User Docs
Odoo essentials
Activities
Reporting
Search, filter, and group records
Odoo rich-text editor
Contacts
Merge contacts
Export and import data
In-app purchases (IAP)
Keyboard shortcuts
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Consolidation
Multi-currency system
Average price on returned goods
Tax units
Taxes
Cash basis taxes
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
AvaTax integration
AvaTax use
Avalara (Avatax) portal
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
)
Invoice sequence
Snailmail
EPC QR codes
Incoterms
Vendor bills
AI-powered document digitization
Non-current assets and fixed assets
Deferred expenses
Vendor bill sequence
Payments
Online payments
Install the patch to disable online invoice payment
Batch payments
SEPA Direct Debit (SDD) customer payments
Follow-up on invoices
Pay with SEPA
Pay by checks
Forecast future bills to pay
Trusted accounts (send money)
Bank and cash accounts
Bank synchronization
Salt Edge
Ponto
Enable Banking
Transactions
Bank reconciliation
Reconciliation models
Internal transfers
Manage a bank account in a foreign currency
Loans management
Reporting
Tax return (VAT declaration)
Tax carryover
Analytic accounting
Budgets
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Log expenses
Expense reports
Approve expenses
Post expenses
Reimburse employees
Re-invoice expenses
Online payments
Wire transfers
SEPA Direct Debit
Adyen
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Nuvei
PayPal
Razorpay
Stripe
Worldline
Xendit
Fiscal localizations
Argentina
Australia
Austria
Belgium
Brazil
Canada
Chile
Colombia
Denmark
Ecuador
Egypt
France
Germany
Hong Kong
India
Indonesia
Italy
Jordan
Kenya
Luxembourg
Malaysia
Mexico
Netherlands
New Zealand
Peru
Philippines
Romania
Saudi Arabia
Singapore
Spain
Switzerland
Thailand
United Arab Emirates
United Kingdom
United States
Uruguay
Vietnam
Employment Hero Payroll
Sales
CRM
Organize the pipeline
Lost opportunities
Merge similar leads and opportunities
Manage sales teams
Acquire leads
Convert leads into opportunities
Create opportunities from web contact forms
Create leads (from email or manually)
Create and send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Unattended leads report
Quality leads report
Resellers
Marketing attribution reports
Lead distribution report
Analyze performance
Pipeline Analysis
Expected revenue report
Forecast report
Optimize your Day-to-Day work
Enrich contacts with partner autocomplete
CRM Gamification
Utilize activities for sales teams
Lead enrichment
Sales
Sales quotations
Create quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
PDF quote builder
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Reinvoice expenses to customers
Products & Prices
Manage your products
Import products
Product variants
Product images with Google Images
Manage your pricing
Pricelists
Foreign currencies
Discounts
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Commissions
Amazon Connector
Amazon Connector features
Amazon Connector configuration
Amazon order management
Shopee Connector
Shopee Connector configuration
Shopee order management
Gelato
Point of Sale
Configuration
IoT system connection
ePOS printers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Multi-employee management
Receipts and invoices
Preparation display
Self-ordering
Product combos
Shop features
Sales orders
Barcodes
Serial numbers and lots
Ship later
Customer display
Restaurant features
Floors and tables
Orders printing
Bills
Tips
Pricing features
Discounts
Discount tags (barcode scanner)
Loyalty programs
Pricelists
Flexible taxes (fiscal positions)
Cash rounding
Electronic shelf labels
Payment methods
QR code payments
Payment terminals
Adyen
Ingenico
Mercado Pago
Razorpay
SIX
Stripe
Tyro
Viva.com
Worldline
Marketing features
Online food delivery
Reporting
Subscriptions
Subscriptions in the eCommerce shop
Subscription plans
Upsell subscriptions
Renew subscriptions
Close subscriptions
Automation rules
Scheduled actions
Subscription reports
Rental
Manage deposits
Members
Members analysis
Websites
Website
Web design
Building blocks
Structure
Features
Dynamic content
Inner content
General theme
Elements
Visibility
Pages
Headers and footers
