User Docs
Finance
Accounting and Invoicing
Getting started
Main accounting concepts
Accounting cheat sheet
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
Invoicing processes
Cash discounts and tax reduction
Cash rounding
Payment terms and installment plans
Deferred revenues
Credit notes and refunds
Add EPC QR Codes to invoices
Snailmail
Electronic invoicing (
EDI
)
Customer payments
Different ways to record a payment
Invoice online payment
Install the patch to disable online invoice payment
Register customer payments by checks
Follow-up on invoices
Account payables
Vendor bills
Purchase receipts
AI-powered document digitization
Vendor payments
Pay with SEPA
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 bank account in a foreign currency
Bank feeds
Bank statements
Bank synchronization: automatic import
Ponto as bank synchronization provider
Salt Edge as bank synchronization provider
Miscellaneous
Internal transfer
Bank reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Taxation
Taxes
Taxes
Default taxes
Fiscal positions (tax and account mapping)
EU intra-community distance selling
Manage withholding taxes
Manage prices for B2B (tax excluded) and B2C (tax included)
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
Data inalterability check report
Tax carryover
Declarations
Intrastat
Silverfin integration
Others
Multi-currency system
Analytic accounting
Adviser
Financial budget
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
Alipay
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Ogone
Paypal
Razorpay
SIPS
Stripe
Sales
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
Lead mining
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
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
Sell subscriptions
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
Manage prices for B2B (tax excluded) and B2C (tax included)
Manage your pricing
How to sell in foreign currencies
Use eWallets and gift cards
Point of Sale
Overview
Getting started
Register customers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop Features
Invoice issuance
Barcodes
Sales orders in PoS
Receipts
Cash Rounding
Serial numbers and lots
Restaurant features
Bills
Floors and tables management
Orders printing
Tips
Payment Terminals
Adyen
Vantiv
SIX
Stripe
Pricing Features
Apply Discounts
Using discount tags with a barcode scanner
Manage a loyalty program
Using Pricelists in Point of Sale
Subscriptions
Configuration
Use subscription templates
Add subscription products
Sales flow
Create a quotation using subscription products
Renew a subscription
Upsell a subscription
Close a subscription
Follow-up
Set up automatic alerts
Reporting
Generate subscription reports
Rental
Websites
Website
Publish
How to translate my website
Manage Multi Websites
Geo IP Installation (On-Premises Database)
Optimize
How to do Search Engine Optimisation (SEO) in Flectra
How to track your website’s traffic in Google Analytics
Website analytics with Plausible.io
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
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?
Select a replenishment strategy
Warehouses
Manage Warehouses and Locations
Resupply from another warehouse
Replenishment strategies
Resupply from another Warehouse
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)
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 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?
Advanced Routes
Concepts
Routes and Pull/Push Rules
Inter-warehouse transfers
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
Putaway rules
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
Manage work orders using work centers
Quality control
Add quality controls
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
Marketing
Marketing Automation
Getting Started
Marketing Automation
Target an audience
Marketing activities
Testing and running a campaign
Advanced
Understanding metrics
SMS Marketing
Pricing and FAQ
SMS Pricing and FAQ
Events
Event essentials
Sell tickets
Track and manage talks
Surveys
Overview
Survey essentials
Scoring surveys
Timed and randomized questions
Services
Project
Project management
Timesheets
Overview
Create Timesheets upon Time Off Validation
Helpdesk
Overview
Getting Started
Service Level Agreements (SLA)
Start Receiving Tickets
Reports for a Better Support
Forum and eLearning
Ratings
Productivity
Discuss
Overview
Get Started with Discuss
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Advanced
Configure ICE servers with Twilio
Knowledge
Articles editing
Properties
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
Miscellaneous
Users & Companies
Manage users
Change language
Access Rights
Companies
Portal access
Authentication
Google Sign-In Authentication
OAuth
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 Flectra with an email server
Send an email with Flectra
Email Templates
FAQ
Calendars
Synchronize Outlook Calendar with Flectra
Synchronize Google Calendar with Flectra
Digest Emails
In-App Purchase (IAP)
Developer Mode (debug mode)
