Activities Activities are follow-up tasks tied to a record in an Odoo database. The icon used to display activities varies, depending on the activity ...
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Latest Articles
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Reporting You can find several reports under the Reporting menu of most apps that let you analyze and visualize the data of your records. Selecting a ...
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Search, filter, and group records Odoo allows for the searching, filtering, and grouping of records in a view to display only the most relevant record...
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Odoo rich-text editor The Odoo rich-text editor allows creating and editing rich-text content in HTML fields, such as the Internal Notes and Descripti...
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Contacts Contacts are created in the Contacts application for customers the company does business with through Odoo. A contact is a repository of vita...
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Merge contacts Odoo’s Contacts application allows user’s to merge duplicate contacts, without losing any information in the process. This keeps the da...
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Export and import data In Odoo, it is sometimes necessary to export or import data for running reports, or for data modification. This document covers...
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Resetting Your Password If you've forgotten your password or need to change it for security reasons, follow these steps. Method 1: Reset from Login Pa...
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Your Profile and Preferences Customize your Odoo experience by configuring your profile and preferences. Accessing Your Preferences Click on your prof...
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Two-Factor Authentication (2FA) Setup Enhance your account security by enabling two-factor authentication for an extra layer of protection. What is Tw...
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Keyboard shortcuts Users in Odoo can utilize several keyboard shortcuts to navigate through modules, execute actions, and manage data. TipHold Ctrl to...
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Get started When you first open your Odoo Accounting app, the Accounting Dashboard welcomes you with a step-by-step onboarding banner, a wizard that h...
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Accounting cheat sheet The Balance Sheet is a snapshot of the company’s finances at a specific date (as opposed to the Profit and Loss, which is an an...
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Chart of accounts The chart of accounts (COA) is the list of all the accounts used to record financial transactions in the general ledger of an organi...
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Consolidation Consolidation allows combining financial data from multiple separate companies, each with its own books, into a unified view, providing ...
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Multi-currency system Odoo allows you to issue invoices, receive bills, and record transactions in currencies other than the main currency configured ...
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Average price on returned goods Average cost valuation (AVCO) is an inventory valuation method that evaluates cost based on the total cost of goods bo...
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Tax units ImportantThis is only applicable to multi-company environments. A tax unit is a group of VAT-taxable enterprises that are legally independen...
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Taxes There are numerous types of taxes, and their application varies greatly, depending mostly on your company’s localization. To make sure they are ...
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Cash basis taxes Cash basis taxes are due when the payment is made, as opposed to standard taxes that are due when the invoice is confirmed. Reporting...
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Withholding taxes A withholding tax, also known as retention tax, mandates the payer of a customer invoice to deduct a tax from the payment and remit ...
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VAT numbers verification (VIES) VAT Information Exchange System, or VIES, is a tool provided by the European Commission that allows you to check the v...
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Fiscal positions (tax and account mapping) Default taxes and accounts are set on products and customers to create new transactions on the fly. However...
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AvaTax integration Avalara’s AvaTax is a cloud-based tax software. Integrating AvaTax with Odoo provides real-time and region-specific tax calculation...
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AvaTax use AvaTax is a tax calculation software that can be integrated with Odoo in the United States and Canada. Once the integration setup is comple...
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Avalara (Avatax) portal Avalara’s (AvaTax) management console offers account management options including: viewing/editing the transactions sent from ...
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EU intra-community distance selling EU intra-community distance selling involves the cross-border trade of goods and services from vendors registered ...
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B2B (tax excluded) and B2C (tax included) pricing When working with consumers, prices are usually expressed with taxes included in the price (e.g., in...
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Customer invoices A customer invoice is a document issued by a company for products and/or services sold to a customer. It records receivables as they...
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Invoicing processes Depending on your business and the application you use, there are different ways to automate the customer invoice creation in Odoo...
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Delivery and invoice addresses Companies often have multiple locations, and it is common that a customer invoice should be sent to one address and the...
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Payment terms and installment plans Payment terms specify all the conditions of a sale’s payment to help ensure customers pay their invoices correctly...
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Default terms and conditions (T&C) Specifying terms and conditions is essential to establish important contractual points, such as return and refu...
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Cash discounts and tax reduction Cash discounts are reductions in the amount a customer must pay for goods or services offered as an incentive for pay...
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Credit notes and refunds A credit/debit note, or credit/debit memo, is a document sent to a customer to inform them that they have been credited/debit...
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Cash rounding Cash rounding is required when the lowest physical denomination of currency, or the smallest coin, is higher than the minimum unit of ac...
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Deferred revenues Deferred revenues, or unearned revenues, are invoices addressed to customers for goods yet to be delivered or services yet to be ren...
