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Upgrade — Odoo 18.0 documentation
<!DOCTYPE html> <html lang="EN"> <head> <meta charset="utf-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /><meta http-equiv="X-UA-Compatible" content="IE=edge"><meta name="viewport" content="width=device-width, initial-scale=1"> <title>Upgrade — Odoo 18.0 documentation</title> <link rel="stylesheet" type="text/css" href="../_static/pygments.css" /> <link rel="stylesheet" type="text/css" href="../_static/style.css" /> <link rel="stylesheet" type="text/css" href="../_static/graphviz.css" /> <script data-url_root="../" id="documentation_options" src="../_static/documentation_options.js"></script> <script src="../_static/jquery.js"></script> <script src="../_static/underscore.js"></script> <script src="../_static/doctools.js"></script> <script src="../_static/js/utils.js"></script> <script src="../_static/js/layout.js"></script> <script src="../_static/js/menu.js"></script> <script src="../_static/js/page_toc.js"></script> <script 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href="https://www.odoo.com/documentation/18.0/th/administration/upgrade.html" /> <link rel="alternate" hreflang="vi" href="https://www.odoo.com/documentation/18.0/vi/administration/upgrade.html" /> <link rel="alternate" hreflang="zh" href="https://www.odoo.com/documentation/18.0/zh_CN/administration/upgrade.html" /> <link rel="alternate" hreflang="zh" href="https://www.odoo.com/documentation/18.0/zh_TW/administration/upgrade.html" /> <link rel="canonical" href="https://www.odoo.com/documentation/18.0/administration/upgrade.html" /> <link rel="index" title="Index" href="../genindex.html" /> <link rel="search" title="Search" href="../search.html" /> <link rel="next" title="Neutralized database" href="neutralized_database.html" /> <link rel="prev" title="Switch from Community to Enterprise" href="on_premise/community_to_enterprise.html" /> </head><body> <noscript> <nav class="o_side_nav border-end"> <ul class="current"> <li class="toctree-l1 o_menu_applications"><a class="reference internal" href="../applications.html">User Docs</a><ul> <li class="toctree-l2 o_menu_applications_essentials"><a class="reference internal" href="#">Odoo essentials</a><ul> <li class="toctree-l3 o_menu_applications_essentials_activities"><a class="reference internal" href="../applications/essentials/activities.html">Activities</a></li> <li class="toctree-l3 o_menu_applications_essentials_reporting"><a class="reference internal" href="../applications/essentials/reporting.html">Reporting</a></li> <li class="toctree-l3 o_menu_applications_essentials_search"><a class="reference internal" href="../applications/essentials/search.html">Search, filter, and group records</a></li> <li class="toctree-l3 o_menu_applications_essentials_contacts"><a class="reference internal" href="../applications/essentials/contacts.html">Contacts</a><ul> <li class="toctree-l4 o_menu_applications_essentials_contacts_merge"><a class="reference internal" href="../applications/essentials/contacts/merge.html">Merge contacts</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_essentials_export_import_data"><a class="reference internal" href="../applications/essentials/export_import_data.html">Export and import data</a></li> <li class="toctree-l3 o_menu_applications_essentials_in_app_purchase"><a class="reference internal" href="../applications/essentials/in_app_purchase.html">In-app purchases (IAP)</a></li> <li class="toctree-l3 o_menu_applications_essentials_keyboard_shortcuts"><a class="reference internal" href="../applications/essentials/keyboard_shortcuts.html">Keyboard shortcuts</a></li> </ul> </li> <li class="toctree-l2 o_menu_applications_finance"><a class="reference internal" href="#">Finance</a><ul> <li class="toctree-l3 o_menu_applications_finance_accounting"><a class="reference internal" href="../applications/finance/accounting.html">Accounting and Invoicing</a><ul> <li class="toctree-l4 o_menu_applications_finance_accounting_get_started"><a class="reference internal" href="../applications/finance/accounting/get_started.html">Get started</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_cheat_sheet"><a class="reference internal" href="../applications/finance/accounting/get_started/cheat_sheet.html">Accounting cheat sheet</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_chart_of_accounts"><a class="reference internal" href="../applications/finance/accounting/get_started/chart_of_accounts.html">Chart of accounts</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_multi_currency"><a class="reference internal" href="../applications/finance/accounting/get_started/multi_currency.html">Multi-currency system</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_avg_price_valuation"><a class="reference internal" href="../applications/finance/accounting/get_started/avg_price_valuation.html">Average price on returned goods</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_tax_units"><a class="reference internal" href="../applications/finance/accounting/get_started/tax_units.html">Tax units</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_taxes"><a class="reference internal" href="../applications/finance/accounting/taxes.html">Taxes</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_cash_basis"><a class="reference internal" href="../applications/finance/accounting/taxes/cash_basis.html">Cash basis taxes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_retention"><a class="reference internal" href="../applications/finance/accounting/taxes/retention.html">Withholding taxes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_vat_verification"><a class="reference internal" href="../applications/finance/accounting/taxes/vat_verification.html">VAT numbers verification (VIES)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_fiscal_positions"><a class="reference internal" href="../applications/finance/accounting/taxes/fiscal_positions.html">Fiscal positions (tax and account mapping)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_avatax"><a class="reference internal" href="../applications/finance/accounting/taxes/avatax.html">AvaTax integration</a><ul> <li class="toctree-l6 o_menu_applications_finance_accounting_taxes_avatax_avatax_use"><a class="reference internal" href="../applications/finance/accounting/taxes/avatax/avatax_use.html">AvaTax use</a></li> <li class="toctree-l6 o_menu_applications_finance_accounting_taxes_avatax_avalara_portal"><a class="reference internal" href="../applications/finance/accounting/taxes/avatax/avalara_portal.html">Avalara (Avatax) portal</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_eu_distance_selling"><a class="reference internal" href="../applications/finance/accounting/taxes/eu_distance_selling.html">EU intra-community distance selling</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_B2B_B2C"><a class="reference internal" href="../applications/finance/accounting/taxes/B2B_B2C.html">B2B (tax excluded) and B2C (tax included) pricing</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_customer_invoices"><a class="reference internal" href="../applications/finance/accounting/customer_invoices.html">Customer invoices</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_overview"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/overview.html">Invoicing processes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_customer_addresses"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/customer_addresses.html">Delivery and invoice addresses</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_payment_terms"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/payment_terms.html">Payment terms and installment plans</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_terms_conditions"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/terms_conditions.html">Default terms and conditions (T&C)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_cash_discounts"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/cash_discounts.html">Cash discounts and tax reduction</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_credit_notes"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/credit_notes.html">Credit notes and refunds</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_cash_rounding"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/cash_rounding.html">Cash rounding</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_deferred_revenues"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/deferred_revenues.html">Deferred revenues</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_electronic_invoicing"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/electronic_invoicing.html">Electronic invoicing (<abbr title="electronic data interchange">EDI</abbr>)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_snailmail"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/snailmail.html">Snailmail</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_epc_qr_code"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/epc_qr_code.html">EPC QR codes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_incoterms"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/incoterms.html">Incoterms</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_vendor_bills"><a class="reference internal" href="../applications/finance/accounting/vendor_bills.html">Vendor bills</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_vendor_bills_invoice_digitization"><a class="reference internal" href="../applications/finance/accounting/vendor_bills/invoice_digitization.html">AI-powered document digitization</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_vendor_bills_assets"><a class="reference internal" href="../applications/finance/accounting/vendor_bills/assets.html">Non-current assets and fixed assets</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_vendor_bills_deferred_expenses"><a class="reference internal" href="../applications/finance/accounting/vendor_bills/deferred_expenses.html">Deferred expenses</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_payments"><a class="reference internal" href="../applications/finance/accounting/payments.html">Payments</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_online"><a class="reference internal" href="../applications/finance/accounting/payments/online.html">Online payments</a><ul> <li class="toctree-l6 o_menu_applications_finance_accounting_payments_online_install_portal_patch"><a class="reference internal" href="../applications/finance/accounting/payments/online/install_portal_patch.html">Install the patch to disable online invoice payment</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_checks"><a class="reference internal" href="../applications/finance/accounting/payments/checks.html">Checks</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_batch"><a class="reference internal" href="../applications/finance/accounting/payments/batch.html">Batch payments by bank deposit</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_batch_sdd"><a class="reference internal" href="../applications/finance/accounting/payments/batch_sdd.html">Batch payments: SEPA Direct Debit (SDD)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_follow_up"><a class="reference internal" href="../applications/finance/accounting/payments/follow_up.html">Follow-up on invoices</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_internal_transfers"><a class="reference internal" href="../applications/finance/accounting/payments/internal_transfers.html">Internal transfers</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_pay_sepa"><a class="reference internal" href="../applications/finance/accounting/payments/pay_sepa.html">Pay with SEPA</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_pay_checks"><a class="reference internal" href="../applications/finance/accounting/payments/pay_checks.html">Pay by checks</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_forecast"><a class="reference internal" href="../applications/finance/accounting/payments/forecast.html">Forecast future bills to pay</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_trusted_accounts"><a class="reference internal" href="../applications/finance/accounting/payments/trusted_accounts.html">Trusted accounts (send money)</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_bank"><a class="reference internal" href="../applications/finance/accounting/bank.html">Bank and cash accounts</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_bank_synchronization"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization.html">Bank synchronization</a><ul> <li class="toctree-l6 o_menu_applications_finance_accounting_bank_bank_synchronization_saltedge"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization/saltedge.html">Salt Edge</a></li> <li class="toctree-l6 o_menu_applications_finance_accounting_bank_bank_synchronization_ponto"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization/ponto.html">Ponto</a></li> <li class="toctree-l6 o_menu_applications_finance_accounting_bank_bank_synchronization_enablebanking"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization/enablebanking.html">Enable Banking</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_transactions"><a class="reference internal" href="../applications/finance/accounting/bank/transactions.html">Transactions</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_reconciliation"><a class="reference internal" href="../applications/finance/accounting/bank/reconciliation.html">Bank reconciliation</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_reconciliation_models"><a class="reference internal" href="../applications/finance/accounting/bank/reconciliation_models.html">Reconciliation models</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_foreign_currency"><a class="reference internal" href="../applications/finance/accounting/bank/foreign_currency.html">Manage a bank account in a foreign currency</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_loans"><a class="reference internal" href="../applications/finance/accounting/bank/loans.html">Loans management</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_reporting"><a class="reference internal" href="../applications/finance/accounting/reporting.html">Reporting</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_tax_returns"><a class="reference internal" href="../applications/finance/accounting/reporting/tax_returns.html">Tax return (VAT declaration)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_tax_carryover"><a class="reference internal" href="../applications/finance/accounting/reporting/tax_carryover.html">Tax carryover</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_analytic_accounting"><a class="reference internal" href="../applications/finance/accounting/reporting/analytic_accounting.html">Analytic accounting</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_budget"><a class="reference internal" href="../applications/finance/accounting/reporting/budget.html">Analytic budgets</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_intrastat"><a class="reference internal" href="../applications/finance/accounting/reporting/intrastat.html">Intrastat</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_data_inalterability"><a class="reference internal" href="../applications/finance/accounting/reporting/data_inalterability.html">Data inalterability check report</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_silverfin"><a class="reference internal" href="../applications/finance/accounting/reporting/silverfin.html">Silverfin integration</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_customize"><a class="reference internal" href="../applications/finance/accounting/reporting/customize.html">Custom reports</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_year_end"><a class="reference internal" href="../applications/finance/accounting/reporting/year_end.html">Year-end closing</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_finance_expenses"><a class="reference internal" href="../applications/finance/expenses.html">Expenses</a><ul> <li class="toctree-l4 o_menu_applications_finance_expenses_log_expenses"><a class="reference internal" href="../applications/finance/expenses/log_expenses.html">Log expenses</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_expense_reports"><a class="reference internal" href="../applications/finance/expenses/expense_reports.html">Expense reports</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_approve_expenses"><a class="reference internal" href="../applications/finance/expenses/approve_expenses.html">Approve expenses</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_post_expenses"><a class="reference internal" href="../applications/finance/expenses/post_expenses.html">Post expenses</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_reimburse"><a class="reference internal" href="../applications/finance/expenses/reimburse.html">Reimburse employees</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_reinvoice_expenses"><a class="reference internal" href="../applications/finance/expenses/reinvoice_expenses.html">Re-invoice expenses</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_finance_payment_providers"><a class="reference internal" href="../applications/finance/payment_providers.html">Online payments</a><ul> <li class="toctree-l4 o_menu_applications_finance_payment_providers_wire_transfer"><a class="reference internal" href="../applications/finance/payment_providers/wire_transfer.html">Wire transfers</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_adyen"><a class="reference internal" href="../applications/finance/payment_providers/adyen.html">Adyen</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_amazon_payment_services"><a class="reference internal" href="../applications/finance/payment_providers/amazon_payment_services.html">Amazon Payment Services</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_asiapay"><a class="reference internal" href="../applications/finance/payment_providers/asiapay.html">AsiaPay</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_authorize"><a class="reference internal" href="../applications/finance/payment_providers/authorize.html">Authorize.Net</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_buckaroo"><a class="reference internal" href="../applications/finance/payment_providers/buckaroo.html">Buckaroo</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_demo"><a class="reference internal" href="../applications/finance/payment_providers/demo.html">Demo</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_flutterwave"><a class="reference internal" href="../applications/finance/payment_providers/flutterwave.html">Flutterwave</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_mercado_pago"><a class="reference internal" href="../applications/finance/payment_providers/mercado_pago.html">Mercado Pago</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_mollie"><a class="reference internal" href="../applications/finance/payment_providers/mollie.html">Mollie</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_paypal"><a class="reference internal" href="../applications/finance/payment_providers/paypal.html">PayPal</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_razorpay"><a class="reference internal" href="../applications/finance/payment_providers/razorpay.html">Razorpay</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_stripe"><a class="reference internal" href="../applications/finance/payment_providers/stripe.html">Stripe</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_worldline"><a class="reference internal" href="../applications/finance/payment_providers/worldline.html">Worldline</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_xendit"><a class="reference internal" href="../applications/finance/payment_providers/xendit.html">Xendit</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_finance_fiscal_localizations"><a class="reference internal" href="../applications/finance/fiscal_localizations.html">Fiscal localizations</a><ul> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_argentina"><a class="reference internal" href="../applications/finance/fiscal_localizations/argentina.html">Argentina</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_australia"><a class="reference internal" href="../applications/finance/fiscal_localizations/australia.html">Australia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_austria"><a class="reference internal" href="../applications/finance/fiscal_localizations/austria.html">Austria</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_belgium"><a class="reference internal" href="../applications/finance/fiscal_localizations/belgium.html">Belgium</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_brazil"><a class="reference internal" href="../applications/finance/fiscal_localizations/brazil.html">Brazil</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_canada"><a class="reference internal" href="../applications/finance/fiscal_localizations/canada.html">Canada</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_chile"><a class="reference internal" href="../applications/finance/fiscal_localizations/chile.html">Chile</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_colombia"><a class="reference internal" href="../applications/finance/fiscal_localizations/colombia.html">Colombia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_ecuador"><a class="reference internal" href="../applications/finance/fiscal_localizations/ecuador.html">Ecuador</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_egypt"><a class="reference internal" href="../applications/finance/fiscal_localizations/egypt.html">Egypt</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_france"><a class="reference internal" href="../applications/finance/fiscal_localizations/france.html">France</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_germany"><a class="reference internal" href="../applications/finance/fiscal_localizations/germany.html">Germany</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_hong_kong"><a class="reference internal" href="../applications/finance/fiscal_localizations/hong_kong.html">Hong Kong</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_india"><a class="reference internal" href="../applications/finance/fiscal_localizations/india.html">India</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_indonesia"><a class="reference internal" href="../applications/finance/fiscal_localizations/indonesia.html">Indonesia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_italy"><a class="reference internal" href="../applications/finance/fiscal_localizations/italy.html">Italy</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_kenya"><a class="reference internal" href="../applications/finance/fiscal_localizations/kenya.html">Kenya</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_luxembourg"><a class="reference internal" href="../applications/finance/fiscal_localizations/luxembourg.html">Luxembourg</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_malaysia"><a class="reference internal" href="../applications/finance/fiscal_localizations/malaysia.html">Malaysia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_mexico"><a class="reference internal" href="../applications/finance/fiscal_localizations/mexico.html">Mexico</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_netherlands"><a class="reference internal" href="../applications/finance/fiscal_localizations/netherlands.html">Netherlands</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_new_zealand"><a class="reference internal" href="../applications/finance/fiscal_localizations/new_zealand.html">New Zealand</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_romania"><a class="reference internal" href="../applications/finance/fiscal_localizations/romania.html">Romania</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_peru"><a class="reference internal" href="../applications/finance/fiscal_localizations/peru.html">Peru</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_philippines"><a class="reference internal" href="../applications/finance/fiscal_localizations/philippines.html">Philippines</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_saudi_arabia"><a class="reference internal" href="../applications/finance/fiscal_localizations/saudi_arabia.html">Saudi Arabia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_singapore"><a class="reference internal" href="../applications/finance/fiscal_localizations/singapore.html">Singapore</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_spain"><a class="reference internal" href="../applications/finance/fiscal_localizations/spain.html">Spain</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_switzerland"><a class="reference internal" href="../applications/finance/fiscal_localizations/switzerland.html">Switzerland</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_thailand"><a class="reference internal" href="../applications/finance/fiscal_localizations/thailand.html">Thailand</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_vietnam"><a class="reference internal" href="../applications/finance/fiscal_localizations/vietnam.html">Vietnam</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_united_arab_emirates"><a class="reference internal" href="../applications/finance/fiscal_localizations/united_arab_emirates.html">United Arab Emirates</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_united_kingdom"><a class="reference internal" href="../applications/finance/fiscal_localizations/united_kingdom.html">United Kingdom</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_united_states"><a class="reference internal" href="../applications/finance/fiscal_localizations/united_states.html">United States</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_uruguay"><a class="reference internal" href="../applications/finance/fiscal_localizations/uruguay.html">Uruguay</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_employment_hero"><a class="reference internal" href="../applications/finance/fiscal_localizations/employment_hero.html">Employment Hero Payroll</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_sales"><a class="reference internal" href="#">Sales</a><ul> <li class="toctree-l3 o_menu_applications_sales_crm"><a class="reference internal" href="../applications/sales/crm.html">CRM</a><ul> <li class="toctree-l4 o_menu_applications_sales_crm_pipeline"><a class="reference internal" href="#">Organize the pipeline</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_pipeline_lost_opportunities"><a class="reference internal" href="../applications/sales/crm/pipeline/lost_opportunities.html">Manage lost opportunities</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_pipeline_merge_similar"><a class="reference internal" href="../applications/sales/crm/pipeline/merge_similar.html">Merge similar leads and opportunities</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_pipeline_manage_sales_teams"><a class="reference internal" href="../applications/sales/crm/pipeline/manage_sales_teams.html">Manage sales teams</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_acquire_leads"><a class="reference internal" href="#">Acquire leads</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_convert"><a class="reference internal" href="../applications/sales/crm/acquire_leads/convert.html">Convert leads into opportunities</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_opportunities_form"><a class="reference internal" href="../applications/sales/crm/acquire_leads/opportunities_form.html">Create opportunities from web contact forms</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_email_manual"><a class="reference internal" href="../applications/sales/crm/acquire_leads/email_manual.html">Create leads (from email or manually)</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_send_quotes"><a class="reference internal" href="../applications/sales/crm/acquire_leads/send_quotes.html">Create and send quotations</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_lead_mining"><a class="reference internal" href="../applications/sales/crm/acquire_leads/lead_mining.html">Lead mining</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_track_leads"><a class="reference internal" href="#">Assign and track leads</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_lead_scoring"><a class="reference internal" href="../applications/sales/crm/track_leads/lead_scoring.html">Assign leads with predictive lead scoring</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_unattended_leads_report"><a class="reference internal" href="../applications/sales/crm/track_leads/unattended_leads_report.html">Unattended leads report</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_quality_leads_report"><a class="reference internal" href="../applications/sales/crm/track_leads/quality_leads_report.html">Quality leads report</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_resellers"><a class="reference internal" href="../applications/sales/crm/track_leads/resellers.html">Resellers</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_marketing_attribution"><a class="reference internal" href="../applications/sales/crm/track_leads/marketing_attribution.html">Marketing attribution reports</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_lead_distribution_report"><a class="reference internal" href="../applications/sales/crm/track_leads/lead_distribution_report.html">Lead distribution report</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_performance"><a class="reference internal" href="#">Analyze performance</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_performance_win_loss"><a class="reference internal" href="../applications/sales/crm/performance/win_loss.html">Pipeline Analysis</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_performance_expected_revenue_report"><a class="reference internal" href="../applications/sales/crm/performance/expected_revenue_report.html">Expected revenue report</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_performance_forecast_report"><a class="reference internal" href="../applications/sales/crm/performance/forecast_report.html">Forecast report</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_optimize"><a class="reference internal" href="#">Optimize your Day-to-Day work</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_partner_autocomplete"><a class="reference internal" href="../applications/sales/crm/optimize/partner_autocomplete.html">Enrich contacts with partner autocomplete</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_gamification"><a class="reference internal" href="../applications/sales/crm/optimize/gamification.html">CRM Gamification</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_utilize_activities"><a class="reference internal" href="../applications/sales/crm/optimize/utilize_activities.html">Utilize activities for sales teams</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_lead_enrichment"><a class="reference internal" href="../applications/sales/crm/optimize/lead_enrichment.html">Lead enrichment</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_sales"><a class="reference internal" href="../applications/sales/sales.html">Sales</a><ul> <li class="toctree-l4 o_menu_applications_sales_sales_send_quotations"><a class="reference internal" href="#">Send Quotations</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_create_quotations"><a class="reference internal" href="../applications/sales/sales/send_quotations/create_quotations.html">Create quotations</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_quote_template"><a class="reference internal" href="../applications/sales/sales/send_quotations/quote_template.html">Quotation templates</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_optional_products"><a class="reference internal" href="../applications/sales/sales/send_quotations/optional_products.html">Optional products</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_get_signature_to_validate"><a class="reference internal" href="../applications/sales/sales/send_quotations/get_signature_to_validate.html">Online signatures for order confirmations</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_get_paid_to_validate"><a class="reference internal" href="../applications/sales/sales/send_quotations/get_paid_to_validate.html">Online payment order confirmation</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_deadline"><a class="reference internal" href="../applications/sales/sales/send_quotations/deadline.html">Quotation deadlines</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_different_addresses"><a class="reference internal" href="../applications/sales/sales/send_quotations/different_addresses.html">Deliveries and invoices to different addresses</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_orders_and_variants"><a class="reference internal" href="../applications/sales/sales/send_quotations/orders_and_variants.html">Product variants on quotations and sales orders</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_pdf_quote_builder"><a class="reference internal" href="../applications/sales/sales/send_quotations/pdf_quote_builder.html">PDF quote builder</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_sales_invoicing"><a class="reference internal" href="#">Invoicing Method</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_invoicing_policy"><a class="reference internal" href="../applications/sales/sales/invoicing/invoicing_policy.html">Invoice based on delivered or ordered quantities</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_down_payment"><a class="reference internal" href="../applications/sales/sales/invoicing/down_payment.html">Down payments</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_proforma"><a class="reference internal" href="../applications/sales/sales/invoicing/proforma.html">Pro-forma invoices</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_time_materials"><a class="reference internal" href="../applications/sales/sales/invoicing/time_materials.html">Invoicing based on time and materials</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_milestone"><a class="reference internal" href="../applications/sales/sales/invoicing/milestone.html">Invoice project milestones</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_expense"><a class="reference internal" href="../applications/sales/sales/invoicing/expense.html">Reinvoice expenses to customers</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_sales_products_prices"><a class="reference internal" href="#">Products & Prices</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_products"><a class="reference internal" href="#">Manage your products</a><ul> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_products_import"><a class="reference internal" href="../applications/sales/sales/products_prices/products/import.html">Import products</a></li> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_products_variants"><a class="reference internal" href="../applications/sales/sales/products_prices/products/variants.html">Product variants</a></li> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_products_product_images"><a class="reference internal" href="../applications/sales/sales/products_prices/products/product_images.html">Product images with Google Images</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_prices"><a class="reference internal" href="#">Manage your pricing</a><ul> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_prices_pricing"><a class="reference internal" href="../applications/sales/sales/products_prices/prices/pricing.html">Pricelists, discounts, and formulas</a></li> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_prices_currencies"><a class="reference internal" href="../applications/sales/sales/products_prices/prices/currencies.html">Foreign currencies</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_returns"><a class="reference internal" href="../applications/sales/sales/products_prices/returns.html">Returns and refunds</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_ewallets_giftcards"><a class="reference internal" href="../applications/sales/sales/products_prices/ewallets_giftcards.html">Use eWallets and gift cards</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_loyalty_discount"><a class="reference internal" href="../applications/sales/sales/products_prices/loyalty_discount.html">Discount and loyalty programs</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_sales_amazon_connector"><a class="reference internal" href="#">Amazon Connector</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_amazon_connector_features"><a class="reference internal" href="../applications/sales/sales/amazon_connector/features.html">Amazon Connector features</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_amazon_connector_setup"><a class="reference internal" href="../applications/sales/sales/amazon_connector/setup.html">Amazon Connector configuration</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_amazon_connector_manage"><a class="reference internal" href="../applications/sales/sales/amazon_connector/manage.html">Amazon order management</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_point_of_sale"><a class="reference internal" href="../applications/sales/point_of_sale.html">Point of Sale</a><ul> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_employee_login"><a class="reference internal" href="../applications/sales/point_of_sale/employee_login.html">Multi-employee management</a></li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_receipts_invoices"><a class="reference internal" href="../applications/sales/point_of_sale/receipts_invoices.html">Receipts and invoices</a></li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_combos"><a class="reference internal" href="../applications/sales/point_of_sale/combos.html">Product combos</a></li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_configuration"><a class="reference internal" href="../applications/sales/point_of_sale/configuration.html">Configuration</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_configuration_epos_printers"><a class="reference internal" href="../applications/sales/point_of_sale/configuration/epos_printers.html">ePOS printers</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_configuration_https"><a class="reference internal" href="../applications/sales/point_of_sale/configuration/https.html">Secure connection (HTTPS)</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_configuration_epos_ssc"><a class="reference internal" href="../applications/sales/point_of_sale/configuration/epos_ssc.html">Self-signed certificate for ePOS printers</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_shop"><a class="reference internal" href="#">Shop features</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_sales_order"><a class="reference internal" href="../applications/sales/point_of_sale/shop/sales_order.html">Sales orders</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_barcode"><a class="reference internal" href="../applications/sales/point_of_sale/shop/barcode.html">Barcodes</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_serial_numbers"><a class="reference internal" href="../applications/sales/point_of_sale/shop/serial_numbers.html">Serial numbers and lots</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_ship_later"><a class="reference internal" href="../applications/sales/point_of_sale/shop/ship_later.html">Ship later</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_customer_display"><a class="reference internal" href="../applications/sales/point_of_sale/shop/customer_display.html">Customer display</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_restaurant"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant.html">Restaurant features</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_floors_tables"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/floors_tables.html">Floors