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3727 lines
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<title>Mixins and Useful Classes — Odoo 18.0 documentation</title>
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<li class="toctree-l1 o_menu_applications"><a class="reference internal" href="../../../applications.html">User Docs</a><ul>
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<li class="toctree-l3 o_menu_applications_essentials_activities"><a class="reference internal" href="../../../applications/essentials/activities.html">Activities</a></li>
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<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>
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<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>
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<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>
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<li class="toctree-l3 o_menu_applications_essentials_keyboard_shortcuts"><a class="reference internal" href="../../../applications/essentials/keyboard_shortcuts.html">Keyboard shortcuts</a></li>
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<li class="toctree-l2 o_menu_applications_finance"><a class="reference internal" href="#">Finance</a><ul>
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<li class="toctree-l3 o_menu_applications_finance_accounting"><a class="reference internal" href="../../../applications/finance/accounting.html">Accounting and Invoicing</a><ul>
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<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>
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<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>
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<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>
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<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>
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<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>
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<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>
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</ul>
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</li>
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<li class="toctree-l4 o_menu_applications_finance_accounting_taxes"><a class="reference internal" href="../../../applications/finance/accounting/taxes.html">Taxes</a><ul>
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<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>
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<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>
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<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>
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<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>
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<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>
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<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>
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<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>
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</ul>
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</li>
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<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>
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<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>
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</ul>
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</li>
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<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>
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||
<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>
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||
<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>
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||
<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>
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||
<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>
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||
<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>
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||
<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_sequence"><a class="reference internal" href="../../../applications/finance/accounting/customer_invoices/sequence.html">Invoice sequence</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>
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||
<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>
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||
<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_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_internal_transfers"><a class="reference internal" href="../../../applications/finance/accounting/bank/internal_transfers.html">Internal transfers</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">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_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_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_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_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_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_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</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>
|
||
<li class="toctree-l6 o_menu_applications_sales_sales_products_prices_prices_discounts"><a class="reference internal" href="../../../applications/sales/sales/products_prices/prices/discounts.html">Discounts</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>
|
||
<li class="toctree-l4 o_menu_applications_sales_sales_shopee_connector"><a class="reference internal" href="../../../applications/sales/sales/shopee_connector.html">Shopee Connector</a><ul>
|
||
<li class="toctree-l5 o_menu_applications_sales_sales_shopee_connector_setup"><a class="reference internal" href="../../../applications/sales/sales/shopee_connector/setup.html">Shopee Connector configuration</a></li>
|
||
<li class="toctree-l5 o_menu_applications_sales_sales_shopee_connector_manage"><a class="reference internal" href="../../../applications/sales/sales/shopee_connector/manage.html">Shopee order management</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l4 o_menu_applications_sales_sales_gelato"><a class="reference internal" href="../../../applications/sales/sales/gelato.html">Gelato</a></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_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_pos_iot"><a class="reference internal" href="../../../applications/sales/point_of_sale/configuration/pos_iot.html">IoT system connection</a></li>
|
||
<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_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_preparation"><a class="reference internal" href="../../../applications/sales/point_of_sale/preparation.html">Preparation display</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_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_pos_based_marketing"><a class="reference internal" href="../../../applications/sales/point_of_sale/pos_based_marketing.html">Marketing features</a></li>
|
||
<li class="toctree-l4 o_menu_applications_sales_point_of_sale_online_food_delivery"><a class="reference internal" href="../../../applications/sales/point_of_sale/online_food_delivery.html">Online food delivery</a></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 delivery</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">Delivery</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="../../../applications/inventory_and_mrp/inventory/product_management/configure.html">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_report"><a class="reference internal" href="../../../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.html">Replenishment report</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">Stock valuation dashboard</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_new_delivery_method"><a class="reference internal" href="../../../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.html">Add a new delivery method</a></li>
|
||
<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">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>
|
||
<li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_manufacture_lots_serials"><a class="reference internal" href="../../../applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.html">Manufacture with lots and serial numbers</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_purchase_templates"><a class="reference internal" href="../../../applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.html">Purchase templates</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_process_transfers"><a class="reference internal" href="../../../applications/inventory_and_mrp/barcode/operations/process_transfers.html">Process batch transfers</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_project_dashboard"><a class="reference internal" href="../../../applications/services/project/project_dashboard.html">Project dashboard</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>
|
||
<li class="toctree-l5 o_menu_applications_services_project_tasks_task_dependencies"><a class="reference internal" href="../../../applications/services/project/tasks/task_dependencies.html">Task dependencies</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_stages"><a class="reference internal" href="../../../applications/services/helpdesk/overview/stages.html">Stages</a></li>
|
||
<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">LDAP authentication</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_iot_box"><a class="reference internal" href="../../../applications/general/iot/iot_box.html">IoT box</a></li>
|
||
<li class="toctree-l4 o_menu_applications_general_iot_windows_iot"><a class="reference internal" href="../../../applications/general/iot/windows_iot.html">Windows virtual IoT</a></li>
|
||
<li class="toctree-l4 o_menu_applications_general_iot_connect"><a class="reference internal" href="../../../applications/general/iot/connect.html">IoT system connection to Odoo</a></li>
|
||
<li class="toctree-l4 o_menu_applications_general_iot_iot_advanced"><a class="reference internal" href="#">Advanced</a><ul>
|
||
<li class="toctree-l5 o_menu_applications_general_iot_iot_advanced_https_certificate_iot"><a class="reference internal" href="../../../applications/general/iot/iot_advanced/https_certificate_iot.html">HTTPS certificate (IoT)</a></li>
|
||
<li class="toctree-l5 o_menu_applications_general_iot_iot_advanced_updating_iot"><a class="reference internal" href="../../../applications/general/iot/iot_advanced/updating_iot.html">IoT system updates</a></li>
|
||
<li class="toctree-l5 o_menu_applications_general_iot_iot_advanced_ssh_connect"><a class="reference internal" href="../../../applications/general/iot/iot_advanced/ssh_connect.html">IoT box SSH connection</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>
|
||
<li class="toctree-l4 o_menu_applications_general_integrations_barcodelookup"><a class="reference internal" href="../../../applications/general/integrations/barcodelookup.html">Barcode Lookup</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 o_menu_administration"><a class="reference internal" href="../../../administration.html">Database management</a><ul>
|
||
<li class="toctree-l2 o_menu_administration_hosting"><a class="reference internal" href="../../../administration/hosting.html">Hosting</a></li>
|
||
<li class="toctree-l2 o_menu_administration_odoo_online"><a class="reference internal" href="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/odoo_sh/advanced/containers.html">Containers</a></li>
|
||
<li class="toctree-l4 o_menu_administration_odoo_sh_advanced_submodules"><a class="reference internal" href="../../../administration/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="../../../administration/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="../../../administration/on_premise.html">On-premise</a><ul>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_packages"><a class="reference internal" href="../../../administration/on_premise/packages.html">Packaged installers</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_source"><a class="reference internal" href="../../../administration/on_premise/source.html">Source install</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_update"><a class="reference internal" href="../../../administration/on_premise/update.html">Bugfix updates</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_deploy"><a class="reference internal" href="../../../administration/on_premise/deploy.html">System configuration</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_email_gateway"><a class="reference internal" href="../../../administration/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="../../../administration/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="../../../administration/on_premise/community_to_enterprise.html">Switch from Community to Enterprise</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l2 o_menu_administration_upgrade"><a class="reference internal" href="../../../administration/upgrade.html">Upgrade</a></li>
|
||
<li class="toctree-l2 o_menu_administration_neutralized_database"><a class="reference internal" href="../../../administration/neutralized_database.html">Neutralized database</a></li>
|
||
<li class="toctree-l2 o_menu_administration_supported_versions"><a class="reference internal" href="../../../administration/supported_versions.html">Supported versions</a></li>
|
||
<li class="toctree-l2 o_menu_administration_mobile"><a class="reference internal" href="../../../administration/mobile.html">Odoo mobile apps</a></li>
|
||
<li class="toctree-l2 o_menu_administration_odoo_accounts"><a class="reference internal" href="../../../administration/odoo_accounts.html">Odoo.com accounts</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l1 current o_menu_developer"><a class="reference internal" href="../../../developer.html">Developer</a><ul class="current">
|
||
<li class="toctree-l2 o_menu_developer_tutorials"><a class="reference internal" href="../../tutorials.html">Tutorials</a><ul>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_setup_guide"><a class="reference internal" href="../../tutorials/setup_guide.html">Setup guide</a></li>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_server_framework_101"><a class="reference internal" href="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../tutorials/importable_modules.html">Write importable modules</a></li>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_mixins"><a class="reference internal" href="../../tutorials/mixins.html">Reuse code with mixins</a></li>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_pdf_reports"><a class="reference internal" href="../../tutorials/pdf_reports.html">Build PDF Reports</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l2 o_menu_developer_howtos"><a class="reference internal" href="../../howtos.html">How-to guides</a><ul>
|
||
<li class="toctree-l3 o_menu_developer_howtos_scss_tips"><a class="reference internal" href="../../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="../../howtos/javascript_field.html">Customize a field</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_javascript_view"><a class="reference internal" href="../../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="../../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="../../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="../../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="../../howtos/website_themes.html">Website themes</a><ul>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_setup"><a class="reference internal" href="../../howtos/website_themes/setup.html">Setup</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_theming"><a class="reference internal" href="../../howtos/website_themes/theming.html">Theming</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_layout"><a class="reference internal" href="../../howtos/website_themes/layout.html">Layout</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_navigation"><a class="reference internal" href="../../howtos/website_themes/navigation.html">Navigation</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_pages"><a class="reference internal" href="../../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="../../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="../../howtos/website_themes/shapes.html">Shapes</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_gradients"><a class="reference internal" href="../../howtos/website_themes/gradients.html">Gradients</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_animations"><a class="reference internal" href="../../howtos/website_themes/animations.html">Animations</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_forms"><a class="reference internal" href="../../howtos/website_themes/forms.html">Forms</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_translations"><a class="reference internal" href="../../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="../../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="../../howtos/web_services.html">Web Services</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_company"><a class="reference internal" href="../../howtos/company.html">Multi-company Guidelines</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_create_reports"><a class="reference internal" href="../../howtos/create_reports.html">Create customized reports</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_accounting_localization"><a class="reference internal" href="../../howtos/accounting_localization.html">Accounting localization</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_translations"><a class="reference internal" href="../../howtos/translations.html">Translating Modules</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_connect_device"><a class="reference internal" href="../../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="../../howtos/upgrade_custom_db.html">Upgrade a customized database</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l2 current o_menu_developer_reference"><a class="reference internal" href="../../reference.html">Reference</a><ul class="current">
|
||
<li class="toctree-l3 current o_menu_developer_reference_backend"><a class="reference internal" href="#">Server framework</a><ul class="current">
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_orm"><a class="reference internal" href="orm.html">ORM API</a><ul>
|
||
<li class="toctree-l5 o_menu_developer_reference_backend_orm_changelog"><a class="reference internal" href="orm/changelog.html">Changelog</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_data"><a class="reference internal" href="data.html">Data Files</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_actions"><a class="reference internal" href="actions.html">Actions</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_reports"><a class="reference internal" href="reports.html">QWeb Reports</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_module"><a class="reference internal" href="module.html">Module Manifests</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_security"><a class="reference internal" href="security.html">Security in Odoo</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_performance"><a class="reference internal" href="performance.html">Performance</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_testing"><a class="reference internal" href="testing.html">Testing Odoo</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_http"><a class="reference internal" href="http.html">Web Controllers</a></li>
|
||
