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03 Getting Started With Odoo

This document provides instructions for getting started with the Odoo enterprise resource planning (ERP) software. It outlines how to create a database and Odoo account, sign in to Odoo, install modules, and configure user permissions and levels. The steps include going to the Odoo website, selecting an application, filling out account details, activating the database, setting up the company, installing modules like CRM, accounting, and sales, and changing user permissions in the settings. It also describes the three types of users in Odoo: internal, portal, and public.

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Pathumini Perera
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781 views13 pages

03 Getting Started With Odoo

This document provides instructions for getting started with the Odoo enterprise resource planning (ERP) software. It outlines how to create a database and Odoo account, sign in to Odoo, install modules, and configure user permissions and levels. The steps include going to the Odoo website, selecting an application, filling out account details, activating the database, setting up the company, installing modules like CRM, accounting, and sales, and changing user permissions in the settings. It also describes the three types of users in Odoo: internal, portal, and public.

Uploaded by

Pathumini Perera
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Getting Started with Odoo

University of Sri Jayewardenepura


Faculty of Management Studies and Commerce
Department of Information Technology

ITC4343: Enterprise Resource Planning


Year IV Semester 11

Lahiru Fernando

ITC4343: ERP/Session 01/02


25/10/2021 1
Content
• Create Your First Database

• Create the Main Odoo Account

• Sign in to Odoo

• Module Installation

• Change User Permissions

• User Levels in Odoo

• Odoo Modules
ITC4343: ERP/Session 01/02
25/10/2021 2
Create Your First Database
• Let’s start! Go to http://www.odoo.com/

• On the home page, click on “Try it Free” or “Start Now: It’s Free”.

ITC4343: ERP/Session 01/02


25/10/2021 3
Create Your First Database con.
• You'll get to the webpage with all the Odoo apps available on Odoo Online. Click on the first
application you need. If you need more than one app, you'll have the possibility to install more
afterwards, when the database is activated.
• Let’s start with Odoo CRM for our example.

ITC4343: ERP/Session 01/02


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Create the Main Odoo Account
• Fill in your name, email address.
• To be part of the Education program you have to start your database name with the prefix
"edu-" (example: "edu-studentID")
• Company size and Primary Interest

ITC4343: ERP/Session 01/02


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Sign in to Odoo
• In your inbox (check the spam folder too) you have received an email asking you to “activate
your database”. To keep your database, activate it by creating a password

ITC4343: ERP/Session 01/02


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Setup Company
• Home Screen > Settings > Companies > Manage Companies
• Make sure to change the Currency to LKR

ITC4343: ERP/Session 01/02


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Module Installation
• Home Screen > Apps > Install

ITC4343: ERP/Session 01/02


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Change User Permissions
• Home Screen > Settings > Activate the developer tool

ITC4343: ERP/Session 01/02


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Change User Settings cont.
• Users & Companies > Users > Select user and Edit

ITC4343: ERP/Session 01/02


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User Levels in Odoo
There are three types of users in odoo.

• Internal : Internal users are the system users. E.g. Any company could have some
departments like, Sales department, Purchase department, HR Department etc.
So, for each department’s user they can give login access to do their job.

• Portal users : The user who is associated with customer record in system, Which
is authorized to have read access of own transactions in the system.

• Public : The user which does not has the login access but can read the info
published on website, is public user.
ITC4343: ERP/Session 01/02
25/10/2021 11
Odoo Modules
Install Following Modules:

• CRM • Accounting

• Project • Helpdesk

• Inventory • Purchases

• Invoicing • Consolidation

• Manufacturing • Employee

• Sales • Recruitment

• Point of Sales • Studio

ITC4343: ERP/Session 01/02


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Thank You

ITC4343: ERP/Session 01/02


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