User Docs
Finance
Accounting and Invoicing
Getting started
Main accounting concepts
Accounting cheat sheet
Initial configuration
Initial setup of Odoo Accounting and Odoo Invoicing
Chart of Accounts
Process overview
From Customer Invoice to Payments Collection
From Vendor Bill to Payment
Account receivables
Customer invoices
Invoicing processes
Offer cash discounts
Cash rounding
Payment terms and installment plans
Deferred revenues
Credit notes and refunds
Add EPC QR Codes to invoices
Send your invoices by post (Snailmail)
Customer payments
Different ways to record a payment
Invoice online payment
Register customer payments by checks
Batch payments: Batch deposits (checks, cash etc.)
Batch payments: SEPA Direct Debit (SDD)
Follow-up on invoices
Account payables
Vendor bills
Manage vendor bills
Purchase receipts
Deferred expenses and prepayments
Non-current assets and fixed assets
Digitize vendor bills with optical character recognition (OCR)
Vendor payments
Pay with SEPA
Pay by checks
Pay several bills at once
Miscellaneous
Forecast future bills to pay
Bank and cash
Setup
Bank Accounts
Manage a cash register
Manage a bank in a foreign currency
Bank feeds
Bank statements
Bank synchronization: Automatic import
Ponto as bank synchronization provider
Salt Edge as bank synchronization provider
Miscellaneous
Do a bank wire transfer from one bank to another
Bank reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Taxation
Taxes
Taxes
Default taxes
Fiscal positions (tax and account mapping)
EU intra-community distance selling
Get correct tax rates in the United States using TaxCloud
Manage withholding taxes
Manage prices for B2B (tax excluded) and B2C (tax included)
Manage cash basis taxes
VIES VAT numbers validation
Fiscal year
Manage Fiscal Years
Do a year end in Odoo (close a fiscal year)
Reporting
Overview
Main reports available
Create a customized reports with your own formulas
Data inalterability check report
Declarations
Tax return (VAT declaration)
Intrastat
Others
Analytic
Analytic account use cases
Track costs of human resources with timesheets
Track costs of purchases, expenses, subcontracting
Adviser
Manage a financial budget
Multicurrency
Odoo’s multi-currency system
Manage invoices and payment in multiple currencies
Record exchange rates at payments
Inventory
Impact on the average price valuation when returning goods
Inventory valuation configuration
Fiscal localizations
Overview
Fiscal localization packages
List of supported countries
Localizations
Argentina
Australia
Chile
Colombia
Colombia (ES)
France
Germany
Indonesia
Italy (IT)
Luxembourg
Mexico
Netherlands
Spain
Switzerland
Expenses
Sign
Payment Acquirers (Credit Cards, Online Payment)
How to get paid with wire transfers
Adyen
Install the Adyen Pay by Link Patch
Authorize.Net
Configure your Paypal account
Stripe
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
Lead mining
Assign and track leads
Track your prospects visits
Assign leads based on scoring
Analyze performance
Check your Win/Loss Ratio
How to use Google Spreadsheet in Addition to my Data?
Optimize your Day-to-Day work
Synchronize Google Calendar with Odoo
Enrich your contacts base with Partner Autocomplete
How to motivate and reward my salespeople?
Sales
Send Quotations
Use quotation templates
Add optional products
Get a signature to confirm an order
Get paid to confirm an order
Use quotations deadline to stimulate your customers
Deliver and invoice to different addresses
Add terms & conditions
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
Using product variants
Set taxes
Default taxes
Fiscal positions (tax and account mapping)
Taxes
Get correct tax rates in the United States using TaxCloud
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
Amazon Connector
Amazon Connector Features
Configure Amazon Connector in Odoo
Manage Amazon orders in Odoo
Install the Amazon Selling Partner API Update
eBay Connector
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
Register customers
Shop Features
Invoice from the PoS interface
Set-up Cash Control in Point of Sale
Using barcodes in PoS
Log in with employee
Reprint Receipts
Cash Rounding
Restaurant Features
Manage your tables
Offer a bill-splitting option
Print the Bill
Print orders at the kitchen or bar
Using fiscal positions in PoS
Integrate a tip option into payment
Payment Terminals
Adyen
Ingenico
Vantiv
SIX
Pricing Features
Apply Discounts
Using discount tags with a barcode scanner
Manage a loyalty program
Using Pricelists in Point of Sale
Fiscal Data Modules
Setting up the Fiscal Data Module with the Odoo POS
Subscriptions
Configuration
Use subscription templates
Add subscription products
Sales flow
Create a quotation using subscription products
Renew a subscription
Upsell a subscription
Close a subscription
Follow-up
Set up automatic alerts
Reporting
Generate subscription reports
Rental
Websites
Website
Publish
How to translate my website
Manage Multi Websites
Geo IP Installation (On-Premises Database)
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
Unsplash (free images)
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
Manage product variants
Show product availability
How to import Products with Categories and Variants
Collect taxes
Default taxes
Fiscal positions (tax and account mapping)
Taxes
Get correct tax rates in the United States using TaxCloud
Get paid
How to manage orders paid with payment acquirers
How customers can access their customer account
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
Overview
Get Started with Live Chat
Ratings
Commands and Canned Responses
Inventory & MRP
Inventory
Overview
Process Overview
Receive Products in Stock
Deliver Products from Stock
Set your Initial Stock
Warehouse Management
Products
Use Different Units of Measure
When Should you Use Packages, Units of Measure or Special Packaging?