and tables</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_kitchen_printing"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/kitchen_printing.html">Orders printing</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_bill_printing"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/bill_printing.html">Bills</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_tips"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/tips.html">Tips</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_pricing"><a class="reference internal" href="#">Pricing features</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_discounts"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/discounts.html">Discounts</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_discount_tags"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/discount_tags.html">Discount tags (barcode scanner)</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_loyalty"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/loyalty.html">Loyalty programs</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_pricelists"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/pricelists.html">Pricelists</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_fiscal_position"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/fiscal_position.html">Flexible taxes (fiscal positions)</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_cash_rounding"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/cash_rounding.html">Cash rounding</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_electronic_labels"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/electronic_labels.html">Electronic shelf labels</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_payment_methods"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods.html">Payment methods</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_payment_methods_qr_code_payment"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/qr_code_payment.html">QR code payments</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_payment_methods_terminals"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals.html">Payment terminals</a><ul> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_adyen"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/adyen.html">Adyen</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_ingenico"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/ingenico.html">Ingenico</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_mercado_pago"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.html">Mercado Pago</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_razorpay"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/razorpay.html">Razorpay</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_six"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/six.html">SIX</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_stripe"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/stripe.html">Stripe</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_viva_wallet"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.html">Viva Wallet</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_worldline"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/worldline.html">Worldline</a></li> </ul> </li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_reporting"><a class="reference internal" href="../applications/sales/point_of_sale/reporting.html">Reporting</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_subscriptions"><a class="reference internal" href="../applications/sales/subscriptions.html">Subscriptions</a><ul> <li class="toctree-l4 o_menu_applications_sales_subscriptions_products"><a class="reference internal" href="../applications/sales/subscriptions/products.html">Subscription products</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_ecommerce"><a class="reference internal" href="../applications/sales/subscriptions/ecommerce.html">Subscriptions in the eCommerce shop</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_plans"><a class="reference internal" href="../applications/sales/subscriptions/plans.html">Subscription plans</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_upselling"><a class="reference internal" href="../applications/sales/subscriptions/upselling.html">Upsell subscriptions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_renewals"><a class="reference internal" href="../applications/sales/subscriptions/renewals.html">Renew subscriptions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_closing"><a class="reference internal" href="../applications/sales/subscriptions/closing.html">Close subscriptions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_automatic_alerts"><a class="reference internal" href="../applications/sales/subscriptions/automatic_alerts.html">Automation rules</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_scheduled_actions"><a class="reference internal" href="../applications/sales/subscriptions/scheduled_actions.html">Scheduled actions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_reports"><a class="reference internal" href="../applications/sales/subscriptions/reports.html">Subscription reports</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_payment_providers"><a class="reference internal" href="#">Payment providers</a><ul> <li class="toctree-l5 o_menu_applications_sales_subscriptions_payment_providers_wire_transfer"><a class="reference internal" href="../applications/sales/subscriptions/payment_providers/wire_transfer.html">Wire transfer</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_rental"><a class="reference internal" href="../applications/sales/rental.html">Rental</a></li> <li class="toctree-l3 o_menu_applications_sales_members"><a class="reference internal" href="../applications/sales/members.html">Members</a><ul> <li class="toctree-l4 o_menu_applications_sales_members_members_analysis"><a class="reference internal" href="../applications/sales/members/members_analysis.html">Members analysis</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_websites"><a class="reference internal" href="#">Websites</a><ul> <li class="toctree-l3 o_menu_applications_websites_website"><a class="reference internal" href="../applications/websites/website.html">Website</a><ul> <li class="toctree-l4 o_menu_applications_websites_website_web_design"><a class="reference internal" href="#">Web design</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_web_design_building_blocks"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks.html">Building blocks</a><ul> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_structure"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/structure.html">Structure</a></li> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_features"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/features.html">Features</a></li> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_dynamic_content"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/dynamic_content.html">Dynamic content</a></li> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_inner_content"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/inner_content.html">Inner content</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_websites_website_web_design_themes"><a class="reference internal" href="../applications/websites/website/web_design/themes.html">Website themes</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_pages"><a class="reference internal" href="../applications/websites/website/pages.html">Pages</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_pages_menus"><a class="reference internal" href="../applications/websites/website/pages/menus.html">Menus</a></li> <li class="toctree-l5 o_menu_applications_websites_website_pages_seo"><a class="reference internal" href="../applications/websites/website/pages/seo.html">Search Engine Optimization (SEO)</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_configuration"><a class="reference internal" href="#">Configuration</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_configuration_domain_names"><a class="reference internal" href="../applications/websites/website/configuration/domain_names.html">Domain names</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_address_autocomplete"><a class="reference internal" href="../applications/websites/website/configuration/address_autocomplete.html">Address autocomplete</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_google_search_console"><a class="reference internal" href="../applications/websites/website/configuration/google_search_console.html">Google Search Console</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_cookies_bar"><a class="reference internal" href="../applications/websites/website/configuration/cookies_bar.html">Cookies bar</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_translate"><a class="reference internal" href="../applications/websites/website/configuration/translate.html">Translations</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_multi_website"><a class="reference internal" href="../applications/websites/website/configuration/multi_website.html">Multiple websites</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_spam_protection"><a class="reference internal" href="../applications/websites/website/configuration/spam_protection.html">Forms spam protection</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_cdn"><a class="reference internal" href="../applications/websites/website/configuration/cdn.html">Set up a content delivery network (CDN)</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_reporting"><a class="reference internal" href="#">Reporting</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_reporting_analytics"><a class="reference internal" href="../applications/websites/website/reporting/analytics.html">Website analytics</a></li> <li class="toctree-l5 o_menu_applications_websites_website_reporting_link_tracker"><a class="reference internal" href="../applications/websites/website/reporting/link_tracker.html">Link tracker</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_mail_groups"><a class="reference internal" href="../applications/websites/website/mail_groups.html">Mail groups</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_websites_ecommerce"><a class="reference internal" href="../applications/websites/ecommerce.html">eCommerce</a><ul> <li class="toctree-l4 o_menu_applications_websites_ecommerce_products"><a class="reference internal" href="../applications/websites/ecommerce/products.html">Products</a><ul> <li class="toctree-l5 o_menu_applications_websites_ecommerce_products_catalog"><a class="reference internal" href="../applications/websites/ecommerce/products/catalog.html">Catalog</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_products_price_management"><a class="reference internal" href="../applications/websites/ecommerce/products/price_management.html">Price management</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_products_cross_upselling"><a class="reference internal" href="../applications/websites/ecommerce/products/cross_upselling.html">Cross-selling and upselling</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_ecommerce_checkout_payment_shipping"><a class="reference internal" href="#">Checkout, payment, and shipping</a><ul> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_cart"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/cart.html">Add to cart</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_checkout"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/checkout.html">Checkout</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_shipping"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/shipping.html">Shipping methods</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_payments"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/payments.html">Payment providers</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_ecommerce_ecommerce_management"><a class="reference internal" href="#">eCommerce management</a><ul> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_order_handling"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/order_handling.html">Order handling</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_customer_accounts"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/customer_accounts.html">Customer accounts</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_customer_interaction"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/customer_interaction.html">Customer interaction</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_performance"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/performance.html">Performance monitoring</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_websites_elearning"><a class="reference internal" href="../applications/websites/elearning.html">eLearning</a></li> <li class="toctree-l3 o_menu_applications_websites_forum"><a class="reference internal" href="../applications/websites/forum.html">Forum</a></li> <li class="toctree-l3 o_menu_applications_websites_blog"><a class="reference internal" href="../applications/websites/blog.html">Blog</a></li> <li class="toctree-l3 o_menu_applications_websites_livechat"><a class="reference internal" href="../applications/websites/livechat.html">Live Chat</a><ul> <li class="toctree-l4 o_menu_applications_websites_livechat_ratings"><a class="reference internal" href="../applications/websites/livechat/ratings.html">Ratings</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_responses"><a class="reference internal" href="../applications/websites/livechat/responses.html">Commands and canned responses</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_chatbots"><a class="reference internal" href="../applications/websites/livechat/chatbots.html">Chatbots</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_reports"><a class="reference internal" href="../applications/websites/livechat/reports.html">Reports</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_participate"><a class="reference internal" href="../applications/websites/livechat/participate.html">Participate in live chat</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_inventory_and_mrp"><a class="reference internal" href="#">Supply Chain</a><ul> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_inventory"><a class="reference internal" href="../applications/inventory_and_mrp/inventory.html">Inventory</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_inventory_product_management"><a class="reference internal" href="#">Product management</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_product_management_configure"><a class="reference internal" href="#">Configure product</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_type"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/type.html">Product type</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_uom"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/uom.html">Units of measure</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_package"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/package.html">Packages</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_packaging"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/packaging.html">Packaging</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking.html">Product tracking</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_serial_numbers"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.html">Serial numbers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_lots"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.html">Lot numbers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_reassign"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.html">Reassign lot/serial numbers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_expiration_dates"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.html">Expiration dates</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation"><a class="reference internal" href="#">Inventory valuation</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_inventory_valuation_config"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.html">Automatic inventory valuation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_using_inventory_valuation"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.html">Using inventory valuation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_landed_costs"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.html">Landed costs</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_valuation_by_lots"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.html">Valuation by lots/serial numbers</a></li> </ul> </li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage"><a class="reference internal" href="#">Warehouses and storage</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.html">Inventory management</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_warehouses"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.html">Warehouses</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_use_locations"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.html">Locations</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_count_products"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.html">Inventory adjustments</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_cycle_counts"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.html">Cycle counts</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_scrap_inventory"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.html">Scrap inventory</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_product_catalog"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.html">Product catalog</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.html">Replenishment</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_mto"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.html">Replenish on order (MTO)</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_reordering_rules"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.html">Reordering rules</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.html">Lead times</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_resupply_warehouses"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.html">Inter-warehouse replenishment</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting"><a class="reference internal" href="#">Reporting</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_stock"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.html">Stock report</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_locations"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.html">Locations dashboard</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_moves_history"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.html">Moves history dashboard</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_aging"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.html">Inventory aging report</a></li> </ul> </li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving"><a class="reference internal" href="#">Shipping and receiving</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.html">Inbound and outbound flows</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_use_routes"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.html">Routes and push/pull rules</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_receipts_delivery_one_step"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.html">One-step receipt and delivery</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_receipts_delivery_two_steps"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.html">Two-step receipt and delivery</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_receipts_three_steps"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.html">Three-step receipt</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_delivery_three_steps"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.html">Three-step delivery</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_putaway"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.html">Putaway rules</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_storage_category"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.html">Storage categories</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_cross_dock"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.html">Organize a cross-dock in a warehouse</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_stock_warehouses"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.html">Sell stock from multiple warehouses using virtual locations</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_owned_stock"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.html">Consignment: buy and sell stock without owning it</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_dropshipping"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.html">Dropshipping</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.html">Delivery methods</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_third_party_shipper"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.html">Third-party shipping carriers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_labels"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.html">Print shipping labels</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_bpost"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.html">Bpost integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_dhl_credentials"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.html">DHL integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_fedex"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.html">FedEx integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_sendcloud_shipping"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.html">Sendcloud integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_starshipit_shipping"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.html">Starshipit shipping</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_ups_credentials"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.html">UPS integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_zebra"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.html">Zebra label configuration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_cancel"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.html">How to cancel a shipping request to a shipper?</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_invoicing"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.html">Shipping cost invoicing</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_label_type"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.html">Change shipping label size</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_multipack"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.html">Multi-package shipments</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_print_on_validation"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.html">Printable delivery PDFs</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_dispatch"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.html">Dispatch management system</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.html">Reservation methods</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods_at_confirmation"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.html">At confirmation reservation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods_manually"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.html">Manual reservation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods_before_scheduled_date"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.html">Before scheduled date reservation</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods"><a class="reference internal" href="#">Picking methods</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods_batch"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.html">Batch picking</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods_cluster"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.html">Cluster picking</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods_wave"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.html">Process wave transfers</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.html">Removal strategies</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_fifo"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.html">FIFO removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_lifo"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.html">LIFO removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_fefo"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.html">FEFO removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_closest_location"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.html">Closest location removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_least_packages"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.html">Least packages removal</a></li> </ul> </li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing.html">Manufacturing</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup"><a class="reference internal" href="#">Basic setup</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_configure_manufacturing_product"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.html">Manufacturing product configuration</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_bill_configuration"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.html">Bill of materials</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_one_step_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.html">One-step manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_two_step_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.html">Two-step manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_three_step_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.html">Three-step manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_mo_costs"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.html">Manufacturing order costs</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration"><a class="reference internal" href="#">Advanced configuration</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_product_variants"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/product_variants.html">Managing BoMs for product variants</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_kit_shipping"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.html">Use kits</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_sub_assemblies"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.html">Manage semi-finished products</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_using_work_centers"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.html">Manage work orders using work centers</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_work_order_dependencies"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.html">Work order dependencies</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_workflows"><a class="reference internal" href="#">Workflows</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_use_mps"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/use_mps.html">Master production schedule</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_work_center_time_off"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.html">Work center time off</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_scrap_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.html">Scrap during manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_manufacturing_backorders"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.html">Manufacturing backorders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_split_merge"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/split_merge.html">Split and merge manufacturing orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_unbuild_orders"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.html">Unbuild orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_byproducts"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/byproducts.html">By-Products</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_continuous_improvement"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.html">Continuous product improvement</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_shop_floor"><a class="reference internal" href="#">Shop Floor</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_shop_floor_shop_floor_overview"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.html">Shop Floor overview</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_shop_floor_shop_floor_tracking"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.html">Shop Floor time tracking</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting.html">Subcontracting</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_subcontracting_basic"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.html">Basic subcontracting</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_basic_subcontracting_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.html">Basic subcontracting lead times</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_subcontracting_resupply"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.html">Resupply subcontractor</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_resupply_subcontracting_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.html">Resupply subcontracting lead times</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_subcontracting_dropship"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.html">Dropship to subcontractor</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_dropship_subcontracting_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.html">Dropship subcontracting lead times</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_reporting"><a class="reference internal" href="#">Reporting</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_reporting_allocation"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/reporting/allocation.html">Allocation reports</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_reporting_oee"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/reporting/oee.html">Overall equipment effectiveness</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_reporting_production_analysis"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/reporting/production_analysis.html">Production analysis</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_purchase"><a class="reference internal" href="../applications/inventory_and_mrp/purchase.html">Purchase</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_purchase_products"><a class="reference internal" href="#">Products</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_pricelist"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/pricelist.html">Import vendor pricelist</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_reordering"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/reordering.html">Configure reordering rules</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_temporary_reordering"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/temporary_reordering.html">Temporary reordering rules</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_uom"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/uom.html">Purchase units of measure</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_purchase_manage_deals"><a class="reference internal" href="#">Manage deals</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_rfq"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/rfq.html">Requests for quotation</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_blanket_orders"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.html">Blanket orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_calls_for_tenders"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.html">Call for tenders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_control_bills"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/control_bills.html">Bill control policies</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_manage"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/manage.html">Manage vendor bills</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_purchase_advanced"><a class="reference internal" href="#">Advanced</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_advanced_analyze"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/advanced/analyze.html">Purchase Analysis report</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_advanced_vendor_costs_report"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.html">Vendor costs report</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_advanced_procurement_expenses_report"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.html">Procurement expenses report</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_barcode"><a class="reference internal" href="../applications/inventory_and_mrp/barcode.html">Barcode</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_barcode_setup"><a class="reference internal" href="#">Setup</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_setup_device_troubleshooting"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/setup/device_troubleshooting.html">Barcode device troubleshooting</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_setup_hardware"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/setup/hardware.html">Barcode scanner setup</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_setup_software"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/setup/software.html">Activate the Barcodes in Odoo</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_barcode_operations"><a class="reference internal" href="#">Daily operations</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_adjustments"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/adjustments.html">Apply inventory adjustments with barcodes</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_receipts_deliveries"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/receipts_deliveries.html">Process receipts and deliveries with barcodes</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_transfers_scratch"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/transfers_scratch.html">Create and process transfers with barcodes</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_barcode_nomenclature"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.html">Default barcode nomenclature</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_gs1_nomenclature"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.html">GS1 barcode nomenclature</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_gs1_usage"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/gs1_usage.html">GS1 barcode usage</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_quality"><a class="reference internal" href="../applications/inventory_and_mrp/quality.html">Quality</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_quality_quality_management"><a class="reference internal" href="#">Quality control basics</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_quality_control_points"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/quality_control_points.html">Quality control points</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_quality_alerts"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/quality_alerts.html">Quality alerts</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_quality_checks"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/quality_checks.html">Quality checks</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_failure_locations"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/failure_locations.html">Failure locations</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_quality_quality_check_types"><a class="reference internal" href="#">Quality check types</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_instructions_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/instructions_check.html">Instructions quality check</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_pass_fail_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.html">Pass - Fail quality check</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_measure_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/measure_check.html">Measure quality check</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_picture_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/picture_check.html">Take a Picture quality check</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_maintenance"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance.html">Maintenance</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_add_new_equipment"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/add_new_equipment.html">Add new equipment</a></li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_maintenance_calendar"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/maintenance_calendar.html">Maintenance calendar</a></li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_maintenance_requests"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/maintenance_requests.html">Maintenance requests</a></li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_maintenance_setup"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/maintenance_setup.html">Maintenance setup</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_plm"><a class="reference internal" href="../applications/inventory_and_mrp/plm.html">Product lifecycle management</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_plm_manage_changes"><a class="reference internal" href="#">Change management</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_manage_changes_engineering_change_orders"><a class="reference internal" href="../applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.html">Engineering change orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_manage_changes_eco_type"><a class="reference internal" href="../applications/inventory_and_mrp/plm/manage_changes/eco_type.html">ECO type</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_manage_changes_version_control"><a class="reference internal" href="../applications/inventory_and_mrp/plm/manage_changes/version_control.html">Version control</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_plm_management"><a class="reference internal" href="#">Project management</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_management_approvals"><a class="reference internal" href="../applications/inventory_and_mrp/plm/management/approvals.html">Approvals</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_repairs"><a class="reference internal" href="../applications/inventory_and_mrp/repairs.html">Repairs</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_repairs_repair_orders"><a class="reference internal" href="../applications/inventory_and_mrp/repairs/repair_orders.html">Process repair orders</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_hr"><a class="reference internal" href="#">Human resources</a><ul> <li class="toctree-l3 o_menu_applications_hr_attendances"><a class="reference internal" href="../applications/hr/attendances.html">Attendances</a><ul> <li class="toctree-l4 o_menu_applications_hr_attendances_check_in_check_out"><a class="reference internal" href="../applications/hr/attendances/check_in_check_out.html">Check in and out</a></li> <li class="toctree-l4 o_menu_applications_hr_attendances_kiosks"><a class="reference internal" href="../applications/hr/attendances/kiosks.html">Kiosks</a></li> <li class="toctree-l4 o_menu_applications_hr_attendances_hardware"><a class="reference internal" href="../applications/hr/attendances/hardware.html">Hardware</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_employees"><a