Application Guides
Platform
Users and companies
Manage users
Change language
Access Rights
Companies
Portal access
Deleting an PerfectWORK Account
Authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
Sign in with LDAP
Two-factor Authentication
Apps and modules
Export and import data
Search and filter records
Reporting
Email Communication
Send and receive emails in Perfectwork with an email server
Configure DNS records to send emails in Perfectwork
Email Templates
FAQ
VoIP (Voice over Internet Protocol)
Configure your VoIP Asterisk server for Odoo
Use VoIP services in Odoo with OnSIP
Use VoIP services in Odoo with Axivox
Calendars
Synchronize Outlook Calendar with PerfectWORK
Synchronize Google Calendar with PerfectWORK
Digest Emails
Finance & Accounting
Accounting
Getting started
Main Accounting Concepts
Quick Notes on Accounting
Initial configuration
Initial setup of Accounting and Invoicing
Chart of accounts
Process overview
From Customer Invoice to Payments Collection
From vendor bill to payment
Account receivables
Customer invoices
Invoicing processes
Cash discounts and tax reduction
Cash rounding
Payment terms and installment plans
Deferred revenues
Credit notes and refunds
Customer payments
Different ways to record a payment
Invoice online payment
Install the patch to disable online invoice payment
Register customer payments by checks
Batch payments by bank deposit
Account payables
Vendor bills
Purchase receipts
Deferred expenses and prepayments
Non-current assets and fixed assets
Vendor payments
Pay by checks
Pay several bills at once
Miscellaneous
Forecast future bills to pay
Bank and cash
Setup
Bank and cash accounts
Outstanding accounts
Manage a cash register
Manage a bank account in a foreign currency
Transactions
Bank reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Internal transfer
Taxation
Taxes
Taxes
Default taxes
Fiscal positions (tax and account mapping)
Manage withholding taxes
Manage prices for B2B (tax excluded) and B2C (tax included)
Cash basis taxes
Reporting
Overview
Main reports available
Data inalterability check report
Declarations
Tax return (VAT declaration)
Others
Multi-currency system
Analytic accounting
Adviser
Financial budget
Fiscal year
Manage Fiscal Years
Do a year end in PerfectWORK (close a fiscal year)
Inventory
Impact on the average price valuation when returning goods
Inventory valuation configuration
Expenses
Payment providers (credit cards, online payments)
How to get paid with wire transfers
Adyen
Paypal
Stripe
Fiscal localizations
Sales & Distribution
CRM
Organize the pipeline
Get Organized by Planning Activities
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Assign and track leads
Track your prospects visits
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
How to motivate and reward my salespeople?
Sales
Products & Prices
Manage your products
How to import Products with Categories and Variants
Product variants
Automatically get product images with Google Images
Set taxes
Default taxes
Fiscal positions (tax and account mapping)
Taxes
TaxCloud integration
Manage prices for B2B (tax excluded) and B2C (tax included)
Manage your pricing
How to adapt your prices to your customers and apply discounts
How to sell in foreign currencies
Process returns and refunds
Use eWallets and gift cards
Send Quotations
Use quotation templates
Add optional products
Get a signature to confirm an order
Get paid to confirm an order
Use quotations deadline to stimulate your customers
Deliver and invoice to different addresses
Add terms & conditions
Use product variants on quotations and sales orders
Invoicing Method
Invoice based on delivered or ordered quantities
Request a down payment
Send a pro-forma invoice
Invoice based on time and materials
Invoice project milestones