How to select the right replenishment strategy
Warehouses
What is the difference between warehouses and locations?
Create a New Warehouse
Create a New Location
Inventory Adjustment
Choose Between Reordering Rules and Make to Order
Resupply from another Warehouse
Delivery Orders
How to choose the right inventory flow to handle delivery orders?
Process Delivery Orders in one Step (Shipping)
Process Delivery Orders in two Steps (Pick + Ship)
Process Delivery Orders in three Steps (Pick + Pack + Ship)
Send Products to Customers Directly from Suppliers (Drop-shipping)
How can I change the label type?
Deliver Products in Packages
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?
Process a Receipt in one step (Receipt)
Process a Receipt in two steps (Input + Stock)
Process a Receipt in three steps (Input + Quality + Stock)
Miscellaneous Operations
Scrap Products
Manage Stock that you don’t own
Send Automated Emails at Delivery
Send Automated SMS at Delivery
Planning
How is the Scheduled Delivery Date Computed
Configure and Run Schedulers
Lots and Serial Numbers
What’s the difference between lots and serial numbers?
Work with serial numbers
Manage lots of identical products
Expiration Dates
Valuation Methods
Inventory valuation configuration
Using the inventory valuation
Integrating additional costs to products (landed costs)
Impact on the average price valuation when returning goods
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
Using Routes and Pull/Push Rules
How to do inter-warehouses transfers?
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
What is a Putaway Rule?
What is a Removal Strategy (FIFO, LIFO, and FEFO)?
Barcodes
Setup
Set up your barcode scanner
Activate the Barcodes in Odoo
Daily Operations
Process to an Inventory Adjustment with Barcodes
Process to Transfers
Create a Transfer from Scratch
Overview
Manufacturing
Overview
I want to use Odoo Manufacturing
Manufacturing Management
Create Bills of Materials
Process Manufacturing Orders
Sell sets of products as kits
How to manage BoMs for product variants
Manage semi-finished products
Use flexible components consumption
Plan Work Orders
Using an alternative Work Center
Unbuild a product
Subcontract your Manufacturing
Set routings on kit Bills of materials
Use the Master Production Schedule
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?