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Electronic invoicing (EDI) EDI, or electronic data interchange, is the inter-company communication of business documents, such as purchase orders and ...
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Invoice sequence When confirming an invoice, Odoo generates a unique invoice reference number. By default, it uses the sequence format INV/year/increm...
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Snailmail Sending direct mail can be an effective strategy for grabbing people’s attention, especially when their email inboxes are overflowing. With ...
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EPC QR codes European Payments Council quick response codes, or EPC QR codes, are two-dimensional barcodes that customers can scan with their mobile b...
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Incoterms Incoterms are standardized trade terms used in international transactions to define the rights and responsibilities of buyers and sellers. T...
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Vendor bills Vendor bills can be registered either manually or automatically in Odoo. The Aged Payable report provides an overview of all outstanding ...
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AI-powered document digitization Invoice digitization is the process of converting paper documents into vendor bill and customer invoice forms in your...
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Non-current assets and fixed assets Non-current Assets, also known as long-term assets, are investments that are expected to be realized after one yea...
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Deferred expenses Deferred expenses and prepayments (also known as prepaid expenses) are both costs that have already occurred for products or service...
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Vendor bill sequence When confirming a vendor bill, Odoo generates a unique vendor bill reference number. By default, it uses the sequence format BILL...
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Payments In Odoo, payments can either be automatically linked to an invoice or bill or be stand-alone records for use at a later date: If a payment is...
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Online payments Install the patch to disable online invoice payment Update Odoo to the latest release Update the list of available modules Install the...
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Install the patch to disable online invoice payment Following recent changes in Odoo 16, you might be warned that disabling the Invoice Online Payment...
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Batch payments Batch payments allow grouping payments from multiple customers or vendors into a single batch and generating a detailed deposit slip or...
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SEPA Direct Debit (SDD) customer payments SEPA (Single Euro Payments Area) is a payment-integration initiative of the European Union that facilitates ...
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Follow-up on invoices Follow-up messages can be sent to customers when payments are overdue. Odoo helps identify late payments and allows scheduling a...
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Pay with SEPA SEPA, the Single Euro Payments Area, is a payment-integration initiative of the European Union to simplify bank transfers denominated in...
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Pay by checks Once you decide to pay a supplier bill, you can select to pay by check. You can then print all the payments registered by check. Finally...
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Forecast future bills to pay In Odoo, you can manage payments by setting automatic Payments Terms and follow-ups. Configuration: payment terms In orde...
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Trusted accounts (send money) To protect users from sending money to scammers, vendor bank account numbers must be marked as trusted before you can us...
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Bank and cash accounts You can manage as many bank or cash accounts as needed on your database. Configuring them correctly allows you to have all your...
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Bank synchronization Odoo can synchronize directly with your bank institution to get all bank statements imported automatically into your database. To...
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Salt Edge Salt Edge is a third-party provider that aggregates banking information from your bank accounts. It supports ~5000 institutions in more than...
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Ponto Ponto is a service that allows companies and professionals to aggregate their accounts in one place and directly see all their transactions with...
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Enable Banking Enable Banking is a third-party provider aggregating banking information from bank accounts all in one place. It offers non-intrusive c...
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Transactions Importing transactions from your bank statements allows keeping track of bank account transactions and reconciling them with the ones rec...
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Bank reconciliation Bank reconciliation is the process of matching your bank transactions with your business records, such as customer invoices, vendo...
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Reconciliation models Reconciliation models are used to automate the bank reconciliation process, which is especially handy when dealing with recurrin...
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Internal transfers Internal money transfers can be handled in Odoo. At least two bank or cash accounts are needed to make internal transfers. See also...
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Manage a bank account in a foreign currency In Odoo, every transaction is recorded in the default currency of the company, and reports are all based o...
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Loans management Odoo’s loan management gives a comprehensive list of all loans undertaken by your company in order to maintain a holistic and forecas...
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Reporting Odoo includes generic and dynamic reports available for all countries, regardless of the localization package installed: Balance Sheet Profi...
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Tax return (VAT declaration) Companies with a registered VAT number must submit a tax return on a monthly or quarterly basis, depending on their turno...
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Tax carryover When performing tax reports, the tax carryover feature allows carrying amounts from one period to another without creating new entries. ...
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Analytic accounting Analytic accounting helps track costs and revenues and analyze a project’s or service’s profitability. When creating journal entri...
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Budgets Analytic budgets track specific activities and projects using analytic accounts, helping businesses make informed decisions about specific dep...
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Intrastat Intrastat is the data collection and statistics production system for goods traded among EU member states. It collects data on: Commercial t...
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Data inalterability check report Tax authorities in some countries require companies to prove their posted accounting entries are unaltered, meaning t...