Re-invoice expenses to customers
Point of Sale
Overview
Getting started
Customer note
Register customers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop Features
Invoice issuance
Barcodes
Sales orders in PoS
Log in with employee
Receipts
Cash Rounding
Serial numbers and lots
Restaurant features
Bills
Floors and tables management
Orders printing
Flexible taxes (fiscal positions)
Tips
Payment Terminals
Adyen
Stripe
Pricing Features
Apply Discounts
Using discount tags with a barcode scanner
Manage a loyalty program
Using Pricelists in Point of Sale
Websites
Website
Publish
Website translation
Manage Multi Websites
Geo IP Installation
Optimize
How to do Search Engine Optimisation (SEO) in PerfectWORK
How to track your website’s traffic in Google Analytics
Website analytics with Plausible.io
Track clicks and visitors using Link Trackers
Unsplash (free images)
eCommerce
Products
Product management
Catalog
Product variants
Price management
Cross-selling and upselling
Checkout, payment, and shipping
Add to cart
Checkout
Shipping methods
Payment providers
eCommerce management
Order handling
Customer accounts
Customer interaction
Performance monitoring
Live Chat
Overview
Get Started with Live Chat
Ratings
Commands and Canned Responses
Productivity
Discuss
Overview
Get Started with Connect
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Advanced
Configure ICE servers with Twilio
Internet of Things (IoT)
Configuration
Connect an IoT Box to your database
Use the IoT Box for the PoS
Flashing your SD Card
Troubleshooting
Devices
Connect a screen
Connect a Measurement Tool
Connect a Camera
Connect a Footswitch
Connect a Printer
Connect a Scale
Payment Terminals
Adyen
Stripe
Mail Plugins
Outlook Plugin
Gmail Plugin
Inventory & MRP
Inventory
Warehouse Management
Products
Use different units of measure
When Should you Use Packages, Units of Measure or Special Packaging?
Select a replenishment strategy
Warehouses
Resupply from another warehouse
Transfer products between warehouses using replenishment
Manage Warehouses and Locations
Inventory adjustments
Inventory adjustments
Cycle counts
Delivery Orders
How to choose the right inventory flow to handle delivery orders?
Process Delivery Orders in one Step (Shipping)
Process Delivery Orders in two Steps (Pick + Ship)
Process Delivery Orders in three Steps (Pick + Pack + Ship)
Send Products to Customers Directly from Suppliers (Drop-shipping)
How can I change the label type?
Incoming Shipments
How to choose the right flow to handle receipts?
Process a Receipt in one step (Receipt)
Process a Receipt in two steps (Input + Stock)
Process a Receipt in three steps (Input + Quality + Stock)
Miscellaneous Operations
Manage Stock that you don’t own
Process Batch Transfers
Process wave transfers
Planning
How is the Scheduled Delivery Date Computed
Lots and Serial Numbers
What’s the difference between lots and serial numbers?
Work with serial numbers
Manage lots of identical products
Expiration Dates
Valuation Methods
Inventory valuation configuration
Using inventory valuation
Integrating additional costs to products (landed costs)
Shipping
Shipping Setup
How to setup a delivery method?
How to integrate a third party shipper?
Set up Sendcloud shipping services in PerfectWORK
How to get UPS credentials for integration with PerfectWORK?
How to get DHL credentials for integration with PerfectWORK?
Shipping Operations
How to invoice the shipping cost to the customer?
How to manage multiple packs for the same delivery order?
How to print shipping labels?
How to cancel a shipping request to a shipper?
Advanced Routes
Concepts
Routes and Pull/Push Rules
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
Putaway rules
What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?
