Applications
Finance
Accounting and Invoicing
Getting Started
Accounting Memento For Entrepreneurs (US GAAP)
Initial Configuration
Initial setup of Flectra Accounting and Flectra Invoicing
Chart of Accounts
Process overview
From Customer Invoice to Payments Collection
From Vendor Bill to Payment
Account Receivables
Customer Invoices
Overview of the invoicing process
Offer cash discounts
Cash Rounding
Payment Terms and Installment Plans
Deferred Revenues
Credit Notes and Refunds
Add EPC QR Codes to invoices
Send your Invoices by Post (Snailmail)
Customer Payments
Different ways to record a payment
Invoice Online Payment
Register customer payments by checks
Follow-up on invoices and get paid faster
Account Payables
Vendor Bills
Manage 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 & Cash
Setup
Bank Accounts
Manage a cash register
Manage a bank in a foreign currency
Bank Feeds
Bank Statements
Bank Reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Taxation
Taxes
Taxes
Default Taxes
Fiscal Positions (tax and account mapping)
Manage withholding taxes
Manage cash basis taxes
VIES VAT numbers validation
Fiscal Year
Manage Fiscal Years
Do a year end in Flectra (close a fiscal year)
Reporting
Overview
Main reports available
Create a customized reports with your own formulas
Declarations
Tax Return (VAT Declaration)
Others
Analytic
Analytic account use cases
Track costs of human resources with timesheets
Track costs of purchases, expenses, subcontracting
Adviser
Manage a financial budget
Multicurrency
Flectra’s multi-currency system
Manage invoices and payment in multiple currencies
Record exchange rates at payments
Automatic Currency Rate
Inventory
Impact on the average price valuation when returning goods
Inventory valuation configuration
Fiscal Localizations
Overview
Fiscal Localization Packages
List of supported countries
Localizations
Argentina
Australia
Chile
Colombia
Colombia (ES)
France
Germany
India
Indonesia
Italy (IT)
Mexico
Netherlands
Peru
Spain
Switzerland
Expenses
Sign
Sales
CRM
Organize the pipeline
Get Organized by Planning Activities
Manage lost opportunities
Manage multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities from emails
Generate leads/opportunities from your website contact page
Send quotations
Lead mining
Assign and track leads
Track your prospects visits
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
Enrich your contacts base with Partner Autocomplete
How to motivate and reward my salespeople?
Sales
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
Invoicing Method
Invoice based on delivered or ordered quantities
Request a down payment
Send a pro-forma invoice
Re-invoice expenses to customers
Products & Prices
Manage your products
How to import Products with Categories and Variants
Using product variants
Set taxes
Default Taxes
Fiscal Positions (tax and account mapping)
Taxes
Manage your pricing
How to sell in foreign currencies
Advanced Topics
How to give portal access rights to my customers?
Point of Sale
Overview
Getting started
Register customers
Shop Features
Invoice from the PoS interface
Set-up Cash Control in Point of Sale
Using barcodes in PoS
Log in with employee
Reprint Receipts
Cash Rounding
Restaurant Features
Manage your tables
Offer a bill-splitting option
Print the Bill
Print orders at the kitchen or bar
Using fiscal positions in PoS
Integrate a tip option into payment
Payment Terminals
Connect a Vantiv Payment Terminal to your PoS
Connect a SIX Payment Terminal to your PoS
Pricing Features
Apply Discounts
Manage a loyalty program
Using Pricelists in Point of Sale
Fiscal Data Modules
Setting up the Fiscal Data Module with the Flectra POS
Subscriptions
Configuration
Use subscription plans
Add subscription products
Sales flow
Close a subscription
Websites
Website
Publish
How to translate my website
Manage Multi Websites
Optimize
How to do Search Engine Optimisation (SEO) in Flectra
How to track your website’s traffic in Google Analytics
How to track your website traffic from your Flectra Dashboard
Create Jitsi room on website
eCommerce
Get started
How to build a product page
How to customize my catalog page
Manage my products
How to display several images per product
How to manage product variants
How to import Products with Categories and Variants
Collect taxes
Default Taxes
Fiscal Positions (tax and account mapping)
Taxes
Get paid
How customers can access their customer account
Launch my website
Geo IP Installation (On-Premises Database)
How to translate my website
Maximize my revenue
How to sell pricier alternative products (upselling)
How to sell accessories and optional products (cross-selling)
How to enable comments & rating
Adapt prices to website visitors
How to create & share promotional codes
Live Chat
Overview
Get Started with Live Chat
Ratings
Commands and Canned Responses
Inventory & MRP
Inventory
Warehouse Management
Products
Use Different Units of Measure
When Should you Use Packages, Units of Measure or Special Packaging?