Quality
Control
Define Quality Control Points
Alert
Generate a Quality Alert from a Manufacturing Order
Generate a Quality Alert from a Transfer
Checks
Perform Quality Checks on Manufacturing Orders
Perform Quality Checks on Transfers
Marketing
Events
Overview
Create your First Event
Selling Tickets
Track your Attendees
Track and Manage Talks
Integrations
Communicating about my Event using SMS Text Messages
Marketing Automation
Overview
Automate Actions and Create a Workflow
Segment the Database with Filters
Launch a Test and Start a Campaign
Advanced
Understanding Metrics
Email Marketing
Overview
Send Emails Marketing and Manage Campaigns
Work with Mailing Lists
Manage Unsubscriptions and Blacklist
SMS Marketing
Overview
Build, Send and Get Reports from a SMS Mailing
Integrations and Templates
Contact Lists and Blacklist
Pricing and FAQ
SMS Pricing and FAQ
Social Marketing
Overview
Manage Social Media Pages and Create Content
Use Web Push Notifications
Interact with Customers and Visitors with Live Chat
Connecting to my Marketplace with Campaigns
Surveys
Overview
Get Started with Surveys
Scoring Surveys
Time and Randomize Questions
Services
Project
Overview
Get Started with Project
Share Projects and Tasks
Tasks
Get Started with Tasks
Work with Sub-tasks
Collaborate on Tasks
Create Project’s Tasks from an Email Alias
Planning
Forecast Resources Across Projects
Record Time and Invoice
Record Time Spent on Tasks
Invoice Time Spent on Tasks
Advanced
Advanced Project Settings
Gather Feedback from Customers
Create Projects and Tasks from Sales Orders
Track Projects’ Profitability
Timesheets
Overview
Get Started with Timesheets
Compare Hours and do Analyses
Create Timesheets upon Time Off Validation
Field Service
Overview
Invoicing Time and Material to Customers
Keeping Track of Stock
Manage your Employees’ Schedules and Time Off
Planning an Itinerary
Worksheets
Customize Worksheet Reports
Sales
Create Quotations from Tasks
Create Onsite Interventions Tasks from Sales Orders
Helpdesk
Plan Onsite Interventions from Helpdesk Tickets
Helpdesk
Overview
Getting Started
Service Level Agreements (SLA)
Start Receiving Tickets
Reports for a Better Support
Forum and eLearning
Ratings
Timesheet and Invoice
Invoice Time Spent on Tickets (Prepaid Support Services)
Invoice Time Spent on Tickets (Postpaid Support Services)
Advanced
After Sales Features
Allow Customers to Close their Tickets
Planning
Overview
Create a Schedule and Make Encoding Easier
Send Planned Shifts and Give Employees Autonomy Over Shifts
Productivity
Discuss
Overview
Get Started with Discuss
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Internet of Things (IoT)
Configuration
Connect an IoT Box to your database
Use the IoT Box for the PoS
Flashing your SD Card
Troubleshooting
Devices
Connect a Measurement Tool
Connect a Camera
Connect a Footswitch
Connect a Printer
Connect a Scale
Payment Terminals
Adyen
Ingenico
Vantiv
SIX
Studio
Concepts
Understanding General Concepts
Understanding Automated Actions
Use Cases
Advanced Use Cases: Creating Models and Adding Fields
Advanced Use Cases: Filters and Status Bar
Advanced Use Cases: Automated Actions
Advanced Use Cases: Views
How To
Customizing the Rainbow Man
Customizing Reports
Export and Import Modules
Miscellaneous
Users & Companies
Manage users
Change language
Access Rights
Companies
Authentication
Google Sign-In Authentication
OAuth
Sign in with LDAP
Apps and modules
Export and import data
Email Communication
Send and receive emails in Odoo with an email server
Sending emails with Odoo
Email Templates
FAQ
VoIP (Voice over Internet Protocol)
Configure your VoIP Asterisk server for Odoo
Use VoIP services in Odoo with OnSIP
Use VoIP services in Odoo with Axivox
In-App Purchase (IAP)
Developer Mode (debug mode)
Install and Maintain
Install
Installing Odoo
System configuration
Setting up a Content Delivery Network (CDN)
Email gateway
Maintain
Domain names
Connect Gmail to Odoo using Google OAuth
Bugfix updates
Upgrade Community to Enterprise
Change hosting solution
Online (SaaS) database management
On-premise database management
Supported versions
Upgrade
Odoo Online (SaaS)
Odoo.sh
On-Premise
FAQ
Odoo.sh
Overview
Introduction to Odoo.sh
Get started
Create your project
Branches
Builds
Status
Settings
Online Editor
Your first module
Advanced
Containers
Submodules
Frequent Technical Questions
Developer
Tutorials
Building a Module
Building a Website
Theme Tutorial
Customizing the web client
Profiling Odoo code
Multi-company Guidelines
Accounting Localization
Translating Modules
Reference
Server Addons
ORM API
Data Files
Actions
Views
Module Manifests
QWeb Reports
Security in Odoo
Testing Odoo
Web Controllers
Mixins and Useful Classes
Javascript Modules
Javascript Cheatsheet
Javascript Reference
Mobile JavaScript
QWeb Templates
API
External API
In-App Purchase
Command-line interface (CLI)
Internet of Things
Contributing
Development
Coding Guidelines
Documentation
Content guidelines
RST cheat sheet
RST guidelines
User Docs
Finance
Accounting and Invoicing
Getting started
Main accounting concepts
Accounting cheat sheet
Initial configuration
Initial setup of Odoo Accounting and Odoo Invoicing
Chart of Accounts
Process overview
From Customer Invoice to Payments Collection
From Vendor Bill to Payment
Account receivables
Customer invoices
Invoicing processes
Offer cash discounts
Cash rounding
Payment terms and installment plans
Deferred revenues
Credit notes and refunds
Add EPC QR Codes to invoices
Send your invoices by post (Snailmail)
Customer payments
Different ways to record a payment
Invoice online payment
Register customer payments by checks
Batch payments: Batch deposits (checks, cash etc.)
