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  • Other legal references
  • 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
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