User Docs
Odoo essentials
Activities
Reporting
Search and filter records
Contacts
Export and import data
In-app purchases (IAP)
Sales
CRM
Organize the pipeline
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
Enrich contacts with partner autocomplete
How to motivate and reward my salespeople?
Utilize activities for sales teams
Lead enrichment
Sales
Send 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
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, discounts, and formulas
Foreign currencies
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Point of Sale
Multi-employee management
Receipts and invoices
Configuration
ePOS printers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop features
Sales orders
Serial numbers and lots
Ship later
Customer display
Pricing features
Discounts
Loyalty programs
Pricelists
Flexible taxes (fiscal positions)
Cash rounding
Payment methods
Payment terminals
Adyen
Ingenico
SIX
Stripe
Vantiv
Worldline
Reporting
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Recurring tasks
Project management
Finance
Accounting and Invoicing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Default terms and conditions (T&C)
Credit notes and refunds
Vendor bills
Non-current assets and fixed assets
Deferred expenses and prepayments
Payments
Online payments
Checks
Internal transfers
Pay with SEPA
Pay by checks
Forecast future bills to pay
Bank and cash accounts
Transactions
Bank reconciliation
Reconciliation models
Reporting
Expenses
Supply Chain
Purchase
Products
Configure reordering rules
Purchase in different units of measure than sales
Manage deals
Use blanket orders to create purchase agreements with vendors
Create alternative requests for quotation for multiple vendors
Bill control policies
Manage vendor bills
Advanced
Analyze the performance of your purchases
Human resources
Attendances
Hardware
Employees
Create a new employee
Marketing
Email marketing
Mailing lists
Manage unsubscriptions (Blacklist)
Analyze metrics
Mail Autosubscribe
Mail Optional Autofollow
Events
Event essentials
Sell tickets
Track and manage talks
Productivity
Calendar
Synchronize Google calendar with Odoo
Discuss
Use channels for team communication
User Docs
Odoo essentials
Activities
Reporting
Search and filter records
Contacts
Export and import data
In-app purchases (IAP)
Sales
CRM
Organize the pipeline
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Lead mining
Assign and track leads
Assign leads with predictive lead scoring
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
Enrich contacts with partner autocomplete
How to motivate and reward my salespeople?
Utilize activities for sales teams
Lead enrichment
Sales
Send 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
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, discounts, and formulas
Foreign currencies
Returns and refunds
Use eWallets and gift cards
Discount and loyalty programs
Point of Sale
Multi-employee management
Receipts and invoices
Configuration
ePOS printers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop features
Sales orders
Serial numbers and lots
Ship later
Customer display
Pricing features
Discounts
Loyalty programs
Pricelists
Flexible taxes (fiscal positions)
Cash rounding
Payment methods
Payment terminals
Adyen
Ingenico
SIX
Stripe
Vantiv
Worldline
Reporting
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Recurring tasks
Project management
Finance
Accounting and Invoicing
Customer invoices
Invoicing processes
Delivery and invoice addresses
Default terms and conditions (T&C)
Credit notes and refunds
Vendor bills
Non-current assets and fixed assets
Deferred expenses and prepayments
Payments
Online payments
Checks
Internal transfers
Pay with SEPA
Pay by checks
Forecast future bills to pay
Bank and cash accounts
Transactions
Bank reconciliation
Reconciliation models
Reporting
Expenses
Supply Chain
Purchase
Products
Configure reordering rules
Purchase in different units of measure than sales
Manage deals
Use blanket orders to create purchase agreements with vendors
Create alternative requests for quotation for multiple vendors
Bill control policies
Manage vendor bills
Advanced
Analyze the performance of your purchases
Human resources
Attendances
Hardware
Employees
Create a new employee
Marketing
Email marketing
Mailing lists
Manage unsubscriptions (Blacklist)
Analyze metrics
Mail Autosubscribe
Mail Optional Autofollow
Events
Event essentials
Sell tickets
Track and manage talks
Productivity
Calendar
Synchronize Google calendar with Odoo
Discuss
Use channels for team communication
docs
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Odoo 16
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Ship later
Customer display
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