Batch payments: SEPA Direct Debit (SDD)
Follow-up on invoices
Account payables
Vendor bills
Manage vendor bills
Purchase receipts
Deferred expenses and prepayments
Non-current assets and fixed assets
Digitize vendor bills with optical character recognition (OCR)
Vendor payments
Pay with SEPA
Pay by checks
Pay several bills at once
Miscellaneous
Forecast future bills to pay
Bank and cash
Setup
Bank Accounts
Manage a cash register
Manage a bank in a foreign currency
Bank feeds
Bank statements
Bank synchronization: Automatic import
Ponto as bank synchronization provider
Salt Edge as bank synchronization provider
Miscellaneous
Do a bank wire transfer from one bank to another
Bank reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Taxation
Taxes
Taxes
Default taxes
Fiscal positions (tax and account mapping)
EU intra-community distance selling
Get correct tax rates in the United States using TaxCloud
Manage withholding taxes
Manage prices for B2B (tax excluded) and B2C (tax included)
Manage cash basis taxes
VIES VAT numbers validation
Fiscal year
Manage Fiscal Years
Do a year end in Odoo (close a fiscal year)
Reporting
Overview
Main reports available
Create a customized reports with your own formulas
Data inalterability check report
Declarations
Tax return (VAT declaration)
Intrastat
Others
Analytic
Analytic account use cases
Track costs of human resources with timesheets
Track costs of purchases, expenses, subcontracting
Adviser
Manage a financial budget
Multicurrency
Odoo’s multi-currency system
Manage invoices and payment in multiple currencies
Record exchange rates at payments
Inventory
Impact on the average price valuation when returning goods
Inventory valuation configuration
Fiscal localizations
Overview
Fiscal localization packages
List of supported countries
Localizations
Argentina
Australia
Chile
Colombia
Colombia (ES)
France
Germany
Indonesia
Italy (IT)
Luxembourg
Mexico
Netherlands
Spain
Switzerland
Expenses
Sign
Payment Acquirers (Credit Cards, Online Payment)
How to get paid with wire transfers
Adyen
Install the Adyen Pay by Link Patch
Authorize.Net
Configure your Paypal account
Stripe
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
Lead mining
Assign and track leads
Track your prospects visits
Assign leads based on scoring
Analyze performance
Check your Win/Loss Ratio
How to use Google Spreadsheet in Addition to my Data?
Optimize your Day-to-Day work
Synchronize Google Calendar with Odoo
Enrich your contacts base with Partner Autocomplete
How to motivate and reward my salespeople?
Sales
Send Quotations
Use quotation templates
Add optional products
Get a signature to confirm an order
Get paid to confirm an order
Use quotations deadline to stimulate your customers
Deliver and invoice to different addresses
Add terms & conditions
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
Using product variants
Set taxes
Default taxes
Fiscal positions (tax and account mapping)
Taxes
Get correct tax rates in the United States using TaxCloud
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
Amazon Connector
Amazon Connector Features
Configure Amazon Connector in Odoo
Manage Amazon orders in Odoo
Install the Amazon Selling Partner API Update
eBay Connector
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
Register customers
Shop Features
Invoice from the PoS interface
Set-up Cash Control in Point of Sale
Using barcodes in PoS
Log in with employee
Reprint Receipts
Cash Rounding
Restaurant Features
Manage your tables
Offer a bill-splitting option
Print the Bill
Print orders at the kitchen or bar
Using fiscal positions in PoS
Integrate a tip option into payment
Payment Terminals
Adyen
Ingenico
Vantiv
SIX
Pricing Features
Apply Discounts
Using discount tags with a barcode scanner
Manage a loyalty program
Using Pricelists in Point of Sale
Fiscal Data Modules
Setting up the Fiscal Data Module with the Odoo POS
Subscriptions
Configuration
Use subscription templates
Add subscription products
Sales flow
Create a quotation using subscription products
Renew a subscription
Upsell a subscription
Close a subscription
Follow-up
Set up automatic alerts
Reporting
Generate subscription reports
Rental
Websites
Website
Publish
How to translate my website
Manage Multi Websites
Geo IP Installation (On-Premises Database)
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
Unsplash (free images)
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
Manage product variants
Show product availability
How to import Products with Categories and Variants
Collect taxes
Default taxes
Fiscal positions (tax and account mapping)
Taxes
Get correct tax rates in the United States using TaxCloud
Get paid
How to manage orders paid with payment acquirers
How customers can access their customer account
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
Overview
Get Started with Live Chat
Ratings
Commands and Canned Responses
Inventory & MRP
Inventory
Overview
Process Overview
Receive Products in Stock
Deliver Products from Stock
Set your Initial Stock
Warehouse Management
Products
Use Different Units of Measure
When Should you Use Packages, Units of Measure or Special Packaging?