Search Engine Optimization (SEO)
Configuration
Domain names
Address autocomplete
Google Search Console
Cookies bar
Translations
Multiple websites
Forms spam protection
Set up a content delivery network (CDN)
Reporting
Website analytics
Link tracker
Mail groups
eCommerce
Products
Catalog
Price management
Cross-selling and upselling
Ordering and checkout
Payment providers
Delivery
Order handling
Customer accounts
Performance management
eLearning
Forum
Blog
Live Chat
Ratings
Commands and canned responses
Chatbots
Reports
Participate in live chat
Supply Chain
Inventory
Product management
Configure product
Product type
Units of measure
Packages
Packaging
Product tracking
Serial numbers
Lot numbers
Reassign lot/serial numbers
Expiration dates
Inventory valuation
Automatic inventory valuation
Using inventory valuation
Landed costs
Valuation by lots/serial numbers
Warehouses and storage
Inventory management
Warehouses
Locations
Inventory adjustments
Cycle counts
Scrap inventory
Product catalog
Replenishment
Replenish on order (MTO)
Reordering rules
Replenishment report
Lead times
Inter-warehouse replenishment
Reporting
Forecasted report
Stock report
Locations dashboard
Moves history dashboard
Stock valuation dashboard
Shipping and receiving
Inbound and outbound flows
Routes and push/pull rules
One-step receipt and delivery
Two-step receipt and delivery
Three-step receipt
Three-step delivery
Putaway rules
Storage categories
Organize a cross-dock in a warehouse
Sell stock from multiple warehouses using virtual locations
Consignment: buy and sell stock without owning it
Dropshipping
Delivery methods
Add a new delivery method
Third-party shipping carriers
Print shipping labels
Bpost integration
DHL integration
Envia.com integration
FedEx integration
Sendcloud integration
Starshipit shipping
UPS integration
Zebra label configuration
How to cancel a shipping request to a shipper?
Shipping cost invoicing
Change shipping label size
Multi-package shipments
Printable delivery PDFs
Dispatch management system
Reservation methods
At confirmation reservation
Manual reservation
Before scheduled date reservation
Picking methods
Batch picking
Cluster picking
Wave transfers
Removal strategies
FIFO removal
LIFO removal
FEFO removal
Closest location removal
Least packages removal
Manufacturing
Basic setup
Manufacturing product configuration
Bill of materials
One-step manufacturing
Two-step manufacturing
Three-step manufacturing
Manufacturing order costs
Advanced configuration
Managing BoMs for product variants
Kits
Multilevel BoMs
Work centers
Work order dependencies
Workflows
Master production schedule
Work center time off
Scrap during manufacturing
Manufacturing backorders
Split and merge manufacturing orders
Unbuild orders
By-Products
Continuous product improvement
Manufacture with lots and serial numbers
Shop Floor
Shop Floor overview
Shop Floor time tracking
Subcontracting
Basic subcontracting
Basic subcontracting lead times
Resupply subcontractor
Resupply subcontracting lead times
Dropship to subcontractor
Dropship subcontracting lead times
Reporting
Allocation reports
Overall equipment effectiveness
Production analysis
Purchase
Products
Import vendor pricelist
Configure reordering rules
Temporary reordering rules
Manage deals
Requests for quotation
Blanket orders
Call for tenders
Purchase templates
Bill control policies
Manage vendor bills
Advanced
Purchase Analysis report
Vendor costs report
Procurement expenses report
EDI purchase-to-sales order import
Barcode
Setup
Barcode device troubleshooting
Barcode scanner setup
Product and location barcodes
Barcodes for lot and serial numbers
Operation types and commands
Daily operations
Adjust inventory with barcodes
Process receipts and deliveries with barcodes
Process batch transfers
Create and process transfers with barcodes
Default barcode nomenclature
GS1 barcode nomenclature
GS1 barcode usage
Quality
Quality control basics
Quality control points
Quality alerts
Quality checks
Failure locations
Quality check types
Instructions quality check
Pass - Fail quality check
Measure quality check
Take a Picture quality check
Maintenance
Add new equipment
Maintenance calendar
Maintenance requests
Maintenance setup
Product lifecycle management