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Silverfin integration Silverfin is a third-party service provider that offers a cloud platform for accountants. Odoo and Silverfin provide an integrat...
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Custom reports Odoo comes with a powerful and easy-to-use reporting framework. The engine allows you to create new reports, such as tax reports, balan...
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Year-end closing Year-end closing is vital for maintaining financial accuracy, complying with regulations, making informed decisions, and ensuring tra...
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Expenses Odoo Expenses streamlines the management of expenses. After an employee submits their expenses in Odoo, they are reviewed by management and a...
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Log expenses Before expenses can be reimbursed, each individual expense needs to be logged in the database. Expense records can be created in three di...
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Expense reports When expenses are ready to submit (such as, at the end of a business trip, or once a month), an expense report needs to be created. Op...
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Approve expenses In Odoo, not just anyone can approve expense reports, only users with the necessary rights (or permissions) can. This means that a us...
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Post expenses Once an expense report is approved, the next step is to post the expense report to the proper accounting journal. ImportantTo post expen...
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Reimburse employees After an expense report is posted to an accounting journal, the next step is to reimburse the employee. Just like approving and po...
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Re-invoice expenses If expenses are tracked on customer projects, they can be automatically charged back to the customer. This is done by creating an ...
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Online payments Wire transfers SEPA Direct Debit Adyen Amazon Payment Services AsiaPay Authorize.Net Buckaroo Demo Flutterwave Mercado Pago Mollie Nuv...
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Wire transfers The Wire Transfer payment method allows you to provide payment instructions to your customers, such as your bank details and a referenc...
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SEPA Direct Debit SEPA (Single Euro Payments Area) is a payment-integration initiative of the European Union that facilitates standardized and simplif...
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Amazon Payment Services Amazon Payment Services or APS is an online payment provider established in Dubai offering several online payment options. Con...
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Authorize.Net Authorize.Net is a United States-based online payment solution provider, allowing businesses to accept credit cards. Configuration See a...
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Demo Odoo’s Demo Payment Provider allows you to test business flows involving online transactions without requiring real banking credentials. Configur...
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PayPal Paypal is an American online payment provider available worldwide and one of the few that does not charge a subscription fee. NoteWhile PayPal ...
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Razorpay Razorpay is an online payments provider established in India and covering more than 100 payment methods. Configuration on Razorpay Dashboard ...
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Stripe Stripe is a United States-based online payment solution provider allowing businesses to accept credit cards and other payment methods. See also...
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Worldline Worldline is a France-based company and the world’s fourth largest payment provider. Settings in Worldline Create an API user It is recommen...
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Xendit Xendit is an Indonesian-based payment solution provider that covers several Southeast Asian countries. It allows businesses to accept credit ca...
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Fiscal localizations Fiscal localizations are country-specific modules that allow you to be compliant with a country’s fiscal requirements. Most of th...
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Argentina Webinars Below you can find videos with a general description of the localization, and how to configure it. Webinar - Localización de Argent...
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Australia Modules Name Technical name Description Australia - Accounting l10n_au The base accounting module for the Australian localization. It is ins...
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Austria Configuration Install the following modules to get all the features of the Austrian localization. Name Technical name Description Austria - Ac...
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Belgium Configuration Install the 🇧🇪 Belgium fiscal localization package to get all the default accounting features of the Belgian localization, follo...
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Brazil See alsoHelpful resources for the Brazilian localization, including onboarding materials and videos: Onboarding checklist for new users. YouTub...
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Canada The Odoo Canada localization package provides tailored features and configurations for Canadian businesses. A series of videos on the subject o...
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Chile TipWatch the two webinar recordings below for a general presentation of the localization, and search the playlist for tutorials to discover prac...
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Colombia Odoo’s Colombian localization package provides accounting, fiscal, and legal features for databases in Colombia - such as chart of accounts, ...
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Denmark Compliance with Danish bookkeeping requirements: data retention and integrity This page outlines how Odoo complies with the Danish Bookkeeping...
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Ecuador With the Ecuadorian localization, electronic documents can be generated using XML, fiscal folio, electronic signature, and direct connection t...
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Egypt Installation Install the following modules to get all the features of the Egyptian localization: Name Technical name Description Egypt - Account...
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France Modules The following modules related to the French localization are available: Name Technical name Description France - Accounting l10n_fr_acc...
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Germany Accounting Chart of accounts Both SKR03 and SKR04 charts of accounts are supported in Odoo. When you create a new Odoo Online database, SKR03 ...
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Hong Kong Configuration Install the following modules to get the latest features of the Hong Kong localization: Name Technical name Description Hong K...
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India Installation Install the following modules to get all the features of the Indian localization: Name Technical name Description Indian - Accounti...
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Indonesia E-Faktur Module The E-Faktur Module is installed by default with the Indonesian localization module. It allows one to generate a CSV file fo...