How to select the right replenishment strategy
Warehouses
What is the difference between warehouses and locations?
Inventory Adjustment
Resupply from another Warehouse
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
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
Manage expiration dates
Valuation Methods
Inventory valuation configuration
Using the inventory valuation
Integrating additional costs to products (landed costs)
Impact on the average price valuation when returning goods
Shipping
Shipping Setup
How to setup a delivery method?
How to get UPS credentials for integration with Flectra?
How to get DHL credentials for integration with Flectra?
Shipping Operations
How to invoice the shipping cost to the customer?
How to manage multiple packs for the same delivery order?
Advanced Routes
Concepts
Using Routes and Pull/Push Rules
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
What is a Putaway Rule?
What is a Removal Strategy (FIFO, LIFO, and FEFO)?
Barcodes
Setup
Set up your barcode scanner
Daily Operations
Overview
Product Life Cycle Management
User Configuration
ECO-Types
ECO Stages
ECO Changes
Manufacturing
Manufacturing Management
Create Bills of Materials
Sell sets of products as kits
How to manage BoMs for product variants
Manage semi-finished products
Using an alternative Work Center
Subcontract your Manufacturing
Use the Master Production Schedule
Machine Managements
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
Advanced
Analyze the performance of your purchases
Marketing
Automated Marketing
Advanced
Understanding Metrics
Survey
Overview
Get Started with Surveys
Scoring Surveys
Time and Randomize Questions
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Timesheets
Overview
Create Timesheets upon Time Off Validation
Helpdesk
Overview
Getting Started
Reports for a Better Support
Forum and eLearning
Ratings
Appointments
How to Create Online Appointment
Productivity
Discuss
Overview
Get Started with Discuss
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Advanced
How to Use my Mail Server to Send and Receive Emails in Flectra
Email Templates
Docusign
How to Configure Docusign
Signnow
How to Configure Signnow
Approval All in One
Sales multi level approval
Delivery Easypost
Easypost Shipping API
No-Code Studio
Concepts
Understanding General Concepts
Understanding Automated Actions
Use Cases
Advanced Use Cases: Creating Models and Adding Fields
Advanced Use Cases: Filters and Status Bar
Advanced Use Cases: Automated Actions
How To
Customizing Reports
Data Cleaning
Data Cleaning
Settings
Users and Features
General
Basics
Manage Flectra in your own language
Add Users and Manage Access Rights
Export Data From Flectra
Unsplash
How to generate an Unsplash access key
How to generate an Unsplash application ID
Data Import
How to adapt an import template
Import data
Multi Companies
Multi Companies
Authentication
How to allow users to sign in with their Google account
How to use Google Spreadsheet in Addition to my Data?