Change management
Engineering change orders
ECO types and stages
Version control
Project management
Approvals
Repairs
Process repair orders
Human resources
Attendances
Check in and out
Kiosks
Work approvals and overtime
Hardware
Attendance reporting
Employees
New employees
Onboarding
Departments
Certifications
Badges
Equipment
Offboarding
Employee retention report
Appraisals
Schedule appraisals
Conduct appraisals
Appraisal templates
360 Feedback
Goals
Appraisal analysis
Skills evolution
Frontdesk
Visitors
Fleet
Models & manufacturers
Adding vehicles
Services
Accidents
Payroll
Contracts
Work entries
Salary attachments
Payslips
Reporting
Work entry analysis
Salary attachment report
Payroll localizations
Australia
Belgium
Hong Kong
Jordan
United Arab Emirates
Time Off
Allocations
Request time off
My time
Management
Recruitment
Job positions
Recruitment flow
Add new applicants
Schedule interviews
Offer job positions
Refuse applicants
Source analysis reporting
Recruitment analysis
Time in stage analysis
Team performance reporting
Referrals
Share job positions
Referral points
Rewards
Alerts
Reporting
Lunch
Vendors
Products
Orders
Manage user accounts
Lunch management
Marketing
Email Marketing
Mailing lists
Manage unsubscriptions (blacklist)
Lost leads reactivation email
Analyze metrics
Marketing Automation
Audience targeting
Campaign workflow activities
Testing/running campaigns
Campaign metrics
Campaign templates
Double Opt-in
SMS Marketing
Create SMS messages
SMS analysis
SMS campaign settings
Mailing lists and blacklists
SMS Pricing and FAQ
Events
Create events
Sell event tickets
Talks, proposals, and agenda
Event templates
Event booths
Event tracks
Registration Desk
Revenues report
Surveys
Create surveys
Scoring surveys
Create questions
Live Session surveys
Survey analysis
Social Marketing
Social posts
Social marketing campaigns
Services
Project
Project management
Project dashboard
Project profitability
Task management
Task stages and statuses
Task creation
Recurring tasks
Sub-tasks
Task dependencies
Timesheets
Overview
Create Timesheets upon Time Off Validation
Planning
Field Service
Creating field service tasks
Product management
Planning an itinerary
Worksheets
Helpdesk
Overview
Stages
Receiving tickets
Help Center
Service level agreements (SLA)
Reporting
Customer ratings
Advanced
After-Sales services
Close tickets
Track and bill time
Productivity
Documents
Sign
Spreadsheet
Templates
Functions
Insert and link to Odoo data
Dynamic pivot tables
Global filters
Knowledge
Article creation and editing
Article management
Properties
Calendar
Outlook Calendar synchronization
Google Calendar synchronization
Appointments
Create opportunities from appointments
Discuss
Use channels for team communication
Configure ICE servers with Twilio
Chatter
Canned responses
Data Cleaning
WhatsApp
VoIP (Voice over Internet Protocol)
Use VoIP services in Odoo with OnSIP
Axivox configuration
VoIP services in Odoo with Axivox
Manage users in Axivox
Voicemails and audio messages
Dynamic caller ID
Conference calls
Dial plan basics
Advanced dial plans
Call queues
VoIP actions
Devices and integrations
Sales calls with VoIP
Support calls with VoIP
To-do
Studio
Fields and widgets
Views
Models, modules, and apps
Automation rules
Webhooks
PDF reports
Approval rules
General settings
Apps and modules
Users
Change languages
Two-factor authentication
Access rights
Portal access
Facebook sign-in authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
LDAP authentication
Companies
Digest emails
Email templates
Multi-company
Internet of Things (IoT)
IoT box
Windows virtual IoT
IoT system connection to Odoo
Advanced
HTTPS certificate (IoT)
IoT system updates
IoT box SSH connection
Devices
Connect a screen
Connect a measurement tool
Connect a camera
Connect a footswitch
Connect a printer
Connect a scale
Communication in Odoo by email
Manage inbound messages
Manage outbound messages
Configure DNS records to send emails in Odoo
Connect Microsoft Outlook 365 to Odoo using Azure OAuth
Connect Gmail to Odoo using Google OAuth
Mailjet API
Common emailing issues and solutions
Integrations
Mail Plugins
Outlook Plugin
Gmail Plugin
Unsplash
Geolocation
Google Translate
Cloud Storage