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Italy Configuration Install the following modules to get all the features of the Italian localization: Name Technical name Description Italy - Account...
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Jordan Modules The following modules are installed automatically with the Jordanian localization: Name Technical name Description Jordan - Accounting ...
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Kenya Configuration Install the 🇰🇪 Kenyan fiscal localization package to get all the features of the Kenyan localization. eTIMS The Kenya Revenue Auth...
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Luxembourg Configuration Install the following modules to get all the features of the Luxembourgish localization: Name Technical name Description Luxe...
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Malaysia Configuration Modules installation Install the following modules to get all the features of the Malaysian localization: Name Technical name D...
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Mexico Webinars A video on the Mexican localization is also available. This video covers how to implement this localization from scratch, including ho...
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Netherlands See alsoDocumentation on e-invoicing’s legality and compliance in the Netherlands XAF Export With the Dutch accounting localization instal...
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New Zealand Modules The following modules related to the New Zealand localization are available: Name Technical name Description New Zealand - Account...
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Peru Modules Install the following modules to utilize all the current features of the Peruvian localization. Name Technical name Description Peru - Ac...
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Philippines Configuration Install the 🇵🇭 Philippines fiscal localization package to get all the default accounting features of the Philippine localiza...
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Romania Configuration Install the following modules to get all the features of the Romanian localization. Name Technical name Description Romania - Ac...
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Saudi Arabia Configuration Install the following modules to get all the features of the Saudi Arabian localization: Name Technical name Description Sa...
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Singapore Add PayNow QR codes to invoices PayNow is a payment service platform that allows customers to make instant domestic payments to individuals ...
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Spain Configuration Install the 🇪🇸 Spanish fiscal localization package to get all the default accounting features of the Spanish localization. Three S...
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Switzerland ISR (In-payment Slip with Reference number) The ISRs are payment slips used in Switzerland. You can print them directly from Odoo. On the ...
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Thailand Configuration Install the 🇹🇭 Thailand localization package to get all the features of the Thai localization: Name Technical name Description ...
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United Arab Emirates Installation Install the following modules to get all the features of the United Arab Emirates localization: Name Technical name ...
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United Kingdom Configuration Install the UK - Accounting and the UK - Accounting Reports modules to get all the features of the UK localization. Name ...
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United States The Odoo fiscal localization package for the United States follows the Generally Acceptable Accounting Principles (GAAP) accounting stan...
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Uruguay Introduction With the Uruguayan localization, you can generate electronic documents with its XML, fiscal folio, electronic signature and conne...
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Vietnam Modules The following modules are installed automatically with the Vietnamese localization: Name Technical name Description Vietnam - Accounti...
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CRM Odoo CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with ...
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Lost opportunities Not every opportunity results in a successful sale. To keep the pipeline up-to-date, lost opportunities need to be identified. Spec...
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Merge similar leads and opportunities Odoo automatically detects similar leads and opportunities within the CRM app. Identifying these duplicated reco...
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Manage sales teams The Sales Teams feature within Odoo’s CRM app allows for the creation and management of multiple sales teams, each with their own a...
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Convert leads into opportunities Leads act as a qualifying step before an opportunity is created. This provides additional time to review its potentia...
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Create opportunities from web contact forms Adding a contact form to a website makes it easy to convert visitors into leads and opportunities. After a...
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Create leads (from email or manually) Leads can be added to the CRM app from custom email aliases, and by manually creating new records. This is in ad...
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Create and send quotations Once a qualified lead has been converted into an opportunity, the next step is to create and deliver a quotation. This proc...
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Lead mining Lead mining is a feature that allows CRM users to generate new leads directly into their Odoo database. To ensure lead qualification, lead...
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Assign leads with predictive lead scoring The Odoo CRM app can automatically assign leads/opportunities to sales teams and salespeople. A standard pra...
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Unattended leads report Unattended leads are leads that have scheduled activities that are either due or past due. Whenever an activity is scheduled, ...
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Quality leads report A quality lead is a lead that is likely to result in a sale. It should match the characteristics most commonly believed to help s...
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Resellers Within Odoo’s CRM app, leads can be forwarded to resellers (or partners). Leads can be manually assigned, or automatically assigned, based o...
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Marketing attribution reports Use the Odoo CRM app to compile a marketing attribution report, which analyzes the source of leads, and groups them in s...
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Lead distribution report A lead distribution report can be used to see if active leads are being assigned equitably across sales members. It can also ...
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Pipeline Analysis The CRM app manages the sales pipeline as leads/opportunities move from stage to stage, origination to sale (Won) or archival (Lost)...
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Expected revenue report Expected revenue is the total cash value of leads that are expected to close by a certain date, usually the end of the current...