<li class="toctree-l4 current o_menu_developer_reference_backend_"><a class="current reference internal" href="#">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="../frontend/framework_overview.html">Framework Overview</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_assets"><a class="reference internal" href="../frontend/assets.html">Assets</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_javascript_modules"><a class="reference internal" href="../frontend/javascript_modules.html">Javascript Modules</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_owl_components"><a class="reference internal" href="../frontend/owl_components.html">Owl components</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_registries"><a class="reference internal" href="../frontend/registries.html">Registries</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_services"><a class="reference internal" href="../frontend/services.html">Services</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_hooks"><a class="reference internal" href="../frontend/hooks.html">Hooks</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_patching_code"><a class="reference internal" href="../frontend/patching_code.html">Patching code</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_error_handling"><a class="reference internal" href="../frontend/error_handling.html">Error handling</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_javascript_reference"><a class="reference internal" href="../frontend/javascript_reference.html">Javascript Reference</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_mobile"><a class="reference internal" href="../frontend/mobile.html">Mobile JavaScript</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_qweb"><a class="reference internal" href="../frontend/qweb.html">QWeb Templates</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_odoo_editor"><a class="reference internal" href="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../upgrades/upgrade_scripts.html">Upgrade scripts</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_upgrades_upgrade_utils"><a class="reference internal" href="../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="../external_api.html">External API</a></li>
|
||
<li class="toctree-l3 o_menu_developer_reference_extract_api"><a class="reference internal" href="../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="#">Mixins and Useful Classes</a><ul>
|
||
<li><a class="reference internal" href="#messaging-features">Messaging features</a><ul>
|
||
<li><a class="reference internal" href="#messaging-integration">Messaging integration</a><ul>
|
||
<li><a class="reference internal" href="#basic-messaging-system">Basic messaging system</a></li>
|
||
<li><a class="reference internal" href="#logging-changes">Logging changes</a></li>
|
||
<li><a class="reference internal" href="#subtypes">Subtypes</a></li>
|
||
<li><a class="reference internal" href="#customizing-notifications">Customizing notifications</a></li>
|
||
<li><a class="reference internal" href="#overriding-defaults">Overriding defaults</a></li>
|
||
</ul>
|
||
</li>
|
||
<li><a class="reference internal" href="#mail-alias">Mail alias</a><ul>
|
||
<li><a class="reference internal" href="#aliases-vs-incoming-mail-gateway">Aliases vs. Incoming Mail Gateway</a></li>
|
||
<li><a class="reference internal" href="#alias-support-integration">Alias support integration</a></li>
|
||
</ul>
|
||
</li>
|
||
<li><a class="reference internal" href="#activities-tracking">Activities tracking</a></li>
|
||
</ul>
|
||
</li>
|
||
<li><a class="reference internal" href="#website-features">Website features</a><ul>
|
||
<li><a class="reference internal" href="#visitor-tracking">Visitor tracking</a></li>
|
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<li><a class="reference internal" href="#website-visibility">Website visibility</a></li>
|
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<li><a class="reference internal" href="#website-metadata">Website metadata</a></li>
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<li><a class="reference internal" href="#others">Others</a><ul>
|
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<li><a class="reference internal" href="#customer-rating">Customer Rating</a><ul>
|
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<li><a class="reference internal" href="#adding-rating-on-your-model">Adding rating on your model</a></li>
|
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<li><a class="reference internal" href="#send-rating-requests-by-e-mail">Send rating requests by e-mail</a></li>
|
||
</ul>
|
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|
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</ul>
|
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|
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|
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<div id="o_main_toctree" class="o_main_toc mt-3" hidden>
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<ul class="current">
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<li class="toctree-l1 o_menu_applications"><a class="reference internal" href="../../../applications.html">User Docs</a><ul>
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<li class="toctree-l2 o_menu_applications_essentials"><a class="reference internal" href="#">Odoo essentials</a><ul>
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<li class="toctree-l3 o_menu_applications_essentials_activities"><a class="reference internal" href="../../../applications/essentials/activities.html">Activities</a></li>
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<li class="toctree-l3 o_menu_applications_essentials_reporting"><a class="reference internal" href="../../../applications/essentials/reporting.html">Reporting</a></li>
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<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>
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<li class="toctree-l3 o_menu_applications_essentials_contacts"><a class="reference internal" href="../../../applications/essentials/contacts.html">Contacts</a><ul>
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<li class="toctree-l4 o_menu_applications_essentials_contacts_merge"><a class="reference internal" href="../../../applications/essentials/contacts/merge.html">Merge contacts</a></li>
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</li>
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<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>
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<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>
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<li class="toctree-l3 o_menu_applications_essentials_keyboard_shortcuts"><a class="reference internal" href="../../../applications/essentials/keyboard_shortcuts.html">Keyboard shortcuts</a></li>
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<li class="toctree-l2 o_menu_applications_finance"><a class="reference internal" href="#">Finance</a><ul>
|
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<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>
|
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<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>
|
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<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_sequence"><a class="reference internal" href="../../../applications/finance/accounting/customer_invoices/sequence.html">Invoice sequence</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_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_internal_transfers"><a class="reference internal" href="../../../applications/finance/accounting/bank/internal_transfers.html">Internal transfers</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">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_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_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_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_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_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_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</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>
|
||
<li class="toctree-l6 o_menu_applications_sales_sales_products_prices_prices_discounts"><a class="reference internal" href="../../../applications/sales/sales/products_prices/prices/discounts.html">Discounts</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>
|
||
<li class="toctree-l4 o_menu_applications_sales_sales_shopee_connector"><a class="reference internal" href="../../../applications/sales/sales/shopee_connector.html">Shopee Connector</a><ul>
|
||
<li class="toctree-l5 o_menu_applications_sales_sales_shopee_connector_setup"><a class="reference internal" href="../../../applications/sales/sales/shopee_connector/setup.html">Shopee Connector configuration</a></li>
|
||
<li class="toctree-l5 o_menu_applications_sales_sales_shopee_connector_manage"><a class="reference internal" href="../../../applications/sales/sales/shopee_connector/manage.html">Shopee order management</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l4 o_menu_applications_sales_sales_gelato"><a class="reference internal" href="../../../applications/sales/sales/gelato.html">Gelato</a></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_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_pos_iot"><a class="reference internal" href="../../../applications/sales/point_of_sale/configuration/pos_iot.html">IoT system connection</a></li>
|
||
<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_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_preparation"><a class="reference internal" href="../../../applications/sales/point_of_sale/preparation.html">Preparation display</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_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_pos_based_marketing"><a class="reference internal" href="../../../applications/sales/point_of_sale/pos_based_marketing.html">Marketing features</a></li>
|
||
<li class="toctree-l4 o_menu_applications_sales_point_of_sale_online_food_delivery"><a class="reference internal" href="../../../applications/sales/point_of_sale/online_food_delivery.html">Online food delivery</a></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 delivery</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">Delivery</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="../../../applications/inventory_and_mrp/inventory/product_management/configure.html">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_report"><a class="reference internal" href="../../../applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.html">Replenishment report</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">Stock valuation dashboard</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_new_delivery_method"><a class="reference internal" href="../../../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.html">Add a new delivery method</a></li>
|
||
<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">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>
|
||
<li class="toctree-l5 o_menu_applications_inventory_and_mrp_manufacturing_workflows_manufacture_lots_serials"><a class="reference internal" href="../../../applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.html">Manufacture with lots and serial numbers</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_purchase_templates"><a class="reference internal" href="../../../applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.html">Purchase templates</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_process_transfers"><a class="reference internal" href="../../../applications/inventory_and_mrp/barcode/operations/process_transfers.html">Process batch transfers</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_project_dashboard"><a class="reference internal" href="../../../applications/services/project/project_dashboard.html">Project dashboard</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>
|
||
<li class="toctree-l5 o_menu_applications_services_project_tasks_task_dependencies"><a class="reference internal" href="../../../applications/services/project/tasks/task_dependencies.html">Task dependencies</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_stages"><a class="reference internal" href="../../../applications/services/helpdesk/overview/stages.html">Stages</a></li>
|
||
<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">LDAP authentication</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_iot_box"><a class="reference internal" href="../../../applications/general/iot/iot_box.html">IoT box</a></li>
|
||
<li class="toctree-l4 o_menu_applications_general_iot_windows_iot"><a class="reference internal" href="../../../applications/general/iot/windows_iot.html">Windows virtual IoT</a></li>
|
||
<li class="toctree-l4 o_menu_applications_general_iot_connect"><a class="reference internal" href="../../../applications/general/iot/connect.html">IoT system connection to Odoo</a></li>
|
||
<li class="toctree-l4 o_menu_applications_general_iot_iot_advanced"><a class="reference internal" href="#">Advanced</a><ul>
|
||
<li class="toctree-l5 o_menu_applications_general_iot_iot_advanced_https_certificate_iot"><a class="reference internal" href="../../../applications/general/iot/iot_advanced/https_certificate_iot.html">HTTPS certificate (IoT)</a></li>
|
||
<li class="toctree-l5 o_menu_applications_general_iot_iot_advanced_updating_iot"><a class="reference internal" href="../../../applications/general/iot/iot_advanced/updating_iot.html">IoT system updates</a></li>
|
||
<li class="toctree-l5 o_menu_applications_general_iot_iot_advanced_ssh_connect"><a class="reference internal" href="../../../applications/general/iot/iot_advanced/ssh_connect.html">IoT box SSH connection</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>
|
||
<li class="toctree-l4 o_menu_applications_general_integrations_barcodelookup"><a class="reference internal" href="../../../applications/general/integrations/barcodelookup.html">Barcode Lookup</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 o_menu_administration"><a class="reference internal" href="../../../administration.html">Database management</a><ul>
|
||
<li class="toctree-l2 o_menu_administration_hosting"><a class="reference internal" href="../../../administration/hosting.html">Hosting</a></li>
|
||
<li class="toctree-l2 o_menu_administration_odoo_online"><a class="reference internal" href="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/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="../../../administration/odoo_sh/advanced/containers.html">Containers</a></li>
|
||
<li class="toctree-l4 o_menu_administration_odoo_sh_advanced_submodules"><a class="reference internal" href="../../../administration/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="../../../administration/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="../../../administration/on_premise.html">On-premise</a><ul>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_packages"><a class="reference internal" href="../../../administration/on_premise/packages.html">Packaged installers</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_source"><a class="reference internal" href="../../../administration/on_premise/source.html">Source install</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_update"><a class="reference internal" href="../../../administration/on_premise/update.html">Bugfix updates</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_deploy"><a class="reference internal" href="../../../administration/on_premise/deploy.html">System configuration</a></li>
|
||
<li class="toctree-l3 o_menu_administration_on_premise_email_gateway"><a class="reference internal" href="../../../administration/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="../../../administration/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="../../../administration/on_premise/community_to_enterprise.html">Switch from Community to Enterprise</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l2 o_menu_administration_upgrade"><a class="reference internal" href="../../../administration/upgrade.html">Upgrade</a></li>
|
||
<li class="toctree-l2 o_menu_administration_neutralized_database"><a class="reference internal" href="../../../administration/neutralized_database.html">Neutralized database</a></li>
|
||
<li class="toctree-l2 o_menu_administration_supported_versions"><a class="reference internal" href="../../../administration/supported_versions.html">Supported versions</a></li>
|
||
<li class="toctree-l2 o_menu_administration_mobile"><a class="reference internal" href="../../../administration/mobile.html">Odoo mobile apps</a></li>
|
||
<li class="toctree-l2 o_menu_administration_odoo_accounts"><a class="reference internal" href="../../../administration/odoo_accounts.html">Odoo.com accounts</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l1 current o_menu_developer"><a class="reference internal" href="../../../developer.html">Developer</a><ul class="current">
|
||
<li class="toctree-l2 o_menu_developer_tutorials"><a class="reference internal" href="../../tutorials.html">Tutorials</a><ul>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_setup_guide"><a class="reference internal" href="../../tutorials/setup_guide.html">Setup guide</a></li>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_server_framework_101"><a class="reference internal" href="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../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="../../tutorials/importable_modules.html">Write importable modules</a></li>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_mixins"><a class="reference internal" href="../../tutorials/mixins.html">Reuse code with mixins</a></li>
|
||
<li class="toctree-l3 o_menu_developer_tutorials_pdf_reports"><a class="reference internal" href="../../tutorials/pdf_reports.html">Build PDF Reports</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l2 o_menu_developer_howtos"><a class="reference internal" href="../../howtos.html">How-to guides</a><ul>
|
||
<li class="toctree-l3 o_menu_developer_howtos_scss_tips"><a class="reference internal" href="../../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="../../howtos/javascript_field.html">Customize a field</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_javascript_view"><a class="reference internal" href="../../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="../../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="../../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="../../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="../../howtos/website_themes.html">Website themes</a><ul>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_setup"><a class="reference internal" href="../../howtos/website_themes/setup.html">Setup</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_theming"><a class="reference internal" href="../../howtos/website_themes/theming.html">Theming</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_layout"><a class="reference internal" href="../../howtos/website_themes/layout.html">Layout</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_navigation"><a class="reference internal" href="../../howtos/website_themes/navigation.html">Navigation</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_pages"><a class="reference internal" href="../../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="../../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="../../howtos/website_themes/shapes.html">Shapes</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_gradients"><a class="reference internal" href="../../howtos/website_themes/gradients.html">Gradients</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_animations"><a class="reference internal" href="../../howtos/website_themes/animations.html">Animations</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_forms"><a class="reference internal" href="../../howtos/website_themes/forms.html">Forms</a></li>
|
||
<li class="toctree-l4 o_menu_developer_howtos_website_themes_translations"><a class="reference internal" href="../../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="../../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="../../howtos/web_services.html">Web Services</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_company"><a class="reference internal" href="../../howtos/company.html">Multi-company Guidelines</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_create_reports"><a class="reference internal" href="../../howtos/create_reports.html">Create customized reports</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_accounting_localization"><a class="reference internal" href="../../howtos/accounting_localization.html">Accounting localization</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_translations"><a class="reference internal" href="../../howtos/translations.html">Translating Modules</a></li>
|
||