class="reference internal" href="../applications/hr/employees.html">Employees</a><ul> <li class="toctree-l4 o_menu_applications_hr_employees_new_employee"><a class="reference internal" href="../applications/hr/employees/new_employee.html">New employees</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_departments"><a class="reference internal" href="../applications/hr/employees/departments.html">Departments</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_certifications"><a class="reference internal" href="../applications/hr/employees/certifications.html">Certifications</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_offboarding"><a class="reference internal" href="../applications/hr/employees/offboarding.html">Offboarding</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_retention_report"><a class="reference internal" href="../applications/hr/employees/retention_report.html">Employee retention report</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_appraisals"><a class="reference internal" href="../applications/hr/appraisals.html">Appraisals</a><ul> <li class="toctree-l4 o_menu_applications_hr_appraisals_new_appraisals"><a class="reference internal" href="../applications/hr/appraisals/new_appraisals.html">New appraisals</a></li> <li class="toctree-l4 o_menu_applications_hr_appraisals_goals"><a class="reference internal" href="../applications/hr/appraisals/goals.html">Goals</a></li> <li class="toctree-l4 o_menu_applications_hr_appraisals_appraisal_analysis"><a class="reference internal" href="../applications/hr/appraisals/appraisal_analysis.html">Appraisal analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_appraisals_skills_evolution"><a class="reference internal" href="../applications/hr/appraisals/skills_evolution.html">Skills evolution</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_frontdesk"><a class="reference internal" href="../applications/hr/frontdesk.html">Frontdesk</a><ul> <li class="toctree-l4 o_menu_applications_hr_frontdesk_visitors"><a class="reference internal" href="../applications/hr/frontdesk/visitors.html">Visitors</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_fleet"><a class="reference internal" href="../applications/hr/fleet.html">Fleet</a><ul> <li class="toctree-l4 o_menu_applications_hr_fleet_models"><a class="reference internal" href="../applications/hr/fleet/models.html">Vehicle models</a></li> <li class="toctree-l4 o_menu_applications_hr_fleet_new_vehicle"><a class="reference internal" href="../applications/hr/fleet/new_vehicle.html">New vehicles</a></li> <li class="toctree-l4 o_menu_applications_hr_fleet_service"><a class="reference internal" href="../applications/hr/fleet/service.html">Services</a></li> <li class="toctree-l4 o_menu_applications_hr_fleet_accidents"><a class="reference internal" href="../applications/hr/fleet/accidents.html">Accidents</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_payroll"><a class="reference internal" href="../applications/hr/payroll.html">Payroll</a><ul> <li class="toctree-l4 o_menu_applications_hr_payroll_contracts"><a class="reference internal" href="../applications/hr/payroll/contracts.html">Contracts</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_work_entries"><a class="reference internal" href="../applications/hr/payroll/work_entries.html">Work entries</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_salary_attachments"><a class="reference internal" href="../applications/hr/payroll/salary_attachments.html">Salary attachments</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_payslips"><a class="reference internal" href="../applications/hr/payroll/payslips.html">Payslips</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_reporting"><a class="reference internal" href="../applications/hr/payroll/reporting.html">Reporting</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_work_entry_analysis"><a class="reference internal" href="../applications/hr/payroll/work_entry_analysis.html">Work entry analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_salary_attachment"><a class="reference internal" href="../applications/hr/payroll/salary_attachment.html">Salary attachment report</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_time_off"><a class="reference internal" href="../applications/hr/time_off.html">Time Off</a><ul> <li class="toctree-l4 o_menu_applications_hr_time_off_allocations"><a class="reference internal" href="../applications/hr/time_off/allocations.html">Allocations</a></li> <li class="toctree-l4 o_menu_applications_hr_time_off_request_time_off"><a class="reference internal" href="../applications/hr/time_off/request_time_off.html">Request time off</a></li> <li class="toctree-l4 o_menu_applications_hr_time_off_my_time"><a class="reference internal" href="../applications/hr/time_off/my_time.html">My time</a></li> <li class="toctree-l4 o_menu_applications_hr_time_off_management"><a class="reference internal" href="../applications/hr/time_off/management.html">Management</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_recruitment"><a class="reference internal" href="../applications/hr/recruitment.html">Recruitment</a><ul> <li class="toctree-l4 o_menu_applications_hr_recruitment_new_job"><a class="reference internal" href="../applications/hr/recruitment/new_job.html">Job positions</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_recruitment-flow"><a class="reference internal" href="../applications/hr/recruitment/recruitment-flow.html">Recruitment flow</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_add-new-applicants"><a class="reference internal" href="../applications/hr/recruitment/add-new-applicants.html">Add new applicants</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_schedule_interviews"><a class="reference internal" href="../applications/hr/recruitment/schedule_interviews.html">Schedule interviews</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_offer_job_positions"><a class="reference internal" href="../applications/hr/recruitment/offer_job_positions.html">Offer job positions</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_refuse_applicant"><a class="reference internal" href="../applications/hr/recruitment/refuse_applicant.html">Refuse applicants</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_source_analysis"><a class="reference internal" href="../applications/hr/recruitment/source_analysis.html">Source analysis reporting</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_recruitment_analysis"><a class="reference internal" href="../applications/hr/recruitment/recruitment_analysis.html">Recruitment analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_time_in_stage"><a class="reference internal" href="../applications/hr/recruitment/time_in_stage.html">Time in stage analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_team_performance"><a class="reference internal" href="../applications/hr/recruitment/team_performance.html">Team performance reporting</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_referrals"><a class="reference internal" href="../applications/hr/referrals.html">Referrals</a><ul> <li class="toctree-l4 o_menu_applications_hr_referrals_share_jobs"><a class="reference internal" href="../applications/hr/referrals/share_jobs.html">Share job positions</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_points"><a class="reference internal" href="../applications/hr/referrals/points.html">Referral points</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_rewards"><a class="reference internal" href="../applications/hr/referrals/rewards.html">Rewards</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_alerts"><a class="reference internal" href="../applications/hr/referrals/alerts.html">Alerts</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_reporting"><a class="reference internal" href="../applications/hr/referrals/reporting.html">Reporting</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_lunch"><a class="reference internal" href="../applications/hr/lunch.html">Lunch</a><ul> <li class="toctree-l4 o_menu_applications_hr_lunch_vendors"><a class="reference internal" href="../applications/hr/lunch/vendors.html">Vendors</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_products"><a class="reference internal" href="../applications/hr/lunch/products.html">Products</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_orders"><a class="reference internal" href="../applications/hr/lunch/orders.html">Orders</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_user-accounts"><a class="reference internal" href="../applications/hr/lunch/user-accounts.html">Manage user accounts</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_management"><a class="reference internal" href="../applications/hr/lunch/management.html">Lunch management</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_marketing"><a class="reference internal" href="#">Marketing</a><ul> <li class="toctree-l3 o_menu_applications_marketing_email_marketing"><a class="reference internal" href="../applications/marketing/email_marketing.html">Email Marketing</a><ul> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_mailing_lists"><a class="reference internal" href="../applications/marketing/email_marketing/mailing_lists.html">Mailing lists</a></li> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_unsubscriptions"><a class="reference internal" href="../applications/marketing/email_marketing/unsubscriptions.html">Manage unsubscriptions (blacklist)</a></li> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_lost_leads_email"><a class="reference internal" href="../applications/marketing/email_marketing/lost_leads_email.html">Lost leads reactivation email</a></li> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_analyze_metrics"><a class="reference internal" href="../applications/marketing/email_marketing/analyze_metrics.html">Analyze metrics</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_marketing_automation"><a class="reference internal" href="../applications/marketing/marketing_automation.html">Marketing Automation</a><ul> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_target_audience"><a class="reference internal" href="../applications/marketing/marketing_automation/target_audience.html">Audience targeting</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_workflow_activities"><a class="reference internal" href="../applications/marketing/marketing_automation/workflow_activities.html">Campaign workflow activities</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_testing_running"><a class="reference internal" href="../applications/marketing/marketing_automation/testing_running.html">Testing/running campaigns</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_understanding_metrics"><a class="reference internal" href="../applications/marketing/marketing_automation/understanding_metrics.html">Campaign metrics</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_campaign_templates"><a class="reference internal" href="#">Campaign templates</a><ul> <li class="toctree-l5 o_menu_applications_marketing_marketing_automation_campaign_templates_double_optin"><a class="reference internal" href="../applications/marketing/marketing_automation/campaign_templates/double_optin.html">Double Opt-in</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_sms_marketing"><a class="reference internal" href="../applications/marketing/sms_marketing.html">SMS Marketing</a><ul> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_create_sms"><a class="reference internal" href="../applications/marketing/sms_marketing/create_sms.html">Create SMS messages</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_sms_analysis"><a class="reference internal" href="../applications/marketing/sms_marketing/sms_analysis.html">SMS analysis</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_marketing_campaigns"><a class="reference internal" href="../applications/marketing/sms_marketing/marketing_campaigns.html">SMS campaign settings</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_mailing_lists_blacklists"><a class="reference internal" href="../applications/marketing/sms_marketing/mailing_lists_blacklists.html">Mailing lists and blacklists</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_pricing_and_faq"><a class="reference internal" href="../applications/marketing/sms_marketing/pricing_and_faq.html">SMS Pricing and FAQ</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_events"><a class="reference internal" href="../applications/marketing/events.html">Events</a><ul> <li class="toctree-l4 o_menu_applications_marketing_events_create_events"><a class="reference internal" href="../applications/marketing/events/create_events.html">Create events</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_sell_tickets"><a class="reference internal" href="../applications/marketing/events/sell_tickets.html">Sell event tickets</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_track_manage_talks"><a class="reference internal" href="../applications/marketing/events/track_manage_talks.html">Talks, proposals, and agenda</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_event_templates"><a class="reference internal" href="../applications/marketing/events/event_templates.html">Event templates</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_event_booths"><a class="reference internal" href="../applications/marketing/events/event_booths.html">Event booths</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_event_tracks"><a class="reference internal" href="../applications/marketing/events/event_tracks.html">Event tracks</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_registration_desk"><a class="reference internal" href="../applications/marketing/events/registration_desk.html">Registration Desk</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_revenues_report"><a class="reference internal" href="../applications/marketing/events/revenues_report.html">Revenues report</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_surveys"><a class="reference internal" href="../applications/marketing/surveys.html">Surveys</a><ul> <li class="toctree-l4 o_menu_applications_marketing_surveys_create"><a class="reference internal" href="../applications/marketing/surveys/create.html">Create surveys</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_scoring"><a class="reference internal" href="../applications/marketing/surveys/scoring.html">Scoring surveys</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_questions"><a class="reference internal" href="../applications/marketing/surveys/questions.html">Create questions</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_live_session"><a class="reference internal" href="../applications/marketing/surveys/live_session.html">Live Session surveys</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_analysis"><a class="reference internal" href="../applications/marketing/surveys/analysis.html">Survey analysis</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_social_marketing"><a class="reference internal" href="../applications/marketing/social_marketing.html">Social Marketing</a><ul> <li class="toctree-l4 o_menu_applications_marketing_social_marketing_social_posts"><a class="reference internal" href="../applications/marketing/social_marketing/social_posts.html">Social posts</a></li> <li class="toctree-l4 o_menu_applications_marketing_social_marketing_social_campaigns"><a class="reference internal" href="../applications/marketing/social_marketing/social_campaigns.html">Social marketing campaigns</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_services"><a class="reference internal" href="#">Services</a><ul> <li class="toctree-l3 o_menu_applications_services_project"><a class="reference internal" href="../applications/services/project.html">Project</a><ul> <li class="toctree-l4 o_menu_applications_services_project_project_management"><a class="reference internal" href="../applications/services/project/project_management.html">Project management</a></li> <li class="toctree-l4 o_menu_applications_services_project_tasks"><a class="reference internal" href="#">Task management</a><ul> <li class="toctree-l5 o_menu_applications_services_project_tasks_task_stages_statuses"><a class="reference internal" href="../applications/services/project/tasks/task_stages_statuses.html">Task stages and statuses</a></li> <li class="toctree-l5 o_menu_applications_services_project_tasks_task_creation"><a class="reference internal" href="../applications/services/project/tasks/task_creation.html">Task creation</a></li> <li class="toctree-l5 o_menu_applications_services_project_tasks_recurring_tasks"><a class="reference internal" href="../applications/services/project/tasks/recurring_tasks.html">Recurring tasks</a></li> <li class="toctree-l5 o_menu_applications_services_project_tasks_sub-tasks"><a class="reference internal" href="../applications/services/project/tasks/sub-tasks.html">Sub-tasks</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_services_timesheets"><a class="reference internal" href="../applications/services/timesheets.html">Timesheets</a><ul> <li class="toctree-l4 o_menu_applications_services_timesheets_overview"><a class="reference internal" href="#">Overview</a><ul> <li class="toctree-l5 o_menu_applications_services_timesheets_overview_time_off"><a class="reference internal" href="../applications/services/timesheets/overview/time_off.html">Create Timesheets upon Time Off Validation</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_services_planning"><a class="reference internal" href="../applications/services/planning.html">Planning</a></li> <li class="toctree-l3 o_menu_applications_services_field_service"><a class="reference internal" href="../applications/services/field_service.html">Field Service</a><ul> <li class="toctree-l4 o_menu_applications_services_field_service_creating_tasks"><a class="reference internal" href="../applications/services/field_service/creating_tasks.html">Creating field service tasks</a></li> <li class="toctree-l4 o_menu_applications_services_field_service_product_management"><a class="reference internal" href="../applications/services/field_service/product_management.html">Product management</a></li> <li class="toctree-l4 o_menu_applications_services_field_service_planning_itinerary"><a class="reference internal" href="../applications/services/field_service/planning_itinerary.html">Planning an itinerary</a></li> <li class="toctree-l4 o_menu_applications_services_field_service_worksheets"><a class="reference internal" href="../applications/services/field_service/worksheets.html">Worksheets</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_services_helpdesk"><a class="reference internal" href="../applications/services/helpdesk.html">Helpdesk</a><ul> <li class="toctree-l4 o_menu_applications_services_helpdesk_overview"><a class="reference internal" href="#">Overview</a><ul> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_receiving_tickets"><a class="reference internal" href="../applications/services/helpdesk/overview/receiving_tickets.html">Receiving tickets</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_help_center"><a class="reference internal" href="../applications/services/helpdesk/overview/help_center.html">Help Center</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_sla"><a class="reference internal" href="../applications/services/helpdesk/overview/sla.html">Service level agreements (SLA)</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_reports"><a class="reference internal" href="../applications/services/helpdesk/overview/reports.html">Reporting</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_ratings"><a class="reference internal" href="../applications/services/helpdesk/overview/ratings.html">Customer ratings</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_services_helpdesk_advanced"><a class="reference internal" href="#">Advanced</a><ul> <li class="toctree-l5 o_menu_applications_services_helpdesk_advanced_after_sales"><a class="reference internal" href="../applications/services/helpdesk/advanced/after_sales.html">After-Sales services</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_advanced_close_tickets"><a class="reference internal" href="../applications/services/helpdesk/advanced/close_tickets.html">Closing tickets</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_advanced_track_and_bill"><a class="reference internal" href="../applications/services/helpdesk/advanced/track_and_bill.html">Track and bill time</a></li> </ul> </li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_productivity"><a class="reference internal" href="#">Productivity</a><ul> <li class="toctree-l3 o_menu_applications_productivity_documents"><a class="reference internal" href="../applications/productivity/documents.html">Documents</a></li> <li class="toctree-l3 o_menu_applications_productivity_sign"><a class="reference internal" href="../applications/productivity/sign.html">Sign</a></li> <li class="toctree-l3 o_menu_applications_productivity_spreadsheet"><a class="reference internal" href="../applications/productivity/spreadsheet.html">Spreadsheet</a><ul> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_insert"><a class="reference internal" href="../applications/productivity/spreadsheet/insert.html">Link Odoo data</a></li> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_functions"><a class="reference internal" href="../applications/productivity/spreadsheet/functions.html">Functions</a></li> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_templates"><a class="reference internal" href="../applications/productivity/spreadsheet/templates.html">Templates</a></li> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_global_filters"><a class="reference internal" href="../applications/productivity/spreadsheet/global_filters.html">Global filters</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_knowledge"><a class="reference internal" href="../applications/productivity/knowledge.html">Knowledge</a><ul> <li class="toctree-l4 o_menu_applications_productivity_knowledge_articles_editing"><a class="reference internal" href="../applications/productivity/knowledge/articles_editing.html">Articles editing</a></li> <li class="toctree-l4 o_menu_applications_productivity_knowledge_management"><a class="reference internal" href="../applications/productivity/knowledge/management.html">Articles management</a></li> <li class="toctree-l4 o_menu_applications_productivity_knowledge_properties"><a class="reference internal" href="../applications/productivity/knowledge/properties.html">Properties</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_calendar"><a class="reference internal" href="../applications/productivity/calendar.html">Calendar</a><ul> <li class="toctree-l4 o_menu_applications_productivity_calendar_outlook"><a class="reference internal" href="../applications/productivity/calendar/outlook.html">Outlook Calendar synchronization</a></li> <li class="toctree-l4 o_menu_applications_productivity_calendar_google"><a class="reference internal" href="../applications/productivity/calendar/google.html">Google Calendar synchronization</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_discuss"><a class="reference internal" href="../applications/productivity/discuss.html">Discuss</a><ul> <li class="toctree-l4 o_menu_applications_productivity_discuss_team_communication"><a class="reference internal" href="../applications/productivity/discuss/team_communication.html">Use channels for team communication</a></li> <li class="toctree-l4 o_menu_applications_productivity_discuss_ice_servers"><a class="reference internal" href="../applications/productivity/discuss/ice_servers.html">Configure ICE servers with Twilio</a></li> <li class="toctree-l4 o_menu_applications_productivity_discuss_chatter"><a class="reference internal" href="../applications/productivity/discuss/chatter.html">Chatter</a></li> <li class="toctree-l4 o_menu_applications_productivity_discuss_canned_responses"><a class="reference internal" href="../applications/productivity/discuss/canned_responses.html">Canned responses</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_data_cleaning"><a class="reference internal" href="../applications/productivity/data_cleaning.html">Data Cleaning</a></li> <li class="toctree-l3 o_menu_applications_productivity_whatsapp"><a class="reference internal" href="../applications/productivity/whatsapp.html">WhatsApp</a></li> <li class="toctree-l3 o_menu_applications_productivity_voip"><a class="reference internal" href="../applications/productivity/voip.html">VoIP (Voice over Internet Protocol)</a><ul> <li class="toctree-l4 o_menu_applications_productivity_voip_onsip"><a class="reference internal" href="../applications/productivity/voip/onsip.html">Use VoIP services in Odoo with OnSIP</a></li> <li class="toctree-l4 o_menu_applications_productivity_voip_axivox"><a class="reference internal" href="#">Axivox configuration</a><ul> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_axivox_config"><a class="reference internal" href="../applications/productivity/voip/axivox/axivox_config.html">VoIP services in Odoo with Axivox</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_manage_users"><a class="reference internal" href="../applications/productivity/voip/axivox/manage_users.html">Manage users in Axivox</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_vm_audio_messages"><a class="reference internal" href="../applications/productivity/voip/axivox/vm_audio_messages.html">Voicemails and audio messages</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_dynamic_caller_id"><a class="reference internal" href="../applications/productivity/voip/axivox/dynamic_caller_id.html">Dynamic caller ID</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_conference_calls"><a class="reference internal" href="../applications/productivity/voip/axivox/conference_calls.html">Conference calls</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_dial_plan_basics"><a class="reference internal" href="../applications/productivity/voip/axivox/dial_plan_basics.html">Dial plan basics</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_dial_plan_advanced"><a class="reference internal" href="../applications/productivity/voip/axivox/dial_plan_advanced.html">Advanced dial plans</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_call_queues"><a class="reference internal" href="../applications/productivity/voip/axivox/call_queues.html">Call queues</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_productivity_voip_voip_widget"><a class="reference internal" href="../applications/productivity/voip/voip_widget.html">VoIP widget</a></li> <li class="toctree-l4 o_menu_applications_productivity_voip_devices_integrations"><a class="reference internal" href="../applications/productivity/voip/devices_integrations.html">Devices and integrations</a></li> <li class="toctree-l4 o_menu_applications_productivity_voip_transfer_forward"><a class="reference internal" href="../applications/productivity/voip/transfer_forward.html">Make, receive, transfer, and forward calls</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_to_do"><a class="reference internal" href="../applications/productivity/to_do.html">To-do</a></li> </ul> </li> <li class="toctree-l2 o_menu_applications_studio"><a class="reference internal" href="../applications/studio.html">Studio</a><ul> <li class="toctree-l3 o_menu_applications_studio_fields"><a class="reference internal" href="../applications/studio/fields.html">Fields and widgets</a></li> <li class="toctree-l3 o_menu_applications_studio_views"><a class="reference internal" href="../applications/studio/views.html">Views</a></li> <li class="toctree-l3 o_menu_applications_studio_models_modules_apps"><a class="reference internal" href="../applications/studio/models_modules_apps.html">Models, modules, and apps</a></li> <li class="toctree-l3 o_menu_applications_studio_automated_actions"><a class="reference internal" href="../applications/studio/automated_actions.html">Automation rules</a></li> <li class="toctree-l3 o_menu_applications_studio_pdf_reports"><a class="reference internal" href="../applications/studio/pdf_reports.html">PDF reports</a></li> <li class="toctree-l3 o_menu_applications_studio_approval_rules"><a class="reference internal" href="../applications/studio/approval_rules.html">Approval rules</a></li> </ul> </li> <li class="toctree-l2 o_menu_applications_general"><a class="reference internal" href="#">General settings</a><ul> <li class="toctree-l3 o_menu_applications_general_apps_modules"><a class="reference internal" href="../applications/general/apps_modules.html">Apps and modules</a></li> <li class="toctree-l3 o_menu_applications_general_users"><a class="reference internal" href="../applications/general/users.html">Users</a><ul> <li class="toctree-l4 o_menu_applications_general_users_language"><a class="reference internal" href="../applications/general/users/language.html">Change languages</a></li> <li class="toctree-l4 o_menu_applications_general_users_2fa"><a class="reference internal" href="../applications/general/users/2fa.html">Two-factor authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_access_rights"><a class="reference internal" href="../applications/general/users/access_rights.html">Access rights</a></li> <li class="toctree-l4 o_menu_applications_general_users_portal"><a class="reference internal" href="../applications/general/users/portal.html">Portal access</a></li> <li class="toctree-l4 o_menu_applications_general_users_facebook"><a class="reference internal" href="../applications/general/users/facebook.html">Facebook sign-in authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_google"><a class="reference internal" href="../applications/general/users/google.html">Google Sign-In Authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_azure"><a class="reference internal" href="../applications/general/users/azure.html">Microsoft Azure sign-in authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_ldap"><a class="reference internal" href="../applications/general/users/ldap.html">Sign in with LDAP</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_companies"><a class="reference internal" href="../applications/general/companies.html">Companies</a><ul> <li class="toctree-l4 o_menu_applications_general_companies_digest_emails"><a class="reference internal" href="../applications/general/companies/digest_emails.html">Digest emails</a></li> <li class="toctree-l4 o_menu_applications_general_companies_email_template"><a class="reference internal" href="../applications/general/companies/email_template.html">Email templates</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_multi_company"><a class="reference internal" href="../applications/general/multi_company.html">Multi-company</a></li> <li class="toctree-l3 o_menu_applications_general_iot"><a class="reference internal" href="../applications/general/iot.html">Internet of Things (IoT)</a><ul> <li class="toctree-l4 o_menu_applications_general_iot_config"><a class="reference internal" href="#">Configuration</a><ul> <li class="toctree-l5 o_menu_applications_general_iot_config_connect"><a class="reference internal" href="../applications/general/iot/config/connect.html">Connect an IoT box to Odoo</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_pos"><a class="reference internal" href="../applications/general/iot/config/pos.html">Use an IoT box with a PoS</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_https_certificate_iot"><a class="reference internal" href="../applications/general/iot/config/https_certificate_iot.html">HTTPS certificate (IoT)</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_updating_iot"><a class="reference internal" href="../applications/general/iot/config/updating_iot.html">Updating (IoT)</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_troubleshooting"><a class="reference internal" href="../applications/general/iot/config/troubleshooting.html">Troubleshooting</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_windows_iot"><a class="reference internal" href="../applications/general/iot/config/windows_iot.html">Connect Windows IoT Odoo</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_ssh_connect"><a class="reference internal" href="../applications/general/iot/config/ssh_connect.html">Connect an IoT box via SSH</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_general_iot_devices"><a class="reference internal" href="../applications/general/iot/devices.html">Devices</a><ul> <li class="toctree-l5 o_menu_applications_general_iot_devices_screen"><a class="reference internal" href="../applications/general/iot/devices/screen.html">Connect a screen</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_measurement_tool"><a class="reference internal" href="../applications/general/iot/devices/measurement_tool.html">Connect a measurement tool</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_camera"><a class="reference internal" href="../applications/general/iot/devices/camera.html">Connect a camera</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_footswitch"><a class="reference internal" href="../applications/general/iot/devices/footswitch.html">Connect a footswitch</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_printer"><a class="reference internal" href="../applications/general/iot/devices/printer.html">Connect a printer</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_scale"><a class="reference internal" href="../applications/general/iot/devices/scale.html">Connect a scale</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_email_communication"><a class="reference internal" href="../applications/general/email_communication.html">Communication in Odoo by email</a><ul> <li class="toctree-l4 o_menu_applications_general_email_communication_email_servers_inbound"><a class="reference internal" href="../applications/general/email_communication/email_servers_inbound.html">Manage inbound messages</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_email_servers_outbound"><a class="reference internal" href="../applications/general/email_communication/email_servers_outbound.html">Manage outbound messages</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_email_domain"><a class="reference internal" href="../applications/general/email_communication/email_domain.html">Configure DNS records to send emails in Odoo</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_azure_oauth"><a class="reference internal" href="../applications/general/email_communication/azure_oauth.html">Connect Microsoft Outlook 365 to Odoo using Azure OAuth</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_google_oauth"><a class="reference internal" href="../applications/general/email_communication/google_oauth.html">Connect Gmail to Odoo using Google OAuth</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_mailjet_api"><a class="reference internal" href="../applications/general/email_communication/mailjet_api.html">Mailjet API</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_faq"><a class="reference internal" href="../applications/general/email_communication/faq.html">Common emailing issues and solutions</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_integrations"><a class="reference internal" href="#">Integrations</a><ul> <li class="toctree-l4 o_menu_applications_general_integrations_mail_plugins"><a class="reference internal" href="../applications/general/integrations/mail_plugins.html">Mail Plugins</a><ul> <li class="toctree-l5 o_menu_applications_general_integrations_mail_plugins_outlook"><a class="reference internal" href="../applications/general/integrations/mail_plugins/outlook.html">Outlook Plugin</a></li> <li class="toctree-l5 o_menu_applications_general_integrations_mail_plugins_gmail"><a class="reference internal" href="../applications/general/integrations/mail_plugins/gmail.html">Gmail Plugin</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_general_integrations_unsplash"><a class="reference internal" href="../applications/general/integrations/unsplash.html">Unsplash</a></li> <li class="toctree-l4 o_menu_applications_general_integrations_geolocation"><a class="reference internal" href="../applications/general/integrations/geolocation.html">Geolocation</a></li> <li class="toctree-l4 o_menu_applications_general_integrations_google_translate"><a class="reference internal" href="../applications/general/integrations/google_translate.html">Google Translate</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_developer_mode"><a class="reference internal" href="../applications/general/developer_mode.html">Developer mode (debug mode)</a></li> </ul> </li> </ul> </li> <li class="toctree-l1 current o_menu_administration"><a class="reference internal" href="../administration.html">Database management</a><ul class="current"> <li class="toctree-l2 o_menu_administration_hosting"><a class="reference internal" href="hosting.html">Hosting</a></li> <li class="toctree-l2 o_menu_administration_odoo_online"><a class="reference internal" href="odoo_online.html">Odoo Online</a></li> <li class="toctree-l2 o_menu_administration_odoo_sh"><a class="reference internal" href="#">Odoo.sh</a><ul> <li class="toctree-l3 o_menu_administration_odoo_sh_overview"><a class="reference internal" href="#">Overview</a><ul> <li class="toctree-l4 o_menu_administration_odoo_sh_overview_introduction"><a class="reference internal" href="odoo_sh/overview/introduction.html">Introduction to Odoo.sh</a></li> </ul> </li> <li class="toctree-l3 o_menu_administration_odoo_sh_getting_started"><a class="reference internal" href="#">Get started</a><ul> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_create"><a class="reference internal" href="odoo_sh/getting_started/create.html">Create your project</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_branches"><a class="reference internal" href="odoo_sh/getting_started/branches.html">Branches</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_builds"><a class="reference internal" href="odoo_sh/getting_started/builds.html">Builds</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_status"><a class="reference internal" href="odoo_sh/getting_started/status.html">Status</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_settings"><a class="reference internal" href="odoo_sh/getting_started/settings.html">Settings</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_online-editor"><a class="reference internal" href="odoo_sh/getting_started/online-editor.html">Online Editor</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_first_module"><a class="reference internal" href="odoo_sh/getting_started/first_module.html">Your first module</a></li> </ul> </li> <li class="toctree-l3 o_menu_administration_odoo_sh_advanced"><a class="reference internal" href="#">Advanced</a><ul> <li class="toctree-l4 o_menu_administration_odoo_sh_advanced_containers"><a class="reference internal" href="odoo_sh/advanced/containers.html">Containers</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_advanced_submodules"><a class="reference internal" href="odoo_sh/advanced/submodules.html">Submodules</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_advanced_frequent_technical_questions"><a class="reference internal" href="odoo_sh/advanced/frequent_technical_questions.html">Frequent Technical Questions</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_administration_on_premise"><a class="reference internal" href="on_premise.html">On-premise</a><ul> <li class="toctree-l3 o_menu_administration_on_premise_packages"><a class="reference internal" href="on_premise/packages.html">Packaged installers</a></li> <li class="toctree-l3 o_menu_administration_on_premise_source"><a class="reference internal" href="on_premise/source.html">Source install</a></li> <li class="toctree-l3 o_menu_administration_on_premise_update"><a class="reference internal" href="on_premise/update.html">Bugfix updates</a></li> <li class="toctree-l3 o_menu_administration_on_premise_deploy"><a class="reference internal" href="on_premise/deploy.html">System configuration</a></li> <li class="toctree-l3 o_menu_administration_on_premise_email_gateway"><a class="reference internal" href="on_premise/email_gateway.html">Email gateway</a></li> <li class="toctree-l3 o_menu_administration_on_premise_geo_ip"><a class="reference internal" href="on_premise/geo_ip.html">Geo IP</a></li> <li class="toctree-l3 o_menu_administration_on_premise_community_to_enterprise"><a class="reference internal" href="on_premise/community_to_enterprise.html">Switch from Community to Enterprise</a></li> </ul> </li> <li class="toctree-l2 current o_menu_administration_"><a class="current reference internal" href="#">Upgrade</a></li> <li class="toctree-l2 o_menu_administration_neutralized_database"><a class="reference internal" href="neutralized_database.html">Neutralized database</a></li> <li class="toctree-l2 o_menu_administration_supported_versions"><a class="reference internal" href="supported_versions.html">Supported versions</a></li> <li class="toctree-l2 o_menu_administration_mobile"><a class="reference internal" href="mobile.html">Odoo mobile apps</a></li> <li class="toctree-l2 o_menu_administration_odoo_accounts"><a class="reference internal" href="odoo_accounts.html">Odoo.com accounts</a></li> </ul> </li> <li class="toctree-l1 o_menu_developer"><a class="reference internal" href="../developer.html">Developer</a><ul> <li class="toctree-l2 o_menu_developer_tutorials"><a class="reference internal" href="../developer/tutorials.html">Tutorials</a><ul> <li class="toctree-l3 o_menu_developer_tutorials_setup_guide"><a class="reference internal" href="../developer/tutorials/setup_guide.html">Setup guide</a></li> <li class="toctree-l3 o_menu_developer_tutorials_server_framework_101"><a class="reference internal" href="../developer/tutorials/server_framework_101.html">Server framework 101</a><ul> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_01_architecture"><a class="reference internal" href="../developer/tutorials/server_framework_101/01_architecture.html">Chapter 1: Architecture Overview</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_02_newapp"><a class="reference internal" href="../developer/tutorials/server_framework_101/02_newapp.html">Chapter 2: A New Application</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_03_basicmodel"><a class="reference internal" href="../developer/tutorials/server_framework_101/03_basicmodel.html">Chapter 3: Models And Basic Fields</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_04_securityintro"><a class="reference internal" href="../developer/tutorials/server_framework_101/04_securityintro.html">Chapter 4: Security - A Brief Introduction</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_05_firstui"><a class="reference internal" href="../developer/tutorials/server_framework_101/05_firstui.html">Chapter 5: Finally, Some UI To Play With</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_06_basicviews"><a class="reference internal" href="../developer/tutorials/server_framework_101/06_basicviews.html">Chapter 6: Basic Views</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_07_relations"><a class="reference internal" href="../developer/tutorials/server_framework_101/07_relations.html">Chapter 7: Relations Between Models</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_08_compute_onchange"><a class="reference internal" href="../developer/tutorials/server_framework_101/08_compute_onchange.html">Chapter 8: Computed Fields And Onchanges</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_09_actions"><a class="reference internal" href="../developer/tutorials/server_framework_101/09_actions.html">Chapter 9: Ready For Some Action?