On this page
  • Enrich your contacts base with Partner Autocomplete
    • Configuration
    • Enrich your contacts with corporate data
    • Pricing
  • User Docs
    • Finance
      • Accounting and Invoicing
        • Get started
          • Accounting cheat sheet
          • Chart of accounts
          • Multi-currency system
          • Inventory average price valuation
          • VAT units
        • Taxes
          • Cash basis taxes
          • Withholding taxes
          • VAT numbers verification (VIES)
          • Fiscal positions (tax and account mapping)
          • Avatax integration
          • TaxCloud integration
          • EU intra-community distance selling
          • B2B (tax excluded) and B2C (tax included) pricing
        • Customer invoices
          • Invoicing processes
          • Delivery and invoice addresses
          • Payment terms and installment plans
          • Default terms and conditions (T&C)
          • Cash discounts and tax reduction
          • Credit notes and refunds
          • Cash rounding
          • Deferred revenues
          • Electronic invoicing (EDI)
          • Snailmail
          • EPC QR codes
          • Incoterms
        • Vendor bills
          • AI-powered document digitization
          • Non-current assets and fixed assets
          • Deferred expenses and prepayments
        • Payments
          • Online payments
            • Install the patch to disable online invoice payment
          • Checks
          • Batch payments by bank deposit
          • Batch payments: SEPA Direct Debit (SDD)
          • Follow-up on invoices
          • Internal transfers
          • Pay with SEPA
          • Pay by checks
          • Pay several bills at once
          • Forecast future bills to pay
        • Bank and cash accounts
          • Bank synchronization
            • Salt Edge
            • Ponto
            • Enable Banking
          • Transactions
          • Bank reconciliation
          • Reconciliation Models
          • Manage a bank account in a foreign currency
          • Cash register
        • Reporting
          • Tax return (VAT declaration)
          • Tax carryover
          • Analytic accounting
          • Financial budget
          • Intrastat
          • Data inalterability check report
          • Silverfin integration
          • Custom reports
          • Year-end closing
      • Expenses
      • Documents
      • Sign
      • Spreadsheet
        • Link Odoo data
        • Templates
      • Payment providers (credit cards, online payments)
        • Wire transfers
        • Adyen
        • Alipay
        • Amazon Payment Services
        • AsiaPay
        • Authorize.Net
        • Buckaroo
        • Demo
        • Flutterwave
        • Mercado Pago
        • Mollie
        • Ogone
        • PayPal
        • Razorpay
        • SIPS
        • Stripe
      • Fiscal localizations
        • Argentina
        • Australia
        • Belgium
        • Brazil
        • Chile
        • Colombia
        • Ecuador
        • Egypt
        • France
        • Germany
        • India
        • Indonesia
        • Italy
        • Kenya
        • Luxembourg
        • Mexico
        • Netherlands
        • Romania
        • Peru
        • Philippines
        • Saudi Arabia
        • Spain
        • Switzerland
        • Thailand
        • United Arab Emirates
        • United Kingdom
    • Sales
      • CRM
        • Organize the pipeline
          • Get Organized by Planning Activities
          • Manage lost opportunities
          • Multiple sales teams
        • Acquire leads
          • Convert leads into opportunities
          • Generate leads/opportunities
          • Send quotations
          • Lead mining
        • Assign and track leads
          • Track your prospects visits
          • Assign leads with predictive lead scoring
        • Analyze performance
          • Check your Win/Loss Ratio
          • How to use Google Spreadsheet in Addition to my Data?
        • Optimize your Day-to-Day work
          • Enrich your contacts base with Partner Autocomplete
          • How to motivate and reward my salespeople?
      • Sales
        • Send Quotations
          • Quotation templates
          • Optional products
          • Online signatures for order confirmations
          • Get paid to confirm an order
          • Quotation deadlines
          • Deliveries and invoices to different addresses
          • Use product variants on quotations and sales orders
        • Invoicing Method
          • Invoice based on delivered or ordered quantities
          • Down payments
          • Pro-forma invoices
          • Invoice based on time and materials
          • Invoice project milestones
          • Re-invoice expenses to customers
        • Products & Prices
          • Manage your products
            • How to import Products with Categories and Variants
            • Product variants
            • Automatically get product images with Google Images
          • Manage your pricing
            • How to adapt your prices to your customers and apply discounts
            • How to sell in foreign currencies
          • Process returns and refunds
          • Use eWallets and gift cards
          • Discount and loyalty programs
        • Amazon Connector
          • Amazon Connector Features
          • Configure Amazon Connector in Odoo
          • Manage Amazon orders in Odoo
        • eBay Connector
          • How to configure eBay in Odoo?