<li class="toctree-l3 o_menu_developer_howtos_connect_device"><a class="reference internal" href="../../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="../../howtos/upgrade_custom_db.html">Upgrade a customized database</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l2 current o_menu_developer_reference"><a class="reference internal" href="../../reference.html">Reference</a><ul class="current">
|
||
<li class="toctree-l3 current o_menu_developer_reference_backend"><a class="reference internal" href="#">Server framework</a><ul class="current">
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_orm"><a class="reference internal" href="orm.html">ORM API</a><ul>
|
||
<li class="toctree-l5 o_menu_developer_reference_backend_orm_changelog"><a class="reference internal" href="orm/changelog.html">Changelog</a></li>
|
||
</ul>
|
||
</li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_data"><a class="reference internal" href="data.html">Data Files</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_actions"><a class="reference internal" href="actions.html">Actions</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_reports"><a class="reference internal" href="reports.html">QWeb Reports</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_module"><a class="reference internal" href="module.html">Module Manifests</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_security"><a class="reference internal" href="security.html">Security in Odoo</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_performance"><a class="reference internal" href="performance.html">Performance</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_testing"><a class="reference internal" href="testing.html">Testing Odoo</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_backend_http"><a class="reference internal" href="http.html">Web Controllers</a></li>
|
||
<li class="toctree-l4 current o_menu_developer_reference_backend_"><a class="current reference internal" href="#">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="../frontend/framework_overview.html">Framework Overview</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_assets"><a class="reference internal" href="../frontend/assets.html">Assets</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_javascript_modules"><a class="reference internal" href="../frontend/javascript_modules.html">Javascript Modules</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_owl_components"><a class="reference internal" href="../frontend/owl_components.html">Owl components</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_registries"><a class="reference internal" href="../frontend/registries.html">Registries</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_services"><a class="reference internal" href="../frontend/services.html">Services</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_hooks"><a class="reference internal" href="../frontend/hooks.html">Hooks</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_patching_code"><a class="reference internal" href="../frontend/patching_code.html">Patching code</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_error_handling"><a class="reference internal" href="../frontend/error_handling.html">Error handling</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_javascript_reference"><a class="reference internal" href="../frontend/javascript_reference.html">Javascript Reference</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_mobile"><a class="reference internal" href="../frontend/mobile.html">Mobile JavaScript</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_qweb"><a class="reference internal" href="../frontend/qweb.html">QWeb Templates</a></li>
|
||
<li class="toctree-l4 o_menu_developer_reference_frontend_odoo_editor"><a class="reference internal" href="../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="../user_interface/view_records.html">View records</a></li>
|
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<li class="toctree-l4 o_menu_developer_reference_user_interface_view_architectures"><a class="reference internal" href="../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="../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="../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="../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="../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="../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="../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="../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="../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="../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="../standard_modules/account/account_tax_repartition.html">Tax Repartitions</a></li>
|
||
</ul>
|
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</li>
|
||
<li class="toctree-l4 o_menu_developer_reference_standard_modules_payment"><a class="reference internal" href="#">Payment</a><ul>
|
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<li class="toctree-l5 o_menu_developer_reference_standard_modules_payment_payment_method"><a class="reference internal" href="../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="../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="../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="../standard_modules/payment/payment_transaction.html">Payment Transaction</a></li>
|
||
</ul>
|
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</li>
|
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</ul>
|
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</li>
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<li class="toctree-l3 o_menu_developer_reference_cli"><a class="reference internal" href="../cli.html">Command-line interface (CLI)</a></li>
|
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<li class="toctree-l3 o_menu_developer_reference_upgrades"><a class="reference internal" href="#">Upgrades</a><ul>
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<li class="toctree-l4 o_menu_developer_reference_upgrades_upgrade_scripts"><a class="reference internal" href="../upgrades/upgrade_scripts.html">Upgrade scripts</a></li>
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<li class="toctree-l4 o_menu_developer_reference_upgrades_upgrade_utils"><a class="reference internal" href="../upgrades/upgrade_utils.html">Upgrade utils</a></li>
|
||
</ul>
|
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</li>
|
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<li class="toctree-l3 o_menu_developer_reference_external_api"><a class="reference internal" href="../external_api.html">External API</a></li>
|
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<li class="toctree-l3 o_menu_developer_reference_extract_api"><a class="reference internal" href="../extract_api.html">Extract API</a></li>
|
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</ul>
|
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</li>
|
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</ul>
|
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</li>
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<li class="toctree-l1 o_menu_contributing"><a class="reference internal" href="../../../contributing.html">Contributing</a><ul>
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<li class="toctree-l2 o_menu_contributing_development"><a class="reference internal" href="../../../contributing/development.html">Development</a><ul>
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<li class="toctree-l3 o_menu_contributing_development_coding_guidelines"><a class="reference internal" href="../../../contributing/development/coding_guidelines.html">Coding guidelines</a></li>
|
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<li class="toctree-l3 o_menu_contributing_development_git_guidelines"><a class="reference internal" href="../../../contributing/development/git_guidelines.html">Git guidelines</a></li>
|
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</ul>
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</li>
|
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<li class="toctree-l2 o_menu_contributing_documentation"><a class="reference internal" href="../../../contributing/documentation.html">Documentation</a><ul>
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<li class="toctree-l3 o_menu_contributing_documentation_content_guidelines"><a class="reference internal" href="../../../contributing/documentation/content_guidelines.html">Content guidelines</a></li>
|
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<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>
|
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</li>
|
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</ul>
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|
||
<a href="http.html" title="Web Controllers"
|
||
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="../../../developer.html" >Developer</a> »</li>
|
||
<li class="nav-item nav-item-2"><a href="../../reference.html" >Reference</a> »</li>
|
||
<li class="nav-item nav-item-3"><a href="../backend.html" accesskey="U">Server framework</a> »</li>
|
||
<li class="nav-item nav-item-this"><a href="">Mixins and Useful Classes</a></li>
|
||
</ul>
|
||
</div>
|
||
<div id="wrap">
|
||
|
||
<main class="container-fluid ">
|
||
<article id="o_content" class="doc-body">
|
||
<div role="main">
|
||
<section id="mixins-and-useful-classes">
|
||
<span id="reference-mixins"></span><h1>Mixins and Useful Classes<a class="headerlink" href="#mixins-and-useful-classes" title="Permalink to this headline">¶</a></h1>
|
||
<p>Odoo implements some useful classes and mixins that make it easy for you to add
|
||
often-used behaviours on your objects. This guide will details most of them, with
|
||
examples and use cases.</p>
|
||
</section><section id="messaging-features">
|
||
<span id="reference-mixins-mail"></span><h2>Messaging features<a class="headerlink" href="#messaging-features" title="Permalink to this headline">¶</a></h2>
|
||
</section><section id="messaging-integration">
|
||
<span id="reference-mixins-mail-chatter"></span><h3>Messaging integration<a class="headerlink" href="#messaging-integration" title="Permalink to this headline">¶</a></h3>
|
||
</section><section id="basic-messaging-system">
|
||
<h4>Basic messaging system<a class="headerlink" href="#basic-messaging-system" title="Permalink to this headline">¶</a></h4>
|
||
<p>Integrating messaging features to your model is extremely easy. Simply inheriting
|
||
the <code class="o_code docutils literal notranslate"><span class="pre">mail.thread</span></code> mixin and adding the chatter <code class="o_code docutils literal notranslate"><span class="pre"><chatter/></span></code> element to your form
|
||
view will get you up and running in no time. The chatter element supports some
|
||
options to control form behavior:</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">open_attachments</span></code>: Shows attachment section expanded by default</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">reload_on_attachment</span></code>: Reloads form view when attachments are added/removed</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">reload_on_follower</span></code>: Reloads form view when followers are updated</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">reload_on_post</span></code>: Reloads form view when new messages are posted</p></li>
|
||
</ul>
|
||
<div class="alert alert-success">
|
||
<p class="alert-title">
|
||
Example</p><p>Let’s create a simplistic model representing a business trip. Since organizing
|
||
this kind of trip usually involves a lot of people and a lot of discussion, let’s
|
||
add support for message exchange on the model.</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BusinessTrip</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'business.trip'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'mail.thread'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'Business Trip'</span>
|
||
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Char</span><span class="p">()</span>
|
||
<span class="n">partner_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Responsible'</span><span class="p">)</span>
|
||
<span class="n">guest_ids</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2many</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Participants'</span><span class="p">)</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>In the form view:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><record</span> <span class="na">id=</span><span class="s">"business_trip_form"</span> <span class="na">model=</span><span class="s">"ir.ui.view"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"name"</span><span class="nt">></span>business.trip.form<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"model"</span><span class="nt">></span>business.trip<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"arch"</span> <span class="na">type=</span><span class="s">"xml"</span><span class="nt">></span>
|
||
<span class="nt"><form</span> <span class="na">string=</span><span class="s">"Business Trip"</span><span class="nt">></span>
|
||
<span class="c"><!-- Your usual form view goes here</span>
|
||
<span class="c"> ...</span>
|
||
<span class="c"> Then comes chatter integration with options you might want to set --></span>
|
||
<span class="nt"><chatter</span> <span class="na">open_attachments=</span><span class="s">"True"</span><span class="nt">/></span>
|
||
<span class="nt"></form></span>
|
||
<span class="nt"></field></span>
|
||
<span class="nt"></record></span>
|
||
</pre></div>
|
||
</div>
|
||
</div>
|
||
<p>Once you’ve added chatter support on your model, users can easily add messages
|
||
or internal notes on any record of your model; every one of those will send a
|
||
notification (to all followers for messages, to employee (<em>base.group_user</em>)
|
||
users for internal notes). If your mail gateway and catchall address are correctly
|
||
configured, these notifications will be sent by e-mail and can be replied-to directly
|
||
from your mail client; the automatic routing system will route the answer to the
|
||
correct thread.</p>
|
||
<p>Server-side, some helper functions are there to help you easily send messages and
|
||
to manage followers on your record:</p>
|
||
<p class="rubric">Posting messages</p>
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="message_post">
|
||
<span class="sig-name descname"><span class="pre">message_post</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">self</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">body</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">''</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">subject</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">message_type</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">'notification'</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">subtype</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">parent_id</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">False</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">attachments</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em>, <em class="sig-param"><span class="o"><span class="pre">**</span></span><span class="n"><span class="pre">kwargs</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#message_post" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Post a new message in an existing thread, returning the new
|
||
mail.message ID.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><ul class="simple">
|
||
<li><p><strong>body</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)"><em>str</em></a><em> | </em><em>Markup</em>) – body of the message. Will be escaped if <code class="o_code docutils literal notranslate"><span class="pre">str</span></code>. Use
|
||
a <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Markup</span></code> object for HTML content.</p></li>
|
||
<li><p><strong>message_type</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)"><em>str</em></a>) – see mail_message.message_type field</p></li>
|
||
<li><p><strong>parent_id</strong> (<a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)"><em>int</em></a>) – handle reply to a previous message by adding the
|
||
parent partners to the message in case of private discussion</p></li>
|
||
<li><p><strong>attachments</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#tuple" title="(in Python v3.13)"><em>tuple</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)"><em>str</em></a><em>,</em><a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)"><em>str</em></a><em>)</em><em>)</em>) – list of attachment tuples in the form
|
||
<code class="o_code docutils literal notranslate"><span class="pre">(name,content)</span></code>, where content is NOT base64 encoded</p></li>
|
||
<li><p><strong>body_is_html</strong> (<a class="reference external" href="https://docs.python.org/3/library/functions.html#bool" title="(in Python v3.13)"><em>bool</em></a>) – indicates whether <code class="o_code docutils literal notranslate"><span class="pre">body</span></code> should be treated as HTML, even if <code class="o_code docutils literal notranslate"><span class="pre">str</span></code>.</p></li>
|
||
<li><p><strong>**kwargs</strong> – extra keyword arguments will be used as default column values for the
|
||
new mail.message record</p></li>
|
||
</ul>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>ID of newly created mail.message</p>
|
||
</dd>
|
||
<dt class="field-odd">Return type</dt>
|
||
<dd class="field-odd"><p><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)">int</a></p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py">
|
||
<span class="sig-name descname"><span class="pre">message_post_with_view(views_or_xmlid,</span> <span class="pre">**kwargs):</span></span></dt>
|
||
<dd><p>Helper method to send a mail / post a message using a view_id to
|
||
render using the ir.qweb engine. This method is stand alone, because
|
||
there is nothing in template and composer that allows to handle
|
||
views in batch. This method will probably disappear when templates
|
||
handle ir ui views.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><p><strong>record</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)"><em>str</em></a><em> or </em><em>ir.ui.view</em>) – external id or record of the view that
|
||
should be sent</p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="message_post_with_template">
|
||
<span class="sig-name descname"><span class="pre">message_post_with_template</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">template_id</span></span></em>, <em class="sig-param"><span class="o"><span class="pre">**</span></span><span class="n"><span class="pre">kwargs</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#message_post_with_template" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Helper method to send a mail with a template</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><ul class="simple">
|
||
<li><p><strong>template_id</strong> – the id of the template to render to create the body of the message</p></li>
|
||
<li><p><strong>**kwargs</strong> – parameter to create a mail.compose.message wizard (which inherit from mail.message)</p></li>
|
||
</ul>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<p class="rubric">Receiving messages</p>
|
||
<p>These methods are called when a new e-mail is processed by the mail gateway. These
|
||
e-mails can either be new thread (if they arrive via an <a class="reference internal" href="#reference-mixins-mail-alias"><span class="std std-ref">alias</span></a>)
|
||
or simply replies from an existing thread. Overriding them allows you to set values
|
||
on the thread’s record depending on some values from the email itself (i.e. update
|
||
a date or an e-mail address, add CC’s addresses as followers, etc.).</p>
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="message_new">
|
||
<span class="sig-name descname"><span class="pre">message_new</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">msg_dict</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">custom_values</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#message_new" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Called by <code class="o_code docutils literal notranslate"><span class="pre">message_process</span></code> when a new message is received
|
||
for a given thread model, if the message did not belong to
|
||
an existing thread.</p>
|
||
<p>The default behavior is to create a new record of the corresponding
|
||
model (based on some very basic info extracted from the message).