</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_10_constraints"><a class="reference internal" href="../developer/tutorials/server_framework_101/10_constraints.html">Chapter 10: Constraints</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_11_sprinkles"><a class="reference internal" href="../developer/tutorials/server_framework_101/11_sprinkles.html">Chapter 11: Add The Sprinkles</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_12_inheritance"><a class="reference internal" href="../developer/tutorials/server_framework_101/12_inheritance.html">Chapter 12: Inheritance</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_13_other_module"><a class="reference internal" href="../developer/tutorials/server_framework_101/13_other_module.html">Chapter 13: Interact With Other Modules</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_14_qwebintro"><a class="reference internal" href="../developer/tutorials/server_framework_101/14_qwebintro.html">Chapter 14: A Brief History Of QWeb</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_15_final_word"><a class="reference internal" href="../developer/tutorials/server_framework_101/15_final_word.html">Chapter 15: The final word</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_tutorials_discover_js_framework"><a class="reference internal" href="../developer/tutorials/discover_js_framework.html">Discover the web framework</a><ul> <li class="toctree-l4 o_menu_developer_tutorials_discover_js_framework_01_owl_components"><a class="reference internal" href="../developer/tutorials/discover_js_framework/01_owl_components.html">Chapter 1: Owl components</a></li> <li class="toctree-l4 o_menu_developer_tutorials_discover_js_framework_02_build_a_dashboard"><a class="reference internal" href="../developer/tutorials/discover_js_framework/02_build_a_dashboard.html">Chapter 2: Build a dashboard</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_tutorials_master_odoo_web_framework"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework.html">Master the web framework</a><ul> <li class="toctree-l4 o_menu_developer_tutorials_master_odoo_web_framework_01_build_clicker_game"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework/01_build_clicker_game.html">Chapter 1: Build a Clicker game</a></li> <li class="toctree-l4 o_menu_developer_tutorials_master_odoo_web_framework_02_create_gallery_view"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework/02_create_gallery_view.html">Chapter 2: Create a Gallery View</a></li> <li class="toctree-l4 o_menu_developer_tutorials_master_odoo_web_framework_03_customize_kanban_view"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework/03_customize_kanban_view.html">Chapter 3: Customize a kanban view</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_tutorials_define_module_data"><a class="reference internal" href="../developer/tutorials/define_module_data.html">Define module data</a></li> <li class="toctree-l3 o_menu_developer_tutorials_restrict_data_access"><a class="reference internal" href="../developer/tutorials/restrict_data_access.html">Restrict access to data</a></li> <li class="toctree-l3 o_menu_developer_tutorials_unit_tests"><a class="reference internal" href="../developer/tutorials/unit_tests.html">Safeguard your code with unit tests</a></li> <li class="toctree-l3 o_menu_developer_tutorials_importable_modules"><a class="reference internal" href="../developer/tutorials/importable_modules.html">Write importable modules</a></li> <li class="toctree-l3 o_menu_developer_tutorials_mixins"><a class="reference internal" href="../developer/tutorials/mixins.html">Reuse code with mixins</a></li> <li class="toctree-l3 o_menu_developer_tutorials_pdf_reports"><a class="reference internal" href="../developer/tutorials/pdf_reports.html">Build PDF Reports</a></li> </ul> </li> <li class="toctree-l2 o_menu_developer_howtos"><a class="reference internal" href="../developer/howtos.html">How-to guides</a><ul> <li class="toctree-l3 o_menu_developer_howtos_scss_tips"><a class="reference internal" href="../developer/howtos/scss_tips.html">Write lean easy-to-maintain CSS</a></li> <li class="toctree-l3 o_menu_developer_howtos_javascript_field"><a class="reference internal" href="../developer/howtos/javascript_field.html">Customize a field</a></li> <li class="toctree-l3 o_menu_developer_howtos_javascript_view"><a class="reference internal" href="../developer/howtos/javascript_view.html">Customize a view type</a></li> <li class="toctree-l3 o_menu_developer_howtos_javascript_client_action"><a class="reference internal" href="../developer/howtos/javascript_client_action.html">Create a client action</a></li> <li class="toctree-l3 o_menu_developer_howtos_standalone_owl_application"><a class="reference internal" href="../developer/howtos/standalone_owl_application.html">Create a standalone Owl application</a></li> <li class="toctree-l3 o_menu_developer_howtos_frontend_owl_components"><a class="reference internal" href="../developer/howtos/frontend_owl_components.html">Use Owl components on the portal and website</a></li> <li class="toctree-l3 o_menu_developer_howtos_website_themes"><a class="reference internal" href="../developer/howtos/website_themes.html">Website themes</a><ul> <li class="toctree-l4 o_menu_developer_howtos_website_themes_setup"><a class="reference internal" href="../developer/howtos/website_themes/setup.html">Setup</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_theming"><a class="reference internal" href="../developer/howtos/website_themes/theming.html">Theming</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_layout"><a class="reference internal" href="../developer/howtos/website_themes/layout.html">Layout</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_navigation"><a class="reference internal" href="../developer/howtos/website_themes/navigation.html">Navigation</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_pages"><a class="reference internal" href="../developer/howtos/website_themes/pages.html">Pages</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_building_blocks"><a class="reference internal" href="../developer/howtos/website_themes/building_blocks.html">Building blocks</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_shapes"><a class="reference internal" href="../developer/howtos/website_themes/shapes.html">Shapes</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_gradients"><a class="reference internal" href="../developer/howtos/website_themes/gradients.html">Gradients</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_animations"><a class="reference internal" href="../developer/howtos/website_themes/animations.html">Animations</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_forms"><a class="reference internal" href="../developer/howtos/website_themes/forms.html">Forms</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_translations"><a class="reference internal" href="../developer/howtos/website_themes/translations.html">Translations</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_going_live"><a class="reference internal" href="../developer/howtos/website_themes/going_live.html">Going live</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_howtos_web_services"><a class="reference internal" href="../developer/howtos/web_services.html">Web Services</a></li> <li class="toctree-l3 o_menu_developer_howtos_company"><a class="reference internal" href="../developer/howtos/company.html">Multi-company Guidelines</a></li> <li class="toctree-l3 o_menu_developer_howtos_create_reports"><a class="reference internal" href="../developer/howtos/create_reports.html">Create customized reports</a></li> <li class="toctree-l3 o_menu_developer_howtos_accounting_localization"><a class="reference internal" href="../developer/howtos/accounting_localization.html">Accounting localization</a></li> <li class="toctree-l3 o_menu_developer_howtos_translations"><a class="reference internal" href="../developer/howtos/translations.html">Translating Modules</a></li> <li class="toctree-l3 o_menu_developer_howtos_connect_device"><a class="reference internal" href="../developer/howtos/connect_device.html">Connect with a device</a></li> <li class="toctree-l3 o_menu_developer_howtos_upgrade_custom_db"><a class="reference internal" href="../developer/howtos/upgrade_custom_db.html">Upgrade a customized database</a></li> </ul> </li> <li class="toctree-l2 o_menu_developer_reference"><a class="reference internal" href="../developer/reference.html">Reference</a><ul> <li class="toctree-l3 o_menu_developer_reference_backend"><a class="reference internal" href="#">Server framework</a><ul> <li class="toctree-l4 o_menu_developer_reference_backend_orm"><a class="reference internal" href="../developer/reference/backend/orm.html">ORM API</a><ul> <li class="toctree-l5 o_menu_developer_reference_backend_orm_changelog"><a class="reference internal" href="../developer/reference/backend/orm/changelog.html">Changelog</a></li> </ul> </li> <li class="toctree-l4 o_menu_developer_reference_backend_data"><a class="reference internal" href="../developer/reference/backend/data.html">Data Files</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_actions"><a class="reference internal" href="../developer/reference/backend/actions.html">Actions</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_reports"><a class="reference internal" href="../developer/reference/backend/reports.html">QWeb Reports</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_module"><a class="reference internal" href="../developer/reference/backend/module.html">Module Manifests</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_security"><a class="reference internal" href="../developer/reference/backend/security.html">Security in Odoo</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_performance"><a class="reference internal" href="../developer/reference/backend/performance.html">Performance</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_testing"><a class="reference internal" href="../developer/reference/backend/testing.html">Testing Odoo</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_http"><a class="reference internal" href="../developer/reference/backend/http.html">Web Controllers</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_mixins"><a class="reference internal" href="../developer/reference/backend/mixins.html">Mixins and Useful Classes</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_frontend"><a class="reference internal" href="#">Web framework</a><ul> <li class="toctree-l4 o_menu_developer_reference_frontend_framework_overview"><a class="reference internal" href="../developer/reference/frontend/framework_overview.html">Framework Overview</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_assets"><a class="reference internal" href="../developer/reference/frontend/assets.html">Assets</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_javascript_modules"><a class="reference internal" href="../developer/reference/frontend/javascript_modules.html">Javascript Modules</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_owl_components"><a class="reference internal" href="../developer/reference/frontend/owl_components.html">Owl components</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_registries"><a class="reference internal" href="../developer/reference/frontend/registries.html">Registries</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_services"><a class="reference internal" href="../developer/reference/frontend/services.html">Services</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_hooks"><a class="reference internal" href="../developer/reference/frontend/hooks.html">Hooks</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_patching_code"><a class="reference internal" href="../developer/reference/frontend/patching_code.html">Patching code</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_error_handling"><a class="reference internal" href="../developer/reference/frontend/error_handling.html">Error handling</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_javascript_reference"><a class="reference internal" href="../developer/reference/frontend/javascript_reference.html">Javascript Reference</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_mobile"><a class="reference internal" href="../developer/reference/frontend/mobile.html">Mobile JavaScript</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_qweb"><a class="reference internal" href="../developer/reference/frontend/qweb.html">QWeb Templates</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_odoo_editor"><a class="reference internal" href="../developer/reference/frontend/odoo_editor.html">Odoo Editor</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_user_interface"><a class="reference internal" href="#">User interface</a><ul> <li class="toctree-l4 o_menu_developer_reference_user_interface_view_records"><a class="reference internal" href="../developer/reference/user_interface/view_records.html">View records</a></li> <li class="toctree-l4 o_menu_developer_reference_user_interface_view_architectures"><a class="reference internal" href="../developer/reference/user_interface/view_architectures.html">View architectures</a></li> <li class="toctree-l4 o_menu_developer_reference_user_interface_scss_inheritance"><a class="reference internal" href="../developer/reference/user_interface/scss_inheritance.html">SCSS inheritance</a></li> <li class="toctree-l4 o_menu_developer_reference_user_interface_icons"><a class="reference internal" href="../developer/reference/user_interface/icons.html">UI icons</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_standard_modules"><a class="reference internal" href="#">Standard modules</a><ul> <li class="toctree-l4 o_menu_developer_reference_standard_modules_account"><a class="reference internal" href="#">Accounting</a><ul> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_account_tag"><a class="reference internal" href="../developer/reference/standard_modules/account/account_account_tag.html">Account Tag</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_account"><a class="reference internal" href="../developer/reference/standard_modules/account/account_account.html">Account</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_fiscal_position"><a class="reference internal" href="../developer/reference/standard_modules/account/account_fiscal_position.html">Fiscal Position</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_group"><a class="reference internal" href="../developer/reference/standard_modules/account/account_group.html">Account Group</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_report"><a class="reference internal" href="../developer/reference/standard_modules/account/account_report.html">Report</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_report_line"><a class="reference internal" href="../developer/reference/standard_modules/account/account_report_line.html">Report Line</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_tax"><a class="reference internal" href="../developer/reference/standard_modules/account/account_tax.html">Taxes</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_tax_repartition"><a class="reference internal" href="../developer/reference/standard_modules/account/account_tax_repartition.html">Tax Repartitions</a></li> </ul> </li> <li class="toctree-l4 o_menu_developer_reference_standard_modules_payment"><a class="reference internal" href="#">Payment</a><ul> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_method"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_method.html">Payment Method</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_provider"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_provider.html">Payment Provider</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_token"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_token.html">Payment Token</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_transaction"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_transaction.html">Payment Transaction</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_cli"><a class="reference internal" href="../developer/reference/cli.html">Command-line interface (CLI)</a></li> <li class="toctree-l3 o_menu_developer_reference_upgrades"><a class="reference internal" href="#">Upgrades</a><ul> <li class="toctree-l4 o_menu_developer_reference_upgrades_upgrade_scripts"><a class="reference internal" href="../developer/reference/upgrades/upgrade_scripts.html">Upgrade scripts</a></li> <li class="toctree-l4 o_menu_developer_reference_upgrades_upgrade_utils"><a class="reference internal" href="../developer/reference/upgrades/upgrade_utils.html">Upgrade utils</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_external_api"><a class="reference internal" href="../developer/reference/external_api.html">External API</a></li> <li class="toctree-l3 o_menu_developer_reference_extract_api"><a class="reference internal" href="../developer/reference/extract_api.html">Extract API</a></li> </ul> </li> </ul> </li> <li class="toctree-l1 o_menu_contributing"><a class="reference internal" href="../contributing.html">Contributing</a><ul> <li class="toctree-l2 o_menu_contributing_development"><a class="reference internal" href="../contributing/development.html">Development</a><ul> <li class="toctree-l3 o_menu_contributing_development_coding_guidelines"><a class="reference internal" href="../contributing/development/coding_guidelines.html">Coding guidelines</a></li> <li class="toctree-l3 o_menu_contributing_development_git_guidelines"><a class="reference internal" href="../contributing/development/git_guidelines.html">Git guidelines</a></li> </ul> </li> <li class="toctree-l2 o_menu_contributing_documentation"><a class="reference internal" href="../contributing/documentation.html">Documentation</a><ul> <li class="toctree-l3 o_menu_contributing_documentation_content_guidelines"><a class="reference internal" href="../contributing/documentation/content_guidelines.html">Content guidelines</a></li> <li class="toctree-l3 o_menu_contributing_documentation_rst_guidelines"><a class="reference internal" href="../contributing/documentation/rst_guidelines.html">RST guidelines and cheat sheet</a></li> </ul> </li> </ul> </li> </ul> </nav> </noscript> <nav id="o_menu" class="o_side_nav"> <div class="o_mobile-overlay" data-bs-toggle="collapse" data-bs-target="#o_menu"></div> <div class="o_side_nav-inner border-end"> <aside id="o_page_toc_in_nav" class="o_page_toc o_in_nav_toc border-bottom pt-3 pb-3" hidden><div class="o_page_toc_nav mt-1"> <h5>On this page</h5> <ul> <li><a class="reference internal" href="#">Upgrade</a><ul> <li><a class="reference internal" href="#upgrading-in-a-nutshell">Upgrading in a nutshell</a></li> <li><a class="reference internal" href="#obtaining-an-upgraded-test-database">Obtaining an upgraded test database</a></li> <li><a class="reference internal" href="#testing-the-new-version-of-the-database">Testing the new version of the database</a></li> <li><a class="reference internal" href="#upgrading-the-production-database">Upgrading the production database</a></li> <li><a class="reference internal" href="#service-level-agreement-sla">Service-level agreement (SLA)</a><ul> <li><a class="reference internal" href="#upgrade-services-covered-by-the-sla">Upgrade services covered by the SLA</a></li> <li><a class="reference internal" href="#upgrade-services-not-covered-by-the-sla">Upgrade services not covered by the SLA</a></li> </ul> </li> </ul> </li> </ul> </div> </aside> <div id="o_main_toctree" class="o_main_toc mt-3" hidden> <ul class="current"> <li class="toctree-l1 o_menu_applications"><a class="reference internal" href="../applications.html">User Docs</a><ul> <li class="toctree-l2 o_menu_applications_essentials"><a class="reference internal" href="#">Odoo essentials</a><ul> <li class="toctree-l3 o_menu_applications_essentials_activities"><a class="reference internal" href="../applications/essentials/activities.html">Activities</a></li> <li class="toctree-l3 o_menu_applications_essentials_reporting"><a class="reference internal" href="../applications/essentials/reporting.html">Reporting</a></li> <li class="toctree-l3 o_menu_applications_essentials_search"><a class="reference internal" href="../applications/essentials/search.html">Search, filter, and group records</a></li> <li class="toctree-l3 o_menu_applications_essentials_contacts"><a class="reference internal" href="../applications/essentials/contacts.html">Contacts</a><ul> <li class="toctree-l4 o_menu_applications_essentials_contacts_merge"><a class="reference internal" href="../applications/essentials/contacts/merge.html">Merge contacts</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_essentials_export_import_data"><a class="reference internal" href="../applications/essentials/export_import_data.html">Export and import data</a></li> <li class="toctree-l3 o_menu_applications_essentials_in_app_purchase"><a class="reference internal" href="../applications/essentials/in_app_purchase.html">In-app purchases (IAP)</a></li> <li class="toctree-l3 o_menu_applications_essentials_keyboard_shortcuts"><a class="reference internal" href="../applications/essentials/keyboard_shortcuts.html">Keyboard shortcuts</a></li> </ul> </li> <li class="toctree-l2 o_menu_applications_finance"><a class="reference internal" href="#">Finance</a><ul> <li class="toctree-l3 o_menu_applications_finance_accounting"><a class="reference internal" href="../applications/finance/accounting.html">Accounting and Invoicing</a><ul> <li class="toctree-l4 o_menu_applications_finance_accounting_get_started"><a class="reference internal" href="../applications/finance/accounting/get_started.html">Get started</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_cheat_sheet"><a class="reference internal" href="../applications/finance/accounting/get_started/cheat_sheet.html">Accounting cheat sheet</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_chart_of_accounts"><a class="reference internal" href="../applications/finance/accounting/get_started/chart_of_accounts.html">Chart of accounts</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_multi_currency"><a class="reference internal" href="../applications/finance/accounting/get_started/multi_currency.html">Multi-currency system</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_avg_price_valuation"><a class="reference internal" href="../applications/finance/accounting/get_started/avg_price_valuation.html">Average price on returned goods</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_get_started_tax_units"><a class="reference internal" href="../applications/finance/accounting/get_started/tax_units.html">Tax units</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_taxes"><a class="reference internal" href="../applications/finance/accounting/taxes.html">Taxes</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_cash_basis"><a class="reference internal" href="../applications/finance/accounting/taxes/cash_basis.html">Cash basis taxes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_retention"><a class="reference internal" href="../applications/finance/accounting/taxes/retention.html">Withholding taxes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_vat_verification"><a class="reference internal" href="../applications/finance/accounting/taxes/vat_verification.html">VAT numbers verification (VIES)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_fiscal_positions"><a class="reference internal" href="../applications/finance/accounting/taxes/fiscal_positions.html">Fiscal positions (tax and account mapping)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_avatax"><a class="reference internal" href="../applications/finance/accounting/taxes/avatax.html">AvaTax integration</a><ul> <li class="toctree-l6 o_menu_applications_finance_accounting_taxes_avatax_avatax_use"><a class="reference internal" href="../applications/finance/accounting/taxes/avatax/avatax_use.html">AvaTax use</a></li> <li class="toctree-l6 o_menu_applications_finance_accounting_taxes_avatax_avalara_portal"><a class="reference internal" href="../applications/finance/accounting/taxes/avatax/avalara_portal.html">Avalara (Avatax) portal</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_eu_distance_selling"><a class="reference internal" href="../applications/finance/accounting/taxes/eu_distance_selling.html">EU intra-community distance selling</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_taxes_B2B_B2C"><a class="reference internal" href="../applications/finance/accounting/taxes/B2B_B2C.html">B2B (tax excluded) and B2C (tax included) pricing</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_customer_invoices"><a class="reference internal" href="../applications/finance/accounting/customer_invoices.html">Customer invoices</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_overview"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/overview.html">Invoicing processes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_customer_addresses"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/customer_addresses.html">Delivery and invoice addresses</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_payment_terms"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/payment_terms.html">Payment terms and installment plans</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_terms_conditions"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/terms_conditions.html">Default terms and conditions (T&C)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_cash_discounts"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/cash_discounts.html">Cash discounts and tax reduction</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_credit_notes"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/credit_notes.html">Credit notes and refunds</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_cash_rounding"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/cash_rounding.html">Cash rounding</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_deferred_revenues"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/deferred_revenues.html">Deferred revenues</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_electronic_invoicing"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/electronic_invoicing.html">Electronic invoicing (<abbr title="electronic data interchange">EDI</abbr>)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_snailmail"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/snailmail.html">Snailmail</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_epc_qr_code"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/epc_qr_code.html">EPC QR codes</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_customer_invoices_incoterms"><a class="reference internal" href="../applications/finance/accounting/customer_invoices/incoterms.html">Incoterms</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_vendor_bills"><a class="reference internal" href="../applications/finance/accounting/vendor_bills.html">Vendor bills</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_vendor_bills_invoice_digitization"><a class="reference internal" href="../applications/finance/accounting/vendor_bills/invoice_digitization.html">AI-powered document digitization</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_vendor_bills_assets"><a class="reference internal" href="../applications/finance/accounting/vendor_bills/assets.html">Non-current assets and fixed assets</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_vendor_bills_deferred_expenses"><a class="reference internal" href="../applications/finance/accounting/vendor_bills/deferred_expenses.html">Deferred expenses</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_payments"><a class="reference internal" href="../applications/finance/accounting/payments.html">Payments</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_online"><a class="reference internal" href="../applications/finance/accounting/payments/online.html">Online payments</a><ul> <li class="toctree-l6 o_menu_applications_finance_accounting_payments_online_install_portal_patch"><a class="reference internal" href="../applications/finance/accounting/payments/online/install_portal_patch.html">Install the patch to disable online invoice payment</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_checks"><a class="reference internal" href="../applications/finance/accounting/payments/checks.html">Checks</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_batch"><a class="reference internal" href="../applications/finance/accounting/payments/batch.html">Batch payments by bank deposit</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_batch_sdd"><a class="reference internal" href="../applications/finance/accounting/payments/batch_sdd.html">Batch payments: SEPA Direct Debit (SDD)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_follow_up"><a class="reference internal" href="../applications/finance/accounting/payments/follow_up.html">Follow-up on invoices</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_internal_transfers"><a class="reference internal" href="../applications/finance/accounting/payments/internal_transfers.html">Internal transfers</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_pay_sepa"><a class="reference internal" href="../applications/finance/accounting/payments/pay_sepa.html">Pay with SEPA</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_pay_checks"><a class="reference internal" href="../applications/finance/accounting/payments/pay_checks.html">Pay by checks</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_forecast"><a class="reference internal" href="../applications/finance/accounting/payments/forecast.html">Forecast future bills to pay</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_payments_trusted_accounts"><a class="reference internal" href="../applications/finance/accounting/payments/trusted_accounts.html">Trusted accounts (send money)</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_bank"><a class="reference internal" href="../applications/finance/accounting/bank.html">Bank and cash accounts</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_bank_synchronization"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization.html">Bank synchronization</a><ul> <li class="toctree-l6 o_menu_applications_finance_accounting_bank_bank_synchronization_saltedge"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization/saltedge.html">Salt Edge</a></li> <li class="toctree-l6 o_menu_applications_finance_accounting_bank_bank_synchronization_ponto"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization/ponto.html">Ponto</a></li> <li class="toctree-l6 o_menu_applications_finance_accounting_bank_bank_synchronization_enablebanking"><a class="reference internal" href="../applications/finance/accounting/bank/bank_synchronization/enablebanking.html">Enable Banking</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_transactions"><a class="reference internal" href="../applications/finance/accounting/bank/transactions.html">Transactions</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_reconciliation"><a class="reference internal" href="../applications/finance/accounting/bank/reconciliation.html">Bank reconciliation</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_reconciliation_models"><a class="reference internal" href="../applications/finance/accounting/bank/reconciliation_models.html">Reconciliation models</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_foreign_currency"><a class="reference internal" href="../applications/finance/accounting/bank/foreign_currency.html">Manage a bank account in a foreign currency</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_bank_loans"><a class="reference internal" href="../applications/finance/accounting/bank/loans.html">Loans management</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_finance_accounting_reporting"><a class="reference internal" href="../applications/finance/accounting/reporting.html">Reporting</a><ul> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_tax_returns"><a class="reference internal" href="../applications/finance/accounting/reporting/tax_returns.html">Tax return (VAT declaration)</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_tax_carryover"><a class="reference internal" href="../applications/finance/accounting/reporting/tax_carryover.html">Tax carryover</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_analytic_accounting"><a class="reference internal" href="../applications/finance/accounting/reporting/analytic_accounting.html">Analytic accounting</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_budget"><a class="reference internal" href="../applications/finance/accounting/reporting/budget.html">Analytic budgets</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_intrastat"><a class="reference internal" href="../applications/finance/accounting/reporting/intrastat.html">Intrastat</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_data_inalterability"><a class="reference internal" href="../applications/finance/accounting/reporting/data_inalterability.html">Data inalterability check report</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_silverfin"><a class="reference internal" href="../applications/finance/accounting/reporting/silverfin.html">Silverfin integration</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_customize"><a class="reference internal" href="../applications/finance/accounting/reporting/customize.html">Custom reports</a></li> <li class="toctree-l5 o_menu_applications_finance_accounting_reporting_year_end"><a class="reference internal" href="../applications/finance/accounting/reporting/year_end.html">Year-end closing</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_finance_expenses"><a class="reference internal" href="../applications/finance/expenses.html">Expenses</a><ul> <li class="toctree-l4 o_menu_applications_finance_expenses_log_expenses"><a class="reference internal" href="../applications/finance/expenses/log_expenses.html">Log expenses</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_expense_reports"><a class="reference internal" href="../applications/finance/expenses/expense_reports.html">Expense reports</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_approve_expenses"><a class="reference internal" href="../applications/finance/expenses/approve_expenses.html">Approve expenses</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_post_expenses"><a class="reference internal" href="../applications/finance/expenses/post_expenses.html">Post expenses</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_reimburse"><a class="reference internal" href="../applications/finance/expenses/reimburse.html">Reimburse employees</a></li> <li class="toctree-l4 o_menu_applications_finance_expenses_reinvoice_expenses"><a class="reference internal" href="../applications/finance/expenses/reinvoice_expenses.html">Re-invoice expenses</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_finance_payment_providers"><a class="reference internal" href="../applications/finance/payment_providers.html">Online payments</a><ul> <li class="toctree-l4 o_menu_applications_finance_payment_providers_wire_transfer"><a class="reference internal" href="../applications/finance/payment_providers/wire_transfer.html">Wire transfers</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_adyen"><a class="reference internal" href="../applications/finance/payment_providers/adyen.html">Adyen</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_amazon_payment_services"><a class="reference internal" href="../applications/finance/payment_providers/amazon_payment_services.html">Amazon Payment Services</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_asiapay"><a class="reference internal" href="../applications/finance/payment_providers/asiapay.html">AsiaPay</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_authorize"><a class="reference internal" href="../applications/finance/payment_providers/authorize.html">Authorize.Net</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_buckaroo"><a class="reference internal" href="../applications/finance/payment_providers/buckaroo.html">Buckaroo</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_demo"><a class="reference internal" href="../applications/finance/payment_providers/demo.html">Demo</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_flutterwave"><a class="reference internal" href="../applications/finance/payment_providers/flutterwave.html">Flutterwave</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_mercado_pago"><a