Barcode Lookup
Developer mode (debug mode)
Database management
Hosting
Odoo Online
Odoo.sh
Overview
Introduction to Odoo.sh
Get started
Create your project
Branches
Builds
Status
Settings
Online Editor
Your first module
Advanced
Containers
Submodules
Frequent Technical Questions
On-premise
Packaged installers
Source install
Bugfix updates
System configuration
Email gateway
Geo IP
Switch from Community to Enterprise
Upgrade
Neutralized database
Supported versions
Odoo mobile apps
Odoo.com accounts
Developer
Tutorials
Setup guide
Server framework 101
Chapter 1: Architecture Overview
Chapter 2: A New Application
Chapter 3: Models And Basic Fields
Chapter 4: Security - A Brief Introduction
Chapter 5: Finally, Some UI To Play With
Chapter 6: Basic Views
Chapter 7: Relations Between Models
Chapter 8: Computed Fields And Onchanges
Chapter 9: Ready For Some Action?
Chapter 10: Constraints
Chapter 11: Add The Sprinkles
Chapter 12: Inheritance
Chapter 13: Interact With Other Modules
Chapter 14: A Brief History Of QWeb
Chapter 15: The final word
Discover the web framework
Chapter 1: Owl components
Chapter 2: Build a dashboard
Master the web framework
Chapter 1: Build a Clicker game
Chapter 2: Create a Gallery View
Chapter 3: Customize a kanban view
Define module data
Restrict access to data
Safeguard your code with unit tests
Write importable modules
Reuse code with mixins
Build PDF Reports
Build a website theme
Chapter 1 - Theming
Chapter 2 - Build your website
Chapter 3 - Customisation, Part I
Chapter 4 - Customisation, Part II
Chapter 5 - Dynamic templates
Chapter 6 - Going live
How-to guides
Write lean easy-to-maintain CSS
Customize a field
Customize a view type
Create a client action
Create a standalone Owl application
Use Owl components on the portal and website
Website themes
Setup
Theming
Layout
Navigation
Pages
Media
Building blocks
Shapes
Gradients
Animations
Forms
Translations
Going live
Web Services
Multi-company Guidelines
Create customized reports
Accounting localization
Translating Modules
Connect with a device
Upgrade a customized database
Reference
Server framework
ORM API
Changelog
Data Files
Actions
QWeb Reports
Module Manifests
Security in Odoo
Performance
Testing Odoo
Web Controllers
Mixins and Useful Classes
Web framework
Framework Overview
Assets
Javascript Modules
Owl components
Registries
Services
Hooks
Patching code
Error handling
Javascript Reference
Mobile JavaScript
QWeb Templates
Odoo Editor
User interface
View records
View architectures
SCSS inheritance
UI icons
Standard modules
Accounting
Account Tag
Account
Fiscal Position
Account Group
Report
Report Line
Taxes
Tax Repartitions
Payment
Payment Method
Payment Provider
Payment Token
Payment Transaction
Command-line interface (CLI)
Upgrades
Upgrade scripts
Upgrade utils
External API
Extract API
Contributing
Development
Coding guidelines
Git guidelines
Documentation
Content guidelines
RST guidelines and cheat sheet
User Docs
Odoo essentials
Activities
Reporting
Search, filter, and group records
Odoo rich-text editor
Contacts
Merge contacts
Export and import data
In-app purchases (IAP)
Keyboard shortcuts
Finance
Accounting and Invoicing
Get started
Accounting cheat sheet
Chart of accounts
Consolidation
Multi-currency system
Average price on returned goods
Tax units
Taxes
Cash basis taxes
Withholding taxes
VAT numbers verification (VIES)
Fiscal positions (tax and account mapping)
AvaTax integration
AvaTax use
Avalara (Avatax) portal
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
)
Invoice sequence
Snailmail
EPC QR codes
Incoterms
Vendor bills
AI-powered document digitization
Non-current assets and fixed assets
Deferred expenses
Vendor bill sequence
Payments
Online payments
Install the patch to disable online invoice payment
Batch payments
SEPA Direct Debit (SDD) customer payments
Follow-up on invoices
Pay with SEPA
Pay by checks
Forecast future bills to pay
Trusted accounts (send money)
Bank and cash accounts
Bank synchronization
Salt Edge
Ponto
Enable Banking
Transactions
Bank reconciliation
Reconciliation models
Internal transfers
Manage a bank account in a foreign currency
Loans management
Reporting
Tax return (VAT declaration)
Tax carryover
Analytic accounting
Budgets