          • How to list a product?
      • Point of Sale
        • Multi-employee management
        • Receipts and invoices
        • Configuration
          • Secure connection (HTTPS)
          • Self-signed certificate for ePOS printers
        • Shop features
          • Sales orders
          • Barcodes
          • Serial numbers and lots
        • Restaurant features
          • Bills
          • Floors and tables management
          • Orders printing
          • Tips
        • Pricing features
          • Discounts
          • Discount tags (barcode scanner)
          • Loyalty programs
          • Pricelists
          • Flexible taxes (fiscal positions)
          • Cash rounding
        • Payment methods
          • Payment terminals
            • Adyen
            • Ingenico
            • SIX
            • Stripe
            • Vantiv
            • Worldline
        • Reporting
      • Subscriptions
        • Subscription products
        • Use subscriptions in the eCommerce shop
        • Subscription plans
        • Upsell a subscription
        • Renew a subscription
        • Close a subscription
        • Automatic alerts
        • Reports
      • Rental
    • Websites
      • Website
        • Pages
          • Menus
          • Search Engine Optimisation (SEO)
        • Configuration
          • Cookies bar
          • Translations
          • Multiple websites
          • Unsplash (free images)
          • reCAPTCHA v3 on forms
          • Geo IP Installation (On-Premises Database)
        • Reporting
          • Website analytics
          • Link trackers
      • eCommerce
        • Products
          • Product management
          • Catalog
          • Product variants
          • Price management
          • Cross-selling and upselling
        • Checkout, payment, and shipping
          • Add to cart
          • Checkout
          • Shipping methods
          • Payment providers
        • eCommerce management
          • Order handling
          • Customer accounts
          • Customer interaction
          • Performance monitoring
      • eLearning
      • Forum
      • Live Chat
        • Ratings
        • Commands and canned responses
        • Chatbots
    • Inventory & MRP
      • Inventory
        • Warehouse Management
          • Products
            • Replenish on order (MTO)
            • Use different units of measure
            • Units of measure, packages, and packagings
            • Selecting a replenishment strategy
            • Reordering rules
          • Warehouses
            • Resupply from another warehouse
            • Transfer products between warehouses using replenishment
            • Manage Warehouses and Locations
            • Create a second warehouse
          • Inventory adjustments
            • Inventory adjustments
            • Cycle counts
          • Incoming shipments and delivery orders
            • Process receipts and deliveries in one step
            • Process receipts and deliveries in two steps
            • Process receipts in three steps
            • Process deliveries in three steps
          • Miscellaneous Operations
            • Consignment: buy and sell stock without owning it
            • Process Batch Transfers
            • Process wave transfers
          • Planning
            • How is the Scheduled Delivery Date Computed
          • Lots and Serial Numbers
            • What’s the difference between lots and serial numbers?
            • Use serial numbers to track products
            • Use lots to manage groups of products
            • Expiration dates
          • Valuation Methods
            • Inventory valuation configuration
            • Using inventory valuation
            • Integrating additional costs to products (landed costs)
        • Shipping
          • Shipping Setup
            • How to setup a delivery method?
            • How to integrate a third party shipper?
            • Set up Sendcloud shipping services in Odoo
            • 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?
            • Multi-package shipments
            • How to print shipping labels?
            • Change shipping label size
            • Use dropshipping to ship directly from suppliers to customers
            • How to cancel a shipping request to a shipper?
        • Advanced Routes
          • Concepts
            • Routes and Pull/Push Rules
            • Organize a cross-dock in a warehouse
            • Sell stock from multiple warehouses using virtual locations
          • Putaway & Removal Strategies
            • Putaway rules
            • What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?