class="reference internal" href="../applications/finance/payment_providers/mercado_pago.html">Mercado Pago</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_mollie"><a class="reference internal" href="../applications/finance/payment_providers/mollie.html">Mollie</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_paypal"><a class="reference internal" href="../applications/finance/payment_providers/paypal.html">PayPal</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_razorpay"><a class="reference internal" href="../applications/finance/payment_providers/razorpay.html">Razorpay</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_stripe"><a class="reference internal" href="../applications/finance/payment_providers/stripe.html">Stripe</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_worldline"><a class="reference internal" href="../applications/finance/payment_providers/worldline.html">Worldline</a></li> <li class="toctree-l4 o_menu_applications_finance_payment_providers_xendit"><a class="reference internal" href="../applications/finance/payment_providers/xendit.html">Xendit</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_finance_fiscal_localizations"><a class="reference internal" href="../applications/finance/fiscal_localizations.html">Fiscal localizations</a><ul> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_argentina"><a class="reference internal" href="../applications/finance/fiscal_localizations/argentina.html">Argentina</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_australia"><a class="reference internal" href="../applications/finance/fiscal_localizations/australia.html">Australia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_austria"><a class="reference internal" href="../applications/finance/fiscal_localizations/austria.html">Austria</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_belgium"><a class="reference internal" href="../applications/finance/fiscal_localizations/belgium.html">Belgium</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_brazil"><a class="reference internal" href="../applications/finance/fiscal_localizations/brazil.html">Brazil</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_canada"><a class="reference internal" href="../applications/finance/fiscal_localizations/canada.html">Canada</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_chile"><a class="reference internal" href="../applications/finance/fiscal_localizations/chile.html">Chile</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_colombia"><a class="reference internal" href="../applications/finance/fiscal_localizations/colombia.html">Colombia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_ecuador"><a class="reference internal" href="../applications/finance/fiscal_localizations/ecuador.html">Ecuador</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_egypt"><a class="reference internal" href="../applications/finance/fiscal_localizations/egypt.html">Egypt</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_france"><a class="reference internal" href="../applications/finance/fiscal_localizations/france.html">France</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_germany"><a class="reference internal" href="../applications/finance/fiscal_localizations/germany.html">Germany</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_hong_kong"><a class="reference internal" href="../applications/finance/fiscal_localizations/hong_kong.html">Hong Kong</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_india"><a class="reference internal" href="../applications/finance/fiscal_localizations/india.html">India</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_indonesia"><a class="reference internal" href="../applications/finance/fiscal_localizations/indonesia.html">Indonesia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_italy"><a class="reference internal" href="../applications/finance/fiscal_localizations/italy.html">Italy</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_kenya"><a class="reference internal" href="../applications/finance/fiscal_localizations/kenya.html">Kenya</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_luxembourg"><a class="reference internal" href="../applications/finance/fiscal_localizations/luxembourg.html">Luxembourg</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_malaysia"><a class="reference internal" href="../applications/finance/fiscal_localizations/malaysia.html">Malaysia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_mexico"><a class="reference internal" href="../applications/finance/fiscal_localizations/mexico.html">Mexico</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_netherlands"><a class="reference internal" href="../applications/finance/fiscal_localizations/netherlands.html">Netherlands</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_new_zealand"><a class="reference internal" href="../applications/finance/fiscal_localizations/new_zealand.html">New Zealand</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_romania"><a class="reference internal" href="../applications/finance/fiscal_localizations/romania.html">Romania</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_peru"><a class="reference internal" href="../applications/finance/fiscal_localizations/peru.html">Peru</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_philippines"><a class="reference internal" href="../applications/finance/fiscal_localizations/philippines.html">Philippines</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_saudi_arabia"><a class="reference internal" href="../applications/finance/fiscal_localizations/saudi_arabia.html">Saudi Arabia</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_singapore"><a class="reference internal" href="../applications/finance/fiscal_localizations/singapore.html">Singapore</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_spain"><a class="reference internal" href="../applications/finance/fiscal_localizations/spain.html">Spain</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_switzerland"><a class="reference internal" href="../applications/finance/fiscal_localizations/switzerland.html">Switzerland</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_thailand"><a class="reference internal" href="../applications/finance/fiscal_localizations/thailand.html">Thailand</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_vietnam"><a class="reference internal" href="../applications/finance/fiscal_localizations/vietnam.html">Vietnam</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_united_arab_emirates"><a class="reference internal" href="../applications/finance/fiscal_localizations/united_arab_emirates.html">United Arab Emirates</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_united_kingdom"><a class="reference internal" href="../applications/finance/fiscal_localizations/united_kingdom.html">United Kingdom</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_united_states"><a class="reference internal" href="../applications/finance/fiscal_localizations/united_states.html">United States</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_uruguay"><a class="reference internal" href="../applications/finance/fiscal_localizations/uruguay.html">Uruguay</a></li> <li class="toctree-l4 o_menu_applications_finance_fiscal_localizations_employment_hero"><a class="reference internal" href="../applications/finance/fiscal_localizations/employment_hero.html">Employment Hero Payroll</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_sales"><a class="reference internal" href="#">Sales</a><ul> <li class="toctree-l3 o_menu_applications_sales_crm"><a class="reference internal" href="../applications/sales/crm.html">CRM</a><ul> <li class="toctree-l4 o_menu_applications_sales_crm_pipeline"><a class="reference internal" href="#">Organize the pipeline</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_pipeline_lost_opportunities"><a class="reference internal" href="../applications/sales/crm/pipeline/lost_opportunities.html">Manage lost opportunities</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_pipeline_merge_similar"><a class="reference internal" href="../applications/sales/crm/pipeline/merge_similar.html">Merge similar leads and opportunities</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_pipeline_manage_sales_teams"><a class="reference internal" href="../applications/sales/crm/pipeline/manage_sales_teams.html">Manage sales teams</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_acquire_leads"><a class="reference internal" href="#">Acquire leads</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_convert"><a class="reference internal" href="../applications/sales/crm/acquire_leads/convert.html">Convert leads into opportunities</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_opportunities_form"><a class="reference internal" href="../applications/sales/crm/acquire_leads/opportunities_form.html">Create opportunities from web contact forms</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_email_manual"><a class="reference internal" href="../applications/sales/crm/acquire_leads/email_manual.html">Create leads (from email or manually)</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_send_quotes"><a class="reference internal" href="../applications/sales/crm/acquire_leads/send_quotes.html">Create and send quotations</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_acquire_leads_lead_mining"><a class="reference internal" href="../applications/sales/crm/acquire_leads/lead_mining.html">Lead mining</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_track_leads"><a class="reference internal" href="#">Assign and track leads</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_lead_scoring"><a class="reference internal" href="../applications/sales/crm/track_leads/lead_scoring.html">Assign leads with predictive lead scoring</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_unattended_leads_report"><a class="reference internal" href="../applications/sales/crm/track_leads/unattended_leads_report.html">Unattended leads report</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_quality_leads_report"><a class="reference internal" href="../applications/sales/crm/track_leads/quality_leads_report.html">Quality leads report</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_resellers"><a class="reference internal" href="../applications/sales/crm/track_leads/resellers.html">Resellers</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_marketing_attribution"><a class="reference internal" href="../applications/sales/crm/track_leads/marketing_attribution.html">Marketing attribution reports</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_track_leads_lead_distribution_report"><a class="reference internal" href="../applications/sales/crm/track_leads/lead_distribution_report.html">Lead distribution report</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_performance"><a class="reference internal" href="#">Analyze performance</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_performance_win_loss"><a class="reference internal" href="../applications/sales/crm/performance/win_loss.html">Pipeline Analysis</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_performance_expected_revenue_report"><a class="reference internal" href="../applications/sales/crm/performance/expected_revenue_report.html">Expected revenue report</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_performance_forecast_report"><a class="reference internal" href="../applications/sales/crm/performance/forecast_report.html">Forecast report</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_crm_optimize"><a class="reference internal" href="#">Optimize your Day-to-Day work</a><ul> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_partner_autocomplete"><a class="reference internal" href="../applications/sales/crm/optimize/partner_autocomplete.html">Enrich contacts with partner autocomplete</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_gamification"><a class="reference internal" href="../applications/sales/crm/optimize/gamification.html">CRM Gamification</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_utilize_activities"><a class="reference internal" href="../applications/sales/crm/optimize/utilize_activities.html">Utilize activities for sales teams</a></li> <li class="toctree-l5 o_menu_applications_sales_crm_optimize_lead_enrichment"><a class="reference internal" href="../applications/sales/crm/optimize/lead_enrichment.html">Lead enrichment</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_sales"><a class="reference internal" href="../applications/sales/sales.html">Sales</a><ul> <li class="toctree-l4 o_menu_applications_sales_sales_send_quotations"><a class="reference internal" href="#">Send Quotations</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_create_quotations"><a class="reference internal" href="../applications/sales/sales/send_quotations/create_quotations.html">Create quotations</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_quote_template"><a class="reference internal" href="../applications/sales/sales/send_quotations/quote_template.html">Quotation templates</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_optional_products"><a class="reference internal" href="../applications/sales/sales/send_quotations/optional_products.html">Optional products</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_get_signature_to_validate"><a class="reference internal" href="../applications/sales/sales/send_quotations/get_signature_to_validate.html">Online signatures for order confirmations</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_get_paid_to_validate"><a class="reference internal" href="../applications/sales/sales/send_quotations/get_paid_to_validate.html">Online payment order confirmation</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_deadline"><a class="reference internal" href="../applications/sales/sales/send_quotations/deadline.html">Quotation deadlines</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_different_addresses"><a class="reference internal" href="../applications/sales/sales/send_quotations/different_addresses.html">Deliveries and invoices to different addresses</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_orders_and_variants"><a class="reference internal" href="../applications/sales/sales/send_quotations/orders_and_variants.html">Product variants on quotations and sales orders</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_send_quotations_pdf_quote_builder"><a class="reference internal" href="../applications/sales/sales/send_quotations/pdf_quote_builder.html">PDF quote builder</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_sales_invoicing"><a class="reference internal" href="#">Invoicing Method</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_invoicing_policy"><a class="reference internal" href="../applications/sales/sales/invoicing/invoicing_policy.html">Invoice based on delivered or ordered quantities</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_down_payment"><a class="reference internal" href="../applications/sales/sales/invoicing/down_payment.html">Down payments</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_proforma"><a class="reference internal" href="../applications/sales/sales/invoicing/proforma.html">Pro-forma invoices</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_time_materials"><a class="reference internal" href="../applications/sales/sales/invoicing/time_materials.html">Invoicing based on time and materials</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_milestone"><a class="reference internal" href="../applications/sales/sales/invoicing/milestone.html">Invoice project milestones</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_invoicing_expense"><a class="reference internal" href="../applications/sales/sales/invoicing/expense.html">Reinvoice expenses to customers</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_sales_products_prices"><a class="reference internal" href="#">Products & Prices</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_products"><a class="reference internal" href="#">Manage your products</a><ul> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_products_import"><a class="reference internal" href="../applications/sales/sales/products_prices/products/import.html">Import products</a></li> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_products_variants"><a class="reference internal" href="../applications/sales/sales/products_prices/products/variants.html">Product variants</a></li> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_products_product_images"><a class="reference internal" href="../applications/sales/sales/products_prices/products/product_images.html">Product images with Google Images</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_prices"><a class="reference internal" href="#">Manage your pricing</a><ul> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_prices_pricing"><a class="reference internal" href="../applications/sales/sales/products_prices/prices/pricing.html">Pricelists, discounts, and formulas</a></li> <li class="toctree-l6 o_menu_applications_sales_sales_products_prices_prices_currencies"><a class="reference internal" href="../applications/sales/sales/products_prices/prices/currencies.html">Foreign currencies</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_returns"><a class="reference internal" href="../applications/sales/sales/products_prices/returns.html">Returns and refunds</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_ewallets_giftcards"><a class="reference internal" href="../applications/sales/sales/products_prices/ewallets_giftcards.html">Use eWallets and gift cards</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_products_prices_loyalty_discount"><a class="reference internal" href="../applications/sales/sales/products_prices/loyalty_discount.html">Discount and loyalty programs</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_sales_amazon_connector"><a class="reference internal" href="#">Amazon Connector</a><ul> <li class="toctree-l5 o_menu_applications_sales_sales_amazon_connector_features"><a class="reference internal" href="../applications/sales/sales/amazon_connector/features.html">Amazon Connector features</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_amazon_connector_setup"><a class="reference internal" href="../applications/sales/sales/amazon_connector/setup.html">Amazon Connector configuration</a></li> <li class="toctree-l5 o_menu_applications_sales_sales_amazon_connector_manage"><a class="reference internal" href="../applications/sales/sales/amazon_connector/manage.html">Amazon order management</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_point_of_sale"><a class="reference internal" href="../applications/sales/point_of_sale.html">Point of Sale</a><ul> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_employee_login"><a class="reference internal" href="../applications/sales/point_of_sale/employee_login.html">Multi-employee management</a></li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_receipts_invoices"><a class="reference internal" href="../applications/sales/point_of_sale/receipts_invoices.html">Receipts and invoices</a></li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_combos"><a class="reference internal" href="../applications/sales/point_of_sale/combos.html">Product combos</a></li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_configuration"><a class="reference internal" href="../applications/sales/point_of_sale/configuration.html">Configuration</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_configuration_epos_printers"><a class="reference internal" href="../applications/sales/point_of_sale/configuration/epos_printers.html">ePOS printers</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_configuration_https"><a class="reference internal" href="../applications/sales/point_of_sale/configuration/https.html">Secure connection (HTTPS)</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_configuration_epos_ssc"><a class="reference internal" href="../applications/sales/point_of_sale/configuration/epos_ssc.html">Self-signed certificate for ePOS printers</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_shop"><a class="reference internal" href="#">Shop features</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_sales_order"><a class="reference internal" href="../applications/sales/point_of_sale/shop/sales_order.html">Sales orders</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_barcode"><a class="reference internal" href="../applications/sales/point_of_sale/shop/barcode.html">Barcodes</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_serial_numbers"><a class="reference internal" href="../applications/sales/point_of_sale/shop/serial_numbers.html">Serial numbers and lots</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_ship_later"><a class="reference internal" href="../applications/sales/point_of_sale/shop/ship_later.html">Ship later</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_shop_customer_display"><a class="reference internal" href="../applications/sales/point_of_sale/shop/customer_display.html">Customer display</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_restaurant"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant.html">Restaurant features</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_floors_tables"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/floors_tables.html">Floors and tables</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_kitchen_printing"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/kitchen_printing.html">Orders printing</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_bill_printing"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/bill_printing.html">Bills</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_restaurant_tips"><a class="reference internal" href="../applications/sales/point_of_sale/restaurant/tips.html">Tips</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_pricing"><a class="reference internal" href="#">Pricing features</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_discounts"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/discounts.html">Discounts</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_discount_tags"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/discount_tags.html">Discount tags (barcode scanner)</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_loyalty"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/loyalty.html">Loyalty programs</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_pricelists"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/pricelists.html">Pricelists</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_fiscal_position"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/fiscal_position.html">Flexible taxes (fiscal positions)</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_cash_rounding"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/cash_rounding.html">Cash rounding</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_pricing_electronic_labels"><a class="reference internal" href="../applications/sales/point_of_sale/pricing/electronic_labels.html">Electronic shelf labels</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_payment_methods"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods.html">Payment methods</a><ul> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_payment_methods_qr_code_payment"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/qr_code_payment.html">QR code payments</a></li> <li class="toctree-l5 o_menu_applications_sales_point_of_sale_payment_methods_terminals"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals.html">Payment terminals</a><ul> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_adyen"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/adyen.html">Adyen</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_ingenico"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/ingenico.html">Ingenico</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_mercado_pago"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.html">Mercado Pago</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_razorpay"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/razorpay.html">Razorpay</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_six"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/six.html">SIX</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_stripe"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/stripe.html">Stripe</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_viva_wallet"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.html">Viva Wallet</a></li> <li class="toctree-l6 o_menu_applications_sales_point_of_sale_payment_methods_terminals_worldline"><a class="reference internal" href="../applications/sales/point_of_sale/payment_methods/terminals/worldline.html">Worldline</a></li> </ul> </li> </ul> </li> <li class="toctree-l4 o_menu_applications_sales_point_of_sale_reporting"><a class="reference internal" href="../applications/sales/point_of_sale/reporting.html">Reporting</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_subscriptions"><a class="reference internal" href="../applications/sales/subscriptions.html">Subscriptions</a><ul> <li class="toctree-l4 o_menu_applications_sales_subscriptions_products"><a class="reference internal" href="../applications/sales/subscriptions/products.html">Subscription products</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_ecommerce"><a class="reference internal" href="../applications/sales/subscriptions/ecommerce.html">Subscriptions in the eCommerce shop</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_plans"><a class="reference internal" href="../applications/sales/subscriptions/plans.html">Subscription plans</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_upselling"><a class="reference internal" href="../applications/sales/subscriptions/upselling.html">Upsell subscriptions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_renewals"><a class="reference internal" href="../applications/sales/subscriptions/renewals.html">Renew subscriptions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_closing"><a class="reference internal" href="../applications/sales/subscriptions/closing.html">Close subscriptions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_automatic_alerts"><a class="reference internal" href="../applications/sales/subscriptions/automatic_alerts.html">Automation rules</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_scheduled_actions"><a class="reference internal" href="../applications/sales/subscriptions/scheduled_actions.html">Scheduled actions</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_reports"><a class="reference internal" href="../applications/sales/subscriptions/reports.html">Subscription reports</a></li> <li class="toctree-l4 o_menu_applications_sales_subscriptions_payment_providers"><a class="reference internal" href="#">Payment providers</a><ul> <li class="toctree-l5 o_menu_applications_sales_subscriptions_payment_providers_wire_transfer"><a class="reference internal" href="../applications/sales/subscriptions/payment_providers/wire_transfer.html">Wire transfer</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_sales_rental"><a class="reference internal" href="../applications/sales/rental.html">Rental</a></li> <li class="toctree-l3 o_menu_applications_sales_members"><a class="reference internal" href="../applications/sales/members.html">Members</a><ul> <li class="toctree-l4 o_menu_applications_sales_members_members_analysis"><a class="reference internal" href="../applications/sales/members/members_analysis.html">Members analysis</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_websites"><a class="reference internal" href="#">Websites</a><ul> <li class="toctree-l3 o_menu_applications_websites_website"><a class="reference internal" href="../applications/websites/website.html">Website</a><ul> <li class="toctree-l4 o_menu_applications_websites_website_web_design"><a class="reference internal" href="#">Web design</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_web_design_building_blocks"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks.html">Building blocks</a><ul> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_structure"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/structure.html">Structure</a></li> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_features"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/features.html">Features</a></li> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_dynamic_content"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/dynamic_content.html">Dynamic content</a></li> <li class="toctree-l6 o_menu_applications_websites_website_web_design_building_blocks_inner_content"><a class="reference internal" href="../applications/websites/website/web_design/building_blocks/inner_content.html">Inner content</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_websites_website_web_design_themes"><a class="reference internal" href="../applications/websites/website/web_design/themes.html">Website themes</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_pages"><a class="reference internal" href="../applications/websites/website/pages.html">Pages</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_pages_menus"><a class="reference internal" href="../applications/websites/website/pages/menus.html">Menus</a></li> <li class="toctree-l5 o_menu_applications_websites_website_pages_seo"><a class="reference internal" href="../applications/websites/website/pages/seo.html">Search Engine Optimization (SEO)</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_configuration"><a class="reference internal" href="#">Configuration</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_configuration_domain_names"><a class="reference internal" href="../applications/websites/website/configuration/domain_names.html">Domain names</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_address_autocomplete"><a class="reference internal" href="../applications/websites/website/configuration/address_autocomplete.html">Address autocomplete</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_google_search_console"><a class="reference internal" href="../applications/websites/website/configuration/google_search_console.html">Google Search Console</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_cookies_bar"><a class="reference internal" href="../applications/websites/website/configuration/cookies_bar.html">Cookies bar</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_translate"><a class="reference internal" href="../applications/websites/website/configuration/translate.html">Translations</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_multi_website"><a class="reference internal" href="../applications/websites/website/configuration/multi_website.html">Multiple websites</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_spam_protection"><a class="reference internal" href="../applications/websites/website/configuration/spam_protection.html">Forms spam protection</a></li> <li class="toctree-l5 o_menu_applications_websites_website_configuration_cdn"><a class="reference internal" href="../applications/websites/website/configuration/cdn.html">Set up a content delivery network (CDN)</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_reporting"><a class="reference internal" href="#">Reporting</a><ul> <li class="toctree-l5 o_menu_applications_websites_website_reporting_analytics"><a class="reference internal" href="../applications/websites/website/reporting/analytics.html">Website analytics</a></li> <li class="toctree-l5 o_menu_applications_websites_website_reporting_link_tracker"><a class="reference internal" href="../applications/websites/website/reporting/link_tracker.html">Link tracker</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_website_mail_groups"><a class="reference internal" href="../applications/websites/website/mail_groups.html">Mail groups</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_websites_ecommerce"><a class="reference internal" href="../applications/websites/ecommerce.html">eCommerce</a><ul> <li class="toctree-l4 o_menu_applications_websites_ecommerce_products"><a class="reference internal" href="../applications/websites/ecommerce/products.html">Products</a><ul> <li class="toctree-l5 o_menu_applications_websites_ecommerce_products_catalog"><a class="reference internal" href="../applications/websites/ecommerce/products/catalog.html">Catalog</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_products_price_management"><a class="reference internal" href="../applications/websites/ecommerce/products/price_management.html">Price management</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_products_cross_upselling"><a class="reference internal" href="../applications/websites/ecommerce/products/cross_upselling.html">Cross-selling and upselling</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_ecommerce_checkout_payment_shipping"><a class="reference internal" href="#">Checkout, payment, and shipping</a><ul> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_cart"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/cart.html">Add to cart</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_checkout"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/checkout.html">Checkout</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_shipping"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/shipping.html">Shipping methods</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_checkout_payment_shipping_payments"><a class="reference internal" href="../applications/websites/ecommerce/checkout_payment_shipping/payments.html">Payment providers</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_websites_ecommerce_ecommerce_management"><a class="reference internal" href="#">eCommerce management</a><ul> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_order_handling"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/order_handling.html">Order handling</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_customer_accounts"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/customer_accounts.html">Customer accounts</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_customer_interaction"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/customer_interaction.html">Customer interaction</a></li> <li class="toctree-l5 o_menu_applications_websites_ecommerce_ecommerce_management_performance"><a class="reference internal" href="../applications/websites/ecommerce/ecommerce_management/performance.html">Performance monitoring</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_websites_elearning"><a class="reference internal" href="../applications/websites/elearning.html">eLearning</a></li> <li class="toctree-l3 o_menu_applications_websites_forum"><a class="reference internal" href="../applications/websites/forum.html">Forum</a></li> <li class="toctree-l3 o_menu_applications_websites_blog"><a class="reference internal" href="../applications/websites/blog.html">Blog</a></li> <li class="toctree-l3 o_menu_applications_websites_livechat"><a class="reference internal" href="../applications/websites/livechat.html">Live Chat</a><ul> <li class="toctree-l4 o_menu_applications_websites_livechat_ratings"><a class="reference internal" href="../applications/websites/livechat/ratings.html">Ratings</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_responses"><a class="reference internal" href="../applications/websites/livechat/responses.html">Commands and canned responses</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_chatbots"><a class="reference internal" href="../applications/websites/livechat/chatbots.html">Chatbots</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_reports"><a class="reference internal" href="../applications/websites/livechat/reports.html">Reports</a></li> <li class="toctree-l4 o_menu_applications_websites_livechat_participate"><a class="reference internal" href="../applications/websites/livechat/participate.html">Participate in live chat</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_inventory_and_mrp"><a class="reference internal" href="#">Supply Chain</a><ul> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_inventory"><a class="reference internal" href="../applications/inventory_and_mrp/inventory.html">Inventory</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_inventory_product_management"><a class="reference internal" href="#">Product management</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_product_management_configure"><a class="reference internal" href="#">Configure product</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_type"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/type.html">Product type</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_uom"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/uom.html">Units of measure</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_package"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/package.html">Packages</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_configure_packaging"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/configure/packaging.html">Packaging</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking.html">Product tracking</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_serial_numbers"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.html">Serial numbers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_lots"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.html">Lot numbers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_reassign"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.html">Reassign lot/serial numbers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_product_tracking_expiration_dates"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.html">Expiration dates</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation"><a class="reference internal" href="#">Inventory valuation</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_inventory_valuation_config"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.html">Automatic inventory valuation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_using_inventory_valuation"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.html">Using inventory valuation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_landed_costs"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.html">Landed costs</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_product_management_inventory_valuation_valuation_by_lots"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.html">Valuation by lots/serial numbers</a></li> </ul> </li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage"><a class="reference internal" href="#">Warehouses and storage</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.html">Inventory management</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_warehouses"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.html">Warehouses</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_use_locations"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.html">Locations</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_count_products"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.html">Inventory adjustments</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_cycle_counts"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.html">Cycle counts</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_scrap_inventory"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.html">Scrap inventory</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_inventory_management_product_catalog"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.html">Product catalog</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.html">Replenishment</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_mto"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.html">Replenish on order (MTO)</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_reordering_rules"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.html">Reordering rules</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.html">Lead times</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_replenishment_resupply_warehouses"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.html">Inter-warehouse replenishment</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting"><a class="reference internal" href="#">Reporting</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_stock"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.html">Stock report</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_locations"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.html">Locations dashboard</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_moves_history"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.html">Moves history dashboard</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_warehouses_storage_reporting_aging"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.html">Inventory aging report</a></li> </ul> </li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving"><a class="reference internal" href="#">Shipping and receiving</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.html">Inbound and outbound flows</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_use_routes"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.html">Routes and push/pull rules</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_receipts_delivery_one_step"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.html">One-step receipt and delivery</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_receipts_delivery_two_steps"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.html">Two-step receipt and delivery</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_receipts_three_steps"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.html">Three-step receipt</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_delivery_three_steps"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.html">Three-step delivery</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_putaway"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.html">Putaway rules</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_storage_category"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.html">Storage categories</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_cross_dock"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.html">Organize a cross-dock in a warehouse</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_stock_warehouses"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.html">Sell stock from multiple warehouses using virtual locations</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_owned_stock"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.html">Consignment: buy and sell stock without owning it</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_daily_operations_dropshipping"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.html">Dropshipping</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.html">Delivery methods</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_third_party_shipper"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.html">Third-party shipping carriers</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_labels"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.html">Print shipping labels</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_bpost"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.html">Bpost integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_dhl_credentials"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.html">DHL integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_fedex"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.html">FedEx integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_sendcloud_shipping"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.html">Sendcloud integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_starshipit_shipping"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.html">Starshipit shipping</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_ups_credentials"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.html">UPS integration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_zebra"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.html">Zebra label configuration</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_cancel"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.html">How to cancel a shipping request to a shipper?