|
||
Additional behavior may be implemented by overriding this method.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><ul class="simple">
|
||
<li><p><strong>msg_dict</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#dict" title="(in Python v3.13)"><em>dict</em></a>) – a map containing the email details and
|
||
attachments. See <code class="o_code docutils literal notranslate"><span class="pre">message_process</span></code> and <code class="o_code docutils literal notranslate"><span class="pre">mail.message.parse</span></code> for details</p></li>
|
||
<li><p><strong>custom_values</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#dict" title="(in Python v3.13)"><em>dict</em></a>) – optional dictionary of additional
|
||
field values to pass to create() when creating the new thread record;
|
||
be careful, these values may override any other values coming from
|
||
the message</p></li>
|
||
</ul>
|
||
</dd>
|
||
<dt class="field-even">Return type</dt>
|
||
<dd class="field-even"><p><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)">int</a></p>
|
||
</dd>
|
||
<dt class="field-odd">Returns</dt>
|
||
<dd class="field-odd"><p>the id of the newly created thread object</p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="message_update">
|
||
<span class="sig-name descname"><span class="pre">message_update</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">msg_dict</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">update_vals</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#message_update" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Called by <code class="o_code docutils literal notranslate"><span class="pre">message_process</span></code> when a new message is received
|
||
for an existing thread. The default behavior is to update the record
|
||
with <code class="o_code docutils literal notranslate"><span class="pre">update_vals</span></code> taken from the incoming email.</p>
|
||
<p>Additional behavior may be implemented by overriding this
|
||
method.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><ul class="simple">
|
||
<li><p><strong>msg_dict</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#dict" title="(in Python v3.13)"><em>dict</em></a>) – a map containing the email details and attachments;
|
||
see <code class="o_code docutils literal notranslate"><span class="pre">message_process</span></code> and <code class="o_code docutils literal notranslate"><span class="pre">mail.message.parse()</span></code> for details.</p></li>
|
||
<li><p><strong>update_vals</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#dict" title="(in Python v3.13)"><em>dict</em></a>) – a dict containing values to update records given
|
||
their ids; if the dict is None or is void, no write operation is performed.</p></li>
|
||
</ul>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>True</p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<p class="rubric">Followers management</p>
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="message_subscribe">
|
||
<span class="sig-name descname"><span class="pre">message_subscribe</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">partner_ids</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">channel_ids</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">subtype_ids</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">force</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">True</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#message_subscribe" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Add partners to the records followers.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><ul class="simple">
|
||
<li><p><strong>partner_ids</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)"><em>int</em></a><em>)</em>) – IDs of the partners that will be subscribed
|
||
to the record</p></li>
|
||
<li><p><strong>channel_ids</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)"><em>int</em></a><em>)</em>) – IDs of the channels that will be subscribed
|
||
to the record</p></li>
|
||
<li><p><strong>subtype_ids</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)"><em>int</em></a><em>)</em>) – IDs of the subtypes that the channels/partners
|
||
will be subscribed to (defaults to the default subtypes if <code class="o_code docutils literal notranslate"><span class="pre">None</span></code>)</p></li>
|
||
<li><p><strong>force</strong> – if True, delete existing followers before creating new one
|
||
using the subtypes given in the parameters</p></li>
|
||
</ul>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>Success/Failure</p>
|
||
</dd>
|
||
<dt class="field-odd">Return type</dt>
|
||
<dd class="field-odd"><p><a class="reference external" href="https://docs.python.org/3/library/functions.html#bool" title="(in Python v3.13)">bool</a></p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="message_unsubscribe">
|
||
<span class="sig-name descname"><span class="pre">message_unsubscribe</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">partner_ids</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">channel_ids</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#message_unsubscribe" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Remove partners from the record’s followers.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><ul class="simple">
|
||
<li><p><strong>partner_ids</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)"><em>int</em></a><em>)</em>) – IDs of the partners that will be subscribed
|
||
to the record</p></li>
|
||
<li><p><strong>channel_ids</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)"><em>int</em></a><em>)</em>) – IDs of the channels that will be subscribed
|
||
to the record</p></li>
|
||
</ul>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>True</p>
|
||
</dd>
|
||
<dt class="field-odd">Return type</dt>
|
||
<dd class="field-odd"><p><a class="reference external" href="https://docs.python.org/3/library/functions.html#bool" title="(in Python v3.13)">bool</a></p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="message_unsubscribe_users">
|
||
<span class="sig-name descname"><span class="pre">message_unsubscribe_users</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">user_ids</span></span><span class="o"><span class="pre">=</span></span><span class="default_value"><span class="pre">None</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#message_unsubscribe_users" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Wrapper on message_subscribe, using users.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><p><strong>user_ids</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/functions.html#int" title="(in Python v3.13)"><em>int</em></a><em>)</em>) – IDs of the users that will be unsubscribed
|
||
to the record; if None, unsubscribe the current user instead.</p>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>True</p>
|
||
</dd>
|
||
<dt class="field-odd">Return type</dt>
|
||
<dd class="field-odd"><p><a class="reference external" href="https://docs.python.org/3/library/functions.html#bool" title="(in Python v3.13)">bool</a></p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
</section><section id="logging-changes">
|
||
<h4>Logging changes<a class="headerlink" href="#logging-changes" title="Permalink to this headline">¶</a></h4>
|
||
<p>The <code class="o_code docutils literal notranslate"><span class="pre">mail</span></code> module adds a powerful tracking system on fields, allowing you
|
||
to log changes to specific fields in the record’s chatter. To add tracking
|
||
to a field, simple set the tracking attribute to True.</p>
|
||
<div class="alert alert-success">
|
||
<p class="alert-title">
|
||
Example</p><p>Let’s track changes on the name and responsible of our business trips:</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BusinessTrip</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'business.trip'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'mail.thread'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'Business Trip'</span>
|
||
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Char</span><span class="p">(</span><span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
<span class="n">partner_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Responsible'</span><span class="p">,</span>
|
||
<span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
<span class="n">guest_ids</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2many</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Participants'</span><span class="p">)</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>From now on, every change to a trip’s name or responsible will log a note
|
||
on the record. The <code class="o_code docutils literal notranslate"><span class="pre">name</span></code> field will be displayed in the notification as
|
||
well to give more context about the notification (even if the name did not
|
||
change).</p>
|
||
</div>
|
||
</section><section id="subtypes">
|
||
<h4>Subtypes<a class="headerlink" href="#subtypes" title="Permalink to this headline">¶</a></h4>
|
||
<p>Subtypes give you more granular control over messages. Subtypes act as a classification
|
||
system for notifications, allowing subscribers to a document to customize the
|
||
subtype of notifications they wish to receive.</p>
|
||
<p>Subtypes are created as data in your module; the model has the following fields:</p>
|
||
<dl class="simple">
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">name</span></code> (mandatory) - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code></dt><dd><p>name of the subtype, will be displayed in the notification customization
|
||
popup</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">description</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code></dt><dd><p>description that will be added in the message posted for this
|
||
subtype. If void, the name will be added instead</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">internal</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Boolean</span></code></dt><dd><p>messages with internal subtypes will be visible only by employees,
|
||
aka members of the <code class="o_code docutils literal notranslate"><span class="pre">base.group_user</span></code> group</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">parent_id</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Many2one</span></code></dt><dd><p>link subtypes for automatic subscription; for example project subtypes are
|
||
linked to task subtypes through this link. When someone is subscribed to
|
||
a project, he will be subscribed to all tasks of this project with
|
||
subtypes found using the parent subtype</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">relation_field</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code></dt><dd><p>as an example, when linking project and tasks subtypes, the relation
|
||
field is the project_id field of tasks</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">res_model</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code></dt><dd><p>model the subtype applies to; if False, this subtype applies to all models</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">default</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Boolean</span></code></dt><dd><p>whether the subtype is activated by default when subscribing</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">sequence</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Integer</span></code></dt><dd><p>used to order subtypes in the notification customization popup</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">hidden</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Boolean</span></code></dt><dd><p>whether the subtype is hidden in the notification customization popup</p>
|
||
</dd>
|
||
</dl>
|
||
<p>Interfacing subtypes with field tracking allows to subscribe to different kind
|
||
of notifications depending on what might interest users. To do this, you
|
||
can override the <code class="o_code docutils literal notranslate"><span class="pre">_track_subtype()</span></code> function:</p>
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="track_subtype">
|
||
<span id="_track_subtype"></span><span class="sig-name descname"><span class="pre">_track_subtype</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">init_values</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#track_subtype" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Give the subtype triggered by the changes on the record according
|
||
to values that have been updated.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><p><strong>init_values</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#dict" title="(in Python v3.13)"><em>dict</em></a>) – the original values of the record; only modified fields
|
||
are present in the dict</p>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>a subtype’s full external id or False if no subtype is triggered</p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<div class="alert alert-success">
|
||
<p class="alert-title">
|
||
Example</p><p>Let’s add a <code class="o_code docutils literal notranslate"><span class="pre">state</span></code> field on our example class and trigger a notification
|
||
with a specific subtype when this field change values.</p>
|
||
<p>First, let’s define our subtype:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><record</span> <span class="na">id=</span><span class="s">"mt_state_change"</span> <span class="na">model=</span><span class="s">"mail.message.subtype"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"name"</span><span class="nt">></span>Trip confirmed<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"res_model"</span><span class="nt">></span>business.trip<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"default"</span> <span class="na">eval=</span><span class="s">"True"</span><span class="nt">/></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"description"</span><span class="nt">></span>Business Trip confirmed!<span class="nt"></field></span>
|
||
<span class="nt"></record></span>
|
||
</pre></div>
|
||
</div>
|
||
<p>Then, we need to override the <code class="o_code docutils literal notranslate"><span class="pre">track_subtype()</span></code> function. This function
|
||
is called by the tracking system to know which subtype should be used depending
|
||
on the change currently being applied. In our case, we want to use our shiny new
|
||
subtype when the <code class="o_code docutils literal notranslate"><span class="pre">state</span></code> field changes from <em>draft</em> to <em>confirmed</em>:</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BusinessTrip</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'business.trip'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'mail.thread'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'Business Trip'</span>
|
||
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Char</span><span class="p">(</span><span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
<span class="n">partner_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Responsible'</span><span class="p">,</span>
|
||
<span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
<span class="n">guest_ids</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2many</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Participants'</span><span class="p">)</span>
|
||
<span class="n">state</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Selection</span><span class="p">([(</span><span class="s1">'draft'</span><span class="p">,</span> <span class="s1">'New'</span><span class="p">),</span> <span class="p">(</span><span class="s1">'confirmed'</span><span class="p">,</span> <span class="s1">'Confirmed'</span><span class="p">)],</span>
|
||
<span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
|
||
<span class="k">def</span> <span class="nf">_track_subtype</span><span class="p">(</span><span class="bp">self</span><span class="p">,</span> <span class="n">init_values</span><span class="p">):</span>
|
||
<span class="c1"># init_values contains the modified fields' values before the changes</span>
|
||
<span class="c1">#</span>
|
||
<span class="c1"># the applied values can be accessed on the record as they are already</span>
|
||
<span class="c1"># in cache</span>
|
||
<span class="bp">self</span><span class="o">.</span><span class="n">ensure_one</span><span class="p">()</span>
|
||
<span class="k">if</span> <span class="s1">'state'</span> <span class="ow">in</span> <span class="n">init_values</span> <span class="ow">and</span> <span class="bp">self</span><span class="o">.</span><span class="n">state</span> <span class="o">==</span> <span class="s1">'confirmed'</span><span class="p">:</span>
|
||
<span class="k">return</span> <span class="bp">self</span><span class="o">.</span><span class="n">env</span><span class="o">.</span><span class="n">ref</span><span class="p">(</span><span class="s1">'my_module.mt_state_change'</span><span class="p">)</span>
|
||
<span class="k">return</span> <span class="nb">super</span><span class="p">(</span><span class="n">BusinessTrip</span><span class="p">,</span> <span class="bp">self</span><span class="p">)</span><span class="o">.</span><span class="n">_track_subtype</span><span class="p">(</span><span class="n">init_values</span><span class="p">)</span>
|
||
</pre></div>
|
||
</div>
|
||
</div>
|
||
</section><section id="customizing-notifications">
|
||
<h4>Customizing notifications<a class="headerlink" href="#customizing-notifications" title="Permalink to this headline">¶</a></h4>
|
||
<p>When sending notifications to followers, it can be quite useful to add buttons in
|
||
the template to allow quick actions directly from the e-mail. Even a simple button
|
||
to link directly to the record’s form view can be useful; however in most cases
|
||
you don’t want to display these buttons to portal users.</p>
|
||
<p>The notification system allows customizing notification templates in the following
|
||
ways:</p>
|
||
<ul class="simple">
|
||
<li><p>Display <em>Access Buttons</em>: these buttons are visible at the top of the notification
|
||
e-mail and allow the recipient to directly access the form view of the record</p></li>
|
||
<li><p>Display <em>Follow Buttons</em>: these buttons allow the recipient to
|
||
directly quickly subscribe from the record</p></li>
|
||
<li><p>Display <em>Unfollow Buttons</em>: these buttons allow the recipient to
|
||
directly quickly unsubscribe from the record</p></li>
|
||
<li><p>Display <em>Custom Action Buttons</em>: these buttons are calls to specific routes
|
||
and allow you to make some useful actions directly available from the e-mail (i.e.
|
||
converting a lead to an opportunity, validating an expense sheet for an
|
||
Expense Manager, etc.)</p></li>
|
||
</ul>
|
||
<p>These buttons settings can be applied to different groups that you can define
|
||
yourself by overriding the function <code class="o_code docutils literal notranslate"><span class="pre">_notify_get_groups</span></code>.</p>
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="notify_get_groups">
|
||
<span id="_notify_get_groups"></span><span class="sig-name descname"><span class="pre">_notify_get_groups</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">message</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">groups</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#notify_get_groups" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Give the subtype triggered by the changes on the record according
|
||
to values that have been updated.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><ul class="simple">
|
||
<li><p><strong>message</strong> (<em>record</em>) – <code class="o_code docutils literal notranslate"><span class="pre">mail.message</span></code> record currently being sent</p></li>
|
||
<li><p><strong>groups</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#list" title="(in Python v3.13)"><em>list</em></a><em>(</em><a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#tuple" title="(in Python v3.13)"><em>tuple</em></a><em>)</em>) – <p>list of tuple of the form (group_name, group_func,group_data) where:</p>
|
||
<dl class="simple">
|
||
<dt>group_name</dt><dd><p>is an identifier used only to be able to override and manipulate
|
||
groups. Default groups are <code class="o_code docutils literal notranslate"><span class="pre">user</span></code> (recipients linked to an employee user),
|
||
<code class="o_code docutils literal notranslate"><span class="pre">portal</span></code> (recipients linked to a portal user) and <code class="o_code docutils literal notranslate"><span class="pre">customer</span></code> (recipients not
|
||
linked to any user). An example of override use would be to add a group
|
||
linked to a res.groups like Hr Officers to set specific action buttons to
|
||
them.</p>
|
||
</dd>
|
||
<dt>group_func</dt><dd><p>is a function pointer taking a partner record as parameter. This
|
||
method will be applied on recipients to know whether they belong to a given
|
||
group or not. Only first matching group is kept. Evaluation order is the
|
||
list order.</p>
|
||
</dd>
|
||
<dt>group_data</dt><dd><p>is a dict containing parameters for the notification email with the following
|
||
possible keys - values:</p>
|
||
<ul>
|
||
<li><dl class="simple">
|
||
<dt>has_button_access</dt><dd><p>whether to display Access <Document> in email. True by default for
|
||
new groups, False for portal / customer.</p>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>button_access</dt><dd><p>dict with url and title of the button</p>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>has_button_follow</dt><dd><p>whether to display Follow in email (if recipient is not currently
|
||
following the thread). True by default for new groups, False for
|
||
portal / customer.</p>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>button_follow</dt><dd><p>dict with url and title of the button</p>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>has_button_unfollow</dt><dd><p>whether to display Unfollow in email (if recipient is currently following the thread).