Intrastat
Data inalterability check report
Silverfin integration
Custom reports
Year-end closing
Expenses
Log expenses
Expense reports
Approve expenses
Post expenses
Reimburse employees
Re-invoice expenses
Online payments
Wire transfers
SEPA Direct Debit
Adyen
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Nuvei
PayPal
Razorpay
Stripe
Worldline
Xendit
Fiscal localizations
Argentina
Australia
Austria
Belgium
Brazil
Canada
Chile
Colombia
Denmark
Ecuador
Egypt
France
Germany
Hong Kong
India
Indonesia
Italy
Jordan
Kenya
Luxembourg
Malaysia
Mexico
Netherlands
New Zealand
Peru
Philippines
Romania
Saudi Arabia
Singapore
Spain
Switzerland
Thailand
United Arab Emirates
United Kingdom
United States
Uruguay
Vietnam
Employment Hero Payroll
Sales
CRM
Organize the pipeline
Lost opportunities
Merge similar leads and opportunities
Manage sales teams
Acquire leads
Convert leads into opportunities
Create opportunities from web contact forms
Create leads (from email or manually)
Create and send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Unattended leads report
Quality leads report
Resellers
Marketing attribution reports
Lead distribution report
Analyze performance
Pipeline Analysis
Expected revenue report
Forecast report
Optimize your Day-to-Day work
Enrich contacts with partner autocomplete
CRM Gamification
Utilize activities for sales teams
Lead enrichment
Sales
Sales quotations
Create quotations
Quotation templates
Optional products
Online signatures for order confirmations
Online payment order confirmation
Quotation deadlines
Deliveries and invoices to different addresses
Product variants on quotations and sales orders
PDF quote builder
Invoicing Method
Invoice based on delivered or ordered quantities
Down payments
Pro-forma invoices
Invoicing based on time and materials
Invoice project milestones
Reinvoice expenses to customers
Products & Prices
Manage your products
Import products
Product variants
Product images with Google Images
Manage your pricing
Pricelists
Foreign currencies
Discounts
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Commissions
Amazon Connector
Amazon Connector features
Amazon Connector configuration
Amazon order management
Shopee Connector
Shopee Connector configuration
Shopee order management
Gelato
Point of Sale
Configuration
IoT system connection
ePOS printers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Multi-employee management
Receipts and invoices
Preparation display
Self-ordering
Product combos
Shop features
Sales orders
Barcodes
Serial numbers and lots
Ship later
Customer display
Restaurant features
Floors and tables
Orders printing
Bills
Tips
Pricing features
Discounts
Discount tags (barcode scanner)
Loyalty programs
Pricelists
Flexible taxes (fiscal positions)
Cash rounding
Electronic shelf labels
Payment methods
QR code payments
Payment terminals
Adyen
Ingenico
Mercado Pago
Razorpay
SIX
Stripe
Tyro
Viva.com
Worldline
Marketing features
Online food delivery
Reporting
Subscriptions
Subscriptions in the eCommerce shop
Subscription plans
Upsell subscriptions
Renew subscriptions
Close subscriptions
Automation rules
Scheduled actions
Subscription reports
Rental
Manage deposits
Members
Members analysis
Websites
Website
Web design
Building blocks
Structure
Features
Dynamic content
Inner content
General theme
Elements
Visibility
Pages
Headers and footers
Search Engine Optimization (SEO)
Configuration
Domain names
Address autocomplete
Google Search Console
Cookies bar
Translations
Multiple websites
Forms spam protection
Set up a content delivery network (CDN)
Reporting
Website analytics
Link tracker
Mail groups
eCommerce
Products
Catalog
Price management
Cross-selling and upselling
Ordering and checkout
Payment providers
Delivery
Order handling
Customer accounts
Performance management
eLearning
Forum
Blog
Live Chat
Ratings
Commands and canned responses
Chatbots
Reports
Participate in live chat
Supply Chain
Inventory
Product management
Configure product
Product type
Units of measure
Packages
Packaging
Product tracking
Serial numbers
Lot numbers
Reassign lot/serial numbers
Expiration dates
Inventory valuation
Automatic inventory valuation
Using inventory valuation
Landed costs
Valuation by lots/serial numbers
