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. Access User and Companies
- Navigate to the Settings application from the main dashboard.
- On the left side, under the Users & Companies section, click on Companies.
Get a closer look – Here’s the feature at work.
2. Create a New Company
In the Companies window, click on the New button (usually located on the top right corner).
Get a closer look – Here’s the feature at work.
3. Fill in the Company Details
- You will be presented with a form to enter the company’s information.
- Additional details as per the company’s profile.
- Once the details are entered, click on the Upload button to add the company’s logo or any other relevant documents.
Get a closer look – Here’s the feature at work.
4. Set Up Branches
- After creating the main company, click on the Branches button to add branch offices.
- Here, you can fill in the details of the branch company, such as its location, contact information, and any other relevant data.
- You may also choose to link specific users or employees to each branch if required.
Get a closer look – Here’s the feature at work.