|
||
True by default for new groups, False for portal / customer.</p>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>button_unfollow</dt><dd><p>dict with url and title of the button</p>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>actions</dt><dd><p>list of action buttons to display in the notification email.
|
||
Each action is a dict containing url and title of the button.</p>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
</ul>
|
||
</dd>
|
||
</dl>
|
||
</p></li>
|
||
</ul>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>a subtype’s full external id or False if no subtype is triggered</p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<p>The urls in the actions list can be generated automatically by calling the
|
||
<code class="o_code docutils literal notranslate"><span class="pre">_notify_get_action_link()</span></code> function:</p>
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="notify_get_action_link">
|
||
<span id="_notify_get_action_link"></span><span class="sig-name descname"><span class="pre">_notify_get_action_link</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">self</span></span></em>, <em class="sig-param"><span class="n"><span class="pre">link_type</span></span></em>, <em class="sig-param"><span class="o"><span class="pre">**</span></span><span class="n"><span class="pre">kwargs</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#notify_get_action_link" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Generate a link for the given type on the current record (or on a specific
|
||
record if the kwargs <code class="o_code docutils literal notranslate"><span class="pre">model</span></code> and <code class="o_code docutils literal notranslate"><span class="pre">res_id</span></code> are set).</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><p><strong>link_type</strong> (<a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)"><em>str</em></a>) – <p>link type to be generated; can be any of these values:</p>
|
||
<dl class="simple">
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">view</span></code></dt><dd><p>link to form view of the record</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">assign</span></code></dt><dd><p>assign the logged user to the <code class="o_code docutils literal notranslate"><span class="pre">user_id</span></code> field of
|
||
the record (if it exists)</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">follow</span></code></dt><dd><p>self-explanatory</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">unfollow</span></code></dt><dd><p>self-explanatory</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">method</span></code></dt><dd><p>call a method on the record; the method’s name should be
|
||
provided as the kwarg <code class="o_code docutils literal notranslate"><span class="pre">method</span></code></p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">new</span></code></dt><dd><p>open an empty form view for a new record; you can specify
|
||
a specific action by providing its id (database id or fully resolved
|
||
external id) in the kwarg <code class="o_code docutils literal notranslate"><span class="pre">action_id</span></code></p>
|
||
</dd>
|
||
</dl>
|
||
</p>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>link of the type selected for the record</p>
|
||
</dd>
|
||
<dt class="field-odd">Return type</dt>
|
||
<dd class="field-odd"><p><a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)">str</a></p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<div class="alert alert-success">
|
||
<p class="alert-title">
|
||
Example</p><p>Let’s add a custom button to the Business Trip state change notification;
|
||
this button will reset the state to Draft and will be only visible to a member
|
||
of the (imaginary) group Travel Manager (<code class="o_code docutils literal notranslate"><span class="pre">business.group_trip_manager</span></code>)</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BusinessTrip</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'business.trip'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'mail.thread'</span><span class="p">,</span> <span class="s1">'mail.alias.mixin'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'Business Trip'</span>
|
||
|
||
<span class="c1"># Pevious code goes here</span>
|
||
|
||
<span class="k">def</span> <span class="nf">action_cancel</span><span class="p">(</span><span class="bp">self</span><span class="p">):</span>
|
||
<span class="bp">self</span><span class="o">.</span><span class="n">write</span><span class="p">({</span><span class="s1">'state'</span><span class="p">:</span> <span class="s1">'draft'</span><span class="p">})</span>
|
||
|
||
<span class="k">def</span> <span class="nf">_notify_get_groups</span><span class="p">(</span><span class="bp">self</span><span class="p">,</span> <span class="n">message</span><span class="p">,</span> <span class="n">groups</span><span class="p">):</span>
|
||
<span class="sd">""" Handle Trip Manager recipients that can cancel the trip at the last</span>
|
||
<span class="sd"> minute and kill all the fun. """</span>
|
||
<span class="n">groups</span> <span class="o">=</span> <span class="nb">super</span><span class="p">(</span><span class="n">BusinessTrip</span><span class="p">,</span> <span class="bp">self</span><span class="p">)</span><span class="o">.</span><span class="n">_notify_get_groups</span><span class="p">(</span><span class="n">message</span><span class="p">,</span> <span class="n">groups</span><span class="p">)</span>
|
||
|
||
<span class="bp">self</span><span class="o">.</span><span class="n">ensure_one</span><span class="p">()</span>
|
||
<span class="k">if</span> <span class="bp">self</span><span class="o">.</span><span class="n">state</span> <span class="o">==</span> <span class="s1">'confirmed'</span><span class="p">:</span>
|
||
<span class="n">app_action</span> <span class="o">=</span> <span class="bp">self</span><span class="o">.</span><span class="n">_notify_get_action_link</span><span class="p">(</span><span class="s1">'method'</span><span class="p">,</span>
|
||
<span class="n">method</span><span class="o">=</span><span class="s1">'action_cancel'</span><span class="p">)</span>
|
||
<span class="n">trip_actions</span> <span class="o">=</span> <span class="p">[{</span><span class="s1">'url'</span><span class="p">:</span> <span class="n">app_action</span><span class="p">,</span> <span class="s1">'title'</span><span class="p">:</span> <span class="n">_</span><span class="p">(</span><span class="s1">'Cancel'</span><span class="p">)}]</span>
|
||
|
||
<span class="n">new_group</span> <span class="o">=</span> <span class="p">(</span>
|
||
<span class="s1">'group_trip_manager'</span><span class="p">,</span>
|
||
<span class="k">lambda</span> <span class="n">partner</span><span class="p">:</span> <span class="nb">any</span><span class="p">(</span>
|
||
<span class="n">user</span><span class="o">.</span><span class="n">sudo</span><span class="p">()</span><span class="o">.</span><span class="n">has_group</span><span class="p">(</span><span class="s1">'business.group_trip_manager'</span><span class="p">)</span>
|
||
<span class="k">for</span> <span class="n">user</span> <span class="ow">in</span> <span class="n">partner</span><span class="o">.</span><span class="n">user_ids</span>
|
||
<span class="p">),</span>
|
||
<span class="p">{</span><span class="s1">'actions'</span><span class="p">:</span> <span class="n">trip_actions</span><span class="p">},</span>
|
||
<span class="p">)</span>
|
||
|
||
<span class="k">return</span> <span class="p">[</span><span class="n">new_group</span><span class="p">]</span> <span class="o">+</span> <span class="n">groups</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>Note that that I could have defined my evaluation function outside of this
|
||
method and define a global function to do it instead of a lambda, but for
|
||
the sake of being more brief and less verbose in these documentation files
|
||
that can sometimes be boring, I choose the former instead of the latter.</p>
|
||
</div>
|
||
</section><section id="overriding-defaults">
|
||
<h4>Overriding defaults<a class="headerlink" href="#overriding-defaults" title="Permalink to this headline">¶</a></h4>
|
||
<p>There are several ways you can customize the behaviour of <code class="o_code docutils literal notranslate"><span class="pre">mail.thread</span></code> models,
|
||
including (but not limited to):</p>
|
||
<dl class="simple">
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">_mail_post_access</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Model</span></code> attribute</dt><dd><p>the required access rights to be able to post a message on the model; by
|
||
default a <code class="o_code docutils literal notranslate"><span class="pre">write</span></code> access is needed, can be set to <code class="o_code docutils literal notranslate"><span class="pre">read</span></code> as well</p>
|
||
</dd>
|
||
<dt>Context keys:</dt><dd><p>These context keys can be used to somewhat control <code class="o_code docutils literal notranslate"><span class="pre">mail.thread</span></code> features
|
||
like auto-subscription or field tracking during calls to <code class="o_code docutils literal notranslate"><span class="pre">create()</span></code> or
|
||
<code class="o_code docutils literal notranslate"><span class="pre">write()</span></code> (or any other method where it may be useful).</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">mail_create_nosubscribe</span></code>: at create or message_post, do not subscribe
|
||
the current user to the record thread</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">mail_create_nolog</span></code>: at create, do not log the automatic ‘<Document>
|
||
created’ message</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">mail_notrack</span></code>: at create and write, do not perform the value tracking
|
||
creating messages</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">tracking_disable</span></code>: at create and write, perform no MailThread features
|
||
(auto subscription, tracking, post, …)</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">mail_auto_delete</span></code>: auto delete mail notifications; True by default</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">mail_notify_force_send</span></code>: if less than 50 email notifications to send,
|
||
send them directly instead of using the queue; True by default</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">mail_notify_user_signature</span></code>: add the current user signature in
|
||
email notifications; True by default</p></li>
|
||
</ul>
|
||
</dd>
|
||
</dl>
|
||
</section><section id="mail-alias">
|
||
<span id="reference-mixins-mail-alias"></span><h3>Mail alias<a class="headerlink" href="#mail-alias" title="Permalink to this headline">¶</a></h3>
|
||
<p>Aliases are configurable email addresses that are linked to a specific record
|
||
(which usually inherits the <code class="o_code docutils literal notranslate"><span class="pre">mail.alias.mixin</span></code> model) that will create new records when
|
||
contacted via e-mail. They are an easy way to make your system accessible from
|
||
the outside, allowing users or customers to quickly create records in your
|
||
database without needing to connect to Odoo directly.</p>
|
||
</section><section id="aliases-vs-incoming-mail-gateway">
|
||
<h4>Aliases vs. Incoming Mail Gateway<a class="headerlink" href="#aliases-vs-incoming-mail-gateway" title="Permalink to this headline">¶</a></h4>
|
||
<p>Some people use the Incoming Mail Gateway for this same purpose. You still need
|
||
a correctly configured mail gateway to use aliases, however a single
|
||
catchall domain will be sufficient since all routing will be done inside Odoo.
|
||
Aliases have several advantages over Mail Gateways:</p>
|
||
<ul class="simple">
|
||
<li><dl class="simple">
|
||
<dt>Easier to configure</dt><dd><ul>
|
||
<li><p>A single incoming gateway can be used by many aliases; this avoids having
|
||
to configure multiple emails on your domain name (all configuration is done
|
||
inside Odoo)</p></li>
|
||
<li><p>No need for System access rights to configure aliases</p></li>
|
||
</ul>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>More coherent</dt><dd><ul>
|
||
<li><p>Configurable on the related record, not in a Settings submenu</p></li>
|
||
</ul>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
<li><dl class="simple">
|
||
<dt>Easier to override server-side</dt><dd><ul>
|
||
<li><p>Mixin model is built to be extended from the start, allowing you to
|
||
extract useful data from incoming e-mails more easily than with a mail
|
||
gateway.</p></li>
|
||
</ul>
|
||
</dd>
|
||
</dl>
|
||
</li>
|
||
</ul>
|
||
</section><section id="alias-support-integration">
|
||
<h4>Alias support integration<a class="headerlink" href="#alias-support-integration" title="Permalink to this headline">¶</a></h4>
|
||
<p>Aliases are usually configured on a parent model which will then create specific
|
||
record when contacted by e-mail. For example, Project have aliases to create tasks
|
||
or issues, Sales Team have aliases to generate Leads.</p>
|
||
<div class="alert alert-primary">
|
||
<p class="alert-title">
|
||
Note</p><p>The model that will be created by the alias <strong>must</strong> inherit the
|
||
<code class="o_code docutils literal notranslate"><span class="pre">mail_thread</span></code> model.</p>
|
||
</div>
|
||
<p>Alias support is added by inheriting <code class="o_code docutils literal notranslate"><span class="pre">mail.alias.mixin</span></code>; this mixin will
|
||
generate a new <code class="o_code docutils literal notranslate"><span class="pre">mail.alias</span></code> record for each record of the parent class that
|
||
gets created (for example, every <code class="o_code docutils literal notranslate"><span class="pre">project.project</span></code> record having its <code class="o_code docutils literal notranslate"><span class="pre">mail.alias</span></code>
|
||
record initialized on creation).</p>
|
||
<div class="alert alert-primary">
|
||
<p class="alert-title">
|
||
Note</p><p>Aliases can also be created manually and supported by a simple
|
||
<code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Many2one</span></code> field. This guide assumes you wish a
|
||
more complete integration with automatic creation of the alias, record-specific
|
||
default values, etc.</p>
|
||
</div>
|
||
<p>Unlike <code class="o_code docutils literal notranslate"><span class="pre">mail.thread</span></code> inheritance, the <code class="o_code docutils literal notranslate"><span class="pre">mail.alias.mixin</span></code> <strong>requires</strong> some
|
||
specific overrides to work correctly. These overrides will specify the values
|
||
of the created alias, like the kind of record it must create and possibly
|
||
some default values these records may have depending on the parent object:</p>
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="get_alias_model_name">
|
||
<span id="_get_alias_model_name"></span><span class="sig-name descname"><span class="pre">_get_alias_model_name</span></span><span class="sig-paren">(</span><em class="sig-param"><span class="n"><span class="pre">vals</span></span></em><span class="sig-paren">)</span><a class="headerlink" href="#get_alias_model_name" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Return the model name for the alias. Incoming emails that are not
|
||
replies to existing records will cause the creation of a new record
|
||
of this alias model. The value may depend on <code class="o_code docutils literal notranslate"><span class="pre">vals</span></code>, the dict of
|
||
values passed to <code class="o_code docutils literal notranslate"><span class="pre">create</span></code> when a record of this model is created.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Parameters</dt>
|
||
<dd class="field-odd"><p><strong>dict</strong> (<em>vals</em>) – values of the newly created record that will holding
|
||
the alias</p>
|
||
</dd>
|
||
<dt class="field-even">Returns</dt>
|
||
<dd class="field-even"><p>model name</p>
|
||
</dd>
|
||
<dt class="field-odd">Return type</dt>
|
||
<dd class="field-odd"><p><a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#str" title="(in Python v3.13)">str</a></p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<dl class="py method">
|
||
<dt class="sig sig-object py" id="get_alias_values">
|
||
<span id="_get_alias_values"></span><span class="sig-name descname"><span class="pre">_get_alias_values</span></span><span class="sig-paren">(</span><span class="sig-paren">)</span><a class="headerlink" href="#get_alias_values" title="Permalink to this definition">¶</a></dt>
|
||
<dd><p>Return values to create an alias, or to write on the alias after its
|
||
creation. While not completely mandatory, it is usually required to make
|
||
sure that newly created records will be linked to the alias’ parent (i.e.
