Viindoo docs
  • User Documentation
    • Getting Started with Viindoo system
      • System Settings
        • Steps to create Viindoo Instance
        • Sign-in with Google Authentication
        • Concepts, terms and objects used in Viindoo Instance
        • Setting Apps and Modules
        • Installing & Using multilingual guidelines
        • How to set Mail server for Sending/Receiving emails in Viindoo
        • Activating Developer Mode (debug mode)
      • Manage Companies
        • Setting up for company and multi-company
      • Manage Users
        • User account setting and management
        • Advance Access setting up for User account
        • User account privacy setting
      • Products in Viindoo system
        • Managing Product Categories
        • Steps to create a new product
        • Using Product variants in Viindoo
        • Auto-upload product images from Google
      • Guiding to Import and Export Data
      • Views and Reports
      • Filter, Groups and Search use cases
      • Communication and Collaboration in Viindoo
      • How to configure Email Templates in Viindoo
      • External Apps Integration
        • Integrating with Google Drive and Google Spreadsheet
    • Productivity
      • Discuss
        • Set up and classify the notifications in Viindoo Discuss
        • Effective Communication with Viindoo Discuss
        • Organize an online meeting in Viindoo
      • Calendar
        • How to install and configure Viindoo Calendar app
        • How to book a meeting in Viindoo
        • Synchronization with Outlook’s Calendar
        • Synchronization with Google’s Calendar
      • Notes
        • How to use Notes
        • Introduction to Collaborative Pads in Viindoo Notes
      • Schedule activities
      • Contact
        • Overview and configuration in Viindoo Contact
        • Create a new Contact in Viindoo
    • Operation
      • Approval
        • Approval Overview
        • How to create approval types and approval levels
        • Manage Approval Requests
        • Manage Procurement Approval
      • Document
        • Getting started with the Documents app in Viindoo
        • Create and authorize document workspaces
        • Categorize documents with tags
        • Upload documents to Viindoo
        • How to share documents in Viindoo
        • Document approval
        • The status of the document
        • How to search document in Viindoo
      • OKR
        • Getting started with OKR App
        • Set up the OKR hierarchy structure
        • Manage the process and measure the result of OKR
        • Use the Project app for OKR planning
    • Sales Management
      • CRM
        • CRM App Overview
          • Getting started with CRM in Viindoo
          • Overview of the user interface in CRM
        • Manage Sales Teams and Sales Regions
          • Establish Sales Teams and Sales Regions
        • Acquire leads
          • Steps to record Leads
          • Generate Lead/Opportunity from emails
          • Generate Lead/Opportunity from Outlook email
          • Generate Lead/Opportunity from your website Contact page
          • Generate Lead/Opportunity from LiveChat
        • Organize the pipeline
          • Get Organized and Planning for customer care activities
          • Convert Lead into Opportunity and assign to person in charge
          • Create quotations and send them to the customer
          • Manage lost Lead/Opportunity
        • Analyze performance
          • CRM Report on Lead/Opportunity Annalysis
          • Lead/Opportunity Analysis with Sankey Chart
      • Sales
        • Sales App Overview
          • Introduction of Sales in Viindoo
          • User interface overview of Sales
        • Sales Team
          • Establish Sales Teams and Sales Regions
          • Sales Target Management
        • Manage the Sales Taxes in Viindoo
          • Setting up and Using default Taxes on Sales
          • Steps to setup Fiscal Position (Taxes and Accounts)
          • Taxes and tax rules configuration
          • Manage the price including or excluding taxes
        • Manage your pricing
          • Manage multiple prices per product
          • Pricelists: Manage advance price rules
          • Selling in foreign currencies price
        • Manage Sales Subscription
          • Getting started with Subscription
          • How to create a sales order for subscription products
          • Purchasing and tracking subscription orders by customers
          • Subscription Analysis Report
        • Send quotations
          • How to create Sales Quotation and Sales Order
          • Designing Quotation Template for fast and efficient sales process
          • Setting up the validity period for quotation
          • Manage invoicing address and delivery address in Sales
          • Activate E-Sign feature to confirm order
          • Activate online payment in Viindoo
          • Add Optional Products in Sales Order
          • Activate Terms and Conditions in Sales
