• Applications
    • Finance
      • Accounting
        • Overview
          • Main Concepts
            • Introduction to Odoo Accounting
            • The Accounting behind Odoo
            • Accounting Memento For Entrepreneurs (US GAAP)
          • Getting Started
            • How to setup Odoo Accounting?
          • Process overview
            • From Customer Invoice to Payments Collection
            • From Vendor Bill to Payment
        • Account Receivables
          • Customer Invoices
            • Overview of the invoicing process
            • Offer cash discounts
            • Set up cash roundings
            • How to setup and use payment terms
            • How to define an installment plan on customer invoices?
            • Deferred revenues: how to automate them?
            • How to edit or refund an invoice?
          • Customer Payments
            • What are the different ways to record a payment?
            • How to register credit card payments on invoices?
            • How to register customer payments by checks?
            • Get paid with SEPA
            • Follow-up on invoices and get paid faster
        • Account Payables
          • Vendor Bills
            • How to manage vendor Bills?
            • When should I use supplier bills or purchase receipts?
          • Vendor Payments
            • Pay with SEPA
            • Pay by Checks
            • How to pay several bills at once?
          • Miscellaneous
            • How to forecast future bills to pay?
            • How to keep track of employee expenses?
        • Bank & Cash
          • Setup
            • How to setup a new bank account?
            • How to manage a cash register?
            • How to manage a bank in a foreign currency?
          • Bank Feeds
            • How to synchronize Odoo with your bank?
            • Import OFX statement files
            • Import QIF statement files
            • Import Coda statement files (Belgium only)
            • How to synchronize your PayPal account with Odoo?
            • Register bank statements manually
          • Miscellaneous
            • How to manage batch deposits of checks?
            • How to do a bank wire transfer from one bank to another?
          • Bank Reconciliation
            • Use cases in the bank reconciliation process?
            • Configure model of entries
        • Others
          • Configuration
            • What is an account type and how do I configure it?
            • Manage Fiscal Years
          • Analytic
            • Analytic account use cases
            • How to track costs of human resources with timesheets?
            • How to track costs of purchases, expenses, subcontracting?
          • Taxes
            • How to create new taxes
            • How to set default taxes
            • How to adapt taxes to my customer status or localization
            • How to get correct tax rates in the United States using TaxCloud
            • How to set tax-included prices
            • How to manage withholding taxes?
            • How to manage prices for B2B (tax excluded) and B2C (tax included)?
            • How to manage cash basis taxes
          • Adviser
            • Manage your fixed assets
            • How to do a year end in Odoo? (close a fiscal year)
            • How to manage a financial budget?
            • Reverse an accounting entry automatically
          • Multicurrency
            • How is Odoo’s multi-currency working?
            • How to manage invoices & payment in multiple currencies?
            • Record exchange rates at payments
          • Reporting
            • What are the main reports available?
            • How to create a customized reports with your own formulas?
          • Inventory
            • Impact on the average price valuation when returning goods
            • How to do an inventory valuation? (Continental Accounting)
            • How to do an inventory valuation? (Anglo-Saxon Accounting)
        • Localizations
          • France
          • Germany
          • Mexico
          • Netherlands
          • Spain
          • Switzerland
          • Colombia
          • Colombia (ES)
          • Italy (IT)
      • Expenses
    • Sales
      • CRM
        • Organize the pipeline
          • Get organized by planning activities
          • Manage lost opportunities
          • Manage multiple sales teams
        • Acquire leads
          • Convert leads into opportunities
          • Generate leads/opportunities from emails
          • Generate leads/opportunities from your website contact page
          • Send quotations
        • Assign and track leads
          • Track your prospects visits
          • Assign leads based on scoring
        • Analyze performance
          • Check your Win/Loss Ratio
          • Get an accurate probable turnover
        • Optimize your Day-to-Day work
          • Synchronize Google Calendar with Odoo
          • Use VOIP services in Odoo with OnSIP