|
||
tasks getting created in the right project) by setting a dictionary of
|
||
default values in the alias’ <code class="o_code docutils literal notranslate"><span class="pre">alias_defaults</span></code> field.</p>
|
||
<dl class="field-list simple">
|
||
<dt class="field-odd">Returns</dt>
|
||
<dd class="field-odd"><p>dictionary of values that will be written to the new alias</p>
|
||
</dd>
|
||
<dt class="field-even">Return type</dt>
|
||
<dd class="field-even"><p><a class="reference external" href="https://docs.python.org/3/library/stdtypes.html#dict" title="(in Python v3.13)">dict</a></p>
|
||
</dd>
|
||
</dl>
|
||
</dd></dl>
|
||
|
||
<p>The <code class="o_code docutils literal notranslate"><span class="pre">_get_alias_values()</span></code> override is particularly interesting as it allows you
|
||
to modify the behaviour of your aliases easily. Among the fields that can be set
|
||
on the alias, the following are of particular interest:</p>
|
||
<dl class="simple">
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">alias_name</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code></dt><dd><p>name of the email alias, e.g. ‘jobs’ if you want to catch emails for
|
||
<<a class="reference external" href="mailto:jobs%40example.odoo.com">jobs@example<span>.</span>odoo<span>.</span>com</a>></p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">alias_user_id</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Many2one</span></code> (<code class="o_code docutils literal notranslate"><span class="pre">res.users</span></code>)</dt><dd><p>owner of records created upon receiving emails on this alias;
|
||
if this field is not set the system will attempt to find the right owner
|
||
based on the sender (From) address, or will use the Administrator account
|
||
if no system user is found for that address</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">alias_defaults</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Text</span></code></dt><dd><p>Python dictionary that will be evaluated to provide
|
||
default values when creating new records for this alias</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">alias_force_thread_id</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Integer</span></code></dt><dd><p>optional ID of a thread (record) to which all incoming messages will be
|
||
attached, even if they did not reply to it; if set, this will disable the
|
||
creation of new records completely</p>
|
||
</dd>
|
||
<dt><code class="o_code docutils literal notranslate"><span class="pre">alias_contact</span></code> - <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Selection</span></code></dt><dd><p>Policy to post a message on the document using the mailgateway</p>
|
||
<ul class="simple">
|
||
<li><p><em>everyone</em>: everyone can post</p></li>
|
||
<li><p><em>partners</em>: only authenticated partners</p></li>
|
||
<li><p><em>followers</em>: only followers of the related document or members of following channels</p></li>
|
||
</ul>
|
||
</dd>
|
||
</dl>
|
||
<p>Note that aliases make use of <a class="reference internal" href="orm.html#reference-orm-inheritance"><span class="std std-ref">delegation inheritance</span></a>,
|
||
which means that while the alias is stored in another table, you have
|
||
access to all these fields directly from your parent object. This allows
|
||
you to make your alias easily configurable from the record’s form view.</p>
|
||
<div class="alert alert-success">
|
||
<p class="alert-title">
|
||
Example</p><p>Let’s add aliases on our business trip class to create expenses on the fly via
|
||
e-mail.</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BusinessTrip</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'business.trip'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'mail.thread'</span><span class="p">,</span> <span class="s1">'mail.alias.mixin'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'Business Trip'</span>
|
||
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Char</span><span class="p">(</span><span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
<span class="n">partner_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Responsible'</span><span class="p">,</span>
|
||
<span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
<span class="n">guest_ids</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2many</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Participants'</span><span class="p">)</span>
|
||
<span class="n">state</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Selection</span><span class="p">([(</span><span class="s1">'draft'</span><span class="p">,</span> <span class="s1">'New'</span><span class="p">),</span> <span class="p">(</span><span class="s1">'confirmed'</span><span class="p">,</span> <span class="s1">'Confirmed'</span><span class="p">)],</span>
|
||
<span class="n">tracking</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
<span class="n">expense_ids</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">One2many</span><span class="p">(</span><span class="s1">'business.expense'</span><span class="p">,</span> <span class="s1">'trip_id'</span><span class="p">,</span> <span class="s1">'Expenses'</span><span class="p">)</span>
|
||
<span class="n">alias_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'mail.alias'</span><span class="p">,</span> <span class="n">string</span><span class="o">=</span><span class="s1">'Alias'</span><span class="p">,</span> <span class="n">ondelete</span><span class="o">=</span><span class="s2">"restrict"</span><span class="p">,</span>
|
||
<span class="n">required</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
|
||
<span class="k">def</span> <span class="nf">_get_alias_model_name</span><span class="p">(</span><span class="bp">self</span><span class="p">,</span> <span class="n">vals</span><span class="p">):</span>
|
||
<span class="sd">""" Specify the model that will get created when the alias receives a message """</span>
|
||
<span class="k">return</span> <span class="s1">'business.expense'</span>
|
||
|
||
<span class="k">def</span> <span class="nf">_get_alias_values</span><span class="p">(</span><span class="bp">self</span><span class="p">):</span>
|
||
<span class="sd">""" Specify some default values that will be set in the alias at its creation """</span>
|
||
<span class="n">values</span> <span class="o">=</span> <span class="nb">super</span><span class="p">(</span><span class="n">BusinessTrip</span><span class="p">,</span> <span class="bp">self</span><span class="p">)</span><span class="o">.</span><span class="n">_get_alias_values</span><span class="p">()</span>
|
||
<span class="c1"># alias_defaults holds a dictionary that will be written</span>
|
||
<span class="c1"># to all records created by this alias</span>
|
||
<span class="c1">#</span>
|
||
<span class="c1"># in this case, we want all expense records sent to a trip alias</span>
|
||
<span class="c1"># to be linked to the corresponding business trip</span>
|
||
<span class="n">values</span><span class="p">[</span><span class="s1">'alias_defaults'</span><span class="p">]</span> <span class="o">=</span> <span class="p">{</span><span class="s1">'trip_id'</span><span class="p">:</span> <span class="bp">self</span><span class="o">.</span><span class="n">id</span><span class="p">}</span>
|
||
<span class="c1"># we only want followers of the trip to be able to post expenses</span>
|
||
<span class="c1"># by default</span>
|
||
<span class="n">values</span><span class="p">[</span><span class="s1">'alias_contact'</span><span class="p">]</span> <span class="o">=</span> <span class="s1">'followers'</span>
|
||
<span class="k">return</span> <span class="n">values</span>
|
||
|
||
<span class="k">class</span> <span class="nc">BusinessExpense</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'business.expense'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'mail.thread'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'Business Expense'</span>
|
||
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Char</span><span class="p">()</span>
|
||
<span class="n">amount</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Float</span><span class="p">(</span><span class="s1">'Amount'</span><span class="p">)</span>
|
||
<span class="n">trip_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'business.trip'</span><span class="p">,</span> <span class="s1">'Business Trip'</span><span class="p">)</span>
|
||
<span class="n">partner_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Created by'</span><span class="p">)</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>We would like our alias to be easily configurable from the form view of our
|
||
business trips, so let’s add the following to our form view:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><page</span> <span class="na">string=</span><span class="s">"Emails"</span><span class="nt">></span>
|
||
<span class="nt"><group</span> <span class="na">name=</span><span class="s">"group_alias"</span><span class="nt">></span>
|
||
<span class="nt"><label</span> <span class="na">for=</span><span class="s">"alias_name"</span> <span class="na">string=</span><span class="s">"Email Alias"</span><span class="nt">/></span>
|
||
<span class="nt"><div</span> <span class="na">name=</span><span class="s">"alias_def"</span><span class="nt">></span>
|
||
<span class="c"><!-- display a link while in view mode and a configurable field</span>
|
||
<span class="c"> while in edit mode --></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"alias_id"</span> <span class="na">class=</span><span class="s">"oe_read_only oe_inline"</span>
|
||
<span class="na">string=</span><span class="s">"Email Alias"</span> <span class="na">required=</span><span class="s">"0"</span><span class="nt">/></span>
|
||
<span class="nt"><div</span> <span class="na">class=</span><span class="s">"oe_edit_only oe_inline"</span> <span class="na">name=</span><span class="s">"edit_alias"</span>
|
||
<span class="na">style=</span><span class="s">"display: inline;"</span> <span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"alias_name"</span> <span class="na">class=</span><span class="s">"oe_inline"</span><span class="nt">/></span>
|
||
@
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"alias_domain"</span> <span class="na">class=</span><span class="s">"oe_inline"</span> <span class="na">readonly=</span><span class="s">"1"</span><span class="nt">/></span>
|
||
<span class="nt"></div></span>
|
||
<span class="nt"></div></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"alias_contact"</span> <span class="na">class=</span><span class="s">"oe_inline"</span>
|
||
<span class="na">string=</span><span class="s">"Accept Emails From"</span><span class="nt">/></span>
|
||
<span class="nt"></group></span>
|
||
<span class="nt"></page></span>
|
||
</pre></div>
|
||
</div>
|
||
<p>Now we can change the alias address directly from the form view and change
|
||
who can send e-mails to the alias.</p>
|
||
<p>We can then override <code class="o_code docutils literal notranslate"><span class="pre">message_new()</span></code> on our expense model to fetch the values
|
||
from our email when the expense will be created:</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BusinessExpense</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="c1"># Previous code goes here</span>
|
||
<span class="c1"># ...</span>
|
||
|
||
<span class="k">def</span> <span class="nf">message_new</span><span class="p">(</span><span class="bp">self</span><span class="p">,</span> <span class="n">msg</span><span class="p">,</span> <span class="n">custom_values</span><span class="o">=</span><span class="kc">None</span><span class="p">):</span>
|
||
<span class="sd">""" Override to set values according to the email.</span>
|
||
|
||
<span class="sd"> In this simple example, we simply use the email title as the name</span>
|
||
<span class="sd"> of the expense, try to find a partner with this email address and</span>
|
||
<span class="sd"> do a regex match to find the amount of the expense."""</span>
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">msg_dict</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="s1">'subject'</span><span class="p">,</span> <span class="s1">'New Expense'</span><span class="p">)</span>
|
||
<span class="c1"># Match the last occurrence of a float in the string</span>
|
||
<span class="c1"># Example: '50.3 bar 34.5' becomes '34.5'. This is potentially the price</span>
|
||
<span class="c1"># to encode on the expense. If not, take 1.0 instead</span>
|
||
<span class="n">amount_pattern</span> <span class="o">=</span> <span class="s1">'(\d+(\.\d*)?|\.\d+)'</span>
|
||
<span class="n">expense_price</span> <span class="o">=</span> <span class="n">re</span><span class="o">.</span><span class="n">findall</span><span class="p">(</span><span class="n">amount_pattern</span><span class="p">,</span> <span class="n">name</span><span class="p">)</span>
|
||
<span class="n">price</span> <span class="o">=</span> <span class="n">expense_price</span> <span class="ow">and</span> <span class="nb">float</span><span class="p">(</span><span class="n">expense_price</span><span class="p">[</span><span class="o">-</span><span class="mi">1</span><span class="p">][</span><span class="mi">0</span><span class="p">])</span> <span class="ow">or</span> <span class="mf">1.0</span>
|
||
<span class="c1"># find the partner by looking for it's email</span>
|
||
<span class="n">partner</span> <span class="o">=</span> <span class="bp">self</span><span class="o">.</span><span class="n">env</span><span class="p">[</span><span class="s1">'res.partner'</span><span class="p">]</span><span class="o">.</span><span class="n">search</span><span class="p">([(</span><span class="s1">'email'</span><span class="p">,</span> <span class="s1">'ilike'</span><span class="p">,</span> <span class="n">email_address</span><span class="p">)],</span>
|
||
<span class="n">limit</span><span class="o">=</span><span class="mi">1</span><span class="p">)</span>
|
||
<span class="n">defaults</span> <span class="o">=</span> <span class="p">{</span>
|
||
<span class="s1">'name'</span><span class="p">:</span> <span class="n">name</span><span class="p">,</span>
|
||
<span class="s1">'amount'</span><span class="p">:</span> <span class="n">price</span><span class="p">,</span>
|
||
<span class="s1">'partner_id'</span><span class="p">:</span> <span class="n">partner</span><span class="o">.</span><span class="n">id</span>
|
||
<span class="p">}</span>
|
||
<span class="n">defaults</span><span class="o">.</span><span class="n">update</span><span class="p">(</span><span class="n">custom_values</span> <span class="ow">or</span> <span class="p">{})</span>
|
||
<span class="n">res</span> <span class="o">=</span> <span class="nb">super</span><span class="p">(</span><span class="n">BusinessExpense</span><span class="p">,</span> <span class="bp">self</span><span class="p">)</span><span class="o">.</span><span class="n">message_new</span><span class="p">(</span><span class="n">msg</span><span class="p">,</span> <span class="n">custom_values</span><span class="o">=</span><span class="n">defaults</span><span class="p">)</span>
|
||
<span class="k">return</span> <span class="n">res</span>
|
||
</pre></div>
|
||
</div>
|
||
</div>
|
||
</section><section id="activities-tracking">
|
||
<span id="reference-mixins-mail-activities"></span><h3>Activities tracking<a class="headerlink" href="#activities-tracking" title="Permalink to this headline">¶</a></h3>
|
||
<p>Activities are actions users have to take on a document like making a phone call
|
||
or organizing a meeting. Activities come with the mail module as they are
|
||
integrated in the Chatter but are <em>not bundled with mail.thread</em>. Activities
|
||
are records of the <code class="o_code docutils literal notranslate"><span class="pre">mail.activity</span></code> class, which have a type (<code class="o_code docutils literal notranslate"><span class="pre">mail.activity.type</span></code>),
|
||
name, description, scheduled time (among others). Pending activities are visible
|
||
above the message history in the chatter widget.</p>
|
||
<p>You can integrate activities using the <code class="o_code docutils literal notranslate"><span class="pre">mail.activity.mixin</span></code> class on your object
|
||
and the specific widgets to display them (via the field <code class="o_code docutils literal notranslate"><span class="pre">activity_ids</span></code>) in the form
|
||
view and kanban view of your records (<code class="o_code docutils literal notranslate"><span class="pre">mail_activity</span></code> and <code class="o_code docutils literal notranslate"><span class="pre">kanban_activity</span></code>
|
||
widgets, respectively).</p>
|
||
<div class="alert alert-success">
|
||
<p class="alert-title">
|
||
Example</p><p>Organizing a business trip is a tedious process and tracking needed activities
|
||
like ordering plane tickets or a cab for the airport could be useful. To do so,
|
||
we will add the activities mixin on our model and display the next planned activities
|
||
in the message history of our trip.</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BusinessTrip</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'business.trip'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'mail.thread'</span><span class="p">,</span> <span class="s1">'mail.activity.mixin'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'Business Trip'</span>