        • Invoicing Method
          • Invoice based on delivered or ordered quantities
          • Down payment in Viindoo Sales
          • How Pro-forma invoice works in Viindoo
          • Invoice based on timing of service provision
          • Invoice based on project milestone
          • Re-invoice expenses to customers
        • Gift
          • Setup Promotion programs
          • Create Coupon programs
        • Shipping Method
          • Configure delivery methods
        • Payment for Sales orders
          • Advanced features related to payment
        • Advanced Topics
          • Granting Portal access to customers
        • Sales Reports
          • Sales Analysis Reports
          • Sales Analysis with Sankey Chart
      • Point of Sale
        • Point of Sale App Overview
          • Overviews of Point of Sale in Viindoo
          • Product and Product categories in Point of Sale
          • Manage PoS process in Viindoo
          • How to register a new customer in POS
        • Shop Features
          • Steps for Cashiers to log in to PoS shop
          • Advanced Cash Control: Setting up and Managing
          • Steps to activate Cash Rounding in PoS
          • Manage PoS Bill
          • Invoice from the Point of Sale interface
          • Good Returns in Viindoo PoS
        • Restaurant Features
          • Restaurant Reservation Management
          • Using Fiscal Position in Point of Sale (PoS)
          • Printing PoS orders at the kitchen/bar
          • Applying bonus amount on payment
          • Steps to split bills in Viindoo PoS
          • How to print bills before payment?
        • Pricing Features
          • Managers control price modification in PoS
          • Guideline to set up Pricelists in PoS
          • How to apply discount
          • Steps to setup Loyalty Program
          • How to set up Promotion Vouchers in POS
          • Payment with Vantiv payment terminal in POS
          • Payment with Six payment terminal in POS
      • eCommerce
        • Getting Started with eCommerce
          • Overviews of eCommerce in Viindoo
          • Steps to design, customize your Shop in Viindoo
        • Manage the products in eCommerce
          • Create and manage eCommerce product categories on the website
          • eCommerce products
          • How to add product images on an eCommerce website
          • Manage stock of the published products on eCommerce website
        • Invoicing and payment in eCommerce
          • Issue invoices for the online paid sale orders
          • How the Customers check their account information on eCommerce website
        • Maximize your revenue
          • Upselling with alternative products
          • Cross-selling with customized products or accessories
          • Enable comments and product rating on website
          • Multiple customer pricelists for website
          • Promotional codes and programs for website sale orders
      • Vouchers
        • Overview and Configuration in Viindoo Vouchers app
        • Steps to Issue Vouchers
        • Using Promotion Vouchers
      • Rental
        • Introduction to Viindoo Rental app
        • Rental Product Management
          • Rental Product Configuration
          • Manage rental product pricing
        • Rental Orders Management
          • How to create Rental Orders
          • Manage the process of delivery and swap of rental products
        • Rental Reports
          • Rental Report Overview
    • Services
      • Project
        • Overview and configuration of the Project application in Viindoo
        • Guideline to basic features of Viindoo Project
        • Guideline to timesheet in the project
        • Setting advanced features of Viindoo Project
        • Manage personal/private tasks in Viindoo
        • Manage your project progress in Viindoo
        • Record project revenue (Integrated with Sales, Timesheets, Accounting)
        • Record project cost (Integrated with Expenses, Timesheets, Accounting)
        • Project support requests handling tools (Integrated with Helpdesk)
        • Project management with Scrum framework
          • Project planning with Scrum framework
          • Project implementation with Scrum
          • Project reviews & retrospectives
          • Reporting on Project efficiency
      • Timesheets
        • What to know to start with Viindoo Timesheet
        • How to create Timesheets upon other apps
        • Guideline to analyze employees’ effective hours
      • Helpdesk
        • Overview of Helpdesk in Viindoo
        • Initial Configuration of the Helpdesk app
        • Guidance for Ticket management
        • Steps to integrate other applications with Helpdesk
      • Appointment
        • Overview of the Appointments App in Viindoo
        • Get started with Appointments management
        • Appointment scheduling in customer service
        • Receive and manage appointments
        • Appointment Analysis Report
      • Maintenance