          • Configure your VOIP Asterisk server for Odoo
          • How to motivate and reward my salespeople?
      • Sales
        • Send Quotations
          • Use quotation templates
          • Increase your sales with suggested products
          • Get a signature to confirm an order
          • Get paid to confirm an order
          • Stimulate customers with quotations deadline
          • Deliver and invoice to different addresses
          • Add terms & conditions on orders
        • Invoicing Method
          • Invoice based on delivered or ordered quantities
          • Request a down payment
          • Send a pro-forma invoice
          • Invoice based on time and materials
          • Invoice project milestones
          • Re-invoice expenses to customers
          • Sell subscriptions
        • Products & Prices
          • Manage your products
            • How to import Products with Categories and Variants
          • Set taxes
            • How to set default taxes
            • How to adapt taxes to my customer status or localization
            • How to set tax-included prices
            • How to get correct tax rates in the United States using TaxCloud
            • How to manage prices for B2B (tax excluded) and B2C (tax included)?
          • Manage your pricing
            • How to adapt your prices to your customers and apply discounts
            • How to sell in foreign currencies
        • eBay
          • How to configure eBay in Odoo?
          • How to list a product?
        • Advanced Topics
          • How to give portal access rights to my customers?
      • Point of Sale
        • Overview
          • Getting started with Odoo Point of Sale
          • Register customers
        • Advanced Shop Features
          • Invoice from the PoS interface
          • Accept returns and refund products
          • Set-up Cash Control in Point of Sale
        • Advanced Restaurant Features
          • Setup PoS Restaurant/Bar
          • Configure your table management
          • Offer a bill-splitting option
          • Print the Bill
          • Print orders at the kitchen or bar
          • Integrate a tip option into payment
          • Transfer customers between tables
          • Register multiple orders
        • Payment Terminals
          • Connect a Vantiv Payment Terminal to your PoS
        • Advanced topics
          • Using barcodes in PoS
          • Manage multiple cashiers
          • Reprint Receipts
          • Accept credit card payment using Mercury
        • Advanced Pricing Features
          • Apply manual discounts
          • Apply time-limited discounts
          • Using discount tags with a barcode scanner
          • Manage a loyalty program
          • Using Pricelists in Point of Sale
        • Analyze sales
          • View your Point of Sale statistics
        • Belgian Fiscal Data Module
          • Setting up the Fiscal Data Module with the Odoo POS
    • Websites
      • Website
        • Publish
          • How to use my own domain name
          • How to translate my website
          • Manage Multi Websites
        • Optimize
          • How to do Search Engine Optimisation in Odoo (SEO)
          • How to track your website’s traffic in Google Analytics
          • How to track your website traffic from your Odoo Dashboard
          • Track clicks and visitors using Link Trackers
      • eCommerce
        • Overview
          • Introduction to Odoo eCommerce
        • Get started
          • How to build a product page
          • How to customize my catalog page
        • Manage my products
          • How to display several images per product
          • How to manage product variants
          • How to show product availability
          • How to import Products with Categories and Variants
        • Collect taxes
          • How to set default taxes
          • How to adapt taxes to my customer status or localization
          • How to set tax-included prices
          • How to get correct tax rates in the United States using TaxCloud
        • Get paid
          • How to get paid with payment acquirers
          • Configure your Paypal account
          • How to get paid with Authorize.Net
          • How to get paid with wire transfers
          • How to manage orders paid with payment acquirers
          • How customers can access their customer account
        • Launch my website
          • How to use my own domain name
          • How to translate my website
        • Maximize my revenue
          • How to sell pricier alternative products (upselling)
          • How to sell accessories and optional products (cross-selling)
          • How to enable comments & rating
          • Adapt prices to website visitors
          • How to create & share promotional codes
      • Live Chat
    • Inventory & Mrp
      • Inventory
        • Overview
          • Main Concepts
            • Introduction to Inventory Management