How to select the right replenishment strategy
Warehouses
What is the difference between warehouses and locations?
Create a New Warehouse
Create a New Location
Inventory Adjustment
Choose Between Reordering Rules and Make to Order
Resupply from another Warehouse
Delivery Orders
How to choose the right inventory flow to handle delivery orders?
Process Delivery Orders in one Step (Shipping)
Process Delivery Orders in two Steps (Pick + Ship)
Process Delivery Orders in three Steps (Pick + Pack + Ship)
Send Products to Customers Directly from Suppliers (Drop-shipping)
How can I change the label type?
Deliver Products in Packages
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?
Process a Receipt in one step (Receipt)
Process a Receipt in two steps (Input + Stock)
Process a Receipt in three steps (Input + Quality + Stock)
Miscellaneous Operations
Scrap Products
Manage Stock that you don’t own
Send Automated Emails at Delivery
Send Automated SMS at Delivery
Planning
How is the Scheduled Delivery Date Computed
Configure and Run Schedulers
Lots and Serial Numbers
What’s the difference between lots and serial numbers?
Work with serial numbers
Manage lots of identical products
Expiration Dates
Valuation Methods
Inventory valuation configuration
Using the inventory valuation
Integrating additional costs to products (landed costs)
Impact on the average price valuation when returning goods
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
Using Routes and Pull/Push Rules
How to do inter-warehouses transfers?
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
What is a Putaway Rule?
What is a Removal Strategy (FIFO, LIFO, and FEFO)?
Barcodes
Setup
Set up your barcode scanner
Activate the Barcodes in Odoo
Daily Operations
Process to an Inventory Adjustment with Barcodes
Process to Transfers
Create a Transfer from Scratch
Overview
Manufacturing
Overview
I want to use Odoo Manufacturing
Manufacturing Management
Create Bills of Materials
Process Manufacturing Orders
Sell sets of products as kits
How to manage BoMs for product variants
Manage semi-finished products
Use flexible components consumption
Plan Work Orders
Using an alternative Work Center
Unbuild a product
Subcontract your Manufacturing
Set routings on kit Bills of materials
Use the Master Production Schedule
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?
Quality
Control
Define Quality Control Points
Alert
Generate a Quality Alert from a Manufacturing Order
Generate a Quality Alert from a Transfer
Checks
Perform Quality Checks on Manufacturing Orders
Perform Quality Checks on Transfers
Marketing
Events
Overview
Create your First Event
Selling Tickets
Track your Attendees
Track and Manage Talks
Integrations
Communicating about my Event using SMS Text Messages
Marketing Automation
Overview
Automate Actions and Create a Workflow
Segment the Database with Filters
Launch a Test and Start a Campaign
Advanced
Understanding Metrics
Email Marketing
Overview
Send Emails Marketing and Manage Campaigns
Work with Mailing Lists
Manage Unsubscriptions and Blacklist
SMS Marketing
Overview
Build, Send and Get Reports from a SMS Mailing
Integrations and Templates
Contact Lists and Blacklist
Pricing and FAQ
SMS Pricing and FAQ
Social Marketing
Overview
Manage Social Media Pages and Create Content
Use Web Push Notifications
Interact with Customers and Visitors with Live Chat
Connecting to my Marketplace with Campaigns
Surveys
Overview
Get Started with Surveys
Scoring Surveys
Time and Randomize Questions
Services
Project
Overview
Get Started with Project
Share Projects and Tasks
Tasks
Get Started with Tasks
Work with Sub-tasks
Collaborate on Tasks
Create Project’s Tasks from an Email Alias
Planning
Forecast Resources Across Projects
Record Time and Invoice
Record Time Spent on Tasks
Invoice Time Spent on Tasks
Advanced
