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[FIX] general: clarify pricing plan explanation for multi-company #12298

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[FIX] general: clarify pricing plan explanation for multi-company #12298

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27 changes: 9 additions & 18 deletions content/applications/general/companies.rst
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Expand Up @@ -9,26 +9,17 @@ simultaneously, and set their specific warehouses, customers, equipment, and con
the ability to generate reports of aggregated figures without switching interfaces, which
facilitates daily tasks, and enhances the overall management process.

.. danger::
Utilizing a multi-company environment in an Odoo database warrants a subscription change from
*Standard* (or *One App Free*) to a *Custom* plan. Should the administrator not migrate the
subscription to a *Custom* plan after adding another company, the database risks being
deactivated. For more information, consult the `Odoo Pricing page
<https://www.odoo.com/pricing-plan>`_.

If the customer is on the *Standard* plan, and adds multi-company functionality to the database,
it triggers an upsell for the *Custom* plan.

If they are on a *Yearly* or *Multi-year* contract, this creates an upsell order, with a 30-day
limit (risking deactivation). If multi-company functionality is fully removed within that time
period, the next time the database pings, the upsell order and limit are removed automatically.
.. warning::
Enabling multi-company functionality in an Odoo database on a *Standard* plan automatically
triggers an upsell to the *Custom* plan. This does not apply to databases on the *One-App Free*
plan.

If the customer is on a *Monthly* contract, once the next bill is created, and multi-company
functionality is still detected while they are on a *Standard* plan, they are automatically
switched, and billed on the *Custom* plan.
- **For yearly or multi-year contracts**: An upsell order is created with a 30-day limit.
- **For monthly contracts**: The subscription automatically switches to the *Custom* plan and
the new rate is applied when the next bill is generated.

Should the customer want to go back to *Standard*, the Customer Success Team **must** be
contacted.
For more information, refer to `Odoo's pricing page <https://www.odoo.com/pricing-plan>`_ or
contact your account manager.

To create a new company, navigate to :menuselection:`Settings app --> Companies section`, and click
:guilabel:`Manage Companies`. Then, click :guilabel:`New` to create a new company.
Expand Down