        • 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
            • GS1 barcode nomenclature
      • Manufacturing
        • Maintenance
          • Add new equipment
        • Manufacturing management
          • Create a bill of materials
          • Managing BoMs for product variants
          • Use kits
          • Manage semi-finished products
          • Subcontract your Manufacturing
          • Use the Master Production Schedule
          • Manage work orders using work centers
          • Make work centers unavailable using Time Off
          • Scrap during manufacturing
        • Quality control
          • Add quality controls
          • Create quality alerts
      • Purchase
        • Products
          • Configure reordering rules
          • Purchase in different units of measure than sales
        • Manage deals
          • Use blanket orders to create purchase agreements with vendors
          • Create alternative requests for quotation for multiple vendors
          • Bill control policies
          • Manage vendor bills
        • Advanced
          • Analyze the performance of your purchases
    • Human resources
      • Attendances
        • Hardware
      • Employees
        • Add a new employee
      • Payroll
    • Marketing
      • Email marketing
        • Mailing lists
        • Manage unsubscriptions (Blacklist)
      • Marketing Automation
        • Getting Started
          • Getting started
          • Target an audience
          • Marketing activities
          • Testing/running campaigns
        • Advanced
          • Understanding metrics
      • SMS Marketing
        • Essentials
          • SMS essentials
          • SMS campaign settings
          • Mailing lists and blacklists
        • Pricing and FAQ
          • SMS Pricing and FAQ
      • Events
        • Event essentials
        • Sell tickets
        • Track and manage talks
      • Surveys
        • Survey essentials
        • Scoring surveys
        • Timed and randomized questions
      • Social Marketing
        • Essentials
          • Social marketing essentials
          • Social marketing campaigns
    • Services
      • Project
        • Tasks
          • Create Project’s Tasks from an Email Alias
          • Recurring tasks
        • Project management
      • Timesheets
        • Overview
          • Create Timesheets upon Time Off Validation
      • Field Service
        • Onsite interventions planning
        • User default warehouse
      • Helpdesk
        • Overview
          • Getting started with Helpdesk
          • Service Level Agreements (SLA)
          • Start receiving tickets
          • Reporting
          • Help center
          • Customer ratings
        • Advanced
          • After-Sales services
          • Closing tickets
          • Track and bill time
    • Productivity
      • Discuss
        • Overview
          • Get Started with Discuss
          • Use channels for team communication
          • Get Organized by Planning Activities
        • Advanced
          • Configure ICE servers with Twilio
      • Calendar
        • Outlook Calendar synchronization
        • Synchronize Google calendar with Odoo
      • Knowledge
        • Articles editing
        • Articles management
        • Properties
      • Internet of Things (IoT)
        • Configuration
          • Connect an IoT box to Odoo
          • Use an IoT box with a PoS
          • HTTPS certificate (IoT)
          • Flashing the SD card
          • Troubleshooting
          • Connect Windows IoT Odoo
        • Devices
          • Connect a screen
          • Connect a measurement tool
          • Connect a camera
          • Connect a footswitch
          • Connect a printer
          • Connect a scale
      • Mail Plugins
        • Outlook Plugin
        • Gmail Plugin
      • Studio
        • Fields and widgets
        • Views
        • Models, modules, and apps
        • Automated actions (automations)
        • PDF reports
    • Miscellaneous
      • Users and companies
        • Manage users
        • Change language
        • Access Rights
        • Companies
        • Portal access
        • Deleting an Odoo.com Account
      • Authentication
        • Google Sign-In Authentication
        • Microsoft Azure sign-in authentication
        • Sign in with LDAP
        • Two-factor Authentication
      • Apps and modules
      • Export and import data
      • Search and filter records
      • Reporting
      • Email Communication
        • Send and receive emails in Odoo with an email server
        • Configure DNS records to send emails in 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
      • Digest Emails
      • In-App Purchase (IAP)
      • Developer Mode (debug mode)
  • Install and Maintain
    • Install
      • Online
      • Packaged installers
      • Source
      • System configuration
      • Set up a content delivery network (CDN)
      • Email gateway
    • Maintain
      • Domain names
      • Connect Microsoft Outlook 365 to Odoo using Azure OAuth
      • Connect Gmail to Odoo using Google OAuth
      • Mailjet API
      • Bugfix updates
      • Switch from Community to Enterprise
      • Change hosting solution
      • Odoo Online database management
      • On-premise database management
      • Supported versions
    • Upgrade
      • Odoo Online
      • Odoo.sh
      • On-Premise
      • FAQ
    • Odoo.sh
      • Overview
        • Introduction to Odoo.sh
      • Get started
        • Create your project
        • Branches
        • Builds
        • Status
        • Settings