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Forecast report The Forecast report in the CRM app allows users to view upcoming opportunities and build a forecast of potential sales. Opportunities ...
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Enrich contacts with partner autocomplete Partner autocomplete enriches the contacts database with corporate data. In any module, enter the new compan...
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CRM Gamification In Odoo’s CRM app, gamification tools provide the opportunity to evaluate and motivate users through customizable challenges, goals, ...
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Utilize activities for sales teams Activities are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any page of the...
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Lead enrichment Lead enrichment is a service that provides business information for a contact attached to a lead. Lead enrichment is an In-App Purchas...
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Sales Odoo Sales is the application to run your sales process (from quotation to sales order) and deliver and invoice what has been sold. See also Odo...
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Sales quotations A sales quotation or quote is a document sent to a customer that outlines the estimated costs and terms for goods and services. Once ...
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Create quotations In Odoo Sales, quotations can be created and sent to customers. Once a quotation has been confirmed, it officially turns into a sale...
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Quotation templates Reusable quotation templates can be made in Odoo’s Sales app for common products or services. By using these templates, quotations...
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Optional products The use of optional products is a marketing strategy that involves the cross-selling of products along with a core product. The aim ...
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Online signatures for order confirmations The Odoo Sales application provides customers with the ability to confirm orders, via an online signature, d...
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Online payment order confirmation The Odoo Sales application provides customers with the ability to confirm orders, via an online payment, directly on...
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Quotation deadlines In the Odoo Sales application, it is possible to set deadlines on sales quotations. Doing so encourages customers to act quickly d...
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Deliveries and invoices to different addresses People and businesses often use separate addresses for billing (invoicing) and shipping (delivery) purp...
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Product variants on quotations and sales orders Before getting into detail about how to use product variants on quotations and sales orders, it’s reco...
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PDF quote builder The PDF Quote Builder in Odoo Sales provides the opportunity to send customers a fully customized PDF file for quotes, showcasing th...
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Invoice based on delivered or ordered quantities Different business policies might require different options for invoicing: The Invoice what is ordere...
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Down payments A down payment is an initial, up-front payment made during the confirmation of a sales transaction. Down payments reduce the risk for bo...
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Pro-forma invoices A pro-forma invoice is an abridged or estimated invoice sent in advance of a delivery of goods. It notes the kind and quantity of g...
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Invoicing based on time and materials Invoicing based on time and/or materials is typically used when accurately estimating the size of a project isn’...
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Invoice project milestones Invoicing based on project milestones can be used for expensive or large-scale projects. The series of milestones in a proj...
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Reinvoice expenses to customers While working on a project for a client, employees often have to spend their own money on various expenses related to ...
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Import products Odoo Sales provides a template for importing products with categories and variants, which can be opened and edited with any spreadshee...
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Product variants Product variants are used to give single products a variety of different characteristics and options for customers to choose from, su...
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Product images with Google Images Having appropriate product images in Odoo is useful for a number of reasons. However, if a lot of products need imag...
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Pricelists A pricelist is a method of dynamic pricing that applies a list of prices (or price rules) to adjust sales prices. This adjustment can apply...
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Foreign currencies With Odoo, pricelists can be used to manage prices in a number of foreign currencies. Specifically, Odoo has the ability to work wi...
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Discounts The Discounts feature allows users to decrease or increase the price on item lines in a sales quotation or order. This is calculated as a pe...
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Returns and refunds The Odoo Sales app provides two different ways to process returns. The method used depends on whether or not an invoice has been s...
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Use eWallets and gift cards With Odoo, customers can use eWallets and gift cards for online and in-store shopping. To enable eWallets and gift cards f...
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Discount and loyalty programs The Odoo Sales, eCommerce, and Point of Sale applications allow users to create discount and loyalty programs that custo...
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Commissions Commissions are a powerful tool to motivate sales team members. They incentivize performance, boost productivity, and encourage healthy co...
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Amazon Connector features The Amazon Connector synchronizes orders between Amazon and Odoo, which considerably reduces the amount of time spent manual...
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Amazon Connector configuration Odoo allows users to register an Amazon seller account in the database, but the user must have a paid Amazon Seller acc...
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Amazon order management Order synchronization Orders are automatically fetched from Amazon, and synchronized in Odoo, at regular intervals. The synchr...
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Shopee Connector The Shopee Connector synchronizes orders between Shopee and Odoo, which considerably reduces the amount of time spent manually enteri...
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Shopee Connector configuration Odoo allows users to synchronize with Shopee Seller account in the database, but users must have a registered Shopee Se...
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Shopee order management Product catalog mapping New Odoo customers with no existing products If you are starting a new Odoo database and your products...