        • Installation and Access rights
        • Configuration of Maintenance Teams, Equipment Categories and Maintenance Stages
        • How to create equipments from Maintenance module
        • Auto-create equipment when receiving products
        • How to create and manage Maintenance Requests
        • Maintenance Reporting
      • Repairs
        • How to install and set up Repairs app
        • Repair orders Management
          • Create repair order
          • Repairing at an internal location
          • Repairing at customer’s location
          • Create Repair orders from Warranty claim
          • Create Repair orders from Maintenance request
        • Reporting
      • Warranty
        • Overview of Viindoo Warranty app
        • Set up and manage the warranty information of the products
        • Warranty management
        • Warranty reports
    • Websites
      • Website
        • Get started with Website Builder in Viindoo: overview and configuration
        • Build a website from an existing theme with Viindoo
        • How to create and design a new webpage on Website
        • Publish
          • How to use your own domain name
          • How to setup a multi-language website
          • How to manage multi websites
        • Optimize
          • How to do Search Engine Optimization (SEO) in Viindoo
          • How to connect your website with Google Analytics
          • How to track your website’s traffic in Viindoo Dashboard
          • How to track your clicks and visitors with Link Trackers
          • How to integrate with free image library at Unsplash
          • Tích hợp dịch tự động cho Website
      • Live Chat
        • Introduction to Live Chat in Viindoo
        • Live Chat ratings
        • Efficiently support your customer with commands and canned responses
      • Blogs
        • Installation and general settings of Blogs module
        • Create and publish blog posts
      • Forum
        • Overview of the Forum app in Viindoo
        • Set up the basic forum features
        • Create and manage Forum
        • Using Forum on your website
      • E-learning
        • Get started with eLearning in Viindoo: overview and configuration
        • How to manage your e-Learning courses
        • Assessments and Certifications in Elearning
        • E-learning community
      • Event
        • Get started with Events in Viindoo: Overview and configuration
        • How to organize your events professionally
        • Event sponsors management
        • Create an online meeting room in the event
        • How to sell event tickets
        • How to sell booths in the event
        • How to track your event attendees
        • How to track and manage your talks
        • Use quizzes in the talk
        • Extended features
          • Create new leads/opportunities through event
          • Organize eLearning courses using event
        • Event report in Viindoo
    • Marketing
      • Social Marketing
        • Getting started with Social Marketing in Viindoo: overview and configuration
        • Integration Social Marketing with social media page
        • Create articles on social media
        • Manage post on social media
      • Email Marketing
        • Get started with Email Marketing in Viindoo: overview and configuration
        • How to manage your mailing lists
        • How to run a successful Email Marketing campaign with Viindoo
        • Manage your blacklist and unsubcriptions
      • Surveys
        • Get started with Survey: overview and configuration
        • How to create and manage online surveys
        • Create questions in a Survey
        • Set time limit and Create live survey sessions
        • How to use Question bank
      • Affiliate
        • Internal activities of Affiliate managers
        • Activities of Affiliate Partners on the website
          • How to sign up as an affiliate
          • How to create and share affiliate links
          • Manage commission, payment requests, and invoices
          • Performance analysis
    • Supply chain
      • Inventory
        • Overview & Configuration
          • Getting started with Inventory in Viindoo
          • Overview of user interface in Inventory
        • Warehouse Management
          • Product Management in Inventory App
            • Activate different units of measure
            • How to use different Units of Measure, Packages, or Packaging
            • All about replenishment rules: Make to Orders, Minimum stock and more
          • Warehouses
            • Difference between Warehouses and Locations
            • How to create Warehouses and Locations
          • Incoming Shipments
            • Choose the right inventory flow to handle your receipts
            • Receipt with One step flow: Receive
            • Receipt with Two-step flow: Input and Stock
            • Receipt with Three-step flow: Input, Quality check, and Stock
          • Delivery Orders
            • Choose the right inventory flow to handle your delivery