Install and Maintain
Install
Installing Flectra
System configuration
Setting up a Content Delivery Network (CDN)
Email gateway
Maintain
Connect Microsoft Outlook 365 to Flectra using Azure OAuth
Connect Gmail to Flectra using Google OAuth
Mailjet API
Bugfix updates
Change hosting solution
Supported versions
Upgrade
Developer
Tutorials
Getting started
Chapter 1: Architecture Overview
Chapter 2: Development environment setup
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
Discover the JavaScript Framework
Chapter 1: Components
Chapter 2: Flectra web framework
Chapter 3: Fields and Views
Chapter 4: Miscellaneous
Chapter 5: Custom kanban view
Chapter 6: Creating a view from scratch
Chapter 7: Testing
Define module data
Restrict access to data
Safeguard your code with unit tests
Reuse code with mixins
Build PDF Reports
Visualize data in dashboards
How-to guides
Write lean easy-to-maintain CSS
Web Services
Multi-company Guidelines
Accounting localization
Translating Modules
Provide IAP services
Connect with a device
Reference
Python framework
ORM API
Changelog
Data Files
Actions
Views
Module Manifests
QWeb Reports
Security in Flectra
Performance
Testing Flectra
Web Controllers
Mixins and Useful Classes
JavaScript framework
Framework Overview
Assets
Javascript Modules
Owl Components
Registries
Services
Hooks
Patching code
Javascript Cheatsheet
Javascript Reference
Mobile JavaScript
QWeb Templates
Flectra Editor
User interface
SCSS inheritance
UI icons
Standard modules
Accounting
Account Tag
Account
Chart Template
Fiscal Position
Account Group
Report
Report Line
Taxes
Tax Repartitions
Payment
Payment Provider
Payment Token
Payment Transaction
Command-line interface (CLI)
External API
Extract API
Contributing
Development
Coding guidelines
Git guidelines
Documentation
Content guidelines
RST cheat sheet
RST guidelines
User Docs
Finance
Accounting and Invoicing
Getting started
Main accounting concepts
Accounting cheat sheet
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
Invoicing processes
Cash discounts and tax reduction
Cash rounding
Payment terms and installment plans
Deferred revenues
Credit notes and refunds
Add EPC QR Codes to invoices
Snailmail
Electronic invoicing (
EDI
)
Customer payments
Different ways to record a payment
Invoice online payment
Install the patch to disable online invoice payment
Register customer payments by checks
Follow-up on invoices
Account payables
Vendor bills
Purchase receipts
AI-powered document digitization
Vendor payments
Pay with SEPA
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 bank account in a foreign currency
Bank feeds
Bank statements
Bank synchronization: automatic import
Ponto as bank synchronization provider
Salt Edge as bank synchronization provider
Miscellaneous
Internal transfer
Bank reconciliation
Bank reconciliation process - use cases
Reconciliation Models
Taxation
Taxes
Taxes
Default taxes
Fiscal positions (tax and account mapping)
EU intra-community distance selling
Manage withholding taxes
Manage prices for B2B (tax excluded) and B2C (tax included)
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
Data inalterability check report
Tax carryover
Declarations
Intrastat
Silverfin integration
Others
Multi-currency system
Analytic accounting
Adviser
Financial budget
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
Alipay
Amazon Payment Services
AsiaPay
Authorize.Net
Buckaroo
Demo
Flutterwave
Mercado Pago
Mollie
Ogone
Paypal
Razorpay
SIPS
Stripe
Sales
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
Lead mining
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
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
Sell subscriptions
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
Manage prices for B2B (tax excluded) and B2C (tax included)
Manage your pricing
How to sell in foreign currencies
Use eWallets and gift cards
Point of Sale
Overview
Getting started
Register customers
Secure connection (HTTPS)
Self-signed certificate for ePOS printers
Shop Features
Invoice issuance
Barcodes
Sales orders in PoS
Receipts
Cash Rounding
Serial numbers and lots
Restaurant features
Bills
Floors and tables management
Orders printing
Tips
Payment Terminals
Adyen
Vantiv
SIX
Stripe
Pricing Features
Apply Discounts
Using discount tags with a barcode scanner
Manage a loyalty program
Using Pricelists in Point of Sale
Subscriptions
Configuration
Use subscription templates
Add subscription products
Sales flow
Create a quotation using subscription products
Renew a subscription
Upsell a subscription
Close a subscription
Follow-up
Set up automatic alerts
Reporting
Generate subscription reports
Rental
Websites
Website
Publish
How to translate my website
Manage Multi Websites
Geo IP Installation (On-Premises Database)
Optimize
How to do Search Engine Optimisation (SEO) in Flectra
How to track your website’s traffic in Google Analytics
Website analytics with Plausible.io
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
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?