Warehouses and storage
Inventory management
Warehouses
Locations
Inventory adjustments
Cycle counts
Scrap inventory
Product catalog
Replenishment
Replenish on order (MTO)
Reordering rules
Replenishment report
Lead times
Inter-warehouse replenishment
Reporting
Forecasted report
Stock report
Locations dashboard
Moves history dashboard
Stock valuation dashboard
Shipping and receiving
Inbound and outbound flows
Routes and push/pull rules
One-step receipt and delivery
Two-step receipt and delivery
Three-step receipt
Three-step delivery
Putaway rules
Storage categories
Organize a cross-dock in a warehouse
Sell stock from multiple warehouses using virtual locations
Consignment: buy and sell stock without owning it
Dropshipping
Delivery methods
Add a new delivery method
Third-party shipping carriers
Print shipping labels
Bpost integration
DHL integration
Envia.com integration
FedEx integration
Sendcloud integration
Starshipit shipping
UPS integration
Zebra label configuration
How to cancel a shipping request to a shipper?
Shipping cost invoicing
Change shipping label size
Multi-package shipments
Printable delivery PDFs
Dispatch management system
Reservation methods
At confirmation reservation
Manual reservation
Before scheduled date reservation
Picking methods
Batch picking
Cluster picking
Wave transfers
Removal strategies
FIFO removal
LIFO removal
FEFO removal
Closest location removal
Least packages removal
Manufacturing
Basic setup
Manufacturing product configuration
Bill of materials
One-step manufacturing
Two-step manufacturing
Three-step manufacturing
Manufacturing order costs
Advanced configuration
Managing BoMs for product variants
Kits
Multilevel BoMs
Work centers
Work order dependencies
Workflows
Master production schedule
Work center time off
Scrap during manufacturing
Manufacturing backorders
Split and merge manufacturing orders
Unbuild orders
By-Products
Continuous product improvement
Manufacture with lots and serial numbers
Shop Floor
Shop Floor overview
Shop Floor time tracking
Subcontracting
Basic subcontracting
Basic subcontracting lead times
Resupply subcontractor
Resupply subcontracting lead times
Dropship to subcontractor
Dropship subcontracting lead times
Reporting
Allocation reports
Overall equipment effectiveness
Production analysis
Purchase
Products
Import vendor pricelist
Configure reordering rules
Temporary reordering rules
Manage deals
Requests for quotation
Blanket orders
Call for tenders
Purchase templates
Bill control policies
Manage vendor bills
Advanced
Purchase Analysis report
Vendor costs report
Procurement expenses report
EDI purchase-to-sales order import
Barcode
Setup
Barcode device troubleshooting
Barcode scanner setup
Product and location barcodes
Barcodes for lot and serial numbers
Operation types and commands
Daily operations
Adjust inventory with barcodes
Process receipts and deliveries with barcodes
Process batch transfers
Create and process transfers with barcodes
Default barcode nomenclature
GS1 barcode nomenclature
GS1 barcode usage
Quality
Quality control basics
Quality control points
Quality alerts
Quality checks
Failure locations
Quality check types
Instructions quality check
Pass - Fail quality check
Measure quality check
Take a Picture quality check
Maintenance
Add new equipment
Maintenance calendar
Maintenance requests
Maintenance setup
Product lifecycle management
Change management
Engineering change orders
ECO types and stages
Version control
Project management
Approvals
Repairs
Process repair orders
Human resources
Attendances
Check in and out
Kiosks
Work approvals and overtime
Hardware
Attendance reporting
Employees
New employees
Onboarding
Departments
Certifications
Badges
Equipment
Offboarding
Employee retention report
Appraisals
Schedule appraisals
Conduct appraisals
Appraisal templates
360 Feedback
Goals
Appraisal analysis
Skills evolution
Frontdesk
Visitors
Fleet
Models & manufacturers
Adding vehicles
Services
Accidents
Payroll
Contracts
Work entries
Salary attachments
Payslips
Reporting
Work entry analysis
Salary attachment report
Payroll localizations
Australia
Belgium
Hong Kong
Jordan
United Arab Emirates
Time Off
Allocations
Request time off
My time
Management
Recruitment
Job positions