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Gelato Gelato is a global print-on-demand platform that integrates with Odoo to sync product catalogs and automate order fulfillment. Connecting Gelat...
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Point of Sale With Odoo Point of Sale, run your shops and restaurants easily. The app works on any device with a web browser, even if you are temporar...
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Configuration Access the POS settings To access the general POS settings, go to Point of Sale ‣ Configuration ‣ Settings. Then, open the dropdown menu...
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IoT system connection To connect the POS with an IoT system: Make sure both the Point of Sale and Internet of Things (IoT) apps are installed on your ...
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ePOS printers ePOS printers are designed to work seamlessly with Point of Sale systems. Once connected, these devices automatically share information,...
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Secure connection (HTTPS) If Direct Devices is enabled in a Point of Sale settings (for example, if you use an ePos printer), HTTP becomes the default...
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Self-signed certificate for ePOS printers To work with Odoo, some printer models that can be used without an IoT system may require the HTTPS protocol...
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Multi-employee management Odoo Point of Sale (POS) offers a Log in with Employees feature, allowing multiple users to log into a POS session. Activati...
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Receipts and invoices Receipts Set up receipts by going to Point of Sale ‣ Configuration ‣ Point of Sale, selecting a POS, and scrolling down to the B...
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Preparation display The preparation display feature allows you to handle POS orders requiring preparation. Concretely, For retail: The preparation tea...
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Self-ordering The self-ordering feature allows customers to browse your menu or product catalog, place an order, and complete payment using their mobi...
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Product combos The Product Combos feature allows users to define and manage combination options for a single product. In the context of a restaurant, ...
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Sales orders When working in retail, you might need to order products directly from your Point of sale. Fortunately, Odoo Point of Sale is fully integ...
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Barcodes Using a barcode scanner to process point-of-sale orders improves your efficiency in providing quicker customer service. Barcode scanners can ...
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Serial numbers and lots Working with serial numbers and lots allows tracking your products’ movements. When products are tracked, the system identifie...
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Ship later The Ship Later feature allows you to sell products and schedule delivery at a later date. It is useful, for example, when a product is out ...
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Customer display The customer display feature provides customers with real-time checkout updates on a secondary display. Configuration Depending on yo...
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Restaurant features Managing a restaurant or a bar comes with specific needs. The Point of Sale application provides various features that allow perfo...
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Floors and tables The Floor plan view enables you to manage restaurant floors and table arrangements and monitor table status in real time — including...
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Orders printing Integrating printers in a restaurant or bar’s workflow can enhance communication and collaboration between the front-of-house and back...
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Bills Typical practices in restaurants or bars are to request the bill before proceeding to payment or splitting it based on the items ordered. Odoo P...
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Tips Tipping is customary in multiple countries. Point of Sale allows tipping in shops, bars, or restaurants. Configuration To allow tipping in your P...
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Discounts By offering discounts, you can entice your customers and drastically increase your revenue. It is vital to offer discounts, whether they are...
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Discount tags (barcode scanner) If you want to sell your products with a discount, for a product getting close to its expiration date for example, you...
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Loyalty programs Encourage your customers to continue to shop at your point of sale with a Loyalty Program. Configuration To activate the Loyalty Prog...
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Pricelists Pricelists allow you to adjust product prices depending on various criteria automatically. For example, you can set POS-specific prices, cr...
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Flexible taxes (fiscal positions) When running a business, you may need to apply different taxes and record transactions on various accounts based on ...
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Cash rounding Cash rounding is required when the lowest physical denomination of currency, or the smallest coin, is higher than the minimum unit of ac...
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Electronic shelf labels Electronic shelf labels allow you to display product information like prices and barcodes on store shelves and to synchronize ...
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Payment methods To add a payment method, you first need to create it. Go to Point of Sale ‣ Configuration ‣ Payment Methods ‣ New, and set a name. Che...
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QR code payments QR code payments allow users to generate a code that customers can scan with their mobile banking app to initiate a bank transfer or ...
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Payment terminals Connecting and integrating a payment terminal with your POS system allows you to accept multiple payment options, including credit a...
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Adyen Connecting an Adyen payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. Important Ad...
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Ingenico Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. Important Ingeni...
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Mercado Pago Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. ImportantOnl...
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Razorpay Connecting a Razorpay payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. See als...
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SIX Connecting a SIX payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. WarningAlthough W...
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Stripe Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. Important Stripe p...
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Tyro Connecting a Tyro payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. ImportantTyro p...
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Viva.com Viva.com is a payment service that offers payment solutions through the viva.com Terminal app for physical and virtual terminals. Note Viva.c...
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Worldline Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers. Important World...
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Marketing features Use your POS system to engage with customers directly by sending them promotional offers via email or WhatsApp. Storing contact det...