</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_invoicing"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.html">Shipping cost invoicing</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_label_type"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.html">Change shipping label size</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_multipack"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.html">Multi-package shipments</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_print_on_validation"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.html">Printable delivery PDFs</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_setup_configuration_dispatch"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.html">Dispatch management system</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.html">Reservation methods</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods_at_confirmation"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.html">At confirmation reservation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods_manually"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.html">Manual reservation</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_reservation_methods_before_scheduled_date"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.html">Before scheduled date reservation</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods"><a class="reference internal" href="#">Picking methods</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods_batch"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.html">Batch picking</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods_cluster"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.html">Cluster picking</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_picking_methods_wave"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.html">Process wave transfers</a></li> </ul> </li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.html">Removal strategies</a><ul> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_fifo"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.html">FIFO removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_lifo"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.html">LIFO removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_fefo"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.html">FEFO removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_closest_location"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.html">Closest location removal</a></li> <li class="toctree-l6 o_menu_applications_inventory_and_mrp_inventory_shipping_receiving_removal_strategies_least_packages"><a class="reference internal" href="../applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.html">Least packages removal</a></li> </ul> </li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing.html">Manufacturing</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup"><a class="reference internal" href="#">Basic setup</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_configure_manufacturing_product"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.html">Manufacturing product configuration</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_bill_configuration"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.html">Bill of materials</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_one_step_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.html">One-step manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_two_step_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.html">Two-step manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_three_step_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.html">Three-step manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_basic_setup_mo_costs"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.html">Manufacturing order costs</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration"><a class="reference internal" href="#">Advanced configuration</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_product_variants"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/product_variants.html">Managing BoMs for product variants</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_kit_shipping"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.html">Use kits</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_sub_assemblies"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.html">Manage semi-finished products</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_using_work_centers"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.html">Manage work orders using work centers</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_advanced_configuration_work_order_dependencies"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.html">Work order dependencies</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_workflows"><a class="reference internal" href="#">Workflows</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_use_mps"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/use_mps.html">Master production schedule</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_work_center_time_off"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.html">Work center time off</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_scrap_manufacturing"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.html">Scrap during manufacturing</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_manufacturing_backorders"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.html">Manufacturing backorders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_split_merge"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/split_merge.html">Split and merge manufacturing orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_unbuild_orders"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.html">Unbuild orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_byproducts"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/byproducts.html">By-Products</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_continuous_improvement"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.html">Continuous product improvement</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_shop_floor"><a class="reference internal" href="#">Shop Floor</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_shop_floor_shop_floor_overview"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.html">Shop Floor overview</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_shop_floor_shop_floor_tracking"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.html">Shop Floor time tracking</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting.html">Subcontracting</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_subcontracting_basic"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.html">Basic subcontracting</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_basic_subcontracting_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.html">Basic subcontracting lead times</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_subcontracting_resupply"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.html">Resupply subcontractor</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_resupply_subcontracting_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.html">Resupply subcontracting lead times</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_subcontracting_dropship"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.html">Dropship to subcontractor</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_subcontracting_dropship_subcontracting_lead_times"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.html">Dropship subcontracting lead times</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_manufacturing_reporting"><a class="reference internal" href="#">Reporting</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_reporting_allocation"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/reporting/allocation.html">Allocation reports</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_reporting_oee"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/reporting/oee.html">Overall equipment effectiveness</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_reporting_production_analysis"><a class="reference internal" href="../applications/inventory_and_mrp/manufacturing/reporting/production_analysis.html">Production analysis</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_purchase"><a class="reference internal" href="../applications/inventory_and_mrp/purchase.html">Purchase</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_purchase_products"><a class="reference internal" href="#">Products</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_pricelist"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/pricelist.html">Import vendor pricelist</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_reordering"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/reordering.html">Configure reordering rules</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_temporary_reordering"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/temporary_reordering.html">Temporary reordering rules</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_products_uom"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/products/uom.html">Purchase units of measure</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_purchase_manage_deals"><a class="reference internal" href="#">Manage deals</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_rfq"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/rfq.html">Requests for quotation</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_blanket_orders"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.html">Blanket orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_calls_for_tenders"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.html">Call for tenders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_control_bills"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/control_bills.html">Bill control policies</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_manage_deals_manage"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/manage_deals/manage.html">Manage vendor bills</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_purchase_advanced"><a class="reference internal" href="#">Advanced</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_advanced_analyze"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/advanced/analyze.html">Purchase Analysis report</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_advanced_vendor_costs_report"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.html">Vendor costs report</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_purchase_advanced_procurement_expenses_report"><a class="reference internal" href="../applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.html">Procurement expenses report</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_barcode"><a class="reference internal" href="../applications/inventory_and_mrp/barcode.html">Barcode</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_barcode_setup"><a class="reference internal" href="#">Setup</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_setup_device_troubleshooting"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/setup/device_troubleshooting.html">Barcode device troubleshooting</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_setup_hardware"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/setup/hardware.html">Barcode scanner setup</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_setup_software"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/setup/software.html">Activate the Barcodes in Odoo</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_barcode_operations"><a class="reference internal" href="#">Daily operations</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_adjustments"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/adjustments.html">Apply inventory adjustments with barcodes</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_receipts_deliveries"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/receipts_deliveries.html">Process receipts and deliveries with barcodes</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_transfers_scratch"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/transfers_scratch.html">Create and process transfers with barcodes</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_barcode_nomenclature"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.html">Default barcode nomenclature</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_gs1_nomenclature"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.html">GS1 barcode nomenclature</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_barcode_operations_gs1_usage"><a class="reference internal" href="../applications/inventory_and_mrp/barcode/operations/gs1_usage.html">GS1 barcode usage</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_quality"><a class="reference internal" href="../applications/inventory_and_mrp/quality.html">Quality</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_quality_quality_management"><a class="reference internal" href="#">Quality control basics</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_quality_control_points"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/quality_control_points.html">Quality control points</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_quality_alerts"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/quality_alerts.html">Quality alerts</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_quality_checks"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/quality_checks.html">Quality checks</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_management_failure_locations"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_management/failure_locations.html">Failure locations</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_quality_quality_check_types"><a class="reference internal" href="#">Quality check types</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_instructions_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/instructions_check.html">Instructions quality check</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_pass_fail_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.html">Pass - Fail quality check</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_measure_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/measure_check.html">Measure quality check</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_quality_quality_check_types_picture_check"><a class="reference internal" href="../applications/inventory_and_mrp/quality/quality_check_types/picture_check.html">Take a Picture quality check</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_maintenance"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance.html">Maintenance</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_add_new_equipment"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/add_new_equipment.html">Add new equipment</a></li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_maintenance_calendar"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/maintenance_calendar.html">Maintenance calendar</a></li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_maintenance_requests"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/maintenance_requests.html">Maintenance requests</a></li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_maintenance_maintenance_setup"><a class="reference internal" href="../applications/inventory_and_mrp/maintenance/maintenance_setup.html">Maintenance setup</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_plm"><a class="reference internal" href="../applications/inventory_and_mrp/plm.html">Product lifecycle management</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_plm_manage_changes"><a class="reference internal" href="#">Change management</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_manage_changes_engineering_change_orders"><a class="reference internal" href="../applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.html">Engineering change orders</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_manage_changes_eco_type"><a class="reference internal" href="../applications/inventory_and_mrp/plm/manage_changes/eco_type.html">ECO type</a></li> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_manage_changes_version_control"><a class="reference internal" href="../applications/inventory_and_mrp/plm/manage_changes/version_control.html">Version control</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_plm_management"><a class="reference internal" href="#">Project management</a><ul> <li class="toctree-l5 o_menu_applications_inventory_and_mrp_plm_management_approvals"><a class="reference internal" href="../applications/inventory_and_mrp/plm/management/approvals.html">Approvals</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_inventory_and_mrp_repairs"><a class="reference internal" href="../applications/inventory_and_mrp/repairs.html">Repairs</a><ul> <li class="toctree-l4 o_menu_applications_inventory_and_mrp_repairs_repair_orders"><a class="reference internal" href="../applications/inventory_and_mrp/repairs/repair_orders.html">Process repair orders</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_hr"><a class="reference internal" href="#">Human resources</a><ul> <li class="toctree-l3 o_menu_applications_hr_attendances"><a class="reference internal" href="../applications/hr/attendances.html">Attendances</a><ul> <li class="toctree-l4 o_menu_applications_hr_attendances_check_in_check_out"><a class="reference internal" href="../applications/hr/attendances/check_in_check_out.html">Check in and out</a></li> <li class="toctree-l4 o_menu_applications_hr_attendances_kiosks"><a class="reference internal" href="../applications/hr/attendances/kiosks.html">Kiosks</a></li> <li class="toctree-l4 o_menu_applications_hr_attendances_hardware"><a class="reference internal" href="../applications/hr/attendances/hardware.html">Hardware</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_employees"><a class="reference internal" href="../applications/hr/employees.html">Employees</a><ul> <li class="toctree-l4 o_menu_applications_hr_employees_new_employee"><a class="reference internal" href="../applications/hr/employees/new_employee.html">New employees</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_departments"><a class="reference internal" href="../applications/hr/employees/departments.html">Departments</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_certifications"><a class="reference internal" href="../applications/hr/employees/certifications.html">Certifications</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_offboarding"><a class="reference internal" href="../applications/hr/employees/offboarding.html">Offboarding</a></li> <li class="toctree-l4 o_menu_applications_hr_employees_retention_report"><a class="reference internal" href="../applications/hr/employees/retention_report.html">Employee retention report</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_appraisals"><a class="reference internal" href="../applications/hr/appraisals.html">Appraisals</a><ul> <li class="toctree-l4 o_menu_applications_hr_appraisals_new_appraisals"><a class="reference internal" href="../applications/hr/appraisals/new_appraisals.html">New appraisals</a></li> <li class="toctree-l4 o_menu_applications_hr_appraisals_goals"><a class="reference internal" href="../applications/hr/appraisals/goals.html">Goals</a></li> <li class="toctree-l4 o_menu_applications_hr_appraisals_appraisal_analysis"><a class="reference internal" href="../applications/hr/appraisals/appraisal_analysis.html">Appraisal analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_appraisals_skills_evolution"><a class="reference internal" href="../applications/hr/appraisals/skills_evolution.html">Skills evolution</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_frontdesk"><a class="reference internal" href="../applications/hr/frontdesk.html">Frontdesk</a><ul> <li class="toctree-l4 o_menu_applications_hr_frontdesk_visitors"><a class="reference internal" href="../applications/hr/frontdesk/visitors.html">Visitors</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_fleet"><a class="reference internal" href="../applications/hr/fleet.html">Fleet</a><ul> <li class="toctree-l4 o_menu_applications_hr_fleet_models"><a class="reference internal" href="../applications/hr/fleet/models.html">Vehicle models</a></li> <li class="toctree-l4 o_menu_applications_hr_fleet_new_vehicle"><a class="reference internal" href="../applications/hr/fleet/new_vehicle.html">New vehicles</a></li> <li class="toctree-l4 o_menu_applications_hr_fleet_service"><a class="reference internal" href="../applications/hr/fleet/service.html">Services</a></li> <li class="toctree-l4 o_menu_applications_hr_fleet_accidents"><a class="reference internal" href="../applications/hr/fleet/accidents.html">Accidents</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_payroll"><a class="reference internal" href="../applications/hr/payroll.html">Payroll</a><ul> <li class="toctree-l4 o_menu_applications_hr_payroll_contracts"><a class="reference internal" href="../applications/hr/payroll/contracts.html">Contracts</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_work_entries"><a class="reference internal" href="../applications/hr/payroll/work_entries.html">Work entries</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_salary_attachments"><a class="reference internal" href="../applications/hr/payroll/salary_attachments.html">Salary attachments</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_payslips"><a class="reference internal" href="../applications/hr/payroll/payslips.html">Payslips</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_reporting"><a class="reference internal" href="../applications/hr/payroll/reporting.html">Reporting</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_work_entry_analysis"><a class="reference internal" href="../applications/hr/payroll/work_entry_analysis.html">Work entry analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_payroll_salary_attachment"><a class="reference internal" href="../applications/hr/payroll/salary_attachment.html">Salary attachment report</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_time_off"><a class="reference internal" href="../applications/hr/time_off.html">Time Off</a><ul> <li class="toctree-l4 o_menu_applications_hr_time_off_allocations"><a class="reference internal" href="../applications/hr/time_off/allocations.html">Allocations</a></li> <li class="toctree-l4 o_menu_applications_hr_time_off_request_time_off"><a class="reference internal" href="../applications/hr/time_off/request_time_off.html">Request time off</a></li> <li class="toctree-l4 o_menu_applications_hr_time_off_my_time"><a class="reference internal" href="../applications/hr/time_off/my_time.html">My time</a></li> <li class="toctree-l4 o_menu_applications_hr_time_off_management"><a class="reference internal" href="../applications/hr/time_off/management.html">Management</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_recruitment"><a class="reference internal" href="../applications/hr/recruitment.html">Recruitment</a><ul> <li class="toctree-l4 o_menu_applications_hr_recruitment_new_job"><a class="reference internal" href="../applications/hr/recruitment/new_job.html">Job positions</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_recruitment-flow"><a class="reference internal" href="../applications/hr/recruitment/recruitment-flow.html">Recruitment flow</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_add-new-applicants"><a class="reference internal" href="../applications/hr/recruitment/add-new-applicants.html">Add new applicants</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_schedule_interviews"><a class="reference internal" href="../applications/hr/recruitment/schedule_interviews.html">Schedule interviews</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_offer_job_positions"><a class="reference internal" href="../applications/hr/recruitment/offer_job_positions.html">Offer job positions</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_refuse_applicant"><a class="reference internal" href="../applications/hr/recruitment/refuse_applicant.html">Refuse applicants</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_source_analysis"><a class="reference internal" href="../applications/hr/recruitment/source_analysis.html">Source analysis reporting</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_recruitment_analysis"><a class="reference internal" href="../applications/hr/recruitment/recruitment_analysis.html">Recruitment analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_time_in_stage"><a class="reference internal" href="../applications/hr/recruitment/time_in_stage.html">Time in stage analysis</a></li> <li class="toctree-l4 o_menu_applications_hr_recruitment_team_performance"><a class="reference internal" href="../applications/hr/recruitment/team_performance.html">Team performance reporting</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_referrals"><a class="reference internal" href="../applications/hr/referrals.html">Referrals</a><ul> <li class="toctree-l4 o_menu_applications_hr_referrals_share_jobs"><a class="reference internal" href="../applications/hr/referrals/share_jobs.html">Share job positions</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_points"><a class="reference internal" href="../applications/hr/referrals/points.html">Referral points</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_rewards"><a class="reference internal" href="../applications/hr/referrals/rewards.html">Rewards</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_alerts"><a class="reference internal" href="../applications/hr/referrals/alerts.html">Alerts</a></li> <li class="toctree-l4 o_menu_applications_hr_referrals_reporting"><a class="reference internal" href="../applications/hr/referrals/reporting.html">Reporting</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_hr_lunch"><a class="reference internal" href="../applications/hr/lunch.html">Lunch</a><ul> <li class="toctree-l4 o_menu_applications_hr_lunch_vendors"><a class="reference internal" href="../applications/hr/lunch/vendors.html">Vendors</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_products"><a class="reference internal" href="../applications/hr/lunch/products.html">Products</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_orders"><a class="reference internal" href="../applications/hr/lunch/orders.html">Orders</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_user-accounts"><a class="reference internal" href="../applications/hr/lunch/user-accounts.html">Manage user accounts</a></li> <li class="toctree-l4 o_menu_applications_hr_lunch_management"><a class="reference internal" href="../applications/hr/lunch/management.html">Lunch management</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_marketing"><a class="reference internal" href="#">Marketing</a><ul> <li class="toctree-l3 o_menu_applications_marketing_email_marketing"><a class="reference internal" href="../applications/marketing/email_marketing.html">Email Marketing</a><ul> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_mailing_lists"><a class="reference internal" href="../applications/marketing/email_marketing/mailing_lists.html">Mailing lists</a></li> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_unsubscriptions"><a class="reference internal" href="../applications/marketing/email_marketing/unsubscriptions.html">Manage unsubscriptions (blacklist)</a></li> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_lost_leads_email"><a class="reference internal" href="../applications/marketing/email_marketing/lost_leads_email.html">Lost leads reactivation email</a></li> <li class="toctree-l4 o_menu_applications_marketing_email_marketing_analyze_metrics"><a class="reference internal" href="../applications/marketing/email_marketing/analyze_metrics.html">Analyze metrics</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_marketing_automation"><a class="reference internal" href="../applications/marketing/marketing_automation.html">Marketing Automation</a><ul> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_target_audience"><a class="reference internal" href="../applications/marketing/marketing_automation/target_audience.html">Audience targeting</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_workflow_activities"><a class="reference internal" href="../applications/marketing/marketing_automation/workflow_activities.html">Campaign workflow activities</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_testing_running"><a class="reference internal" href="../applications/marketing/marketing_automation/testing_running.html">Testing/running campaigns</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_understanding_metrics"><a class="reference internal" href="../applications/marketing/marketing_automation/understanding_metrics.html">Campaign metrics</a></li> <li class="toctree-l4 o_menu_applications_marketing_marketing_automation_campaign_templates"><a class="reference internal" href="#">Campaign templates</a><ul> <li class="toctree-l5 o_menu_applications_marketing_marketing_automation_campaign_templates_double_optin"><a class="reference internal" href="../applications/marketing/marketing_automation/campaign_templates/double_optin.html">Double Opt-in</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_sms_marketing"><a class="reference internal" href="../applications/marketing/sms_marketing.html">SMS Marketing</a><ul> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_create_sms"><a class="reference internal" href="../applications/marketing/sms_marketing/create_sms.html">Create SMS messages</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_sms_analysis"><a class="reference internal" href="../applications/marketing/sms_marketing/sms_analysis.html">SMS analysis</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_marketing_campaigns"><a class="reference internal" href="../applications/marketing/sms_marketing/marketing_campaigns.html">SMS campaign settings</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_mailing_lists_blacklists"><a class="reference internal" href="../applications/marketing/sms_marketing/mailing_lists_blacklists.html">Mailing lists and blacklists</a></li> <li class="toctree-l4 o_menu_applications_marketing_sms_marketing_pricing_and_faq"><a class="reference internal" href="../applications/marketing/sms_marketing/pricing_and_faq.html">SMS Pricing and FAQ</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_events"><a class="reference internal" href="../applications/marketing/events.html">Events</a><ul> <li class="toctree-l4 o_menu_applications_marketing_events_create_events"><a class="reference internal" href="../applications/marketing/events/create_events.html">Create events</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_sell_tickets"><a class="reference internal" href="../applications/marketing/events/sell_tickets.html">Sell event tickets</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_track_manage_talks"><a class="reference internal" href="../applications/marketing/events/track_manage_talks.html">Talks, proposals, and agenda</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_event_templates"><a class="reference internal" href="../applications/marketing/events/event_templates.html">Event templates</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_event_booths"><a class="reference internal" href="../applications/marketing/events/event_booths.html">Event booths</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_event_tracks"><a class="reference internal" href="../applications/marketing/events/event_tracks.html">Event tracks</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_registration_desk"><a class="reference internal" href="../applications/marketing/events/registration_desk.html">Registration Desk</a></li> <li class="toctree-l4 o_menu_applications_marketing_events_revenues_report"><a class="reference internal" href="../applications/marketing/events/revenues_report.html">Revenues report</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_surveys"><a class="reference internal" href="../applications/marketing/surveys.html">Surveys</a><ul> <li class="toctree-l4 o_menu_applications_marketing_surveys_create"><a class="reference internal" href="../applications/marketing/surveys/create.html">Create surveys</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_scoring"><a class="reference internal" href="../applications/marketing/surveys/scoring.html">Scoring surveys</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_questions"><a class="reference internal" href="../applications/marketing/surveys/questions.html">Create questions</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_live_session"><a class="reference internal" href="../applications/marketing/surveys/live_session.html">Live Session surveys</a></li> <li class="toctree-l4 o_menu_applications_marketing_surveys_analysis"><a class="reference internal" href="../applications/marketing/surveys/analysis.html">Survey analysis</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_marketing_social_marketing"><a class="reference internal" href="../applications/marketing/social_marketing.html">Social Marketing</a><ul> <li class="toctree-l4 o_menu_applications_marketing_social_marketing_social_posts"><a class="reference internal" href="../applications/marketing/social_marketing/social_posts.html">Social posts</a></li> <li class="toctree-l4 o_menu_applications_marketing_social_marketing_social_campaigns"><a class="reference internal" href="../applications/marketing/social_marketing/social_campaigns.html">Social marketing campaigns</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_services"><a class="reference internal" href="#">Services</a><ul> <li class="toctree-l3 o_menu_applications_services_project"><a class="reference internal" href="../applications/services/project.html">Project</a><ul> <li class="toctree-l4 o_menu_applications_services_project_project_management"><a class="reference internal" href="../applications/services/project/project_management.html">Project management</a></li> <li class="toctree-l4 o_menu_applications_services_project_tasks"><a class="reference internal" href="#">Task management</a><ul> <li class="toctree-l5 o_menu_applications_services_project_tasks_task_stages_statuses"><a class="reference internal" href="../applications/services/project/tasks/task_stages_statuses.html">Task stages and statuses</a></li> <li class="toctree-l5 o_menu_applications_services_project_tasks_task_creation"><a class="reference internal" href="../applications/services/project/tasks/task_creation.html">Task creation</a></li> <li class="toctree-l5 o_menu_applications_services_project_tasks_recurring_tasks"><a class="reference internal" href="../applications/services/project/tasks/recurring_tasks.html">Recurring tasks</a></li> <li class="toctree-l5 o_menu_applications_services_project_tasks_sub-tasks"><a class="reference internal" href="../applications/services/project/tasks/sub-tasks.html">Sub-tasks</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_services_timesheets"><a class="reference