            • Delivery with One step flow: Shipping
            • Delivery with Two-step flow: Pick and Ship
            • Delivery with Three-step flow: Pick, Pack and Ship
            • Delivery directly from Suppliers to Customers (Drop-Ship)
          • Miscellaneous Operations
            • How to process an Inventory Adjustment
            • How to manage Consignment products
            • How to use Batch transfers and Wave transfers
            • How to use backdate stock transfers
          • Receipt Plan
            • Understanding the Scheduled Delivery Date computation
          • Lots and Serial Numbers
            • Difference between lots and serial numbers
            • Track your products with serial numbers
            • Track your products with lots
            • Product expiration dates
          • Inventory Valuation Methods
            • How the inventory valuation works in Viindoo
            • How to manage landed cost
            • Using average price valuation for returned goods
        • Shipping
          • Configure delivery methods
          • Steps to invoice shipping cost to customers
        • Advanced Routes
          • Understanding Pull/Push rules in supply routes
          • Manage inter-warehouse transfers
          • How to organize cross-docking in a warehouse
          • How to configure putaway rules in a warehouse
          • Optimize warehouse management with storage categories in Viindoo
          • Understanding removal strategies
        • Barcode
          • Barcode scanner integration
        • Inventory Reports
          • Real-time stock reports
          • Stock reports according to the law of Vietnam
      • Foreign Trade
        • Getting Started with Foreign Trade
        • Configuration taxes on import/export
        • Steps to import goods
        • Steps to export goods
      • Manufacturing
        • Manufacturing App Overview
          • Introduction to Manufacturing in Viindoo
        • Product Management in Manufacturing App
          • How to create bills of materials
          • Application of BoMs in Viindoo Sales
          • How to manage BoMs for product variants
          • Manage semi-finished products
        • Manufacturing Process Management
          • Create and use Alternative Work Centers
          • Manage Manufacturing process in Viindoo
          • Introduction to Subcontracting in Viindoo
          • Manage subcontracts in your manufacturing process
          • Steps to configure unbuild orders in Viindoo
          • Steps to configure scrap orders in Viindoo
        • Manufacturing Plan
          • How to use the master production schedule in Viindoo
          • Trigger replenish rules by schedulers
        • Manufacturing Reports
          • How to understand manufacturing reports
          • Manufacturing report in Gantt
      • Purchase Management
        • Purchase App Overview
          • Introduction of Purchase in Viindoo
          • User interface overview of Purchase in Viindoo
        • Product Management in Purchase App
          • How to avoid supply chain disruption with reordering rules
          • Setting up Purchase unit of measure
          • Setting up product price list by vendor
        • Purchase Process Management
          • Manage Procurement Approval
          • How to create a Purchase Order
          • Purchase Agreement Overview
          • Purchase Agreement - Blanket orders
          • Purchase Agreement - Calls for tenders
          • Vendor Bills Control
          • Bulk Vendor bills creation
        • Payment for Purchase orders
          • Advance Payment process for purchase order
        • Purchase Reports
          • Real time visualized Purchase Analysis
      • Product Lifecycle
        • Product Lifecycle Management App Overview
          • Introduction to Product Lifecycle in Viindoo
          • Initial Configuration for Product Lifecycle
        • Engineering Change Orders
          • Apply Engineering change order on BOM
        • ECO Report
          • Understand ECO reports
      • Quality Management
        • Getting started with Viindoo Quality
        • Create Control point and Quality Check
        • Create Quality Alerts
        • How to integrate Quality Control with Manufacturing orders
        • How to Integrate Quality Control with Transfers
    • Finance
      • Accounting and Invoicing
        • Accounting App Overview
          • Main concepts of Accounting and Invoicing in Viindoo
          • How to configure Viindoo Accounting and Invoicing before using
          • Chart of Accounts
          • Create an accounting journal entry
          • Import opening balance
            • Steps to import opening balance
            • Steps to import opening balance for Asset
        • Account Receivables
          • Process of customer invoicing, payment and reconciliation
          • Customer Invoices
            • Initial Configurations for Customer Invoices