OAuth
How to allow users to sign in with LDAP
Two-factor Authentication
Payment Acquirers
Payment Acquirers (Credit Cards, Online Payment)
How to get paid with wire transfers
Authorize.Net
Configure your Paypal account
Stripe
Calendars
Synchronization with Outlook’s Calendar
Synchronize Google Calendar with Flectra
Developer Mode
Activate the Developer (Debug) Mode
Administration
Installing Flectra
Deployment
Deploying Flectra
Deploying with Content Delivery Networks
Flectra email gateway
Updating an Flectra installation
Upgrade
Database Management
On-premises Database management
Hosting Changes
Developer
Reference
ORM API
Data Files
Actions
Views
Module Manifests
Command-line interface: flectra-bin
Security in Flectra
Testing Flectra
Web Controllers
QWeb
Javascript Cheatsheet
Javascript Reference
Translating Modules
QWeb Reports
Mixins and Useful Classes
Flectra Guidelines
Internet of Things
Web Services
External API
Database Upgrade
Creating a Localization
Extract API
Tutorials
Getting Started
Chapter 1: Architecture Overview
Chapter 2: Development Environment Set-up
Chapter 3: A New Application
Chapter 4: Models And Basic Fields
Chapter 5: Security - A Brief Introduction
Chapter 6: Finally, Some UI To Play With
Chapter 7: Basic Views
Chapter 8: Relations Between Models
Chapter 9: Computed Fields And Onchanges
Chapter 10: Ready For Some Action?
Chapter 11: Constraints
Chapter 12: Add The Sprinkles
Chapter 13: Inheritance
Chapter 14: Interact With Other Modules
Chapter 15: A Brief History Of QWeb
Chapter 16: Polish Your Code And Submit Your PR
Advanced B: ACL and Record Rules
Advanced C: Master and Demo Data
Advanced E: Python Unit Tests
Advanced K: Dashboards
Theme Tutorial
Building a Website
Building a Module
Customizing the web client
Profiling Flectra code
Multi-company Guidelines
Services
Support
Where to find help?
What can I expect from the support service?
Supported versions
Contributing
Contributing to the documentation
Introduction guide
RST cheat sheet
RST guidelines
Content guidelines
Applications
Finance
Accounting and Invoicing
Getting Started
Accounting Memento For Entrepreneurs (US GAAP)
Initial Configuration
Initial setup of Flectra Accounting and Flectra Invoicing
Chart of Accounts
Process overview
From Customer Invoice to Payments Collection
From Vendor Bill to Payment
Account Receivables
Customer Invoices
Overview of the invoicing process
Offer cash discounts
Cash Rounding
Payment Terms and Installment Plans
Deferred Revenues
Credit Notes and Refunds
Add EPC QR Codes to invoices
Send your Invoices by Post (Snailmail)
Customer Payments
Different ways to record a payment
Invoice Online Payment
Register customer payments by checks
Follow-up on invoices and get paid faster
Account Payables
Vendor Bills
Manage 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 & Cash
Setup
Bank Accounts
Manage a cash register
Manage a bank in a foreign currency
Bank Feeds
Bank Statements
Bank Reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Taxation
Taxes
Taxes
Default Taxes
Fiscal Positions (tax and account mapping)
Manage withholding taxes
Manage cash basis taxes
VIES VAT numbers validation
Fiscal Year
Manage Fiscal Years
Do a year end in Flectra (close a fiscal year)
Reporting
Overview
Main reports available
Create a customized reports with your own formulas
Declarations
Tax Return (VAT Declaration)
Others
Analytic
Analytic account use cases
Track costs of human resources with timesheets
Track costs of purchases, expenses, subcontracting
Adviser
Manage a financial budget
Multicurrency
Flectra’s multi-currency system
Manage invoices and payment in multiple currencies
Record exchange rates at payments
Automatic Currency Rate
Inventory
Impact on the average price valuation when returning goods
Inventory valuation configuration
Fiscal Localizations
Overview
Fiscal Localization Packages
List of supported countries
Localizations
Argentina
Australia
Chile
Colombia
Colombia (ES)
France
Germany
India
Indonesia
Italy (IT)
Mexico
Netherlands
Peru
Spain
Switzerland
Expenses
Sign
Sales
CRM
Organize the pipeline
Get Organized by Planning Activities
Manage lost opportunities
Manage multiple sales teams
Acquire leads
Convert leads into opportunities
Generate leads/opportunities from emails
Generate leads/opportunities from your website contact page
Send quotations
Lead mining
Assign and track leads
Track your prospects visits
Analyze performance
Check your Win/Loss Ratio
Optimize your Day-to-Day work
Enrich your contacts base with Partner Autocomplete
How to motivate and reward my salespeople?