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Online food delivery UrbanPiper is an order management system that integrates with multiple food delivery platforms. It consolidates orders from all c...
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Reporting View statistics To access your statistics, go to Point of Sale ‣ Reporting ‣ Orders. Or, from the POS dashboard, click the vertical ellipsis...
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Subscriptions The Odoo Subscriptions app is designed to manage recurring revenue through subscription-based products or services. It supports automate...
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Subscriptions in the eCommerce shop Subscription products can be sold in the Odoo eCommerce shop just like regular sales products. See also Configure ...
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Subscription plans Subscription plans are quotation templates used to preconfigure quotations with subscription products. Use subscription plans to qu...
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Upsell subscriptions Subscriptions are recurrent, and go on indefinitely. As time passes, customers may want to modify them. With that in mind, it’s i...
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Renew subscriptions The foundation of any subscription business model is recurring payments. This is when customers reliably pay a regular amount at s...
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Close subscriptions Odoo Subscriptions provides flexibility for businesses to decide whether customers can self-manage their subscriptions, or restric...
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Automation rules With subscriptions up-and-running, it is important to stay up-to-date with customers. It is efficient to use automation to avoid havi...
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Scheduled actions Scheduled actions are pre-configured processes that allow users to automate certain tasks within a database, based on a designated s...
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Subscription reports The Odoo Subscriptions app provides a series of reporting pages to help companies analyze how subscriptions are performing. On th...
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Rental The Odoo Rental application provides comprehensive solutions to configure and manage rentals. Send quotations, confirm orders, schedule rentals...
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Manage deposits Requiring fixed deposits is common in many rental scenarios; such as collecting security deposits. This document covers the standard o...
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Members The Members application is where all operations related to memberships can be configured and managed. The Members app integrates with the Sale...
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Members analysis The Members Analysis report provides a detailed overview of all memberships sold and managed within the Members application. To acces...
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Building blocks You can design your website by dragging and dropping building blocks, then editing them to fit your content and layout needs. See also...
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General theme Odoo offers various options to shape your website’s theme, including its colors, fonts, and layout. When setting up your website for the...
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Elements Elements help structure and present content effectively. They range from text-based components like titles, lists and text highlights to inte...
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Visibility You can choose to display or hide building blocks based on a visitor’s: device type (mobile or computer), country (IP-based geolocation), w...
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Pages Odoo allows you to create pages for your website and customize their content and appearance to your needs. Static pages, such as the homepage or...
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Headers and footers The website header is the top section of a web page and usually contains elements such as the logo, the menu, the search bar, the ...
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Search Engine Optimization (SEO) Search Engine Optimization, often abbreviated as SEO, is a digital marketing strategy to improve a website’s visibili...
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Domain names Domain names are text-based addresses identifying online locations, such as websites. They provide a more memorable and recognizable way ...
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Address autocomplete You can use the Google Places API on your website to ensure that your users’ delivery addresses exist and are understood by the c...
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Google Search Console Google Search Console is a free web service provided by Google that allows website owners to monitor, maintain, and troubleshoot...
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Cookies bar Cookies are small text files sent to your device when you visit a website. They are processed and stored by your browser and track user in...
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Translations Your website is displayed in the language that matches your visitor’s browser. If the browser’s language has not been installed and added...
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Multiple websites Odoo allows you to create multiple websites from the same database. This can be useful, for example, if you have multiple brands ope...
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Forms spam protection Cloudflare Turnstile and Google reCAPTCHA v3 protect website forms against spam and abuse. They attempt to distinguish between h...
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Set up a content delivery network (CDN) Deploying with KeyCDN A CDN or content distribution network, is a geographically distributed network of server...
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Website analytics Website analytics helps website owners monitor how people use their site. It provides data on visitor demographics, behavior, and in...
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Link tracker The link tracker allow you to create tracked links to measure your marketing campaigns’ effectiveness. They let you determine which chann...
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Mail groups The mail groups feature allows website visitors to have a public discussion by email. They can join a group to receive emails from other g...
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Products Odoo eCommerce allows you to add products and manage your product pages directly from the Website app. It also allows you to add product vari...
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Catalog The eCommerce catalog displays products for customers to browse. It is organized using product categories, available options, sorting, and nav...
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Price management Odoo offers multiple options to select the prices displayed on a website, as well as condition-specific prices based on set criteria....
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Cross-selling and upselling Cross-selling and upselling are sales techniques designed to encourage customers to purchase additional or higher-priced p...
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Ordering and checkout Odoo eCommerce provides several options to organize the ordering and checkout process. It offers different order button options ...
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Payment providers Odoo supports a multitude of online payment providers for your website, allowing your customers to pay with their preferred payment ...
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Delivery Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose their preferred option at checkout. These metho...