|
||
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Char</span><span class="p">()</span>
|
||
<span class="c1"># [...]</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>We modify the form view of our trips to display their next activities:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><record</span> <span class="na">id=</span><span class="s">"business_trip_form"</span> <span class="na">model=</span><span class="s">"ir.ui.view"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"name"</span><span class="nt">></span>business.trip.form<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"model"</span><span class="nt">></span>business.trip<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"arch"</span> <span class="na">type=</span><span class="s">"xml"</span><span class="nt">></span>
|
||
<span class="nt"><form</span> <span class="na">string=</span><span class="s">"Business Trip"</span><span class="nt">></span>
|
||
<span class="c"><!-- Your usual form view goes here --></span>
|
||
<span class="nt"><chatter></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"message_follower_ids"</span> <span class="na">widget=</span><span class="s">"mail_followers"</span><span class="nt">/></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"activity_ids"</span> <span class="na">widget=</span><span class="s">"mail_activity"</span><span class="nt">/></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"message_ids"</span> <span class="na">widget=</span><span class="s">"mail_thread"</span><span class="nt">/></span>
|
||
<span class="nt"></chatter></span>
|
||
<span class="nt"></form></span>
|
||
<span class="nt"></field></span>
|
||
<span class="nt"></record></span>
|
||
</pre></div>
|
||
</div>
|
||
</div>
|
||
<p>You can find concrete examples of integration in the following models:</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">crm.lead</span></code> in the CRM (<em>crm</em>) Application</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">sale.order</span></code> in the Sales (<em>sale</em>) Application</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">project.task</span></code> in the Project (<em>project</em>) Application</p></li>
|
||
</ul>
|
||
</section><section id="website-features">
|
||
<span id="reference-mixins-website"></span><h2>Website features<a class="headerlink" href="#website-features" title="Permalink to this headline">¶</a></h2>
|
||
</section><section id="visitor-tracking">
|
||
<span id="reference-mixins-website-utm"></span><h3>Visitor tracking<a class="headerlink" href="#visitor-tracking" title="Permalink to this headline">¶</a></h3>
|
||
<p>The <code class="o_code docutils literal notranslate"><span class="pre">utm.mixin</span></code> class can be used to track online marketing/communication
|
||
campaigns through arguments in links to specified resources. The mixin adds
|
||
3 fields to your model:</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">campaign_id</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Many2one</span></code> field to a <code class="o_code docutils literal notranslate"><span class="pre">utm.campaign</span></code>
|
||
object (i.e. Christmas_Special, Fall_Collection, etc.)</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">source_id</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Many2one</span></code> field to a <code class="o_code docutils literal notranslate"><span class="pre">utm.source</span></code>
|
||
object (i.e. Search Engine, mailing list, etc.)</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">medium_id</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Many2one</span></code> field to a <code class="o_code docutils literal notranslate"><span class="pre">utm.medium</span></code>
|
||
object (i.e. Snail Mail, e-Mail, social network update, etc.)</p></li>
|
||
</ul>
|
||
<p>These models have a single field <code class="o_code docutils literal notranslate"><span class="pre">name</span></code> (i.e. they are simply there to
|
||
distinguish campaigns but don’t have any specific behaviour).</p>
|
||
<p>Once a customer visits your website with these parameters set in the url
|
||
(i.e. <a class="reference external" href="https://www.odoo.com/?campaign_id=mixin_talk&source_id=www.odoo.com&medium_id=website">https://www.odoo.com/?campaign_id=mixin_talk&source_id=www.odoo.com&medium_id=website</a>),
|
||
three cookies are set in the visitor’s website for these parameters.
|
||
Once a object that inherits the utm.mixin is created from the website (i.e. lead
|
||
form, job application, etc.), the utm.mixin code kicks in and fetches the values
|
||
from the cookies to set them in the new record. Once this is done, you can then
|
||
use the campaign/source/medium fields as any other field when defining reports
|
||
and views (group by, etc.).</p>
|
||
<p>To extend this behaviour, simply add a relational field to a simple model (the
|
||
model should support the <em>quick create</em> (i.e. call to <code class="o_code docutils literal notranslate"><span class="pre">create()</span></code> with a single
|
||
<code class="o_code docutils literal notranslate"><span class="pre">name</span></code> value) and extend the function <code class="o_code docutils literal notranslate"><span class="pre">tracking_fields()</span></code>:</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">UtmMyTrack</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'my_module.my_track'</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'My Tracking Object'</span>
|
||
|
||
<span class="n">name</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Char</span><span class="p">(</span><span class="n">string</span><span class="o">=</span><span class="s1">'Name'</span><span class="p">,</span> <span class="n">required</span><span class="o">=</span><span class="kc">True</span><span class="p">)</span>
|
||
|
||
|
||
<span class="k">class</span> <span class="nc">MyModel</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Models</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'my_module.my_model'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'utm.mixin'</span><span class="p">]</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s1">'My Tracked Object'</span>
|
||
|
||
<span class="n">my_field</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'my_module.my_track'</span><span class="p">,</span> <span class="s1">'My Field'</span><span class="p">)</span>
|
||
|
||
<span class="nd">@api</span><span class="o">.</span><span class="n">model</span>
|
||
<span class="k">def</span> <span class="nf">tracking_fields</span><span class="p">(</span><span class="bp">self</span><span class="p">):</span>
|
||
<span class="n">result</span> <span class="o">=</span> <span class="nb">super</span><span class="p">(</span><span class="n">MyModel</span><span class="p">,</span> <span class="bp">self</span><span class="p">)</span><span class="o">.</span><span class="n">tracking_fields</span><span class="p">()</span>
|
||
<span class="n">result</span><span class="o">.</span><span class="n">append</span><span class="p">([</span>
|
||
<span class="c1"># ("URL_PARAMETER", "FIELD_NAME_MIXIN", "NAME_IN_COOKIES")</span>
|
||
<span class="p">(</span><span class="s1">'my_field'</span><span class="p">,</span> <span class="s1">'my_field'</span><span class="p">,</span> <span class="s1">'odoo_utm_my_field'</span><span class="p">)</span>
|
||
<span class="p">])</span>
|
||
<span class="k">return</span> <span class="n">result</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>This will tell the system to create a cookie named <em>odoo_utm_my_field</em> with the
|
||
value found in the url parameter <code class="o_code docutils literal notranslate"><span class="pre">my_field</span></code>; once a new record of this model is
|
||
created by a call from a website form, the generic override of the <code class="o_code docutils literal notranslate"><span class="pre">create()</span></code>
|
||
method of <code class="o_code docutils literal notranslate"><span class="pre">utm.mixin</span></code> will fetch the default values for this field from the
|
||
cookie (and the <code class="o_code docutils literal notranslate"><span class="pre">my_module.my_track</span></code> record will be creatwed on the fly if it
|
||
does not exist yet).</p>
|
||
<p>You can find concrete examples of integration in the following models:</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">crm.lead</span></code> in the CRM (<em>crm</em>) Application</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">hr.applicant</span></code> in the Recruitment Process (<em>hr_recruitment</em>) Application</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">helpdesk.ticket</span></code> in the Helpdesk (<em>helpdesk</em> - Odoo Enterprise only) Application</p></li>
|
||
</ul>
|
||
</section><section id="website-visibility">
|
||
<span id="reference-mixins-website-published"></span><h3>Website visibility<a class="headerlink" href="#website-visibility" title="Permalink to this headline">¶</a></h3>
|
||
<p>You can quite easily add a website visibility toggle on any of your record. While
|
||
this mixin is quite easy to implement manually, it is the most often-used after
|
||
the <code class="o_code docutils literal notranslate"><span class="pre">mail.thread</span></code> inheritance; a testament to its usefulness. The typical use
|
||
case for this mixin is any object that has a frontend-page; being able to control
|
||
the visibility of the page allows you to take your time while editing the page
|
||
and only publish it when you’re satisfied.</p>
|
||
<p>To include the functionality, you only need to inherit <code class="o_code docutils literal notranslate"><span class="pre">website.published.mixin</span></code>:</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BlogPost</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s2">"blog.post"</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s2">"Blog Post"</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'website.published.mixin'</span><span class="p">]</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>This mixin adds 2 fields on your model:</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">website_published</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Boolean</span></code> field which represents
|
||
the status of the publication</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">website_url</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code> field which represents
|
||
the URL through which the object is accessed</p></li>
|
||
</ul>
|
||
<p>Note that this last field is a computed field and must be implemented for your class:</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">def</span> <span class="nf">_compute_website_url</span><span class="p">(</span><span class="bp">self</span><span class="p">):</span>
|
||
<span class="k">for</span> <span class="n">blog_post</span> <span class="ow">in</span> <span class="bp">self</span><span class="p">:</span>
|
||
<span class="n">blog_post</span><span class="o">.</span><span class="n">website_url</span> <span class="o">=</span> <span class="s2">"/blog/</span><span class="si">%s</span><span class="s2">"</span> <span class="o">%</span> <span class="p">(</span><span class="n">log_post</span><span class="o">.</span><span class="n">blog_id</span><span class="p">)</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>Once the mechanism is in place, you just have to adapt your frontend and backend
|
||
views to make it accessible. In the backend, adding a button in the button box is
|
||
usually the way to go:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><button</span> <span class="na">class=</span><span class="s">"oe_stat_button"</span> <span class="na">name=</span><span class="s">"website_publish_button"</span>
|
||
<span class="na">type=</span><span class="s">"object"</span> <span class="na">icon=</span><span class="s">"fa-globe"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"website_published"</span> <span class="na">widget=</span><span class="s">"website_button"</span><span class="nt">/></span>
|
||
<span class="nt"></button></span>
|
||
</pre></div>
|
||
</div>
|
||
<p>In the frontend, some security checks are needed to avoid showing ‘Editing’
|
||
buttons to website visitors:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><div</span> <span class="na">id=</span><span class="s">"website_published_button"</span> <span class="na">class=</span><span class="s">"float-right"</span>
|
||
<span class="na">groups=</span><span class="s">"base.group_website_publisher"</span><span class="nt">></span> <span class="c"><!-- or any other meaningful group --></span>
|
||
<span class="nt"><t</span> <span class="na">t-call=</span><span class="s">"website.publish_management"</span><span class="nt">></span>
|
||
<span class="nt"><t</span> <span class="na">t-set=</span><span class="s">"object"</span> <span class="na">t-value=</span><span class="s">"blog_post"</span><span class="nt">/></span>
|
||
<span class="nt"><t</span> <span class="na">t-set=</span><span class="s">"publish_edit"</span> <span class="na">t-value=</span><span class="s">"True"</span><span class="nt">/></span>
|
||
<span class="nt"><t</span> <span class="na">t-set=</span><span class="s">"action"</span> <span class="na">t-value=</span><span class="s">"'blog.blog_post_action'"</span><span class="nt">/></span>
|
||
<span class="nt"></t></span>
|
||
<span class="nt"></div></span>
|
||
</pre></div>
|
||
</div>
|
||
<p>Note that you must pass your object as the variable <code class="o_code docutils literal notranslate"><span class="pre">object</span></code> to the template;
|
||
in this example, the <code class="o_code docutils literal notranslate"><span class="pre">blog.post</span></code> record was passed as the <code class="o_code docutils literal notranslate"><span class="pre">blog_post</span></code> variable
|
||
to the <code class="o_code docutils literal notranslate"><span class="pre">qweb</span></code> rendering engine, it is necessary to specify this to the publish
|
||
management template. The <code class="o_code docutils literal notranslate"><span class="pre">publish_edit</span></code> variable allow the frontend
|
||
button to link to the backend (allowing you to switch from frontend to backend
|
||
and vice-versa easily); if set, you must specify the full external id of the action
|
||
you want to call in the backend in the <code class="o_code docutils literal notranslate"><span class="pre">action</span></code> variable (note that a Form View
|
||
must exist for the model).</p>
|
||
<p>The action <code class="o_code docutils literal notranslate"><span class="pre">website_publish_button</span></code> is defined in the mixin and adapts its
|
||
behaviour to your object: if the class has a valid <code class="o_code docutils literal notranslate"><span class="pre">website_url</span></code> compute function,
|
||
the user is redirected to the frontend when he clicks on the button; the user
|
||
can then publish the page directly from the frontend. This ensures
|
||
that no online publication can happen by accident. If there is not compute function,
|
||
the boolean <code class="o_code docutils literal notranslate"><span class="pre">website_published</span></code> is simply triggered.</p>
|
||
</section><section id="website-metadata">
|
||
<span id="reference-mixins-website-seo"></span><h3>Website metadata<a class="headerlink" href="#website-metadata" title="Permalink to this headline">¶</a></h3>
|
||
<p>This simple mixin simply allows you to easily inject metadata in your frontend
|
||
pages.</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">BlogPost</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Model</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s2">"blog.post"</span>
|
||
<span class="n">_description</span> <span class="o">=</span> <span class="s2">"Blog Post"</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'website.seo.metadata'</span><span class="p">,</span> <span class="s1">'website.published.mixin'</span><span class="p">]</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>This mixin adds 3 fields on your model:</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">website_meta_title</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code> field that allow you to set
|
||
an additional title to your page</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">website_meta_description</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code> field that contains a
|
||
short description of the page (sometimes used in search engines results)</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">website_meta_keywords</span></code>: <code class="xref py py-class o_code docutils literal notranslate"><span class="pre">Char</span></code> field that contains some
|
||
keywords to help your page to be classified more precisely by search engines; the
|
||
“Promote” tool will help you select lexically-related keywords easily</p></li>
|
||
</ul>
|
||
<p>These fields are editable in the frontend using the “Promote” tool from the Editor
|
||
toolbar. Setting these fields can help search engines to better index your pages.
