• Accounting
  • Overview
    • Main Concepts
      • The Accounting behind Odoo
      • Accounting Memento For Entrepreneurs (US GAAP)
    • Getting Started
      • 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
      • Overview of the invoicing process
      • 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
      • Register credit card payments on invoices
      • Register customer payments by checks
      • Batch Payments: SEPA Direct Debit (SDD)
      • Follow-up on invoices and get paid faster
  • 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 & 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
      • Synchronize your PayPal account with Odoo
    • Miscellaneous
      • Manage batch deposits of checks
      • Do a bank wire transfer from one bank to another
    • Bank Reconciliation
      • Bank reconciliation process - use cases
      • Reconciliation Models
  • Fiscality
    • Taxes
      • Create new taxes
      • Set default taxes
      • Adapt taxes to my customer status or localization
      • Get correct tax rates in the United States using TaxCloud
      • Set tax-included prices
      • Manage withholding taxes
      • Manage prices for B2B (tax excluded) and B2C (tax included)
      • Manage cash basis taxes
    • 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
    • Declarations
      • Tax Return (VAT Declaration)
  • Others
    • Analytic
      • Analytic account use cases
      • Track costs of human resources with timesheets
      • Track costs of purchases, expenses, subcontracting
    • Adviser
      • Manage a financial budget
      • Reverse an accounting entry automatically
    • 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
    • Localizations
      • Argentina
      • Colombia
      • Colombia (ES)
      • France
      • Germany
      • Italy (IT)
      • Mexico
      • Netherlands
      • Spain
      • Switzerland
• Expenses
• 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
  • 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
    • Enrich your contacts base with Partner Autocomplete
• 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
      • Set default taxes
      • Adapt taxes to my customer status or localization
      • Set tax-included prices
      • 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
    • Apply for Amazon MWS Access Keys
    • Configure Amazon Connector in Odoo
    • Manage Amazon orders in Odoo
  • eBay Connector
    • How to configure eBay in Odoo?
    • How to list a product?
  • Advanced Topics
    • How to give portal access rights to my customers?
• 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
• Live Chat
  • Overview
    • Get Started with Live Chat
    • Ratings
    • Commands and Canned Responses
• 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
    • Set default taxes
    • Adapt taxes to my customer status or localization
    • Set tax-included prices
    • 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
    • Geo IP installation (on-premises database)
    • 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
    • How to adapt the prices to my website visitors
    • How to create & share promotional codes
• 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?
• 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 Kits?
      • 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)
      • How is the scheduled delivery date computed?
      • 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
      • Manage 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
      • How to use routes?
      • What is a procurement rule?
      • What is a push rule?
      • 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
• 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
• Point of Sale
  • Overview
    • Getting started with Odoo Point of Sale
    • Register customers
  • Shop Features
    • Invoice from the PoS interface
    • Accept returns and refund products
    • Set-up Cash Control in Point of Sale
    • Using barcodes in PoS
    • Log in with employee
    • Reprint Receipts
    • Cash Rounding
  • 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
    • Using fiscal positions in PoS
  • Payment Terminals
    • Connect an Ingenico Payment Terminal to your PoS
    • Connect a Vantiv Payment Terminal to your PoS
    • Connect SIX/Worldline to your PoS
  • 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
  • Fiscal Data Modules
    • Setting up the Fiscal Data Module with the Odoo POS
• 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
  • Advanced
    • Email Templates
• Helpdesk
  • Overview
    • Getting Started
    • Service Level Agreements (SLA)
    • Start Receiving Tickets
  • 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
• 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
• 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
• Planning
  • Overview
    • Create a Schedule and Make Encoding Easier
    • Send Planned Shifts and Give Employees Autonomy Over Shifts
• Timesheets
  • Overview
    • Get Started with Timesheets
    • Compare Hours and do Analyses
• 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
  • Payment Terminals
    • Connect an Ingenico Payment Terminal to your PoS
    • Connect a Vantiv Payment Terminal to your PoS
    • Connect SIX/Worldline to your PoS
• Mobile
• Events
  • Integrations
    • Communicating about my Event using SMS Text Messages
• Email Marketing
  • Overview
    • Send Emails Marketing and Manage Campaigns
    • Work with Mailing Lists
    • Manage Unsubscriptions and Blacklist
• 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
• 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
• Marketing Automation
  • Overview
    • Automate Actions and Create a Workflow
    • Segment the Database with Filters
    • Launch a Test and Start a Campaign
  • Advanced
    • Understanding Metrics
• Survey
  • Overview
    • Create a Survey
• 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
    • How to use Google Spreadsheet in Addition to my Data?
    • OAuth
    • How to allow users to sign in with LDAP
  • Tags
    • Take Advantage of Tags
  • In-App Purchase
    • General guide about In-App Purchase (IAP) Services
  • Developer Mode
    • Activate the Developer (Debug) Mode