Introduction
Installing Odoo on your local machine lets you explore its features hands-on, helping you understand its potential for managing business processes. Whether you’re a developer at an Odoo development company testing custom modules, a business owner wanting to explore Odoo’s capabilities, or simply interested in ERP software, setting up Odoo locally provides the flexibility and control to experiment in a private environment. This guide walks you through the steps—from prerequisites to final setup—so you can get Odoo up and running smoothly and discover the benefits it offers firsthand.
1. Click on the Profile
To access your profile in Odoo, click on the profile icon typically located at the top-right corner of the screen. This button allows you to view your profile settings and account-related information.
Get a closer look – Here’s the feature at work.
2. Show the Sidebar
Odoo’s sidebar is a crucial part of navigation. To open the sidebar, locate the menu icon (usually three horizontal lines) on the left side of the screen. Clicking this will reveal the main navigation panel, showing available apps, modules, and other workspace options.
Get a closer look – Here’s the feature at work.
3. Click on the Messages Button > New Message
In Odoo, the message button (a mail or speech bubble icon) is located in the top-right navigation bar. Clicking it will display your messages and conversations. To compose a new message, click the “New Message” option. A message editor will open, where you can select recipients and draft your communication.
Get a closer look – Here’s the feature at work.
4. Show List of Installed Modules
To view the list of installed modules, go to the sidebar and click on “Apps” or “Modules” depending on your version of Odoo. This section will display all the applications currently installed in your system, such as Sales, Inventory, Accounting, etc. You can also manage module installations from this interface.
Get a closer look – Here’s the feature at work.
5. Click on the Dashboard
Odoo provides a dashboard where you can get an overview of your business operations. You can access it by clicking on the “Dashboard” button, typically available in the sidebar or the home screen. The dashboard gives a visual summary of key metrics and KPIs across various modules, like sales, accounting, and projects.
Get a closer look – Here’s the feature at work.
Conclusion
Setting up Odoo locally is a great way to explore its powerful and flexible ERP system before full deployment. Odoo’s modular design lets businesses choose the tools they need and expand as they grow, making it an ideal option for all types of organizations. By working with an Odoo Development Company, you can ensure that your Odoo setup is tailored to your specific needs, with seamless integration across vital functions like CRM, inventory, and project management.
If you need specialized features, an Odoo Module Development Company can help you enhance or create custom modules that fit your operations perfectly. For businesses looking to optimize retail processes, an Odoo POS Development Company can customize the point-of-sale module, streamlining customer interactions.
When you’re ready to take your local setup to the next level, you can hire Odoo developers to unlock Odoo’s full potential. Their expertise ensures a smooth transition from testing to real-world application, making Odoo a highly adaptable and user-friendly ERP solution that meets the evolving needs of businesses of all sizes.