Select a replenishment strategy
Warehouses
Manage Warehouses and Locations
Resupply from another warehouse
Replenishment strategies
Resupply from another Warehouse
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)
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 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?
Advanced Routes
Concepts
Routes and Pull/Push Rules
Inter-warehouse transfers
Organize a cross-dock in a warehouse
Taking stock from different warehouses
Putaway & Removal Strategies
Putaway rules
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
Manage work orders using work centers
Quality control
Add quality controls
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
Marketing
Marketing Automation
Getting Started
Marketing Automation
Target an audience
Marketing activities
Testing and running a campaign
Advanced
Understanding metrics
SMS Marketing
Pricing and FAQ
SMS Pricing and FAQ
Events
Event essentials
Sell tickets
Track and manage talks
Surveys
Overview
Survey essentials
Scoring surveys
Timed and randomized questions
Services
Project
Project management
Timesheets
Overview
Create Timesheets upon Time Off Validation
Helpdesk
Overview
Getting Started
Service Level Agreements (SLA)
Start Receiving Tickets
Reports for a Better Support
Forum and eLearning
Ratings
Productivity
Discuss
Overview
Get Started with Discuss
Efficiently Communicate Using Channels
Get Organized by Planning Activities
Advanced
Configure ICE servers with Twilio
Knowledge
Articles editing
Properties
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
Miscellaneous
Users & Companies
Manage users
Change language
Access Rights
Companies
Portal access
Authentication
Google Sign-In Authentication
OAuth
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 Flectra with an email server
Send an email with Flectra
Email Templates
FAQ
Calendars
Synchronize Outlook Calendar with Flectra
Synchronize Google Calendar with Flectra
Digest Emails
In-App Purchase (IAP)
Developer Mode (debug mode)
Install and Maintain
Install
Installing Flectra
System configuration
Setting up a Content Delivery Network (CDN)
Email gateway
Maintain
Connect Microsoft Outlook 365 to Flectra using Azure OAuth
Connect Gmail to Flectra using Google OAuth
Mailjet API
Bugfix updates
Change hosting solution
Supported versions
Upgrade
Developer
Tutorials
Getting started
Chapter 1: Architecture Overview
Chapter 2: Development environment setup
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
Discover the JavaScript Framework
Chapter 1: Components
Chapter 2: Flectra web framework
Chapter 3: Fields and Views
Chapter 4: Miscellaneous
Chapter 5: Custom kanban view
Chapter 6: Creating a view from scratch
Chapter 7: Testing
Define module data
Restrict access to data
Safeguard your code with unit tests
Reuse code with mixins
Build PDF Reports
Visualize data in dashboards
How-to guides
Write lean easy-to-maintain CSS
Web Services
Multi-company Guidelines
Accounting localization
Translating Modules
Provide IAP services
Connect with a device
Reference
Python framework
ORM API
Changelog
Data Files
Actions
Views
Module Manifests
QWeb Reports
Security in Flectra
Performance
Testing Flectra
Web Controllers
Mixins and Useful Classes
JavaScript framework
Framework Overview
Assets
Javascript Modules
Owl Components
Registries
Services
Hooks
Patching code
Javascript Cheatsheet
Javascript Reference
Mobile JavaScript
QWeb Templates
Flectra Editor
User interface
SCSS inheritance
UI icons
Standard modules
Accounting
Account Tag
Account
Chart Template
Fiscal Position
Account Group
Report
Report Line
Taxes
Tax Repartitions
Payment
Payment Provider
Payment Token
Payment Transaction
Command-line interface (CLI)
External API
Extract API
Contributing
Development
Coding guidelines
Git guidelines
Documentation
Content guidelines
RST cheat sheet
RST guidelines
docs
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Flectra 3.0
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