Sales
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
Invoicing Method
Invoice based on delivered or ordered quantities
Request a down payment
Send a pro-forma invoice
Re-invoice expenses to customers
Products & Prices
Manage your products
How to import Products with Categories and Variants
Using product variants
Set taxes
Default Taxes
Fiscal Positions (tax and account mapping)
Taxes
Manage your pricing
How to sell in foreign currencies
Advanced Topics
How to give portal access rights to my customers?
Point of Sale
Overview
Getting started
Register customers
Shop Features
Invoice from the PoS interface
Set-up Cash Control in Point of Sale
Using barcodes in PoS
Log in with employee
Reprint Receipts
Cash Rounding
Restaurant Features
Manage your tables
Offer a bill-splitting option
Print the Bill
Print orders at the kitchen or bar
Using fiscal positions in PoS
Integrate a tip option into payment
Payment Terminals
Connect a Vantiv Payment Terminal to your PoS
Connect a SIX Payment Terminal to your PoS
Pricing Features
Apply Discounts
Manage a loyalty program
Using Pricelists in Point of Sale
Fiscal Data Modules
Setting up the Fiscal Data Module with the Flectra POS
Subscriptions
Configuration
Use subscription plans
Add subscription products
Sales flow
Close a subscription
Websites
Website
Publish
How to translate my website
Manage Multi Websites
Optimize
How to do Search Engine Optimisation (SEO) in Flectra
How to track your website’s traffic in Google Analytics
How to track your website traffic from your Flectra Dashboard
Create Jitsi room on website
eCommerce
Get started
How to build a product page
How to customize my catalog page
Manage my products
How to display several images per product
How to manage product variants
How to import Products with Categories and Variants
Collect taxes
Default Taxes
Fiscal Positions (tax and account mapping)
Taxes
Get paid
How customers can access their customer account
Launch my website
Geo IP Installation (On-Premises Database)
How to translate my website
Maximize my revenue
How to sell pricier alternative products (upselling)
How to sell accessories and optional products (cross-selling)
How to enable comments & rating
Adapt prices to website visitors
How to create & share promotional codes
Live Chat
Overview
Get Started with Live Chat
Ratings
Commands and Canned Responses
Inventory & MRP
Inventory
Warehouse Management
Products
Use Different Units of Measure
When Should you Use Packages, Units of Measure or Special Packaging?
How to select the right replenishment strategy
Warehouses
What is the difference between warehouses and locations?
Inventory Adjustment
Resupply from another Warehouse
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
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
Manage expiration dates
Valuation Methods
Inventory valuation configuration
Using the inventory valuation
Integrating additional costs to products (landed costs)
Impact on the average price valuation when returning goods
Shipping
Shipping Setup
How to setup a delivery method?
How to get UPS credentials for integration with Flectra?
How to get DHL credentials for integration with Flectra?
Shipping Operations
How to invoice the shipping cost to the customer?
How to manage multiple packs for the same delivery order?
Advanced Routes
Concepts
Using Routes and Pull/Push Rules
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
What is a Putaway Rule?
What is a Removal Strategy (FIFO, LIFO, and FEFO)?