Advanced Project Settings
Gather Feedback from Customers
Create Projects and Tasks from Sales Orders
Track Projects’ Profitability
Timesheets
Overview
Get Started with Timesheets
Compare Hours and do Analyses
Create Timesheets upon Time Off Validation
Field Service
Overview
Invoicing Time and Material to Customers
Keeping Track of Stock
Manage your Employees’ Schedules and Time Off
Planning an Itinerary
Worksheets
Customize Worksheet Reports
Sales
Create Quotations from Tasks
Create Onsite Interventions Tasks from Sales Orders
Helpdesk
Plan Onsite Interventions from Helpdesk Tickets
Helpdesk
Overview
Getting Started
Service Level Agreements (SLA)
Start Receiving Tickets
Reports for a Better Support
Forum and eLearning
Ratings
Timesheet and Invoice
Invoice Time Spent on Tickets (Prepaid Support Services)
Invoice Time Spent on Tickets (Postpaid Support Services)
Advanced
After Sales Features
Allow Customers to Close their Tickets
Planning
Overview
Create a Schedule and Make Encoding Easier
Send Planned Shifts and Give Employees Autonomy Over Shifts
Productivity
Discuss
Overview
Get Started with Discuss
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Internet of Things (IoT)
Configuration
Connect an IoT Box to your database
Use the IoT Box for the PoS
Flashing your SD Card
Troubleshooting
Devices
Connect a Measurement Tool
Connect a Camera
Connect a Footswitch
Connect a Printer
Connect a Scale
Payment Terminals
Adyen
Ingenico
Vantiv
SIX
Studio
Concepts
Understanding General Concepts
Understanding Automated Actions
Use Cases
Advanced Use Cases: Creating Models and Adding Fields
Advanced Use Cases: Filters and Status Bar
Advanced Use Cases: Automated Actions
Advanced Use Cases: Views
How To
Customizing the Rainbow Man
Customizing Reports
Export and Import Modules
Miscellaneous
Users & Companies
Manage users
Change language
Access Rights
Companies
Authentication
Google Sign-In Authentication
OAuth
Sign in with LDAP
Apps and modules
Export and import data
Email Communication
Send and receive emails in Odoo with an email server
Sending emails with Odoo
Email Templates
FAQ
VoIP (Voice over Internet Protocol)
Configure your VoIP Asterisk server for Odoo
Use VoIP services in Odoo with OnSIP
Use VoIP services in Odoo with Axivox
In-App Purchase (IAP)
Developer Mode (debug mode)
Install and Maintain
Install
Installing Odoo
System configuration
Setting up a Content Delivery Network (CDN)
Email gateway
Maintain
Domain names
Connect Gmail to Odoo using Google OAuth
Bugfix updates
Upgrade Community to Enterprise
Change hosting solution
Online (SaaS) database management
On-premise database management
Supported versions
Upgrade
Odoo Online (SaaS)
Odoo.sh
On-Premise
FAQ
Odoo.sh
Overview
Introduction to Odoo.sh
Get started
Create your project
Branches
Builds
Status
Settings
Online Editor
Your first module
Advanced
Containers
Submodules
Frequent Technical Questions
Developer
Tutorials
Building a Module
Building a Website
Theme Tutorial
Customizing the web client
Profiling Odoo code
Multi-company Guidelines
Accounting Localization
Translating Modules
Reference
Server Addons
ORM API
Data Files
Actions
Views
Module Manifests
QWeb Reports
Security in Odoo
Testing Odoo
Web Controllers
Mixins and Useful Classes
Javascript Modules
Javascript Cheatsheet
Javascript Reference
Mobile JavaScript
QWeb Templates
API
External API
In-App Purchase
Command-line interface (CLI)
Internet of Things
Contributing
Development
Coding Guidelines
Documentation
Content guidelines
RST cheat sheet
RST guidelines
docs
Try Odoo for FREE
EN
ES
FR
NL
UA
ZH
Odoo 13
Master
Odoo Online
Odoo 15
Odoo 14
Navigation
index
modules
|
Odoo 13.0 documentation
»
Privacy Policy
Privacy Policy
¶
Temporary version at
https://www.odoo.com/page/odoo-privacy-policy
(needs cleanup)
Navigation
index
modules
|
Odoo 13.0 documentation
»
Privacy Policy