            • Terminologies
          • Getting Started
            • How to setup Odoo inventory?
          • Process Overview
            • From procurement to delivery
        • Settings
          • Products
            • How to use different units of measure?
            • Using product variants
            • When should you use packages, units of measure or kits?
            • How to select the right replenishment strategy
          • Warehouses
            • What is the difference between warehouses and locations?
            • How to create a new warehouse?
            • How to create a new location?
        • Warehouse Management
          • Inventory Adjustment
            • How to make the initial inventory?
            • How to choose between minimum stock rule and make to order?
            • TaKing stock from different warehouses
          • Delivery Orders
            • How to choose the right inventory flow to handle delivery orders?
            • How to process delivery orders in one step (shipping)?
            • How to process delivery orders in two steps (pick + ship)?
            • How to process delivery orders in three steps (pick + pack + ship)?
            • How is the scheduled delivery date computed?
            • How to send products to customers directly from suppliers (drop-shipping)?
            • How can I change the label type?
            • How can you change the packaging type for your sale order?
            • How can I limit a delivery method to a certain number of countries?
            • How do I cancel a delivery order?
          • Incoming Shipments
            • How to choose the right flow to handle receipts?
            • How to unload your shipment to an input location? (2 steps)
            • How to add a quality control step in goods receipt? (3 steps)
          • Miscellaneous Operations
            • How to scrap products?
            • How to manage stock that you don’t own?
            • How to configure and run schedulers?
            • Immediate & Planned Transfers
          • Lots and Serial Numbers
            • What’s the difference between lots and serial numbers?
            • How to work with serial numbers?
            • How to manage lots of identical products?
          • Valuation Methods
            • How to do an inventory valuation? (Continental Accounting)
            • How to do an inventory valuation? (Anglo-Saxon Accounting)
        • Shipping
          • Shipping Setup
            • How to setup a delivery method?
            • How to integrate a third party shipper?
            • How to get UPS credentials for integration with Odoo?
            • How to get DHL credentials for integration with Odoo?
          • Shipping Operations
            • How to invoice the shipping cost to the customer?
            • How to manage multiple packs for the same delivery order?
            • How to print shipping labels?
            • How to cancel a shipping request to a shipper?
        • Advanced Routes
          • Concepts
            • How to use routes?
            • What is a procurement rule?
            • What is a push rule?
            • How to do inter-warehouses transfers?
            • How to organize a cross-dock in your warehouse?
          • Product Costing
            • How to integrate additional costs in the cost of the product? (landed costs)
          • Putaway & Removal Strategies
            • What is a putaway strategy?
            • What is a removal strategy (FIFO, LIFO, and FEFO)?
        • Barcodes
          • Setup
            • Set up your barcode scanner
            • How to activate the barcodes in Odoo?
          • Daily Operations
            • How to do an inventory adjustment with barcodes?
            • How to do an internal transfer?
            • How to process delivery orders?
            • How to process incoming receipts?
            • How to handle lots and serial numbers with barcodes?
      • Manufacturing
        • Overview
          • I want to use Odoo Manufacturing
        • Manufacturing Management
          • How to create a Bill of Materials
          • How to process a manufacturing order
          • How to Sell a Set of Products as a Kit
          • How to manage BoMs for product variants
          • How to manage semi-finished products
          • Unbuild a product
        • Repair Management
          • Repair products
      • Purchase
        • Purchases
          • Master Data
            • Purchase in different unit of measures than sales
            • Set multiple vendors on a product
            • Import vendors pricelists
          • Request for Quotation and Purchase Orders
            • Create a Request for Quotation
            • Bill Control
            • Control product received (entirely & partially)
            • Lock a purchase order
            • Cancel a purchase order
            • Request managers approval for expensive orders
            • Analyze the performance of my vendors