Barcodes
Setup
Set up your barcode scanner
Daily Operations
Overview
Product Life Cycle Management
User Configuration
ECO-Types
ECO Stages
ECO Changes
Manufacturing
Manufacturing Management
Create Bills of Materials
Sell sets of products as kits
How to manage BoMs for product variants
Manage semi-finished products
Using an alternative Work Center
Subcontract your Manufacturing
Use the Master Production Schedule
Machine Managements
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
Advanced
Analyze the performance of your purchases
Marketing
Automated Marketing
Advanced
Understanding Metrics
Survey
Overview
Get Started with Surveys
Scoring Surveys
Time and Randomize Questions
Services
Project
Tasks
Create Project’s Tasks from an Email Alias
Timesheets
Overview
Create Timesheets upon Time Off Validation
Helpdesk
Overview
Getting Started
Reports for a Better Support
Forum and eLearning
Ratings
Appointments
How to Create Online Appointment
Productivity
Discuss
Overview
Get Started with Discuss
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Advanced
How to Use my Mail Server to Send and Receive Emails in Flectra
Email Templates
Docusign
How to Configure Docusign
Signnow
How to Configure Signnow
Approval All in One
Sales multi level approval
Delivery Easypost
Easypost Shipping API
No-Code Studio
Concepts
Understanding General Concepts
Understanding Automated Actions
Use Cases
Advanced Use Cases: Creating Models and Adding Fields
Advanced Use Cases: Filters and Status Bar
Advanced Use Cases: Automated Actions
How To
Customizing Reports
Data Cleaning
Data Cleaning
Settings
Users and Features
General
Basics
Manage Flectra in your own language
Add Users and Manage Access Rights
Export Data From Flectra
Unsplash
How to generate an Unsplash access key
How to generate an Unsplash application ID
Data Import
How to adapt an import template
Import data
Multi Companies
Multi Companies
Authentication
How to allow users to sign in with their Google account
How to use Google Spreadsheet in Addition to my Data?
OAuth
How to allow users to sign in with LDAP
Two-factor Authentication
Payment Acquirers
Payment Acquirers (Credit Cards, Online Payment)
How to get paid with wire transfers
Authorize.Net
Configure your Paypal account
Stripe
Calendars
Synchronization with Outlook’s Calendar
Synchronize Google Calendar with Flectra
Developer Mode
Activate the Developer (Debug) Mode
Administration
Installing Flectra
Deployment
Deploying Flectra
Deploying with Content Delivery Networks
Flectra email gateway
Updating an Flectra installation
Upgrade
Database Management
On-premises Database management
Hosting Changes
Developer
Reference
ORM API
Data Files
Actions
Views
Module Manifests
Command-line interface: flectra-bin
Security in Flectra
Testing Flectra
Web Controllers
QWeb
Javascript Cheatsheet
Javascript Reference
Translating Modules
QWeb Reports
Mixins and Useful Classes
Flectra Guidelines
Internet of Things
Web Services
External API
Database Upgrade
Creating a Localization
Extract API
Tutorials
Getting Started
Chapter 1: Architecture Overview
Chapter 2: Development Environment Set-up
Chapter 3: A New Application
Chapter 4: Models And Basic Fields
Chapter 5: Security - A Brief Introduction
Chapter 6: Finally, Some UI To Play With
Chapter 7: Basic Views
Chapter 8: Relations Between Models
Chapter 9: Computed Fields And Onchanges
Chapter 10: Ready For Some Action?
Chapter 11: Constraints
Chapter 12: Add The Sprinkles
Chapter 13: Inheritance
Chapter 14: Interact With Other Modules
Chapter 15: A Brief History Of QWeb
Chapter 16: Polish Your Code And Submit Your PR
Advanced B: ACL and Record Rules
Advanced C: Master and Demo Data
Advanced E: Python Unit Tests
Advanced K: Dashboards
Theme Tutorial
Building a Website
Building a Module
Customizing the web client
Profiling Flectra code
Multi-company Guidelines
Services
Support
Where to find help?
What can I expect from the support service?
Supported versions
Contributing
Contributing to the documentation
Introduction guide
RST cheat sheet
RST guidelines
Content guidelines
docs
English
Version
2.0
Try Flectra for FREE
Navigation
index
modules
|
next
|
previous
|
Flectra 2.0 documentation
»
Applications
»
Sales
»
CRM
»
Assign and track leads
Assign and track leads
¶
Track your prospects visits
Navigation
index
modules
|
next
|
previous
|
Flectra 2.0 documentation
»
Applications
»
Sales
»
CRM
»
Assign and track leads