internal" href="../applications/services/timesheets.html">Timesheets</a><ul> <li class="toctree-l4 o_menu_applications_services_timesheets_overview"><a class="reference internal" href="#">Overview</a><ul> <li class="toctree-l5 o_menu_applications_services_timesheets_overview_time_off"><a class="reference internal" href="../applications/services/timesheets/overview/time_off.html">Create Timesheets upon Time Off Validation</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_services_planning"><a class="reference internal" href="../applications/services/planning.html">Planning</a></li> <li class="toctree-l3 o_menu_applications_services_field_service"><a class="reference internal" href="../applications/services/field_service.html">Field Service</a><ul> <li class="toctree-l4 o_menu_applications_services_field_service_creating_tasks"><a class="reference internal" href="../applications/services/field_service/creating_tasks.html">Creating field service tasks</a></li> <li class="toctree-l4 o_menu_applications_services_field_service_product_management"><a class="reference internal" href="../applications/services/field_service/product_management.html">Product management</a></li> <li class="toctree-l4 o_menu_applications_services_field_service_planning_itinerary"><a class="reference internal" href="../applications/services/field_service/planning_itinerary.html">Planning an itinerary</a></li> <li class="toctree-l4 o_menu_applications_services_field_service_worksheets"><a class="reference internal" href="../applications/services/field_service/worksheets.html">Worksheets</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_services_helpdesk"><a class="reference internal" href="../applications/services/helpdesk.html">Helpdesk</a><ul> <li class="toctree-l4 o_menu_applications_services_helpdesk_overview"><a class="reference internal" href="#">Overview</a><ul> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_receiving_tickets"><a class="reference internal" href="../applications/services/helpdesk/overview/receiving_tickets.html">Receiving tickets</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_help_center"><a class="reference internal" href="../applications/services/helpdesk/overview/help_center.html">Help Center</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_sla"><a class="reference internal" href="../applications/services/helpdesk/overview/sla.html">Service level agreements (SLA)</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_reports"><a class="reference internal" href="../applications/services/helpdesk/overview/reports.html">Reporting</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_overview_ratings"><a class="reference internal" href="../applications/services/helpdesk/overview/ratings.html">Customer ratings</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_services_helpdesk_advanced"><a class="reference internal" href="#">Advanced</a><ul> <li class="toctree-l5 o_menu_applications_services_helpdesk_advanced_after_sales"><a class="reference internal" href="../applications/services/helpdesk/advanced/after_sales.html">After-Sales services</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_advanced_close_tickets"><a class="reference internal" href="../applications/services/helpdesk/advanced/close_tickets.html">Closing tickets</a></li> <li class="toctree-l5 o_menu_applications_services_helpdesk_advanced_track_and_bill"><a class="reference internal" href="../applications/services/helpdesk/advanced/track_and_bill.html">Track and bill time</a></li> </ul> </li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_applications_productivity"><a class="reference internal" href="#">Productivity</a><ul> <li class="toctree-l3 o_menu_applications_productivity_documents"><a class="reference internal" href="../applications/productivity/documents.html">Documents</a></li> <li class="toctree-l3 o_menu_applications_productivity_sign"><a class="reference internal" href="../applications/productivity/sign.html">Sign</a></li> <li class="toctree-l3 o_menu_applications_productivity_spreadsheet"><a class="reference internal" href="../applications/productivity/spreadsheet.html">Spreadsheet</a><ul> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_insert"><a class="reference internal" href="../applications/productivity/spreadsheet/insert.html">Link Odoo data</a></li> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_functions"><a class="reference internal" href="../applications/productivity/spreadsheet/functions.html">Functions</a></li> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_templates"><a class="reference internal" href="../applications/productivity/spreadsheet/templates.html">Templates</a></li> <li class="toctree-l4 o_menu_applications_productivity_spreadsheet_global_filters"><a class="reference internal" href="../applications/productivity/spreadsheet/global_filters.html">Global filters</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_knowledge"><a class="reference internal" href="../applications/productivity/knowledge.html">Knowledge</a><ul> <li class="toctree-l4 o_menu_applications_productivity_knowledge_articles_editing"><a class="reference internal" href="../applications/productivity/knowledge/articles_editing.html">Articles editing</a></li> <li class="toctree-l4 o_menu_applications_productivity_knowledge_management"><a class="reference internal" href="../applications/productivity/knowledge/management.html">Articles management</a></li> <li class="toctree-l4 o_menu_applications_productivity_knowledge_properties"><a class="reference internal" href="../applications/productivity/knowledge/properties.html">Properties</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_calendar"><a class="reference internal" href="../applications/productivity/calendar.html">Calendar</a><ul> <li class="toctree-l4 o_menu_applications_productivity_calendar_outlook"><a class="reference internal" href="../applications/productivity/calendar/outlook.html">Outlook Calendar synchronization</a></li> <li class="toctree-l4 o_menu_applications_productivity_calendar_google"><a class="reference internal" href="../applications/productivity/calendar/google.html">Google Calendar synchronization</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_discuss"><a class="reference internal" href="../applications/productivity/discuss.html">Discuss</a><ul> <li class="toctree-l4 o_menu_applications_productivity_discuss_team_communication"><a class="reference internal" href="../applications/productivity/discuss/team_communication.html">Use channels for team communication</a></li> <li class="toctree-l4 o_menu_applications_productivity_discuss_ice_servers"><a class="reference internal" href="../applications/productivity/discuss/ice_servers.html">Configure ICE servers with Twilio</a></li> <li class="toctree-l4 o_menu_applications_productivity_discuss_chatter"><a class="reference internal" href="../applications/productivity/discuss/chatter.html">Chatter</a></li> <li class="toctree-l4 o_menu_applications_productivity_discuss_canned_responses"><a class="reference internal" href="../applications/productivity/discuss/canned_responses.html">Canned responses</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_data_cleaning"><a class="reference internal" href="../applications/productivity/data_cleaning.html">Data Cleaning</a></li> <li class="toctree-l3 o_menu_applications_productivity_whatsapp"><a class="reference internal" href="../applications/productivity/whatsapp.html">WhatsApp</a></li> <li class="toctree-l3 o_menu_applications_productivity_voip"><a class="reference internal" href="../applications/productivity/voip.html">VoIP (Voice over Internet Protocol)</a><ul> <li class="toctree-l4 o_menu_applications_productivity_voip_onsip"><a class="reference internal" href="../applications/productivity/voip/onsip.html">Use VoIP services in Odoo with OnSIP</a></li> <li class="toctree-l4 o_menu_applications_productivity_voip_axivox"><a class="reference internal" href="#">Axivox configuration</a><ul> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_axivox_config"><a class="reference internal" href="../applications/productivity/voip/axivox/axivox_config.html">VoIP services in Odoo with Axivox</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_manage_users"><a class="reference internal" href="../applications/productivity/voip/axivox/manage_users.html">Manage users in Axivox</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_vm_audio_messages"><a class="reference internal" href="../applications/productivity/voip/axivox/vm_audio_messages.html">Voicemails and audio messages</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_dynamic_caller_id"><a class="reference internal" href="../applications/productivity/voip/axivox/dynamic_caller_id.html">Dynamic caller ID</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_conference_calls"><a class="reference internal" href="../applications/productivity/voip/axivox/conference_calls.html">Conference calls</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_dial_plan_basics"><a class="reference internal" href="../applications/productivity/voip/axivox/dial_plan_basics.html">Dial plan basics</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_dial_plan_advanced"><a class="reference internal" href="../applications/productivity/voip/axivox/dial_plan_advanced.html">Advanced dial plans</a></li> <li class="toctree-l5 o_menu_applications_productivity_voip_axivox_call_queues"><a class="reference internal" href="../applications/productivity/voip/axivox/call_queues.html">Call queues</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_productivity_voip_voip_widget"><a class="reference internal" href="../applications/productivity/voip/voip_widget.html">VoIP widget</a></li> <li class="toctree-l4 o_menu_applications_productivity_voip_devices_integrations"><a class="reference internal" href="../applications/productivity/voip/devices_integrations.html">Devices and integrations</a></li> <li class="toctree-l4 o_menu_applications_productivity_voip_transfer_forward"><a class="reference internal" href="../applications/productivity/voip/transfer_forward.html">Make, receive, transfer, and forward calls</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_productivity_to_do"><a class="reference internal" href="../applications/productivity/to_do.html">To-do</a></li> </ul> </li> <li class="toctree-l2 o_menu_applications_studio"><a class="reference internal" href="../applications/studio.html">Studio</a><ul> <li class="toctree-l3 o_menu_applications_studio_fields"><a class="reference internal" href="../applications/studio/fields.html">Fields and widgets</a></li> <li class="toctree-l3 o_menu_applications_studio_views"><a class="reference internal" href="../applications/studio/views.html">Views</a></li> <li class="toctree-l3 o_menu_applications_studio_models_modules_apps"><a class="reference internal" href="../applications/studio/models_modules_apps.html">Models, modules, and apps</a></li> <li class="toctree-l3 o_menu_applications_studio_automated_actions"><a class="reference internal" href="../applications/studio/automated_actions.html">Automation rules</a></li> <li class="toctree-l3 o_menu_applications_studio_pdf_reports"><a class="reference internal" href="../applications/studio/pdf_reports.html">PDF reports</a></li> <li class="toctree-l3 o_menu_applications_studio_approval_rules"><a class="reference internal" href="../applications/studio/approval_rules.html">Approval rules</a></li> </ul> </li> <li class="toctree-l2 o_menu_applications_general"><a class="reference internal" href="#">General settings</a><ul> <li class="toctree-l3 o_menu_applications_general_apps_modules"><a class="reference internal" href="../applications/general/apps_modules.html">Apps and modules</a></li> <li class="toctree-l3 o_menu_applications_general_users"><a class="reference internal" href="../applications/general/users.html">Users</a><ul> <li class="toctree-l4 o_menu_applications_general_users_language"><a class="reference internal" href="../applications/general/users/language.html">Change languages</a></li> <li class="toctree-l4 o_menu_applications_general_users_2fa"><a class="reference internal" href="../applications/general/users/2fa.html">Two-factor authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_access_rights"><a class="reference internal" href="../applications/general/users/access_rights.html">Access rights</a></li> <li class="toctree-l4 o_menu_applications_general_users_portal"><a class="reference internal" href="../applications/general/users/portal.html">Portal access</a></li> <li class="toctree-l4 o_menu_applications_general_users_facebook"><a class="reference internal" href="../applications/general/users/facebook.html">Facebook sign-in authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_google"><a class="reference internal" href="../applications/general/users/google.html">Google Sign-In Authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_azure"><a class="reference internal" href="../applications/general/users/azure.html">Microsoft Azure sign-in authentication</a></li> <li class="toctree-l4 o_menu_applications_general_users_ldap"><a class="reference internal" href="../applications/general/users/ldap.html">Sign in with LDAP</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_companies"><a class="reference internal" href="../applications/general/companies.html">Companies</a><ul> <li class="toctree-l4 o_menu_applications_general_companies_digest_emails"><a class="reference internal" href="../applications/general/companies/digest_emails.html">Digest emails</a></li> <li class="toctree-l4 o_menu_applications_general_companies_email_template"><a class="reference internal" href="../applications/general/companies/email_template.html">Email templates</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_multi_company"><a class="reference internal" href="../applications/general/multi_company.html">Multi-company</a></li> <li class="toctree-l3 o_menu_applications_general_iot"><a class="reference internal" href="../applications/general/iot.html">Internet of Things (IoT)</a><ul> <li class="toctree-l4 o_menu_applications_general_iot_config"><a class="reference internal" href="#">Configuration</a><ul> <li class="toctree-l5 o_menu_applications_general_iot_config_connect"><a class="reference internal" href="../applications/general/iot/config/connect.html">Connect an IoT box to Odoo</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_pos"><a class="reference internal" href="../applications/general/iot/config/pos.html">Use an IoT box with a PoS</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_https_certificate_iot"><a class="reference internal" href="../applications/general/iot/config/https_certificate_iot.html">HTTPS certificate (IoT)</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_updating_iot"><a class="reference internal" href="../applications/general/iot/config/updating_iot.html">Updating (IoT)</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_troubleshooting"><a class="reference internal" href="../applications/general/iot/config/troubleshooting.html">Troubleshooting</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_windows_iot"><a class="reference internal" href="../applications/general/iot/config/windows_iot.html">Connect Windows IoT Odoo</a></li> <li class="toctree-l5 o_menu_applications_general_iot_config_ssh_connect"><a class="reference internal" href="../applications/general/iot/config/ssh_connect.html">Connect an IoT box via SSH</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_general_iot_devices"><a class="reference internal" href="../applications/general/iot/devices.html">Devices</a><ul> <li class="toctree-l5 o_menu_applications_general_iot_devices_screen"><a class="reference internal" href="../applications/general/iot/devices/screen.html">Connect a screen</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_measurement_tool"><a class="reference internal" href="../applications/general/iot/devices/measurement_tool.html">Connect a measurement tool</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_camera"><a class="reference internal" href="../applications/general/iot/devices/camera.html">Connect a camera</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_footswitch"><a class="reference internal" href="../applications/general/iot/devices/footswitch.html">Connect a footswitch</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_printer"><a class="reference internal" href="../applications/general/iot/devices/printer.html">Connect a printer</a></li> <li class="toctree-l5 o_menu_applications_general_iot_devices_scale"><a class="reference internal" href="../applications/general/iot/devices/scale.html">Connect a scale</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_email_communication"><a class="reference internal" href="../applications/general/email_communication.html">Communication in Odoo by email</a><ul> <li class="toctree-l4 o_menu_applications_general_email_communication_email_servers_inbound"><a class="reference internal" href="../applications/general/email_communication/email_servers_inbound.html">Manage inbound messages</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_email_servers_outbound"><a class="reference internal" href="../applications/general/email_communication/email_servers_outbound.html">Manage outbound messages</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_email_domain"><a class="reference internal" href="../applications/general/email_communication/email_domain.html">Configure DNS records to send emails in Odoo</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_azure_oauth"><a class="reference internal" href="../applications/general/email_communication/azure_oauth.html">Connect Microsoft Outlook 365 to Odoo using Azure OAuth</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_google_oauth"><a class="reference internal" href="../applications/general/email_communication/google_oauth.html">Connect Gmail to Odoo using Google OAuth</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_mailjet_api"><a class="reference internal" href="../applications/general/email_communication/mailjet_api.html">Mailjet API</a></li> <li class="toctree-l4 o_menu_applications_general_email_communication_faq"><a class="reference internal" href="../applications/general/email_communication/faq.html">Common emailing issues and solutions</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_integrations"><a class="reference internal" href="#">Integrations</a><ul> <li class="toctree-l4 o_menu_applications_general_integrations_mail_plugins"><a class="reference internal" href="../applications/general/integrations/mail_plugins.html">Mail Plugins</a><ul> <li class="toctree-l5 o_menu_applications_general_integrations_mail_plugins_outlook"><a class="reference internal" href="../applications/general/integrations/mail_plugins/outlook.html">Outlook Plugin</a></li> <li class="toctree-l5 o_menu_applications_general_integrations_mail_plugins_gmail"><a class="reference internal" href="../applications/general/integrations/mail_plugins/gmail.html">Gmail Plugin</a></li> </ul> </li> <li class="toctree-l4 o_menu_applications_general_integrations_unsplash"><a class="reference internal" href="../applications/general/integrations/unsplash.html">Unsplash</a></li> <li class="toctree-l4 o_menu_applications_general_integrations_geolocation"><a class="reference internal" href="../applications/general/integrations/geolocation.html">Geolocation</a></li> <li class="toctree-l4 o_menu_applications_general_integrations_google_translate"><a class="reference internal" href="../applications/general/integrations/google_translate.html">Google Translate</a></li> </ul> </li> <li class="toctree-l3 o_menu_applications_general_developer_mode"><a class="reference internal" href="../applications/general/developer_mode.html">Developer mode (debug mode)</a></li> </ul> </li> </ul> </li> <li class="toctree-l1 current o_menu_administration"><a class="reference internal" href="../administration.html">Database management</a><ul class="current"> <li class="toctree-l2 o_menu_administration_hosting"><a class="reference internal" href="hosting.html">Hosting</a></li> <li class="toctree-l2 o_menu_administration_odoo_online"><a class="reference internal" href="odoo_online.html">Odoo Online</a></li> <li class="toctree-l2 o_menu_administration_odoo_sh"><a class="reference internal" href="#">Odoo.sh</a><ul> <li class="toctree-l3 o_menu_administration_odoo_sh_overview"><a class="reference internal" href="#">Overview</a><ul> <li class="toctree-l4 o_menu_administration_odoo_sh_overview_introduction"><a class="reference internal" href="odoo_sh/overview/introduction.html">Introduction to Odoo.sh</a></li> </ul> </li> <li class="toctree-l3 o_menu_administration_odoo_sh_getting_started"><a class="reference internal" href="#">Get started</a><ul> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_create"><a class="reference internal" href="odoo_sh/getting_started/create.html">Create your project</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_branches"><a class="reference internal" href="odoo_sh/getting_started/branches.html">Branches</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_builds"><a class="reference internal" href="odoo_sh/getting_started/builds.html">Builds</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_status"><a class="reference internal" href="odoo_sh/getting_started/status.html">Status</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_settings"><a class="reference internal" href="odoo_sh/getting_started/settings.html">Settings</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_online-editor"><a class="reference internal" href="odoo_sh/getting_started/online-editor.html">Online Editor</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_getting_started_first_module"><a class="reference internal" href="odoo_sh/getting_started/first_module.html">Your first module</a></li> </ul> </li> <li class="toctree-l3 o_menu_administration_odoo_sh_advanced"><a class="reference internal" href="#">Advanced</a><ul> <li class="toctree-l4 o_menu_administration_odoo_sh_advanced_containers"><a class="reference internal" href="odoo_sh/advanced/containers.html">Containers</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_advanced_submodules"><a class="reference internal" href="odoo_sh/advanced/submodules.html">Submodules</a></li> <li class="toctree-l4 o_menu_administration_odoo_sh_advanced_frequent_technical_questions"><a class="reference internal" href="odoo_sh/advanced/frequent_technical_questions.html">Frequent Technical Questions</a></li> </ul> </li> </ul> </li> <li class="toctree-l2 o_menu_administration_on_premise"><a class="reference internal" href="on_premise.html">On-premise</a><ul> <li class="toctree-l3 o_menu_administration_on_premise_packages"><a class="reference internal" href="on_premise/packages.html">Packaged installers</a></li> <li class="toctree-l3 o_menu_administration_on_premise_source"><a class="reference internal" href="on_premise/source.html">Source install</a></li> <li class="toctree-l3 o_menu_administration_on_premise_update"><a class="reference internal" href="on_premise/update.html">Bugfix updates</a></li> <li class="toctree-l3 o_menu_administration_on_premise_deploy"><a class="reference internal" href="on_premise/deploy.html">System configuration</a></li> <li class="toctree-l3 o_menu_administration_on_premise_email_gateway"><a class="reference internal" href="on_premise/email_gateway.html">Email gateway</a></li> <li class="toctree-l3 o_menu_administration_on_premise_geo_ip"><a class="reference internal" href="on_premise/geo_ip.html">Geo IP</a></li> <li class="toctree-l3 o_menu_administration_on_premise_community_to_enterprise"><a class="reference internal" href="on_premise/community_to_enterprise.html">Switch from Community to Enterprise</a></li> </ul> </li> <li class="toctree-l2 current o_menu_administration_"><a class="current reference internal" href="#">Upgrade</a></li> <li class="toctree-l2 o_menu_administration_neutralized_database"><a class="reference internal" href="neutralized_database.html">Neutralized database</a></li> <li class="toctree-l2 o_menu_administration_supported_versions"><a class="reference internal" href="supported_versions.html">Supported versions</a></li> <li class="toctree-l2 o_menu_administration_mobile"><a class="reference internal" href="mobile.html">Odoo mobile apps</a></li> <li class="toctree-l2 o_menu_administration_odoo_accounts"><a class="reference internal" href="odoo_accounts.html">Odoo.com accounts</a></li> </ul> </li> <li class="toctree-l1 o_menu_developer"><a class="reference internal" href="../developer.html">Developer</a><ul> <li class="toctree-l2 o_menu_developer_tutorials"><a class="reference internal" href="../developer/tutorials.html">Tutorials</a><ul> <li class="toctree-l3 o_menu_developer_tutorials_setup_guide"><a class="reference internal" href="../developer/tutorials/setup_guide.html">Setup guide</a></li> <li class="toctree-l3 o_menu_developer_tutorials_server_framework_101"><a class="reference internal" href="../developer/tutorials/server_framework_101.html">Server framework 101</a><ul> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_01_architecture"><a class="reference internal" href="../developer/tutorials/server_framework_101/01_architecture.html">Chapter 1: Architecture Overview</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_02_newapp"><a class="reference internal" href="../developer/tutorials/server_framework_101/02_newapp.html">Chapter 2: A New Application</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_03_basicmodel"><a class="reference internal" href="../developer/tutorials/server_framework_101/03_basicmodel.html">Chapter 3: Models And Basic Fields</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_04_securityintro"><a class="reference internal" href="../developer/tutorials/server_framework_101/04_securityintro.html">Chapter 4: Security - A Brief Introduction</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_05_firstui"><a class="reference internal" href="../developer/tutorials/server_framework_101/05_firstui.html">Chapter 5: Finally, Some UI To Play With</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_06_basicviews"><a class="reference internal" href="../developer/tutorials/server_framework_101/06_basicviews.html">Chapter 6: Basic Views</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_07_relations"><a class="reference internal" href="../developer/tutorials/server_framework_101/07_relations.html">Chapter 7: Relations Between Models</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_08_compute_onchange"><a class="reference internal" href="../developer/tutorials/server_framework_101/08_compute_onchange.html">Chapter 8: Computed Fields And Onchanges</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_09_actions"><a class="reference internal" href="../developer/tutorials/server_framework_101/09_actions.html">Chapter 9: Ready For Some Action?</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_10_constraints"><a class="reference internal" href="../developer/tutorials/server_framework_101/10_constraints.html">Chapter 10: Constraints</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_11_sprinkles"><a class="reference internal" href="../developer/tutorials/server_framework_101/11_sprinkles.html">Chapter 11: Add The Sprinkles</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_12_inheritance"><a class="reference internal" href="../developer/tutorials/server_framework_101/12_inheritance.html">Chapter 12: Inheritance</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_13_other_module"><a class="reference internal" href="../developer/tutorials/server_framework_101/13_other_module.html">Chapter 13: Interact With Other Modules</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_14_qwebintro"><a class="reference internal" href="../developer/tutorials/server_framework_101/14_qwebintro.html">Chapter 14: A Brief History Of QWeb</a></li> <li class="toctree-l4 o_menu_developer_tutorials_server_framework_101_15_final_word"><a class="reference internal" href="../developer/tutorials/server_framework_101/15_final_word.html">Chapter 15: The final word</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_tutorials_discover_js_framework"><a class="reference internal" href="../developer/tutorials/discover_js_framework.html">Discover the web framework</a><ul> <li class="toctree-l4 o_menu_developer_tutorials_discover_js_framework_01_owl_components"><a class="reference internal" href="../developer/tutorials/discover_js_framework/01_owl_components.html">Chapter 1: Owl components</a></li> <li class="toctree-l4 o_menu_developer_tutorials_discover_js_framework_02_build_a_dashboard"><a class="reference internal" href="../developer/tutorials/discover_js_framework/02_build_a_dashboard.html">Chapter 2: Build a dashboard</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_tutorials_master_odoo_web_framework"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework.html">Master the web framework</a><ul> <li class="toctree-l4 o_menu_developer_tutorials_master_odoo_web_framework_01_build_clicker_game"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework/01_build_clicker_game.html">Chapter 1: Build a Clicker game</a></li> <li class="toctree-l4 o_menu_developer_tutorials_master_odoo_web_framework_02_create_gallery_view"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework/02_create_gallery_view.html">Chapter 2: Create a Gallery View</a></li> <li class="toctree-l4 o_menu_developer_tutorials_master_odoo_web_framework_03_customize_kanban_view"><a class="reference internal" href="../developer/tutorials/master_odoo_web_framework/03_customize_kanban_view.html">Chapter 3: Customize a kanban view</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_tutorials_define_module_data"><a class="reference internal" href="../developer/tutorials/define_module_data.html">Define module data</a></li> <li class="toctree-l3 o_menu_developer_tutorials_restrict_data_access"><a class="reference internal" href="../developer/tutorials/restrict_data_access.html">Restrict access to data</a></li> <li class="toctree-l3 o_menu_developer_tutorials_unit_tests"><a class="reference internal" href="../developer/tutorials/unit_tests.html">Safeguard your code with unit tests</a></li> <li class="toctree-l3 o_menu_developer_tutorials_importable_modules"><a class="reference internal" href="../developer/tutorials/importable_modules.html">Write importable modules</a></li> <li class="toctree-l3 o_menu_developer_tutorials_mixins"><a class="reference internal" href="../developer/tutorials/mixins.html">Reuse code with mixins</a></li> <li class="toctree-l3 o_menu_developer_tutorials_pdf_reports"><a class="reference internal" href="../developer/tutorials/pdf_reports.html">Build PDF Reports</a></li> </ul> </li> <li class="toctree-l2 o_menu_developer_howtos"><a class="reference internal" href="../developer/howtos.html">How-to guides</a><ul> <li class="toctree-l3 o_menu_developer_howtos_scss_tips"><a class="reference internal" href="../developer/howtos/scss_tips.html">Write lean easy-to-maintain CSS</a></li> <li class="toctree-l3 o_menu_developer_howtos_javascript_field"><a class="reference internal" href="../developer/howtos/javascript_field.html">Customize a field</a></li> <li class="toctree-l3 o_menu_developer_howtos_javascript_view"><a class="reference internal" href="../developer/howtos/javascript_view.html">Customize a view type</a></li> <li class="toctree-l3 o_menu_developer_howtos_javascript_client_action"><a class="reference internal" href="../developer/howtos/javascript_client_action.html">Create a client action</a></li> <li class="toctree-l3 o_menu_developer_howtos_standalone_owl_application"><a class="reference internal" href="../developer/howtos/standalone_owl_application.html">Create a standalone Owl application</a></li> <li class="toctree-l3 o_menu_developer_howtos_frontend_owl_components"><a class="reference internal" href="../developer/howtos/frontend_owl_components.html">Use Owl components on the portal and website</a></li> <li class="toctree-l3 o_menu_developer_howtos_website_themes"><a class="reference internal" href="../developer/howtos/website_themes.html">Website themes</a><ul> <li class="toctree-l4 o_menu_developer_howtos_website_themes_setup"><a class="reference internal" href="../developer/howtos/website_themes/setup.html">Setup</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_theming"><a class="reference internal" href="../developer/howtos/website_themes/theming.html">Theming</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_layout"><a class="reference internal" href="../developer/howtos/website_themes/layout.html">Layout</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_navigation"><a class="reference internal" href="../developer/howtos/website_themes/navigation.html">Navigation</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_pages"><a class="reference internal" href="../developer/howtos/website_themes/pages.html">Pages</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_building_blocks"><a class="reference internal" href="../developer/howtos/website_themes/building_blocks.html">Building blocks</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_shapes"><a class="reference internal" href="../developer/howtos/website_themes/shapes.html">Shapes</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_gradients"><a class="reference internal" href="../developer/howtos/website_themes/gradients.html">Gradients</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_animations"><a class="reference internal" href="../developer/howtos/website_themes/animations.html">Animations</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_forms"><a class="reference internal" href="../developer/howtos/website_themes/forms.html">Forms</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_translations"><a class="reference internal" href="../developer/howtos/website_themes/translations.html">Translations</a></li> <li class="toctree-l4 o_menu_developer_howtos_website_themes_going_live"><a class="reference internal" href="../developer/howtos/website_themes/going_live.html">Going live</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_howtos_web_services"><a class="reference internal" href="../developer/howtos/web_services.html">Web Services</a></li> <li class="toctree-l3 o_menu_developer_howtos_company"><a class="reference internal" href="../developer/howtos/company.html">Multi-company Guidelines</a></li> <li class="toctree-l3 o_menu_developer_howtos_create_reports"><a class="reference internal" href="../developer/howtos/create_reports.html">Create customized reports</a></li> <li class="toctree-l3 o_menu_developer_howtos_accounting_localization"><a class="reference internal" href="../developer/howtos/accounting_localization.html">Accounting localization</a></li> <li class="toctree-l3 o_menu_developer_howtos_translations"><a class="reference internal" href="../developer/howtos/translations.html">Translating Modules</a></li> <li class="toctree-l3 o_menu_developer_howtos_connect_device"><a class="reference internal" href="../developer/howtos/connect_device.html">Connect with a device</a></li> <li class="toctree-l3 o_menu_developer_howtos_upgrade_custom_db"><a class="reference internal" href="../developer/howtos/upgrade_custom_db.html">Upgrade a customized database</a></li> </ul> </li> <li class="toctree-l2 o_menu_developer_reference"><a class="reference internal" href="../developer/reference.html">Reference</a><ul> <li class="toctree-l3 o_menu_developer_reference_backend"><a class="reference internal" href="#">Server framework</a><ul> <li class="toctree-l4 o_menu_developer_reference_backend_orm"><a class="reference internal" href="../developer/reference/backend/orm.html">ORM API</a><ul> <li class="toctree-l5 o_menu_developer_reference_backend_orm_changelog"><a class="reference internal" href="../developer/reference/backend/orm/changelog.html">Changelog</a></li> </ul> </li> <li class="toctree-l4 o_menu_developer_reference_backend_data"><a class="reference internal" href="../developer/reference/backend/data.html">Data Files</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_actions"><a class="reference internal" href="../developer/reference/backend/actions.html">Actions</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_reports"><a class="reference internal" href="../developer/reference/backend/reports.html">QWeb Reports</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_module"><a class="reference internal" href="../developer/reference/backend/module.html">Module Manifests</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_security"><a class="reference internal" href="../developer/reference/backend/security.html">Security in Odoo</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_performance"><a class="reference internal" href="../developer/reference/backend/performance.html">Performance</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_testing"><a class="reference internal" href="../developer/reference/backend/testing.html">Testing Odoo</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_http"><a class="reference internal" href="../developer/reference/backend/http.html">Web Controllers</a></li> <li class="toctree-l4 o_menu_developer_reference_backend_mixins"><a class="reference internal" href="../developer/reference/backend/mixins.html">Mixins and Useful Classes</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_frontend"><a class="reference internal" href="#">Web framework</a><ul> <li class="toctree-l4 o_menu_developer_reference_frontend_framework_overview"><a class="reference internal" href="../developer/reference/frontend/framework_overview.html">Framework Overview</a></li> 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href="../developer/reference/frontend/hooks.html">Hooks</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_patching_code"><a class="reference internal" href="../developer/reference/frontend/patching_code.html">Patching code</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_error_handling"><a class="reference internal" href="../developer/reference/frontend/error_handling.html">Error handling</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_javascript_reference"><a class="reference internal" href="../developer/reference/frontend/javascript_reference.html">Javascript Reference</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_mobile"><a class="reference internal" href="../developer/reference/frontend/mobile.html">Mobile JavaScript</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_qweb"><a class="reference internal" href="../developer/reference/frontend/qweb.html">QWeb Templates</a></li> <li class="toctree-l4 o_menu_developer_reference_frontend_odoo_editor"><a class="reference internal" href="../developer/reference/frontend/odoo_editor.html">Odoo Editor</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_user_interface"><a class="reference internal" href="#">User interface</a><ul> <li class="toctree-l4 o_menu_developer_reference_user_interface_view_records"><a class="reference internal" href="../developer/reference/user_interface/view_records.html">View records</a></li> <li class="toctree-l4 o_menu_developer_reference_user_interface_view_architectures"><a class="reference internal" href="../developer/reference/user_interface/view_architectures.html">View architectures</a></li> <li class="toctree-l4 o_menu_developer_reference_user_interface_scss_inheritance"><a class="reference internal" href="../developer/reference/user_interface/scss_inheritance.html">SCSS inheritance</a></li> <li class="toctree-l4 o_menu_developer_reference_user_interface_icons"><a class="reference internal" href="../developer/reference/user_interface/icons.html">UI icons</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_standard_modules"><a class="reference internal" href="#">Standard modules</a><ul> <li class="toctree-l4 o_menu_developer_reference_standard_modules_account"><a class="reference internal" href="#">Accounting</a><ul> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_account_tag"><a class="reference internal" href="../developer/reference/standard_modules/account/account_account_tag.html">Account