Navigate to Operations menu and select Plans to open SaaS plan management.

Enter plan name and configure main infrastructure details including SaaS server and version.

Navigate to Configuration menu and select SaaS Product Templates to link subscription products.

Enable Is SaaS Product checkbox and select target SaaS plan under SaaS Configuration tab.

Select Attributes & Variants tab to define subscription billing terms and product variants.

View SaaS Product Variants list to inspect and configure subscription billing options.

Set SaaS billing cycle months under SaaS Configuration tab of product variant.

Select Products tab on SaaS plan form to review linked variants and pricing terms.

Configure complementary days, trial settings, and user-based pricing options on plan form.

Enable Is Trial SaaS Product checkbox to designate product as trial offer.

Enable Is SaaS User Pricing Product checkbox to set up extra user pricing.

Navigate to Configuration menu and select SaaS Modules to manage add-on applications.

Click New button to add a new SaaS module record to system.

Define module type and configure technical module parameters.

Select Modules Configuration tab and add modules to install during instance creation.

Review list of configured modules to install when building master database template.

Select Remote Deployment tab to assign secondary remote servers for client fallback.

Select Placement and Scaling tab to configure initial CPU, RAM, and storage limits.

Set minimum and maximum vertical resource scaling thresholds for tenant container instances.

Click Confirm button to lock plan configuration and prepare for template creation.

Click Create DB Template button to generate the database template for client instances.

Click Publish button to make the configured SaaS plan available for purchase.

Click Create Contract button on published plan to generate a new customer contract.

Navigate to Operations menu and select Contracts to manage customer SaaS subscription contracts.

Select Customer, Contract Type, and target SaaS Plan on new contract form.

Click Confirm button to validate contract details and advance to draft confirmation stage.

Click Create Instance button on confirmed contract to trigger client database container creation.

View automated welcome email log containing access URL, login name, and temporary password.

Filter SaaS products by subscription duration attributes on website e-commerce shop page.

Select filtered SaaS subscription plan product card to view product details page.

Review SaaS Plan Summary block and click Add to cart or Get Trial button.

Verify plan quantity in shopping cart order summary and click Checkout button.

Complete payment process to confirm sales order and automatically generate SaaS contract.

Navigate to My Account portal and select My SaaS Contracts to view active subscriptions.

Inspect customer SaaS contracts list and click View Details on target contract row.

Click Continue Domain Setup button on portal contract page to configure client domain.

Enter requested Subdomain Name and click Select & Continue button to register instance domain.

Review Provisioning Started confirmation screen while instance container setup runs in background.

View client instances table under My Odoo Instances showing subdomain, status, and actions.

Inspect portal instance details page showing storage monitor metrics and billing summary.

View active contract status badge showing running instance state and direct access URL.

Inspect trial contract portal view with trial countdown banner and Upgrade Now button.

Select Upgrade Mode options on Upgrade Trial Contract form to convert to full subscription.

Inspect server runtime health status and click Dashboard smart button to view resource usage.

View server monitor dashboard showing CPU, memory, storage, network traffic, and latency KPI metrics.

Review system health donut chart split, host environment details, and audit trail monitor samples.

Select Runtime Health tab on server form to review overall live instance resource usage.

Select Host Capacity tab to inspect available host resources and set calculation safeguards.

Review INSTANCE SIZE ESTIMATES table to project server capacity across preset resource profiles.

Select Storage Usage tab on server form to view aggregated database and filestore disk metrics.

Click Runtime Logs smart button on server form to view periodic telemetry log records.

Inspect list view of server runtime logs displaying timestamps, health status, and latency metrics.

Configure Resource Alert Threshold (%) under Odoo SaaS Kit settings to receive admin notifications.

Inspect SaaS Clients kanban view displaying real-time resource telemetry cards per client instance.

Click Dashboard smart button on client instance form to access individual instance telemetry.

View Instance Monitor Dashboard displaying isolated container metrics and time-series history filters.

Analyze interactive system trends line charts for container memory, CPU utilization, and storage footprint.

Select Runtime Monitor tab on instance form to view container resources and probe stability.

Select Storage Monitor tab on instance form to review tenant database and filestore breakdown.

Click Download Logs button on instance runtime monitor to export client Odoo log file.

Select target log date within Download Logs popup wizard to download instance log files.

Navigate to Operations menu and select Scale Requests to manage client resource allocation requests.

Configure target CPU, memory, and worker count parameters on scale request form for container scaling.

Define vertical scaling policy thresholds, cooldown periods, and resource limits under Placement and Scaling tab.

Configure local backup path and enable external backup storage destinations on Odoo Runtime Versions form.

Select External Backup Servers from Configuration menu to set up offsite storage destinations.

View registered External Backup Servers list displaying protocol, host, bucket name, and test status.

Configure SFTP server connection host, credentials, and test connection on external backup server form.

Set up Amazon S3 bucket, region, and access keys on external backup server form.

Navigate to Amazon S3 service from AWS Management Console home screen.

Select target S3 bucket from General purpose buckets list to view storage bucket properties.

Copy S3 bucket name and AWS region code from bucket Properties tab overview.

Search for IAM service in AWS search bar to manage security credentials.

Select IAM user from IAM users table to configure user security credentials.

Select Security credentials tab on IAM user page and click Create access key button.

Select Application running outside AWS use case and click Next button on access key wizard.

Copy generated Access key and Secret access key values and click Done button to finish setup.

Paste retrieved S3 bucket details, region, and access keys into AWS backup server record.

Click Create Backup button on client instance form to manually generate an instance backup.

Select Include Filestore option in Backup Options popup and click Create Backup button.

Select Backups tab on client form to view manual and scheduled tenant database backups.

Inspect backup details, replication state, and external storage copy locations on Backups modal.

Click Backup button on customer portal My Odoo Instances page to trigger manual backup creation.

Select Database + filestore option on portal Create Backup popup and click Create Backup button.

Configure Backup Retention (Days) under Odoo SaaS Kit settings to set automatic backup cleanup frequency.