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Order handling When a customer orders on your eCommerce, there are three record types required to be handle in Odoo: Sales orders; Delivery orders; In...
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Customer accounts Having customer accounts on an eCommerce allows customers to access all their documents from a single place. To access their account...
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Performance management Odoo integrates a variety of tools to analyze and improve the performance of your eCommerce website. Data monitoring Website al...
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eLearning The eLearning app allows you to easily upload content, define learning objectives, manage attendees, assess students’ progress, and even set...
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Forum Odoo Forum is a question-and-answer forum designed with providing customer support in mind. Adding a forum to a website enables you to build a c...
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Blog Odoo Blog allows you to create and manage blog posts on your website to engage your audience and build a community. TipIf the Blog module is not ...
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Live Chat Odoo Live Chat allows users to communicate with website visitors in real-time. With Live Chat, leads can be qualified for their sales potent...
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Ratings At the end of a Live Chat conversation, customers have the opportunity to rate the quality of support they received from the live chat operato...
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Commands and canned responses In the Odoo Live Chat application, commands allow the user to perform specific actions both inside the chat window, and ...
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Chatbots A Chatbot is a program designed to mimic a conversation with a live human. Chatbots are assigned a script of pre-written steps to follow. The...
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Reports Odoo Live Chat includes several reports that allow for the monitoring of operator performance and the identification of trends in customer con...
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Participate in live chat Operators are the users who respond to live chat requests from customers and website visitors. The information below outlines...
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Inventory Odoo Inventory is both an inventory application and a warehouse management system. The app allows users to easily manage lead times, automat...
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Configure product A group of products in Odoo can be further defined using: Units of measure (UoM): a standard quantity for specifying product amounts...
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Product type In Odoo, goods and services are both set up as products. When setting up a new product, there are several fields that should be carefully...
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Units of measure In some cases, handling products in different units of measure is necessary. For example, a business can buy products from a country ...
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Packages A package is a physical container holding one or more products. Packages can also be used to store items in bulk. Packages are commonly used ...
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Packaging In Odoo Inventory, packaging refers to disposable containers holding multiple units of a specific product. For example, different packages f...
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Product tracking Lots and serial numbers are the two ways to identify and track products in Odoo. While there are similarities between the two traceab...
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Serial numbers Serial numbers are one of the two ways to identify and track products in Odoo, along with lots. A serial number is a unique identifier ...
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Lot numbers Lots are one of the two ways to identify and track products in Odoo. They typically represent a specific batch of products that were recei...
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Reassign lot/serial numbers Changing a product’s tracking settings to use lots or serial numbers, after storing products in Odoo without them, can lea...
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Expiration dates In Odoo, expiration dates can be used to manage and track the lifecycles of perishable products, from purchase to sale. Using expirat...
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Automatic inventory valuation All of a company’s stock on-hand contributes to the valuation of its inventory. That value should be reflected in the co...
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Using inventory valuation Inventory valuation is a quintessential accounting procedure that calculates the value of on-hand stock. Once determined, th...
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Landed costs When shipping products to customers, the landed cost is the total price of a product or shipment, including all expenses associated with ...
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Valuation by lots/serial numbers Track inventory valuation by lots or serial numbers to: Compare and differentiate purchasing cost, based on lot or se...
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Inventory management In the Odoo Inventory app, warehouses handle the broader organization and distribution of stock across different physical sites, ...
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Warehouses In the Odoo Inventory app, a warehouse is a physical space with an address for storing items, such as a storage facility, distribution cent...
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Locations A location is a specific space within a warehouse. This can be a shelf, room, aisle, etc. Configuration To create specific storage locations...
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Inventory adjustments In any warehouse management system, the recorded inventory counts in the database might not always match the actual inventory co...
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Cycle counts For most companies, warehouse stock only needs to be counted once a year. This is why, by default, after making an inventory adjustment i...
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Scrap inventory Sometimes, products in a company’s warehouse stock might be found to be damaged or defective, past the point of being reparable. If it...
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Product catalog The product catalog is a feature integrated with any Odoo app that allows users to add products or components to an order. This includ...
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Replenishment In Odoo, stock can be replenished one of three ways: reordering rules, the make to order (MTO) route, or using the master production sch...
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Replenish on order (MTO) Replenish on order, also known as MTO (make to order), is a replenishment strategy that creates a draft order for a product e...
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Reordering rules Reordering rules are used to keep forecasted stock levels above a certain threshold without exceeding a specified upper limit. This i...
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Replenishment report The replenishment report is an interactive dashboard that uses manual reordering rules, lead times, and upcoming demands to forec...
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Lead times Accurately forecasting delivery dates is vital for fulfilling customer expectations. In Odoo, the Inventory app allows for comprehensive le...
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