|
||
Note that search engines do not base their results only on these metadata; the
|
||
best SEO practice should still be to get referenced by reliable sources.</p>
|
||
</section><section id="others">
|
||
<span id="reference-mixins-misc"></span><h2>Others<a class="headerlink" href="#others" title="Permalink to this headline">¶</a></h2>
|
||
</section><section id="customer-rating">
|
||
<span id="reference-mixins-misc-rating"></span><h3>Customer Rating<a class="headerlink" href="#customer-rating" title="Permalink to this headline">¶</a></h3>
|
||
<p>The rating mixin allows sending email to ask for customer rating, automatic
|
||
transitioning in a kanban processes and aggregating statistics on your ratings.</p>
|
||
</section><section id="adding-rating-on-your-model">
|
||
<h4>Adding rating on your model<a class="headerlink" href="#adding-rating-on-your-model" title="Permalink to this headline">¶</a></h4>
|
||
<p>To add rating support, simply inherit the <code class="o_code docutils literal notranslate"><span class="pre">rating.mixin</span></code> model:</p>
|
||
<div class="highlight-python notranslate"><div class="highlight"><pre><span></span><span class="k">class</span> <span class="nc">MyModel</span><span class="p">(</span><span class="n">models</span><span class="o">.</span><span class="n">Models</span><span class="p">):</span>
|
||
<span class="n">_name</span> <span class="o">=</span> <span class="s1">'my_module.my_model'</span>
|
||
<span class="n">_inherit</span> <span class="o">=</span> <span class="p">[</span><span class="s1">'rating.mixin'</span><span class="p">,</span> <span class="s1">'mail.thread'</span><span class="p">]</span>
|
||
|
||
<span class="n">user_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'res.users'</span><span class="p">,</span> <span class="s1">'Responsible'</span><span class="p">)</span>
|
||
<span class="n">partner_id</span> <span class="o">=</span> <span class="n">fields</span><span class="o">.</span><span class="n">Many2one</span><span class="p">(</span><span class="s1">'res.partner'</span><span class="p">,</span> <span class="s1">'Customer'</span><span class="p">)</span>
|
||
</pre></div>
|
||
</div>
|
||
<p>The behaviour of the mixin adapts to your model:</p>
|
||
<ul class="simple">
|
||
<li><p>The <code class="o_code docutils literal notranslate"><span class="pre">rating.rating</span></code> record will be linked to the <code class="o_code docutils literal notranslate"><span class="pre">partner_id</span></code> field of your
|
||
model (if the field is present).</p>
|
||
<ul>
|
||
<li><p>this behaviour can be overridden with the function <code class="o_code docutils literal notranslate"><span class="pre">rating_get_partner_id()</span></code>
|
||
if you use another field than <code class="o_code docutils literal notranslate"><span class="pre">partner_id</span></code></p></li>
|
||
</ul>
|
||
</li>
|
||
<li><p>The <code class="o_code docutils literal notranslate"><span class="pre">rating.rating</span></code> record will be linked to the partner of the <code class="o_code docutils literal notranslate"><span class="pre">user_id</span></code>
|
||
field of your model (if the field is present) (i.e. the partner who is rated)</p>
|
||
<ul>
|
||
<li><p>this behaviour can be overridden with the function <code class="o_code docutils literal notranslate"><span class="pre">rating_get_rated_partner_id()</span></code>
|
||
if you use another field than <code class="o_code docutils literal notranslate"><span class="pre">user_id</span></code> (note that the function must return a
|
||
<code class="o_code docutils literal notranslate"><span class="pre">res.partner</span></code>, for <code class="o_code docutils literal notranslate"><span class="pre">user_id</span></code> the system automatically fetches the partner
|
||
of the user)</p></li>
|
||
</ul>
|
||
</li>
|
||
<li><p>The chatter history will display the rating event (if your model inherits from
|
||
<code class="o_code docutils literal notranslate"><span class="pre">mail.thread</span></code>)</p></li>
|
||
</ul>
|
||
</section><section id="send-rating-requests-by-e-mail">
|
||
<h4>Send rating requests by e-mail<a class="headerlink" href="#send-rating-requests-by-e-mail" title="Permalink to this headline">¶</a></h4>
|
||
<p>If you wish to send emails to request a rating, simply generate an e-mail with
|
||
links to the rating object. A very basic email template could look like this:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><record</span> <span class="na">id=</span><span class="s">"rating_my_model_email_template"</span> <span class="na">model=</span><span class="s">"mail.template"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"name"</span><span class="nt">></span>My Model: Rating Request<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"email_from"</span><span class="nt">></span>${object.rating_get_rated_partner_id().email or '' | safe}<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"subject"</span><span class="nt">></span>Service Rating Request<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"model_id"</span> <span class="na">ref=</span><span class="s">"my_module.model_my_model"</span><span class="nt">/></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"partner_to"</span> <span class="nt">></span>${object.rating_get_partner_id().id}<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"auto_delete"</span> <span class="na">eval=</span><span class="s">"True"</span><span class="nt">/></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"body_html"</span><span class="nt">></span><span class="cp"><![CDATA[</span>
|
||
<span class="cp">% set access_token = object.rating_get_access_token()</span>
|
||
<span class="cp"><p>Hi,</p></span>
|
||
<span class="cp"><p>How satsified are you?</p></span>
|
||
<span class="cp"><ul></span>
|
||
<span class="cp"> <li><a href="/rate/${access_token}/5">Satisfied</a></li></span>
|
||
<span class="cp"> <li><a href="/rate/${access_token}/3">Okay</a></li></span>
|
||
<span class="cp"> <li><a href="/rate/${access_token}/1">Dissatisfied</a></li></span>
|
||
<span class="cp"></ul></span>
|
||
<span class="cp">]]></span><span class="nt"></field></span>
|
||
<span class="nt"></record></span>
|
||
</pre></div>
|
||
</div>
|
||
<p>Your customer will then receive an e-mail with links to a simple webpage allowing
|
||
them to provide a feedback on their interaction with your users (including a free-text
|
||
feedback message).</p>
|
||
<p>You can then quite easily integrate your ratings with your form view by defining
|
||
an action for the ratings:</p>
|
||
<div class="highlight-xml notranslate"><div class="highlight"><pre><span></span><span class="nt"><record</span> <span class="na">id=</span><span class="s">"rating_rating_action_my_model"</span> <span class="na">model=</span><span class="s">"ir.actions.act_window"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"name"</span><span class="nt">></span>Customer Ratings<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"res_model"</span><span class="nt">></span>rating.rating<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"view_mode"</span><span class="nt">></span>kanban,pivot,graph<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"domain"</span><span class="nt">></span>[('res_model', '=', 'my_module.my_model'), ('res_id', '=', active_id), ('consumed', '=', True)]<span class="nt"></field></span>
|
||
<span class="nt"></record></span>
|
||
|
||
<span class="nt"><record</span> <span class="na">id=</span><span class="s">"my_module_my_model_view_form_inherit_rating"</span> <span class="na">model=</span><span class="s">"ir.ui.view"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"name"</span><span class="nt">></span>my_module.my_model.view.form.inherit.rating<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"model"</span><span class="nt">></span>my_module.my_model<span class="nt"></field></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"inherit_id"</span> <span class="na">ref=</span><span class="s">"my_module.my_model_view_form"</span><span class="nt">/></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"arch"</span> <span class="na">type=</span><span class="s">"xml"</span><span class="nt">></span>
|
||
<span class="nt"><xpath</span> <span class="na">expr=</span><span class="s">"//div[@name='button_box']"</span> <span class="na">position=</span><span class="s">"inside"</span><span class="nt">></span>
|
||
<span class="nt"><button</span> <span class="na">name=</span><span class="s">"%(rating_rating_action_my_model)d"</span> <span class="na">type=</span><span class="s">"action"</span>
|
||
<span class="na">class=</span><span class="s">"oe_stat_button"</span> <span class="na">icon=</span><span class="s">"fa-smile-o"</span><span class="nt">></span>
|
||
<span class="nt"><field</span> <span class="na">name=</span><span class="s">"rating_count"</span> <span class="na">string=</span><span class="s">"Rating"</span> <span class="na">widget=</span><span class="s">"statinfo"</span><span class="nt">/></span>
|
||
<span class="nt"></button></span>
|
||
<span class="nt"></xpath></span>
|
||
<span class="nt"></field></span>
|
||
<span class="nt"></record></span>
|
||
</pre></div>
|
||
</div>
|
||
<p>Note that there are default views (kanban,pivot,graph) for ratings which allow
|
||
you a quick bird’s eye view of your customer ratings.</p>
|
||
<p>You can find concrete examples of integration in the following models:</p>
|
||
<ul class="simple">
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">project.task</span></code> in the Project (<em>rating_project</em>) Application</p></li>
|
||
<li><p><code class="o_code docutils literal notranslate"><span class="pre">helpdesk.ticket</span></code> in the Helpdesk (<em>helpdesk</em> - Odoo Enterprise only) Application</p></li>
|
||
</ul>
|
||
</section>
|
||
|
||
</div>
|
||
</article>
|
||
</main>
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<aside id="o_page_toc" class="o_page_toc" hidden><div class="o_page_toc_nav mt-1">
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||
<h5>On this page</h5>
|
||
<ul>
|
||
<li><a class="reference internal" href="#">Mixins and Useful Classes</a><ul>
|
||
<li><a class="reference internal" href="#messaging-features">Messaging features</a><ul>
|
||
<li><a class="reference internal" href="#messaging-integration">Messaging integration</a><ul>
|
||
<li><a class="reference internal" href="#basic-messaging-system">Basic messaging system</a></li>
|
||
<li><a class="reference internal" href="#logging-changes">Logging changes</a></li>
|
||
<li><a class="reference internal" href="#subtypes">Subtypes</a></li>
|
||
<li><a class="reference internal" href="#customizing-notifications">Customizing notifications</a></li>
|
||
<li><a class="reference internal" href="#overriding-defaults">Overriding defaults</a></li>
|
||
</ul>
|
||
</li>
|
||
<li><a class="reference internal" href="#mail-alias">Mail alias</a><ul>
|
||
<li><a class="reference internal" href="#aliases-vs-incoming-mail-gateway">Aliases vs. Incoming Mail Gateway</a></li>
|
||
<li><a class="reference internal" href="#alias-support-integration">Alias support integration</a></li>
|
||
</ul>
|
||
</li>
|
||
<li><a class="reference internal" href="#activities-tracking">Activities tracking</a></li>
|
||
</ul>
|
||
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||
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|
||
<li><a class="reference internal" href="#visitor-tracking">Visitor tracking</a></li>
|
||
<li><a class="reference internal" href="#website-visibility">Website visibility</a></li>
|
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<li><a class="reference internal" href="#website-metadata">Website metadata</a></li>
|
||
</ul>
|
||
</li>
|
||
<li><a class="reference internal" href="#others">Others</a><ul>
|
||
<li><a class="reference internal" href="#customer-rating">Customer Rating</a><ul>
|
||
<li><a class="reference internal" href="#adding-rating-on-your-model">Adding rating on your model</a></li>
|
||
<li><a class="reference internal" href="#send-rating-requests-by-e-mail">Send rating requests by e-mail</a></li>
|
||
</ul>
|
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