              • Configure Cash Rounding method
              • Configure Payment Terms
              • Process a cash discount
            • Steps to create customer invoices
            • How to use Credit Notes in Viindoo Accounting
            • Manage Unearned Revenue
            • How to apply cut-off in Viindoo Accounting
          • Customer Payments
            • How to record customer payments
            • Set up Payment Service Providers in Viindoo
            • Online payment activation and usage
            • How to make a payment with Momo
            • How to make a payment with NganLuong
            • How to make a payment with Paypal
            • How to make a payment with VNPay
            • How to make a payment with Zalopay
            • How to make a payment with Authorize.Net
        • Account Payables
          • Process of vendor invoicing, payment and reconciliation
          • Vendor Bills
            • Vendor Bills Management
            • How to create Purchase Receipts
            • Prepaid expense management
            • How to refund in Viindoo Accounting
            • How to apply cut-off in Viindoo Accounting
          • Vendor Payments
            • Pay various distinctive bills at the same time
        • Taxation
          • Taxes and tax rules configuration
          • Default Taxes
          • Steps to setup Fiscal Position (Taxes and Accounts)
          • Manage Retention Taxes
          • Manage taxes in a cash basis taxpayer
          • Tax reports using tax grids
          • Manage the price including or excluding taxes
          • Distance selling for EU intra-community
          • Apply VAT in EU intra-community
        • Bank & Cash
          • Initial Configurations for Bank & Cash
            • Configure Bank Accounts
          • Bank Transactions
            • Transfer between internal bank accounts
            • Transfer between Bank account and Cash on hand
            • Time deposit transactions
          • Bank Reconciliation & Cash fund
            • Manage Bank Statements
            • Steps in the bank reconciliation process
            • Create reconciliation model for deposit interest and bank fees
            • Cash on hand management
            • Foreign currencies management
        • Multi-currencies
          • How to configure a multi-currencies system
          • Manage invoices and make a payment in a multi-currencies system
          • Automatically recording the exchange rate difference
        • Assets
          • Configure charts of accounts and depreciation method for Assets Category
          • Manually create an Asset in Viindoo
          • Buying and stocking assets
          • Depreciation of Fixed Assets
          • Asset disposal
          • Asset liquidation
          • Asset Revaluation
        • Payroll accounting
          • Initial Configurations for Payroll Accounting
            • Accounting configuration for salary rules
          • Payment & Reconciliation
            • Salary and the deductions payments
            • Salary reconciliation
        • Accounting for Inventory
          • Accounting for landed cost
          • Accounting for Stock Valuation
          • Accounting for Inventory Adjustment
          • Accounting for Inventory Scrap
          • Configure inventory accounting for multi-companies
        • Accounting for Manufacturing
          • Production costs configuration
          • Accounting for Subcontracting Goods Valuation
        • Accounting Reports
          • Fiscal Year Closing
            • Define your Fiscal Years
            • Balance carrying forward
            • Closing a fiscal year in Viindoo
          • Financial Statements
            • Accounting reports available in Viindoo
            • Reports according to Vietnam Accounting Standard
            • How to exclude journal items from Financial Reports
            • Visual Accounting Analysis (with Pivot and Graph)
        • Analytic
          • Analytic account in Viindoo
          • Creating Default Analytic Account
          • Track employee costs in project management
          • Expenses and revenue management in Viindoo Accounting
          • Budget Management
        • Fiscal Localizations
          • Fiscal Localization Packages
          • List of supported countries
          • Issue e-invoice by integrating Viindoo with Viettel’s S-Invoice service
          • Issue e-invoice by integrating Viindoo with VN-Invoice service
          • E-invoicing in Viindoo Accounting
      • Employee Expenses
        • User interface overview Employee Expenses
        • Employee Expenses Process
        • Employee Expense Report
      • Employee Advance
        • Getting started with Employee Advance in Viindoo
        • Employee Advance Process
        • Employee advance reconcile
    • Human Resources
      • Recruitment
        • Recruitment App Overview
          • Getting started with Recruiment in Viindoo
        • Initial Configurations in Recruitment App
          • Departments
