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
Email Message Route Management
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
Two-factor authentication
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
Manager Approval Types
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
Fleet
Getting Started with Fleet
Vehicle Management
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
Configuring recurrence for subscription order on Viindoo
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
Set up Discount & Loyalty programs
Apply Promotion and Discount Codes programs
Apply Coupon and Next Order Coupon Program
Apply Loyalty Card and Buy X Get Y Program
Set up Gift cards & eWallet
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 set up Loyalty Program
Apply Promotion and Discount Codes programs
Apply Coupon and Next Order Coupon Program
Apply Loyalty Card and Buy X Get Y 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 or videos 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
Apply Promotion and Discount Codes programs
Apply Coupon and Next Order Coupon Program
Apply Loyalty Card and Buy X Get Y Program
Marketplace
Overviews of Marketplace in Viindoo
Marketplace management
Managing objects on a Marketplace
Managing merchant product categories and products on a Marketplace
Intergrated with E-commerce
Merchants operate on a Marketplace
The purchasing process on a Marketplace
Accounting for Marketplace
On-behalf payments on a Marketplace
Intergrated with Payment gateways
E-wallet of the Marketplace
Reports of the Marketplace
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, 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 from 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
Activation and Access rights
Configuration of Maintenance Teams, Equipment Categories and Maintenance Stages
Manage Equipments
Auto-create equipment when receiving products
How to plan for maintenance 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 your Website
Publish
How to use your own domain name
How to setup a multi-language website
How to manage multiple 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 website’s traffic with Plausible
How to track your clicks and visitors with Link Trackers
How to integrate with free image library at Unsplash
How to Auto Translate Website Content
Live Chat
Introduction to Live Chat in Viindoo
Live Chat ratings
Efficiently support your customer with Chatbots
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
Getting Started with Affiliate
Introduction to Viindoo Affiliate
Affiliate programs management
Setting up Revenue-based Affiliate program
Setting up Referral Commission Programs
Setting up Multi-level Affiliate programs
Manage affiliate network
Affilate reports
Activities of Affiliate Partners on the website
How to sign up as an affiliate
How to create and share affiliate links
Affiliate manage the commissions
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 Product in Manufacturing process
Manufacturing Process Management
Manage Manufacturing process in Viindoo
Manage Loss components in Manufacturing
Manage By-products in Manufacturing
Create and use Alternative Work Centers
Introduction to Subcontracting in Viindoo
Manage subcontracts in the manufacturing process
Approving Subcontracting request
The Subcontracting Settlements and Reports
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
Make-to-Order (MTO) production planning
Manufacturing plans with Make to Stocks (MTS) rules in Viindoo
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 - Call 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
Reconciliation models in Viindoo Accounting
Cash on hand management
Foreign currencies management
Loan Management
Loan Management Overview
Borrowing Management
Lending Management
Loan Management Reports
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 direct materials cost
Standard production costs for work centers
Accounting for general production costs
Cost accumulation and product cost report
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 Recruitment 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
HR Skills Framework
HR Skills Framework App Overview
Getting Started with HR Skills Framework
HR Skills Framework Management
Building a HR Skills Framework
HR Skills Framework Management
Applying HR Skills Framework in Recruitment
Reports
Employee Skills Report
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
Work entries
Work Entries Overview
Work Entries Management
Create and manage work entries
Resolve work entry conflict
Work Entries Useage
The use of work entries in payslips generation
Viindoo Customizer
Introduce about fields, widgets and views
Customize the existing interface
Create a new apps and models
The access rights in Viindoo customizer
Automate Actions
Customize the PDF reports
Install and Maintain
SaaS Subscription
Switch Subscription plan
Change number of users
Payment and Invocie
Manage invoice information
Cancel Subscription plan
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
Contributing
Write Documentation
Content Guidelines
RST cheat sheet
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English
Tiếng Việt
Trial
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
Email Message Route Management
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
Two-factor authentication
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
Manager Approval Types
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
Fleet
Getting Started with Fleet
Vehicle Management
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
Configuring recurrence for subscription order on Viindoo
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
Set up Discount & Loyalty programs
Apply Promotion and Discount Codes programs
Apply Coupon and Next Order Coupon Program
Apply Loyalty Card and Buy X Get Y Program
Set up Gift cards & eWallet
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 set up Loyalty Program
Apply Promotion and Discount Codes programs
Apply Coupon and Next Order Coupon Program
Apply Loyalty Card and Buy X Get Y 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 or videos 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
Apply Promotion and Discount Codes programs
Apply Coupon and Next Order Coupon Program
Apply Loyalty Card and Buy X Get Y Program
Marketplace
Overviews of Marketplace in Viindoo
Marketplace management
Managing objects on a Marketplace
Managing merchant product categories and products on a Marketplace
Intergrated with E-commerce
Merchants operate on a Marketplace
The purchasing process on a Marketplace
Accounting for Marketplace
On-behalf payments on a Marketplace
Intergrated with Payment gateways
E-wallet of the Marketplace
Reports of the Marketplace
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, 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 from 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
Activation and Access rights
Configuration of Maintenance Teams, Equipment Categories and Maintenance Stages
Manage Equipments
Auto-create equipment when receiving products
How to plan for maintenance 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 your Website
Publish
How to use your own domain name
How to setup a multi-language website
How to manage multiple 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 website’s traffic with Plausible
How to track your clicks and visitors with Link Trackers
How to integrate with free image library at Unsplash
How to Auto Translate Website Content
Live Chat
Introduction to Live Chat in Viindoo
Live Chat ratings
Efficiently support your customer with Chatbots
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
Getting Started with Affiliate
Introduction to Viindoo Affiliate
Affiliate programs management
Setting up Revenue-based Affiliate program
Setting up Referral Commission Programs
Setting up Multi-level Affiliate programs
Manage affiliate network
Affilate reports
Activities of Affiliate Partners on the website
How to sign up as an affiliate
How to create and share affiliate links
Affiliate manage the commissions
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 Product in Manufacturing process
Manufacturing Process Management
Manage Manufacturing process in Viindoo
Manage Loss components in Manufacturing
Manage By-products in Manufacturing
Create and use Alternative Work Centers
Introduction to Subcontracting in Viindoo
Manage subcontracts in the manufacturing process
Approving Subcontracting request
The Subcontracting Settlements and Reports
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
Make-to-Order (MTO) production planning
Manufacturing plans with Make to Stocks (MTS) rules in Viindoo
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 - Call 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
Reconciliation models in Viindoo Accounting
Cash on hand management
Foreign currencies management
Loan Management
Loan Management Overview
Borrowing Management
Lending Management
Loan Management Reports
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 direct materials cost
Standard production costs for work centers
Accounting for general production costs
Cost accumulation and product cost report
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 Recruitment 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
HR Skills Framework
HR Skills Framework App Overview
Getting Started with HR Skills Framework
HR Skills Framework Management
Building a HR Skills Framework
HR Skills Framework Management
Applying HR Skills Framework in Recruitment
Reports
Employee Skills Report
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
Work entries
Work Entries Overview
Work Entries Management
Create and manage work entries
Resolve work entry conflict
Work Entries Useage
The use of work entries in payslips generation
Viindoo Customizer
Introduce about fields, widgets and views
Customize the existing interface
Create a new apps and models
The access rights in Viindoo customizer
Automate Actions
Customize the PDF reports
Install and Maintain
SaaS Subscription
Switch Subscription plan
Change number of users
Payment and Invocie
Manage invoice information
Cancel Subscription plan
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
Contributing
Write Documentation
Content Guidelines
RST cheat sheet
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