customers pay will correspond to the number of internal users in their odoo entity.
For example, customer A buys "Custom" plan (User Based Pricing) for $10/month, and they use 3 users, the monthly payment is $30. On the contrary, if that plan does not enable User Based Pricing, the amount they have to pay monthly is $10.

3. Odoo SaaS Period

Odoo SaaS Period are periods that customers can choose to pay, you can create many different periods. The units of the periods are: day, month, year. That unit will apply the price corresponding to the daily price, monthly price, yearly price that you define in the product.

Odoo SaaS Period
4. Customer Credit

Customer Credit is the customer's balance. Simply put, customers need to deposit money to be able to pay for their Odoo SaaS purchases.

Customer credit
5. Odoo SaaS Subscription

Odoo SaaS Kit allows you to sell Odoo SaaS as a Subscription. Subscription record includes information about plan, period, money in/out, customer, odoo entity, ...

Odoo SaaaS Subscription
6. Sale Process
  • 1. Create Customer Credit
  • Customers pay for odoo saas service, payment will be made through depositing and deducting money in 'Customer Credit'

  • 2. Create Odoo SaaS Subscription and attach it to the customer's Odoo Entity.
  • Subscription will record the start date and end date information in a cycle. When you start a subscription by clicking the "Start Subscription" button, the system will automatically deduct money from the customer via Customer credit.

    When the subscription's end date arrives, the system will automatically renew (in case the customer has money left and the subscription is marked as automatically renewed). Or you can manually renew for customers to continue using. If you do not renew the subscription will be closed and the Odoo Entity associated with it will be disabled, meaning it will no longer be accessible.

    When a customer wants to use more users, you can renew to increase the number of users, and the system will automatically deduct money corresponding to the time that user is used.

    In case the customer wants to switch plans, you can also renew. At this time, the system will calculate to return the remaining money or deduct additional money depending on the price of the new plan.

    Odoo SaaS Kit has the ability to automatically create invoices for subscriptions, or you can create manual invoices for customer subscriptions.
7. Ecommerce

1. Publish the odoo saas plans, periods, odoo saas domain name to the website

Publish Odoo SaaS Plan Publish Odoo SaaS Period Publish SaaS Domain Name

2. Add some app to Odoo Module Category

3. Pricing page

Odoo Pricing

4. Buy on the pricing page

8. Customer Dashboard
Customers can access their dashboard on the website through the My Odoo Entities menu. Here customers can deposit money, create new odoo entities, and can also monitor and manage their odoo entities. Odoo Pricing Odoo Pricing
III. FAQs
Yes, the addon is completely compatible with Odoo Community and Enterprise edition. However, for the enterprise edition, you should be an odoo partner.
Please contact us.
You will receive detailed documentation, operating documentation, and lifetime support.
Data is stored on the servers they belong to, admins have full rights to backup, disable, restore, or delete them, ...
Yes Saas client can add subdomain for his instance and after correct mapping of custom domain admin can also add custom domain to saas client contract.
Yes, absolutely possible
Yes.
You can create an unlimited number of odoo entities, however server resources are limited so you can limit the number of odoo entities on servers depending on their resources, and create a new odoo server group to can run more odoo entities.

Customers can only create additional users when the current number of users in their system is less than the number of users they purchased. Customers can purchase new users in their Odoo Entity management page. And they will only have to pay the remaining amount of the period.

For example: Customers purchase the "Custom" package for a 6-month period for $100/user, starting January 1, 2021. By March 1, 2021, if they want to buy a new user, they only need to pay an additional $50.

In case the customer no longer needs to use the user, the admin can renew to refund the remaining money to the customer's "Customer Credit".

This can be done using the renew feature on the subscription, money and data will be calculated automatically.
Yes, operating documents and detailed explanations will be sent to you when you purchase the module. If you have any questions, please contact us.
It is possible, but note that we have not tested with odoo.sh, so please consider, deploying Odoo SaaS Kit on your server is still recommended.
If you encounter an error during operation/testing, please create a ticket here, we will support you as soon as possible.
The Odoo SaaS Kit module is supported from Odoo version 15.0 and above. As for the customer's Odoo Entity version, you can freely choose the odoo version. However, some advanced feature are only supported from odoo 15.0 and above. If you need to use an older version, please contact us.