Tag</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_account"><a class="reference internal" href="../developer/reference/standard_modules/account/account_account.html">Account</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_fiscal_position"><a class="reference internal" href="../developer/reference/standard_modules/account/account_fiscal_position.html">Fiscal Position</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_group"><a class="reference internal" href="../developer/reference/standard_modules/account/account_group.html">Account Group</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_report"><a class="reference internal" href="../developer/reference/standard_modules/account/account_report.html">Report</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_report_line"><a class="reference internal" href="../developer/reference/standard_modules/account/account_report_line.html">Report Line</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_tax"><a class="reference internal" href="../developer/reference/standard_modules/account/account_tax.html">Taxes</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_account_account_tax_repartition"><a class="reference internal" href="../developer/reference/standard_modules/account/account_tax_repartition.html">Tax Repartitions</a></li> </ul> </li> <li class="toctree-l4 o_menu_developer_reference_standard_modules_payment"><a class="reference internal" href="#">Payment</a><ul> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_method"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_method.html">Payment Method</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_provider"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_provider.html">Payment Provider</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_token"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_token.html">Payment Token</a></li> <li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_transaction"><a class="reference internal" href="../developer/reference/standard_modules/payment/payment_transaction.html">Payment Transaction</a></li> </ul> </li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_cli"><a class="reference internal" href="../developer/reference/cli.html">Command-line interface (CLI)</a></li> <li class="toctree-l3 o_menu_developer_reference_upgrades"><a class="reference internal" href="#">Upgrades</a><ul> <li class="toctree-l4 o_menu_developer_reference_upgrades_upgrade_scripts"><a class="reference internal" href="../developer/reference/upgrades/upgrade_scripts.html">Upgrade scripts</a></li> <li class="toctree-l4 o_menu_developer_reference_upgrades_upgrade_utils"><a class="reference internal" href="../developer/reference/upgrades/upgrade_utils.html">Upgrade utils</a></li> </ul> </li> <li class="toctree-l3 o_menu_developer_reference_external_api"><a class="reference internal" href="../developer/reference/external_api.html">External API</a></li> <li class="toctree-l3 o_menu_developer_reference_extract_api"><a class="reference internal" href="../developer/reference/extract_api.html">Extract API</a></li> </ul> </li> </ul> </li> <li class="toctree-l1 o_menu_contributing"><a class="reference internal" href="../contributing.html">Contributing</a><ul> <li class="toctree-l2 o_menu_contributing_development"><a class="reference internal" href="../contributing/development.html">Development</a><ul> <li class="toctree-l3 o_menu_contributing_development_coding_guidelines"><a class="reference internal" href="../contributing/development/coding_guidelines.html">Coding guidelines</a></li> <li class="toctree-l3 o_menu_contributing_development_git_guidelines"><a class="reference internal" href="../contributing/development/git_guidelines.html">Git guidelines</a></li> </ul> </li> <li class="toctree-l2 o_menu_contributing_documentation"><a class="reference internal" href="../contributing/documentation.html">Documentation</a><ul> <li class="toctree-l3 o_menu_contributing_documentation_content_guidelines"><a class="reference internal" href="../contributing/documentation/content_guidelines.html">Content guidelines</a></li> <li class="toctree-l3 o_menu_contributing_documentation_rst_guidelines"><a class="reference internal" href="../contributing/documentation/rst_guidelines.html">RST guidelines and cheat sheet</a></li> </ul> </li> </ul> </li> </ul> </div> </div> </nav> <header class="o_headers"><div class="o_main_header border-bottom d-flex align-items-center"> <div class="o_logo_wrapper"> <a href="../index.html" class="o_logo"> <img src="../_static/img/logos/odoo_logo.svg" height="20" alt="Odoo"/> <span>docs</span> </a> </div> <div class="d-flex flex-grow-1"> <div id="searchbox" class="o_search_wrapper d-flex flex-grow-1" 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href="https://www.odoo.com/documentation/16.0/administration/upgrade.html">Odoo 16</a></li> </ul> </div> </div> </div> </div> </header> <div class="related" role="navigation" aria-label="related navigation"> <h3>Navigation</h3> <ul> <li class="right" style="margin-right: 10px"> <a href="../genindex.html" title="General Index" accesskey="I">index</a></li> <li class="right" > <a href="../py-modindex.html" title="Python Module Index" >modules</a> |</li> <li class="right" > <a href="neutralized_database.html" title="Neutralized database" accesskey="N">next</a> |</li> <li class="right" > <a href="on_premise/community_to_enterprise.html" title="Switch from Community to Enterprise" accesskey="P">previous</a> |</li> <li class="nav-item nav-item-0"><a href="../index.html">Odoo 18.0 documentation</a> »</li> <li class="nav-item nav-item-1"><a href="../administration.html" accesskey="U">Database management</a> »</li> <li class="nav-item nav-item-this"><a href="">Upgrade</a></li> </ul> </div> <div id="wrap"> <main class="container-fluid "> <article id="o_content" class="doc-body"> <div role="main"> <section id="upgrade"> <h1>Upgrade<a class="headerlink" href="#upgrade" title="Permalink to this headline">¶</a></h1> <p>An upgrade involves moving a database from an older version to a newer supported version (e.g., from Odoo 16.0 to Odoo 18.0). Regular upgrades are crucial as each version offers new features, bug fixes, and security patches. Using a <a class="reference internal" href="supported_versions.html"><span class="doc">supported version</span></a> is strongly recommended. Each major version is supported for three years.</p> <p>Depending on the hosting type and Odoo version used, a database upgrade can be <strong>mandatory</strong>.</p> <div class="sphinx-tabs docutils container"> <div aria-label="Tabbed content" role="tablist"><button aria-controls="panel-0-T2RvbyBPbmxpbmU=" aria-selected="true" class="sphinx-tabs-tab group-tab" id="tab-0-T2RvbyBPbmxpbmU=" name="T2RvbyBPbmxpbmU=" role="tab" tabindex="0">Odoo Online</button><button aria-controls="panel-0-T2Rvby5zaA==" aria-selected="false" class="sphinx-tabs-tab group-tab" id="tab-0-T2Rvby5zaA==" name="T2Rvby5zaA==" role="tab" tabindex="-1">Odoo.sh</button><button aria-controls="panel-0-T24tcHJlbWlzZQ==" aria-selected="false" class="sphinx-tabs-tab group-tab" id="tab-0-T24tcHJlbWlzZQ==" name="T24tcHJlbWlzZQ==" role="tab" tabindex="-1">On-premise</button></div><div aria-labelledby="tab-0-T2RvbyBPbmxpbmU=" class="sphinx-tabs-panel group-tab" id="panel-0-T2RvbyBPbmxpbmU=" name="T2RvbyBPbmxpbmU=" role="tabpanel" tabindex="0"><ul class="simple"> <li><p>If a database is on a <strong>major version</strong> (e.g., 16.0, 17.0, 18.0), an upgrade is mandatory every two years.</p></li> <li><p>If a database is on a <strong>minor version</strong> (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory a few weeks after the next version is released. Minor versions are usually released every two months.</p></li> </ul> </div><div aria-labelledby="tab-0-T2Rvby5zaA==" class="sphinx-tabs-panel group-tab" hidden="true" id="panel-0-T2Rvby5zaA==" name="T2Rvby5zaA==" role="tabpanel" tabindex="0"><p>After the initial three years of support, you will have another two years to complete the upgrade. You will be notified when an upgrade is required.</p> <img alt="The "unsupported version" popup on Odoo.sh." src="../_images/odoo-sh-message.png" /> </div><div aria-labelledby="tab-0-T24tcHJlbWlzZQ==" class="sphinx-tabs-panel group-tab" hidden="true" id="panel-0-T24tcHJlbWlzZQ==" name="T24tcHJlbWlzZQ==" role="tabpanel" tabindex="0"><p>You can stay on the same version indefinitely, even if it is not recommended. Note that the smaller the version gap, the easier the upgrade should be.</p> </div></div> <div class="accordion accordion-flush o_spoiler alert"><div class="accordion-item"><span class="accordion-header" id="o_spoiler_header_0"><button aria-controls="o_spoiler_content_0" aria-expanded="false" class="accordion-button collapsed flex-row-reverse justify-content-end fw-bold p-0 border-bottom-0" data-bs-target="#o_spoiler_content_0" data-bs-toggle="collapse" type="button">Automatic upgrades: Odoo Online's Rolling Release process</button></span><div aria-labelledby="o_spoiler_header_0" class="accordion-collapse collapse border-bottom-0" id="o_spoiler_content_0"><div class="accordion-body"><p>You will receive a notification in your database a few weeks before a mandatory upgrade will be automatically carried out. You are in control of the process as long as the deadline is not reached.</p> <img alt="The upgrade message prompt on the top right of the database" src="../_images/rr-upgrade-message.png" /> <p>Concretely, Odoo’s Upgrade Team performs a silent test upgrade of every database that should be upgraded. If the test is successful and lasts less than 20 minutes, you can directly trigger the upgrade from the database. If the test fails, you can test an upgrade using the <a class="reference external" href="https://www.odoo.com/my/databases">database manager</a>.</p> <p>When you are invited to upgrade, it is strongly recommended to <a class="reference internal" href="#upgrade-request-test"><span class="std std-ref">request an upgraded test database</span></a> first and spend time <a class="reference internal" href="#upgrade-testing"><span class="std std-ref">testing</span></a> it.</p> <p>An automatic upgrade to the next version will be triggered if no action is taken before the specified due date.</p> </div></div></div></div><p>An upgrade does not cover:</p> <blockquote> <div><ul class="simple"> <li><p>Downgrading to a previous version of Odoo</p></li> <li><p><a class="reference internal" href="on_premise/community_to_enterprise.html"><span class="doc">Switching editions</span></a> (e.g., from Community to Enterprise)</p></li> <li><p><a class="reference internal" href="hosting.html#hosting-change-solution"><span class="std std-ref">Changing hosting type</span></a> (e.g., from on-premise to Odoo Online)</p></li> <li><p>Migrating from another ERP to Odoo</p></li> </ul> </div></blockquote> <div class="alert alert-warning"> <p class="alert-title"> Warning</p><p>If your database contains custom modules, it cannot be upgraded until a version of your custom modules is available for the target version of Odoo. For customers maintaining their own custom modules, we recommend to parallelize the process by <a class="reference internal" href="#upgrade-request-test"><span class="std std-ref">requesting an upgraded database</span></a> while also <a class="reference internal" href="../developer/howtos/upgrade_custom_db.html"><span class="doc">upgrading the source code of your custom modules</span></a>.</p> </div> </section><section id="upgrading-in-a-nutshell"> <span id="upgrade-nutshell"></span><h2>Upgrading in a nutshell<a class="headerlink" href="#upgrading-in-a-nutshell" title="Permalink to this headline">¶</a></h2> <ol class="arabic simple"> <li><p>Request an upgraded test database (see <a class="reference internal" href="#upgrade-request-test"><span class="std std-ref">obtaining an upgraded test database</span></a>).</p></li> <li><p>If applicable, upgrade the source code of your custom module to be compatible with the new version of Odoo (see <a class="reference internal" href="../developer/howtos/upgrade_custom_db.html"><span class="doc">Upgrade a customized database</span></a>).</p></li> <li><p>Thoroughly test the upgraded database (see <a class="reference internal" href="#upgrade-testing"><span class="std std-ref">testing the new version of the database</span></a>).</p></li> <li><p>Report any issue encountered during the testing to Odoo by going to the <a class="reference external" href="https://www.odoo.com/help?stage=migration">Support page and selecting “An issue related to my future upgrade (I am testing an upgrade)”</a>.</p></li> <li><p>Once all issues are resolved and you are confident that the upgraded database can be used as your main database without any issues, plan the upgrade of your production database.</p></li> <li><p>Request the upgrade for the production database, rendering it unavailable for the time it takes to complete the process (see <a class="reference internal" href="#upgrade-production"><span class="std std-ref">upgrading the production database</span></a>).</p></li> <li><p>Report any issue encountered during the upgrade to Odoo by going to the <a class="reference external" href="https://www.odoo.com/help?stage=post_upgrade">Support page and selecting “An issue related to my upgrade (production)”</a>.</p></li> </ol> </section><section id="obtaining-an-upgraded-test-database"> <span id="upgrade-request-test"></span><h2>Obtaining an upgraded test database<a class="headerlink" href="#obtaining-an-upgraded-test-database" title="Permalink to this headline">¶</a></h2> <p>The <a class="reference external" href="https://upgrade.odoo.com">Upgrade page</a> is the main platform for requesting an upgraded database. However, depending on the hosting type, you can upgrade from the command line (on-premise), the Odoo Online <a class="reference external" href="https://www.odoo.com/my/databases">database manager</a>, or your <a class="reference external" href="https://www.odoo.sh/project">Odoo.sh project</a>.</p> <div class="alert alert-primary"> <p class="alert-title"> Note</p><p>The Upgrade platform follows the same <a class="reference external" href="https://www.odoo.com/privacy">Privacy Policy</a> as the other Odoo.com services. Visit the <a class="reference external" href="https://www.odoo.com/gdpr">General Data Protection Regulation page</a> to learn more about how Odoo handles your data and privacy.</p> </div> <div class="sphinx-tabs docutils container"> <div aria-label="Tabbed content" role="tablist"><button aria-controls="panel-1-T2RvbyBPbmxpbmU=" aria-selected="true" class="sphinx-tabs-tab group-tab" id="tab-1-T2RvbyBPbmxpbmU=" name="T2RvbyBPbmxpbmU=" role="tab" tabindex="0">Odoo Online</button><button aria-controls="panel-1-T2Rvby5zaA==" aria-selected="false" class="sphinx-tabs-tab group-tab" id="tab-1-T2Rvby5zaA==" name="T2Rvby5zaA==" role="tab" tabindex="-1">Odoo.sh</button><button aria-controls="panel-1-T24tcHJlbWlzZQ==" aria-selected="false" class="sphinx-tabs-tab group-tab" id="tab-1-T24tcHJlbWlzZQ==" name="T24tcHJlbWlzZQ==" role="tab" tabindex="-1">On-premise</button></div><div aria-labelledby="tab-1-T2RvbyBPbmxpbmU=" class="sphinx-tabs-panel group-tab" id="panel-1-T2RvbyBPbmxpbmU=" name="T2RvbyBPbmxpbmU=" role="tabpanel" tabindex="0"><p>Odoo Online databases can be manually upgraded via the <a class="reference external" href="https://www.odoo.com/my/databases">database manager</a>.</p> <p>The database manager displays all databases associated with the user’s account. Databases not on the most recent version of Odoo display an arrow in a circle icon next to their name, indicating that they can be upgraded.</p> <img alt="The database manager with an upgrade button next to the name of a database." src="../_images/databases-page.png" /> <p>Click the <strong>arrow in a circle</strong> icon to start the upgrade process. In the popup, fill in:</p> <ul class="simple"> <li><p>The <strong>version</strong> of Odoo you want to upgrade to, usually the latest version</p></li> <li><p>The <strong>email</strong> address that should receive the link to the upgraded database</p></li> <li><p>The <span class="guilabel">Purpose</span> of the upgrade, which is automatically set to <span class="guilabel">Test</span> for your first upgrade request</p></li> </ul> <img alt="The "Upgrade your database" popup." src="../_images/upgrade-popup.png" /> <p>The <span class="guilabel">Upgrade in progress</span> tag is displayed next to the database name until completion. Once the process succeeds, an email containing a link to the upgraded test database is sent to the address provided. The database can also be accessed from the database manager by clicking the dropdown arrow before the database name.</p> <img alt="Clicking the menu arrow displays the upgraded test database." src="../_images/access-upgraded-db.png" /> </div><div aria-labelledby="tab-1-T2Rvby5zaA==" class="sphinx-tabs-panel group-tab" hidden="true" id="panel-1-T2Rvby5zaA==" name="T2Rvby5zaA==" role="tabpanel" tabindex="0"><p>Odoo.sh is integrated with the upgrade platform to simplify the upgrade process.</p> <img alt="Odoo.sh project and tabs" src="../_images/odoo-sh-staging.png" /> <p>The <strong>latest production daily automatic backup</strong> is then sent to the Upgrade platform.</p> <p>Once the upgrade platform is done upgrading the backup and uploading it on the branch, it is put in a <strong>special mode</strong>: each time a <strong>commit is pushed</strong> on the branch, a <strong>restore operation</strong> of the upgraded backup and an <strong>update of all the custom modules</strong> occur. This allows you to test your custom modules on a pristine copy of the upgraded database. The log file of the upgrade process can be found in your newly upgraded staging build by going to <code class="file o_code docutils literal notranslate"><span class="pre">~/logs/upgrade.log</span></code>.</p> <div class="alert alert-warning"> <p class="alert-title"> Important</p><p>In databases where custom modules are installed, their source code must be up-to-date with the target version of Odoo before the upgrade can be performed. If there are none, the “update on commit” mode is skipped, the upgraded database is built as soon as it is transferred from the upgrade platform, and the upgrade mode is exited.</p> <p>Check out the <a class="reference internal" href="../developer/howtos/upgrade_custom_db.html"><span class="doc">Upgrade a customized database</span></a> page for more information.</p> </div> </div><div aria-labelledby="tab-1-T24tcHJlbWlzZQ==" class="sphinx-tabs-panel group-tab" hidden="true" id="panel-1-T24tcHJlbWlzZQ==" name="T24tcHJlbWlzZQ==" role="tabpanel" tabindex="0"><p>The standard upgrade process can be initiated by entering the following command line on the machine where the database is hosted:</p> <div class="highlight-console notranslate"><div class="highlight"><pre><span></span><span class="gp">$</span> python <<span class="o">(</span>curl -s https://upgrade.odoo.com/upgrade<span class="o">)</span> <span class="nb">test</span> -d <your db name> -t <target version> </pre></div> </div> <div class="alert alert-primary"> <p class="alert-title"> Note</p><p>This command has some requirements on the environment it runs in:</p> <ul class="simple"> <li><p>Some external commands that must be provided by the operating system, normally found in any Linux distribution (including WSL). An error will be displayed if one or several of them are missing.</p></li> <li><p>The system user that executes the command needs to be configured with access to the database. Please refer to the PostgreSQL documentation of the <a class="reference external" href="https://www.postgresql.org/docs/current/libpq-envars.html">client environment</a> or the <a class="reference external" href="https://www.postgresql.org/docs/current/libpq-pgpass.html">client password file</a> for this requirement.</p></li> <li><p>The script needs to be able to reach one or multiple servers of the upgrade platform both on TCP port 443 and to any random TCP port in the range between 32768 and 60999. This can be in conflict with your restrictive firewall and may need an exception added to the firewall configuration.</p></li> </ul> </div> <p>The following command can be used to display the general help and the main commands:</p> <div class="highlight-console notranslate"><div class="highlight"><pre><span></span><span class="gp">$</span> python <<span class="o">(</span>curl -s https://upgrade.odoo.com/upgrade<span class="o">)</span> --help </pre></div> </div> <p>An upgraded test database can also be requested via the <a class="reference external" href="https://upgrade.odoo.com">Upgrade page</a>.</p> <div class="alert alert-warning"> <p class="alert-title"> Important</p><p>In databases where custom modules are installed, their source code must be up-to-date with the target version of Odoo before the upgrade can be performed. Check out the <a class="reference internal" href="../developer/howtos/upgrade_custom_db.html"><span class="doc">Upgrade a customized database</span></a> page for more information.</p> </div> <div class="alert alert-primary"> <p class="alert-title"> Note</p><ul class="simple"> <li><p>For security reasons, only the person who submitted the upgrade request can download it.</p></li> <li><p>For storage reasons, the database’s copy is submitted without a filestore to the upgrade server. Therefore, the upgraded database does not contain the production filestore.</p></li> <li><p>Before restoring the upgraded database, its filestore must be merged with the production filestore to be able to perform tests in the same conditions as it would be in the new version.</p></li> <li><p>The upgraded database contains:</p> <ul> <li><p>A <code class="o_code docutils literal notranslate"><span class="pre">dump.sql</span></code> file containing the upgraded database</p></li> <li><p>A <code class="o_code docutils literal notranslate"><span class="pre">filestore</span></code> folder containing files extracted from in-database records into attachments (if there are any) and new standard Odoo files from the targeted Odoo version (e.g., new images, icons, payment provider’s logos, etc.). This is the folder that should be merged with the production filestore in order to get the full upgraded filestore.</p></li> </ul> </li> </ul> </div> </div></div> <div class="alert alert-primary"> <p class="alert-title"> Note</p><p>You can request multiple test databases if you wish to test an upgrade more than once.</p> </div> <div class="alert alert-primary"> <p class="alert-title"> Note</p><p>When an upgrade request is completed, an upgrade report is attached to the successful upgrade email, and it becomes available in the Discuss app for users who are part of the “Administration / Settings” group. This report provides important information about the changes introduced by the new version.</p> </div> </section><section id="testing-the-new-version-of-the-database"> <span id="upgrade-testing"></span><h2>Testing the new version of the database<a class="headerlink" href="#testing-the-new-version-of-the-database" title="Permalink to this headline">¶</a></h2> <p>It is essential to test the upgraded test database to ensure that you are not stuck in your day-to-day activities by a change in views, behavior, or an error message once the upgrade goes live.</p> <div class="alert alert-primary"> <p class="alert-title"> Note</p><p>Test databases are neutralized, and some features are disabled to prevent them from impacting the production database:</p> <ol class="arabic simple"> <li><p>Scheduled actions are disabled.</p></li> <li><p>Outgoing mail servers are disabled by archiving the existing ones and adding a fake one.</p></li> <li><p>Payment providers and delivery carriers are reset to the test environment.</p></li> <li><p>Bank synchronization is disabled. Should you want to test the synchronization, contact your bank synchronization provider to get sandbox credentials.</p></li> </ol> </div> <p>Testing as many of your business flows as possible is strongly recommended to ensure they are working correctly and to get more familiar with the new version.</p> <div class="admonition-basic-test-checklist alert"> <p class="alert-title"> Basic test checklist</p><ul class="simple"> <li><p>Are there views that are deactivated in your test database but active in your production database?</p></li> <li><p>Are your usual views still displayed correctly?</p></li> <li><p>Are your reports (invoice, sales order, etc.) correctly generated?</p></li> <li><p>Are your website pages working correctly?</p></li> <li><p>Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts, companies, etc.)</p></li> <li><p>Are there any issues with your mail templates?</p></li> <li><p>Are there any issues with saved translations?</p></li> <li><p>Are your search filters still present?</p></li> <li><p>Can you export your data?</p></li> </ul> </div> <div class="accordion accordion-flush o_spoiler alert"><div class="accordion-item"><span class="accordion-header" id="o_spoiler_header_1"><button aria-controls="o_spoiler_content_1" aria-expanded="false" class="accordion-button collapsed flex-row-reverse justify-content-end fw-bold p-0 border-bottom-0" data-bs-target="#o_spoiler_content_1" data-bs-toggle="collapse" type="button">Example of end-to-end testing</button></span><div aria-labelledby="o_spoiler_header_1" class="accordion-collapse collapse border-bottom-0" id="o_spoiler_content_1"><div class="accordion-body"><ul class="simple"> <li><p>Checking a random product in your product catalog and comparing its test and production data to verify everything is the same (product category, selling price, cost price, vendor, accounts, routes, etc.).</p></li> <li><p>Buying this product (Purchase app).</p></li> <li><p>Confirming the reception of this product (Inventory app).</p></li> <li><p>Checking if the route to receive this product is the same in your production database (Inventory app).</p></li> <li><p>Selling this product (Sales app) to a random customer.</p></li> <li><p>Opening your customer database (Contacts app), selecting a customer (or company), and checking its data.</p></li> <li><p>Shipping this product (Inventory app).</p></li> <li><p>Checking if the route to ship this product is the same as in your production database (Inventory app).</p></li> <li><p>Validating a customer invoice (Invoicing or Accounting app).</p></li> <li><p>Crediting the invoice (issuing a credit note) and checking if it behaves as in your production database.</p></li> <li><p>Checking your reports’ results (Accounting app).</p></li> <li><p>Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app).</p></li> <li><p>Making an online order (Website apps) from the product selection in your shop until the checkout process and checking if everything behaves as in your production database.</p></li> </ul> <p>This list is <strong>not</strong> exhaustive. Extend the example to your other apps based on your use of Odoo.</p> </div></div></div></div><p>If you face an issue while testing your upgraded test database, you can request the assistance of Odoo by going to the <a class="reference external" href="https://www.odoo.com/help?stage=migration">Support page and selecting “An issue related to my future upgrade (I am testing an upgrade)”</a>. In any case, it is essential to report any problem encountered during the testing to fix it before upgrading your production database.</p> <p>You might encounter significant differences with standard views, features, fields, and models during testing. Those changes cannot be reverted on a case-by-case basis. However, if a change introduced by a new version breaks a customization, it is the responsibility of the maintainer of your custom module to make it compatible with the new version of Odoo.</p> <div class="alert alert-tip"> <p class="alert-title"> Tip</p><p>Do not forget to test:</p> <ul class="simple"> <li><p>Integrations with external software (EDI, APIs, etc.)</p></li> <li><p>Workflows between different apps (online sales with eCommerce, converting a lead all the way to a sales order, delivery of products, etc.)</p></li> <li><p>Data exports</p></li> <li><p>Automated actions</p></li> <li><p>Server actions in the action menu on form views, as well as by selecting multiple records on list views</p></li> </ul> </div> </section><section id="upgrading-the-production-database"> <span id="upgrade-production"></span><h2>Upgrading the production database<a class="headerlink" href="#upgrading-the-production-database" title="Permalink to this headline">¶</a></h2> <p>Once the <a class="reference internal" href="#upgrade-testing"><span class="std std-ref">tests</span></a> are completed and you are confident that the upgraded database can be used as your main database without any issues, it is time to plan the go-live day.</p> <p>Your production database will be unavailable during its upgrade. Therefore, we recommend planning the upgrade at a time when the use of the database is minimal.</p> <p>As the standard upgrade scripts and your database are constantly evolving, it is also recommended to frequently request another upgraded test database to ensure that the upgrade process is still successful, especially if it takes a long time to finish. <strong>Fully rehearsing the upgrade process the day before upgrading the production database is also recommended.</strong></p> <div class="alert alert-warning"> <p class="alert-title"> Important</p><p>Going into production without first testing may lead to:</p> <ul class="simple"> <li><p>Users failing to adjust to the changes and new features</p></li> <li><p>Business interruptions (e.g., no longer having the possibility to validate an action)</p></li> <li><p>Poor customer experience (e.g., an eCommerce website that does not work correctly)</p></li> </ul> </div> <p>The process of upgrading a production database is similar to upgrading a test database, but with a few exceptions.</p> <div class="sphinx-tabs docutils container"> <div aria-label="Tabbed content" role="tablist"><button aria-controls="panel-2-T2RvbyBPbmxpbmU=" aria-selected="true" class="sphinx-tabs-tab group-tab" id="tab-2-T2RvbyBPbmxpbmU=" name="T2RvbyBPbmxpbmU=" role="tab" tabindex="0">Odoo Online</button><button aria-controls="panel-2-T2Rvby5zaA==" aria-selected="false" class="sphinx-tabs-tab group-tab" id="tab-2-T2Rvby5zaA==" name="T2Rvby5zaA==" role="tab" tabindex="-1">Odoo.sh</button><button aria-controls="panel-2-T24tcHJlbWlzZQ==" aria-selected="false" class="sphinx-tabs-tab group-tab" id="tab-2-T24tcHJlbWlzZQ==" name="T24tcHJlbWlzZQ==" role="tab" tabindex="-1">On-premise</button></div><div aria-labelledby="tab-2-T2RvbyBPbmxpbmU=" class="sphinx-tabs-panel group-tab" id="panel-2-T2RvbyBPbmxpbmU=" name="T2RvbyBPbmxpbmU=" role="tabpanel" tabindex="0"><p>The process is similar to <a class="reference internal" href="#upgrade-request-test"><span class="std std-ref">obtaining an upgraded test database</span></a>, except for the purpose option, which must be set to <span class="guilabel">Production</span> instead of <span class="guilabel">Test</span>.</p> <div class="alert alert-warning"> <p class="alert-title"> Warning</p><p>Once the upgrade is requested, the database will be unavailable until the upgrade is finished. Once the process is completed, it is impossible to revert to the previous version.</p> </div> </div><div aria-labelledby="tab-2-T2Rvby5zaA==" class="sphinx-tabs-panel group-tab" hidden="true" id="panel-2-T2Rvby5zaA==" name="T2Rvby5zaA==" role="tabpanel" tabindex="0"><p>The process is similar to <a class="reference internal" href="#upgrade-request-test"><span class="std std-ref">obtaining an upgraded test database</span></a> on the <span class="guilabel">Production</span> branch.</p> <img alt="View from the upgrade tab" src="../_images/odoo-sh-prod.png" /> <p>The process is <strong>triggered as soon as a new commit is made</strong> on the branch. This allows the upgrade process to be synchronized with the deployment of the custom modules’ upgraded source code. If there are no custom modules, the upgrade process is triggered immediately.</p> <div class="alert alert-warning"> <p class="alert-title"> Important</p><p>The database is unavailable throughout the process. If anything goes wrong, the platform automatically reverts the upgrade, as it would be for a regular update. In case of success, a backup of the database before the upgrade is created.</p> </div> <p>The update of your custom modules must be successful to complete the entire upgrade process. Make sure the status of your staging upgrade is <span class="guilabel">successful</span> before trying it in production. More information on how to upgrade your custom modules can be found on <a class="reference internal" href="../developer/howtos/upgrade_custom_db.html"><span class="doc">Upgrade a customized database</span></a>.</p> </div><div aria-labelledby="tab-2-T24tcHJlbWlzZQ==" class="sphinx-tabs-panel group-tab" hidden="true" id="panel-2-T24tcHJlbWlzZQ==" name="T24tcHJlbWlzZQ==" role="tabpanel" tabindex="0"><p>The command to upgrade a database to production is similar to the one of upgrading a test database except for the argument <code class="o_code docutils literal notranslate"><span class="pre">test</span></code>, which must be replaced by <code class="o_code docutils literal notranslate"><span class="pre">production</span></code>:</p> <div class="highlight-console notranslate"><div class="highlight"><pre><span></span><span class="gp">$</span> python <<span class="o">(</span>curl -s https://upgrade.odoo.com/upgrade<span class="o">)</span> production -d <your db name> -t <target version> </pre></div> </div> <p>An upgraded production database can also be requested via the <a class="reference external" href="https://upgrade.odoo.com">Upgrade page</a>.</p> <p>Once the database is uploaded, any modification to your production database will <strong>not</strong> be present on your upgraded database. This is why we recommend not using it during the upgrade process.</p> <div class="alert alert-warning"> <p class="alert-title"> Important</p><p>When requesting an upgraded database for production purposes, the copy is submitted without a filestore. Therefore, the upgraded database filestore must be merged with the production filestore before deploying the new version.</p> </div> </div></div> <p>In case of an issue with your production database, you can request the assistance of Odoo by going to the <a class="reference external" href="https://www.odoo.com/help?stage=migration">Support page and selecting “An issue related to my future upgrade (I am testing an upgrade)”</a>.</p> </section><section id="service-level-agreement-sla"> <span id="upgrade-sla"></span><h2>Service-level agreement (SLA)<a class="headerlink" href="#service-level-agreement-sla" title="Permalink to this headline">¶</a></h2> <p>With Odoo Enterprise, upgrading a database to the most recent version of Odoo is <strong>free</strong>, including any support required to rectify potential discrepancies in the upgraded database.</p> <p>Information about the upgrade services included in the Enterprise Licence is available in the <a class="reference internal" href="../legal/terms/enterprise.html#upgrade"><span class="std std-ref">Odoo Enterprise Subscription Agreement</span></a>. However, this section clarifies what upgrade services you can expect.</p> </section><section id="upgrade-services-covered-by-the-sla"> <span id="upgrade-sla-covered"></span><h3>Upgrade services covered by the SLA<a class="headerlink" href="#upgrade-services-covered-by-the-sla" title="Permalink to this headline">¶</a></h3> <p>Databases hosted on Odoo’s cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can benefit from upgrade services at all times for:</p> <ul class="simple"> <li><p>the upgrade of all <strong>standard applications</strong>;</p></li> <li><p>the upgrade of all <strong>customizations created with the Studio app</strong>, as long as Studio is still installed and the respective subscription is still active; and</p></li> <li><p>the upgrade of all <strong>developments and customizations covered by a maintenance of customizations subscription</strong>.</p></li> </ul> <p>Upgrade services are limited to the technical conversion and adaptation of a database (standard modules and data) to make it compatible with the version targeted by the upgrade.</p> </section><section id="upgrade-services-not-covered-by-the-sla"> <span id="upgrade-sla-not-covered"></span><h3>Upgrade services not covered by the SLA<a class="headerlink" href="#upgrade-services-not-covered-by-the-sla" title="Permalink to this headline">¶</a></h3> <p>The following upgrade-related services are <strong>not</strong> included:</p> <ul class="simple"> <li><p>the <strong>cleaning</strong> of pre-existing data and configurations while upgrading;</p></li> <li><p>the upgrade of <strong>additional modules not covered by a maintenance contract</strong> that are created in-house or by third parties, including Odoo partners; and</p></li> <li><p><strong>training</strong> on using the upgraded version’s features and workflows.</p></li> </ul> <div class="alert alert-secondary"> <p class="alert-title"> See also</p><ul class="simple"> <li><p><a class="reference internal" href="odoo_sh.html"><span class="doc">Odoo.sh documentation</span></a></p></li> <li><p><a class="reference internal" href="supported_versions.html"><span class="doc">Supported Odoo versions</span></a></p></li> </ul> </div> </section> </div> <a href="https://github.com/odoo/documentation/edit/18.0/content/administration/upgrade.rst" class="o_git_link d-none d-lg-inline-block"> <i class="i-edit"></i> Edit on GitHub </a> </article> </main> <aside id="o_page_toc" class="o_page_toc" hidden><div class="o_page_toc_nav mt-1"> <h5>On this page</h5> <ul> <li><a class="reference internal" href="#">Upgrade</a><ul> <li><a class="reference internal" href="#upgrading-in-a-nutshell">Upgrading in a nutshell</a></li> <li><a class="reference internal" href="#obtaining-an-upgraded-test-database">Obtaining an upgraded test database</a></li> <li><a class="reference internal" href="#testing-the-new-version-of-the-database">Testing the new version of the database</a></li> <li><a class="reference internal" href="#upgrading-the-production-database">Upgrading the production database</a></li> <li><a class="reference internal" href="#service-level-agreement-sla">Service-level agreement (SLA)</a><ul> <li><a class="reference internal" href="#upgrade-services-covered-by-the-sla">Upgrade services covered by the SLA</a></li> <li><a class="reference internal" href="#upgrade-services-not-covered-by-the-sla">Upgrade services not covered by the SLA</a></li> </ul> </li> </ul> </li> </ul> </div> </aside> </div> <footer><div class="o_get_help container-fluid d-lg-flex"> <div class="col-12 col-lg-10"> <h4><i class="i-o-help me-2"></i>Get Help</h4> <div> <a href="https://odoo.com/help" target="_blank" class="btn btn-outline-secondary mb-2">Contact Support</a> <a href="https://www.odoo.com/forum/help-1" target="_blank" class="btn btn-outline-secondary mb-2">Ask the Odoo Community</a> </div> </div> <div class="col-12 col-lg-2 mt-5 mt-lg-0 text-center"> <a class="o_logo" href="https://www.odoo.com"> <img src="../_static/img/logos/odoo_logo.svg" height="20" alt="Odoo"/> </a> </div> </div> </footer> <div class="related" role="navigation" aria-label="related navigation"> <h3>Navigation</h3> <ul> <li class="right" style="margin-right: 10px"> <a href="../genindex.html" title="General Index" >index</a></li> <li class="right" > <a href="../py-modindex.html" title="Python Module Index" >modules</a> |</li> <li class="right" > <a href="neutralized_database.html" title="Neutralized database" >next</a> |</li> <li class="right" > <a href="on_premise/community_to_enterprise.html" title="Switch from Community to Enterprise" >previous</a> |</li> <li class="nav-item nav-item-0"><a href="../index.html">Odoo 18.0 documentation</a> »</li> <li class="nav-item nav-item-1"><a href="../administration.html" >Database management</a> »</li> <li class="nav-item nav-item-this"><a href="">Upgrade</a></li> </ul> </div><script> (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','//www.google-analytics.com/analytics.js','ga'); 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