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.
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.