Barcodes
Setup
Set up your barcode scanner
Activate the Barcodes in PerfectWORK
Daily Operations
Process to an Inventory Adjustment with Barcodes
Process to Transfers
Create a Transfer from Scratch
Overview
Manufacturing
Manufacturing management
Create a bill of materials
Managing BoMs for product variants
Use kits
Manage semi-finished products
Quality Control
Alternative Work Centers
Subcontract your Manufacturing
Use the Master Production Schedule
Manage work orders using work centers
Purchase
Products
Don’t run out of stock with reordering rules
Purchase in different units of measure than sales
Manage deals
Purchase agreements: blanket orders and calls for tenders
Control and know when vendor bills should be paid
Manage vendor bills
Advanced
Analyze the performance of your purchases
Application Guides
Platform
Users and companies
Manage users
Change language
Access Rights
Companies
Portal access
Deleting an PerfectWORK Account
Authentication
Google Sign-In Authentication
Microsoft Azure sign-in authentication
Sign in with LDAP
Two-factor Authentication
Apps and modules
Export and import data
Search and filter records
Reporting
Email Communication
Send and receive emails in Perfectwork with an email server
Configure DNS records to send emails in Perfectwork
Email Templates
FAQ
VoIP (Voice over Internet Protocol)
Configure your VoIP Asterisk server for Odoo
Use VoIP services in Odoo with OnSIP
Use VoIP services in Odoo with Axivox
Calendars
Synchronize Outlook Calendar with PerfectWORK
Synchronize Google Calendar with PerfectWORK
Digest Emails
Finance & Accounting
Accounting
Getting started
Main Accounting Concepts
Quick Notes on Accounting
Initial configuration
Initial setup of Accounting and Invoicing
Chart of accounts
Process overview
From Customer Invoice to Payments Collection
From vendor bill to payment
Account receivables
Customer invoices
Invoicing processes
Cash discounts and tax reduction
Cash rounding
Payment terms and installment plans
Deferred revenues
Credit notes and refunds
Customer payments
Different ways to record a payment
Invoice online payment
Install the patch to disable online invoice payment
Register customer payments by checks
Batch payments by bank deposit
Account payables
Vendor bills
Purchase receipts
Deferred expenses and prepayments
Non-current assets and fixed assets
Vendor payments
Pay by checks
Pay several bills at once
Miscellaneous
Forecast future bills to pay
Bank and cash
Setup
Bank and cash accounts
Outstanding accounts
Manage a cash register
Manage a bank account in a foreign currency
Transactions
Bank reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Internal transfer
Taxation
Taxes
Taxes
Default taxes
Fiscal positions (tax and account mapping)
Manage withholding taxes
Manage prices for B2B (tax excluded) and B2C (tax included)
Cash basis taxes
Reporting
Overview
Main reports available
Data inalterability check report
Declarations
Tax return (VAT declaration)
Others
Multi-currency system
Analytic accounting
Adviser
Financial budget
Fiscal year
Manage Fiscal Years
Do a year end in PerfectWORK (close a fiscal year)
Inventory
Impact on the average price valuation when returning goods
Inventory valuation configuration
Expenses
Payment providers (credit cards, online payments)
How to get paid with wire transfers
Adyen
Paypal
Stripe
Fiscal localizations
Sales & Distribution
CRM
Organize the pipeline
Get Organized by Planning Activities
Manage lost opportunities
Multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities
Send quotations
Assign and track leads
Track your prospects visits
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
How to motivate and reward my salespeople?
Sales
Products & Prices
Manage your products
How to import Products with Categories and Variants
Product variants
Automatically get product images with Google Images
Set taxes
Default taxes
Fiscal positions (tax and account mapping)
Taxes
TaxCloud integration
Manage prices for B2B (tax excluded) and B2C (tax included)
Manage your pricing
How to adapt your prices to your customers and apply discounts
How to sell in foreign currencies
Process returns and refunds
Use eWallets and gift cards
Send Quotations
Use quotation templates
Add optional products
Get a signature to confirm an order
Get paid to confirm an order
Use quotations deadline to stimulate your customers
Deliver and invoice to different addresses
Add terms & conditions
Use product variants on quotations and sales orders
Invoicing Method
Invoice based on delivered or ordered quantities
Request a down payment
Send a pro-forma invoice
Invoice based on time and materials
Invoice project milestones
Re-invoice expenses to customers
Point of Sale
Overview
Getting started
Customer note
Register customers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop Features
Invoice issuance
Barcodes
Sales orders in PoS
Log in with employee
Receipts
Cash Rounding
Serial numbers and lots
Restaurant features
Bills
Floors and tables management
Orders printing
Flexible taxes (fiscal positions)
Tips
Payment Terminals
Adyen
Stripe
Pricing Features
Apply Discounts
Using discount tags with a barcode scanner
Manage a loyalty program
Using Pricelists in Point of Sale
Websites
Website
Publish
Website translation
Manage Multi Websites
Geo IP Installation
Optimize
How to do Search Engine Optimisation (SEO) in PerfectWORK
How to track your website’s traffic in Google Analytics
Website analytics with Plausible.io
Track clicks and visitors using Link Trackers
Unsplash (free images)
eCommerce
Products
Product management
Catalog
Product variants
Price management
Cross-selling and upselling
Checkout, payment, and shipping
Add to cart
Checkout
Shipping methods
Payment providers
eCommerce management
Order handling
Customer accounts
Customer interaction
Performance monitoring
Live Chat
Overview
Get Started with Live Chat
Ratings
Commands and Canned Responses
Productivity
Discuss
Overview
Get Started with Connect
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Advanced
Configure ICE servers with Twilio
Internet of Things (IoT)
Configuration
Connect an IoT Box to your database
Use the IoT Box for the PoS
Flashing your SD Card
Troubleshooting
Devices
Connect a screen
Connect a Measurement Tool
Connect a Camera
Connect a Footswitch
Connect a Printer
Connect a Scale
Payment Terminals
Adyen
Stripe
Mail Plugins
Outlook Plugin
Gmail Plugin
Inventory & MRP
Inventory
Warehouse Management
Products
Use different units of measure
When Should you Use Packages, Units of Measure or Special Packaging?