          • Job positions
          • Source of applicants
        • Recruitment approval
          • How to create a Recruitment request
        • Recruitment Process Management
          • Publish recruitment post
          • Create new applicants
          • Communicate with applicants and internal approval
          • Application goes through recruitment stages
        • Recruitment Reports
          • Recruitment Analysis Reports
      • Employee
        • Employee App Overview
          • Getting Started with Employee
        • Initial Configurations in Employees App
          • Departments
          • Job positions
          • Working hours
          • How to link Employees and Users
          • Employee document type
          • Activity planning
        • Employee Management
          • Create new employee
          • Create employee documents
          • Create labour contract
          • Staff seniority management
        • Register Departure
          • Archive employee
          • Contract Expiry
      • Attendances
        • Attendances App Overview
          • Getting started with Attendances in Viindoo
        • Attendances Management Process
          • Biometric attendance device intergration
          • Link Attendance device users with employees in Viindoo system
          • Installing time attendance machine integrated with the software
          • Manage attendance data
          • Check-in/check-out management based on the work schedule
        • Attendance Reports
          • Attendance Analysis Reports
      • Payroll
        • Getting started with Viindoo Payroll app
        • Initial Configurations for Payroll App
          • Salary Rules and Salary Rule Categories
          • Salary Structures and Salary Structure Type
          • Personal tax rules
          • Contribution Register and Contribution Register Categories
          • HR Advantage Templates
          • Salary Cycle
        • Payslips
          • Create Payslips
          • Create Payslips Batches
        • Payroll Contribution
          • Payroll Contribution Register: Insurances
          • Payroll Contribution Register: Labor Union
          • Payroll Contribution Register: Other cases
        • Payroll Reports
          • Payroll Analysis
          • Payroll Contribution History
          • Personal Income Tax Analysis
      • Time off
        • What to know to start with Time off?
        • Overview Interface in Time off
        • How to create Time off Types?
        • How to create Time off Allocation?
        • How to create a Time off request?
        • How to adjust a Time off request?
        • Track and manage Time off reports
      • Overtime
        • Overview and Configuration of Viindoo Overtime
        • Make Overtime Approval Requests
        • Make Overtime Plans
        • Calculating overtime salary
        • Cancelling Overtime Requests
        • Overtime Reports
  • Install and Maintain
    • SaaS Subscription
      • Switch Subscription plan
      • Change number of users
      • Payment and Invocie
      • Manage invoice information
      • Cancel Subscription plan
    • Viindoo Instance
      • Backup system data
  • Technical Documentation
    • Initial Configurations for Odoo development environment
      • Odoo development environment configurations
    • Odoo developement - Getting started
      • Buidling a Odoo Module
      • Odoo ORM Basic
      • Odoo ORM Advanced
    • Odoo Development
      • Odoo development environment settings
      • Managing Odoo Server Instances
      • Creating Odoo Add-On Modules
      • Application Models
      • Basic Server-Side Development
      • Managing Module Data
      • Debugging Modules
      • Advanced Server-Side Development Techniques
      • Backend Views
      • Security Access
      • Internationalization
      • Automation, Workflows, Emails, and Printing
      • Web Server Development
      • CMS Website Development
      • Web Client Development
      • The Odoo Web Library (OWL)
      • Automated Test Cases
      • Remote Procedure Calls in Odoo
      • Performance Optimization
      • Develop Point of Sale App
      • Managing Emails in Odoo
      • Managing the IoT Box
      • Integrate with third-party resources (API)
    • How to sell your apps on Viindoo Marketplace
  • Legal
  • Contributing
    • Write Documentation
      • Content Guidelines
      • RST cheat sheet
      • Hướng dẫn viết tài liệu trên local
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  • CRM App Overview
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CRM App Overview¶

  • Getting started with CRM in Viindoo
    • Key features of CRM
    • How to install CRM in Viindoo
    • User access rights
  • Overview of the user interface in CRM
    • Leads in CRM
    • Sales in CRM
    • Reporting in CRM
    • Configuration in CRM

Navigation

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  • Viindoo 15.0 documentation »
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