• 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)
• 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?
• 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
• 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
• 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
    • 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
• 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
• 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
• Live Chat
• Expenses
• 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
• 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 a Vantiv Payment Terminal to your PoS
• Mobile