Things to do first after the initial Odoo setup
Once you create a database and log in, the very first thing you should do is enable developer mode. Navigate and click on the waffle icon in the left upper corner and select Settings
And click on Activate.
Configure General Settings
Navigate to Settings in the main menu.
Set the company information, such as name, address, contact details, logo, and other relevant data.
Configure language, timezone, and currency settings according to your business requirements.
Note
Set your currency correctly, For example, if your company is located in Honduras but uses USD for transactions, change it to USD
Other settings you may need to configure according to your use case.
Install Necessary Modules
Go to the Apps menu.
Search for and install the modules you need for your business operations, such as Sales, CRM, Accounting, Inventory, Purchase, HR, and others.
Set Up Users and Access Rights
Navigate to for an overview of system events.
Navigate to
Create user accounts for your team members.
Assign appropriate access rights and roles to each user based on their job responsibilities.
Configure Company Policies
Define fiscal year settings, accounting periods, and tax configurations.
Set up company policies for sales, purchases, invoicing, and other business processes.
Import Data
If migrating from another system, import existing data such as products, customers, vendors, and historical transactions.
Use the import feature available in each module (For example ).
Set Up Email Servers
Navigate to .
Configure email servers to ensure that Odoo can send and receive emails.
Configure Document Templates
Customize document templates for quotations, sales orders, invoices, purchase orders, and other documents to match your company’s branding.
Set Up Workflows
Configure workflows and automation rules to streamline business processes.
Define approval hierarchies, automated actions, and notifications.
Training and Testing
Train your users on how to use Odoo effectively.
Perform thorough testing of all processes to ensure everything works as expected.
Go Live
Once everything is set up and tested, you can go live.
Monitor the system closely during the initial phase to address any issues promptly.
By following these steps, you can ensure a smooth and efficient setup of your Odoo database, tailored to your business needs.