Recruitment flow
Add new applicants
Schedule interviews
Offer job positions
Refuse applicants
Source analysis reporting
Recruitment analysis
Time in stage analysis
Team performance reporting
Referrals
Share job positions
Referral points
Rewards
Alerts
Reporting
Lunch
Vendors
Products
Orders
Manage user accounts
Lunch management
Marketing
Email Marketing
Mailing lists
Manage unsubscriptions (blacklist)
Lost leads reactivation email
Analyze metrics
Marketing Automation
Audience targeting
Campaign workflow activities
Testing/running campaigns
Campaign metrics
Campaign templates
Double Opt-in
SMS Marketing
Create SMS messages
SMS analysis
SMS campaign settings
Mailing lists and blacklists
SMS Pricing and FAQ
Events
Create events
Sell event tickets
Talks, proposals, and agenda
Event templates
Event booths
Event tracks
Registration Desk
Revenues report
Surveys
Create surveys
Scoring surveys
Create questions
Live Session surveys
Survey analysis
Social Marketing
Social posts
Social marketing campaigns
Services
Project
Project management
Project dashboard
Project profitability
Task management
Task stages and statuses
Task creation
Recurring tasks
Sub-tasks
Task dependencies
Timesheets
Overview
Create Timesheets upon Time Off Validation
Planning
Field Service
Creating field service tasks
Product management
Planning an itinerary
Worksheets
Helpdesk
Overview
Stages
Receiving tickets
Help Center
Service level agreements (SLA)
Reporting
Customer ratings
Advanced
After-Sales services
Close tickets
Track and bill time
Productivity
Documents
Sign
Spreadsheet
Templates
Functions
Insert and link to Odoo data
Dynamic pivot tables
Global filters
Knowledge
Article creation and editing
Article management
Properties
Calendar
Outlook Calendar synchronization
Google Calendar synchronization
Appointments
Create opportunities from appointments
Discuss
Use channels for team communication
Configure ICE servers with Twilio
Chatter
Canned responses
Data Cleaning
WhatsApp
VoIP (Voice over Internet Protocol)
Use VoIP services in Odoo with OnSIP
Axivox configuration
VoIP services in Odoo with Axivox
Manage users in Axivox
Voicemails and audio messages
Dynamic caller ID
Conference calls
Dial plan basics
Advanced dial plans
Call queues
VoIP actions
Devices and integrations
Sales calls with VoIP
Support calls with VoIP
To-do
Studio
Fields and widgets
Views
Models, modules, and apps
Automation rules
Webhooks
PDF reports
Approval rules
General settings
Apps and modules
Users
Change languages
Two-factor authentication
Access rights
Portal access
Facebook sign-in authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
LDAP authentication
Companies
Digest emails
Email templates
Multi-company
Internet of Things (IoT)
IoT box
Windows virtual IoT
IoT system connection to Odoo
Advanced
HTTPS certificate (IoT)
IoT system updates
IoT box SSH connection
Devices
Connect a screen
Connect a measurement tool
Connect a camera
Connect a footswitch
Connect a printer
Connect a scale
Communication in Odoo by email
Manage inbound messages
Manage outbound messages
Configure DNS records to send emails in Odoo
Connect Microsoft Outlook 365 to Odoo using Azure OAuth
Connect Gmail to Odoo using Google OAuth
Mailjet API
Common emailing issues and solutions
Integrations
Mail Plugins
Outlook Plugin
Gmail Plugin
Unsplash
Geolocation
Google Translate
Cloud Storage
Barcode Lookup
Developer mode (debug mode)
Database management
Hosting
Odoo Online
Odoo.sh
Overview
Introduction to Odoo.sh
Get started
Create your project
Branches
Builds
Status
Settings
Online Editor
Your first module
Advanced
Containers
Submodules
Frequent Technical Questions
On-premise
Packaged installers
Source install
Bugfix updates
System configuration
Email gateway
Geo IP
Switch from Community to Enterprise
Upgrade
Neutralized database
Supported versions
Odoo mobile apps
Odoo.com accounts
Developer
Tutorials
Setup guide
Server framework 101
Chapter 1: Architecture Overview
Chapter 2: A New Application
Chapter 3: Models And Basic Fields
Chapter 4: Security - A Brief Introduction
Chapter 5: Finally, Some UI To Play With
Chapter 6: Basic Views
Chapter 7: Relations Between Models
Chapter 8: Computed Fields And Onchanges
Chapter 9: Ready For Some Action?