Select a replenishment strategy
Warehouses
Resupply from another warehouse
Transfer products between warehouses using replenishment
Manage Warehouses and Locations
Inventory adjustments
Inventory adjustments
Cycle counts
Delivery Orders
How to choose the right inventory flow to handle delivery orders?
Process Delivery Orders in one Step (Shipping)
Process Delivery Orders in two Steps (Pick + Ship)
Process Delivery Orders in three Steps (Pick + Pack + Ship)
Send Products to Customers Directly from Suppliers (Drop-shipping)
How can I change the label type?
Incoming Shipments
How to choose the right flow to handle receipts?
Process a Receipt in one step (Receipt)
Process a Receipt in two steps (Input + Stock)
Process a Receipt in three steps (Input + Quality + Stock)
Miscellaneous Operations
Manage Stock that you don’t own
Process Batch Transfers
Process wave transfers
Planning
How is the Scheduled Delivery Date Computed
Lots and Serial Numbers
What’s the difference between lots and serial numbers?
Work with serial numbers
Manage lots of identical products
Expiration Dates
Valuation Methods
Inventory valuation configuration
Using inventory valuation
Integrating additional costs to products (landed costs)
Shipping
Shipping Setup
How to setup a delivery method?
How to integrate a third party shipper?
Set up Sendcloud shipping services in PerfectWORK
How to get UPS credentials for integration with PerfectWORK?
How to get DHL credentials for integration with PerfectWORK?
Shipping Operations
How to invoice the shipping cost to the customer?
How to manage multiple packs for the same delivery order?
How to print shipping labels?
How to cancel a shipping request to a shipper?
Advanced Routes
Concepts
Routes and Pull/Push Rules
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
Putaway rules
What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?
Barcodes
Setup
Set up your barcode scanner
Activate the Barcodes in PerfectWORK
Daily Operations
Process to an Inventory Adjustment with Barcodes
Process to Transfers
Create a Transfer from Scratch
Overview
Manufacturing
Manufacturing management
Create a bill of materials
Managing BoMs for product variants
Use kits
Manage semi-finished products
Quality Control
Alternative Work Centers
Subcontract your Manufacturing
Use the Master Production Schedule
Manage work orders using work centers
Purchase
Products
Don’t run out of stock with reordering rules
Purchase in different units of measure than sales
Manage deals
Purchase agreements: blanket orders and calls for tenders
Control and know when vendor bills should be paid
Manage vendor bills
Advanced
Analyze the performance of your purchases
Documentation
Navigation
index
next
|
previous
|
Odoo 16.0 documentation
»
Application Guides
»
Websites
»
eCommerce
»
Checkout, payment, and shipping
Checkout, payment, and shipping
¶
Add to cart
Checkout
Shipping methods
Payment providers
Navigation
index
next
|
previous
|
Odoo 16.0 documentation
»
Application Guides
»
Websites
»
eCommerce
»
Checkout, payment, and shipping