            • Determine when to pay a vendor bill with 3-way matching
            • Raise warnings on purchase orders
            • Dropship products
          • Purchase Agreements
            • Manage Blanket Orders
            • Manage Call for Tender
        • Replenishment
          • Replenishment Flows
            • Setup drop-shipping
            • Don’t run out of stock thanks to Reordering Rules
            • Trigger purchase of products based on sales (Make to Order)
            • Schedule your receipts and deliveries
          • Multi-Companies
            • How to setup a multi-company sale/purchase flow?
    • Services
      • Project
        • Overview
          • Overview
            • Introduction to Odoo Project
        • Configuration and basic usage
          • How to set up & configure a project?
          • Visualize a project’s tasks
          • How to manage & collaborate on tasks?
          • How to record time spent?
        • Planning your project
          • How to plan and track employees’ assignments?
          • How to forecast tasks?
        • Advanced
          • How to create tasks from sales orders?
          • How to gather feedback from customers?
        • Awesome Timesheet App
          • Demonstration Video
      • Helpdesk
        • Get started with Odoo Helpdesk
        • Record and invoice time for tickets
    • Productivity
      • Discuss
        • Why use Odoo Discuss
        • How to follow a discussion thread and define what I want to hear about
        • How to be responsive at work thanks to my Odoo inbox
        • How to grab attention of other users in my messages
        • How to efficiently communicate in team using channels
        • Get organized by planning activities
        • How to follow Twitter feed from Odoo
        • How to use my mail server to send and receive emails in Odoo
      • Internet of Things (IoT)
        • Configuration
          • Connect an IoT Box to your database
          • Flashing your SD Card
          • IoT Box not found
          • Use the IoT Box for the PoS
        • Devices
          • Connect a Measurement Tool
          • Connect a Camera
          • Connect a Footswitch
          • Connect a Printer
          • Connect a Scale
        • Payment Terminals
          • Connect a Vantiv Payment Terminal to your PoS
    • Settings
      • Users and Features
    • General
      • Basics
        • Manage Odoo in your own language
        • How to add a user
      • Unsplash
        • How to generate an Unsplash access key
        • How to generate an Unsplash application ID
      • Data Import
        • How to adapt an import template
        • How to import data into Odoo
      • Authentication
        • How to allow users to sign in with their Google account
        • OAuth
        • How to allow users to sign in with LDAP
      • Mobile
  • Administration
    • Installing Odoo
    • Deployment
      • Deploying Odoo
      • Deploying with Content Delivery Networks
      • Odoo email gateway
    • Updating an Odoo installation
    • Upgrade
    • Odoo sh
      • Overview
        • Introduction to Odoo.sh
      • Get started
        • Create your project
        • Branches
        • Builds
        • Status
        • Settings
        • Online Editor
        • Your first module
      • Advanced
        • Containers
        • Submodules
        • Upgrade your database
        • Frequent Technical Questions
    • Database Management
      • Online Database management
      • On-premises Database management
      • Hosting Changes
    • From Community to Enterprise
  • Developer
    • Reference
      • ORM API
      • Data Files
      • Actions
      • Views
      • Module Manifests
      • Command-line interface: odoo-bin
      • Security in Odoo
      • Testing Odoo
      • Web Controllers
      • QWeb
      • Javascript Cheatsheet
      • Javascript Reference
      • Translating Modules
      • QWeb Reports
      • Mixins and Useful Classes
      • Odoo Guidelines
      • Mobile JavaScript
      • Internet of Things
    • Web Services
      • External API
      • In-App Purchase
      • Creating a Localization
    • Tutorials
      • Theme Tutorial
      • Building a Website
      • Building a Module
      • Customizing the web client
      • Profiling Odoo code
  • Services
    • Support
      • Where to find help?
      • What can I expect from the support service?
      • Supported versions
  • Contributing
    • Write documentation
      • Content guidelines
      • RST cheat sheet
      • RST guidelines
Odoo docs
  • Español
  • Français
  • Nederlands
  • українська
  • 简体中文
  • 14.0
  • 13.0
Try Odoo for FREE

Navigation

  • index
  • modules |
  • Odoo 12.0 documentation »
  • Search

Please activate JavaScript to enable the search functionality.

On this page

Get Help
Contact Support Ask the Odoo Community
Odoo

Navigation

  • index
  • modules |
  • Odoo 12.0 documentation »
  • Search