Chapter 10: Constraints
Chapter 11: Add The Sprinkles
Chapter 12: Inheritance
Chapter 13: Interact With Other Modules
Chapter 14: A Brief History Of QWeb
Chapter 15: The final word
Discover the web framework
Chapter 1: Owl components
Chapter 2: Build a dashboard
Master the web framework
Chapter 1: Build a Clicker game
Chapter 2: Create a Gallery View
Chapter 3: Customize a kanban view
Define module data
Restrict access to data
Safeguard your code with unit tests
Write importable modules
Reuse code with mixins
Build PDF Reports
Build a website theme
Chapter 1 - Theming
Chapter 2 - Build your website
Chapter 3 - Customisation, Part I
Chapter 4 - Customisation, Part II
Chapter 5 - Dynamic templates
Chapter 6 - Going live
How-to guides
Write lean easy-to-maintain CSS
Customize a field
Customize a view type
Create a client action
Create a standalone Owl application
Use Owl components on the portal and website
Website themes
Setup
Theming
Layout
Navigation
Pages
Media
Building blocks
Shapes
Gradients
Animations
Forms
Translations
Going live
Web Services
Multi-company Guidelines
Create customized reports
Accounting localization
Translating Modules
Connect with a device
Upgrade a customized database
Reference
Server framework
ORM API
Changelog
Data Files
Actions
QWeb Reports
Module Manifests
Security in Odoo
Performance
Testing Odoo
Web Controllers
Mixins and Useful Classes
Web framework
Framework Overview
Assets
Javascript Modules
Owl components
Registries
Services
Hooks
Patching code
Error handling
Javascript Reference
Mobile JavaScript
QWeb Templates
Odoo Editor
User interface
View records
View architectures
SCSS inheritance
UI icons
Standard modules
Accounting
Account Tag
Account
Fiscal Position
Account Group
Report
Report Line
Taxes
Tax Repartitions
Payment
Payment Method
Payment Provider
Payment Token
Payment Transaction
Command-line interface (CLI)
Upgrades
Upgrade scripts
Upgrade utils
External API
Extract API
Contributing
Development
Coding guidelines
Git guidelines
Documentation
Content guidelines
RST guidelines and cheat sheet
docs
Try Odoo for FREE
EN
DE
ES
ES (LATAM)
FR
ID
IT
JA
KR
NL
PT
RO
SV
TH
VI
ZH (CN)
ZH (TW)
Odoo 18
Master
Odoo 18.3
Odoo 17
Odoo 16
Navigation
index
modules
|
next
|
previous
|
Odoo 18.0 documentation
»
User Docs
»
Supply Chain
»
Product lifecycle management
»
Project management
Project management
¶
Approvals
Edit on GitHub
Navigation
index
modules
|
next
|
previous
|
Odoo 18.0 documentation
»
User Docs
»
Supply Chain
»
Product lifecycle management
»
Project management
