Frequently Asked Questions

Odoo is a modular, all-in-one ERP that centralizes sales, CRM, inventory, accounting, HR, projects, and more. Each app can be installed as you grow, and all share a single database so data stays consistent across departments.

Open the URL provided by your administrator and authenticate with your work email and password. If you cannot log in, use “Reset Password” or ask IT to verify that your user is active and assigned to the correct company.

Yes. Open your user menu → Preferences → Change Password. Choose a strong passphrase (12+ characters, mixed types) and avoid reusing credentials that you use on external websites.

Administrators can go to Apps, search for the module, and click Install. After installation, check the app’s Settings page for required configuration (companies, journals, warehouses, email servers, or external connectors).

Yes. Enable multi-company to isolate documents, journals, warehouses, and contacts by company while sharing a single database. Users can be granted access to several companies and switch context from the header.

Odoo provides official iOS and Android apps for core workflows like CRM, sales, inventory operations, approvals, and timesheets. Push notifications and offline caching are available for some features depending on the app.

Go to Settings → About → Activate Developer Mode. This reveals technical menus (views, fields, record rules, logs) and is useful for troubleshooting or minor UI tweaks—use it carefully on production.

Yes. With developer mode you can edit list/kanban/form views and add smart buttons or computed fields. For analytics, use built-in pivot/graph views, spreadsheet dashboards, or publish KPIs to the website if needed.

Odoo’s documentation includes functional guides, developer references, and how-to articles. Combine it with the in-app “?” help tips and the community forum when you need examples or implementation patterns.

Enable languages under Website ▸ Configuration ▸ Languages and publish them to show the selector. You can translate menu items, pages, products, and email templates using the inline translation tools.

Navigate to Accounting ▸ Journal Entries, click New, and add balanced debit and credit lines with correct accounts, taxes, and analytic tags. Use Post only after validation to ensure the entry is locked for auditing.

Open Accounting ▸ Reports ▸ Balance Sheet, choose the date or period, and customize the comparison against previous periods or companies. You can drill down to underlying move lines and export to PDF or XLSX.

Go to Accounting ▸ Configuration ▸ Chart of Accounts and create accounts with code, type, and parent. Follow your country’s localization template (l10n) for mapping taxes and generating standard financial reports.

Import statements (file or online sync), review automatic matches, and apply reconciliation models for recurring patterns like bank fees and transfers. Always validate unmatched lines promptly to keep cash balances accurate.

Under Accounting ▸ Configuration ▸ Taxes, define the tax scope, computation method, and accounts for collected and payable amounts. Use fiscal positions to map taxes for foreign customers or special regimes.

Set Lock Dates to stop back-dated edits, reconcile outstanding items, and post accruals or depreciations. Generate final P&L and Balance Sheet, then archive obsolete journals to reduce operational mistakes.

Go to Accounting ▸ Reports ▸ Profit and Loss. Compare by period, company, or analytic tags, and drill down to invoices and expenses to understand margin drivers and cost overruns.

Yes. Invoices can originate from confirmed sales orders, subscriptions, milestones, or time/materials on projects. Use batch invoicing and payment follow-ups to streamline billing and reduce days-sales-outstanding.

Enable currencies and set automatic exchange rate providers. Multi-currency gains/losses are posted at reconciliation or closing and appear on financial statements according to your localization rules.

They track revenue and cost by project, department, customer segment, or product line. Use analytic tags and budgets to monitor profitability and build dashboards that tie to operational metrics.

Open Employees, click New, and complete personal data, work address, job position, and company. Attach contracts and documents, and assign access rights only to the apps the employee needs.

Go to Time Off ▸ My Requests, select the leave type, dates, and add context for your manager. Entitlements are validated against your allocation; the calendar view helps you avoid team conflicts.

Use Timesheets ▸ My Timesheets to allocate hours by project and task or start/stop the timer. Timesheets can feed project billing, payroll, and utilization reports for capacity planning.

In Time Off ▸ Configuration ▸ Time Off Types, define units, approval rules, accrual policies, and carry-over limits. You can restrict visibility by company and create allocation grants automatically.

Create a payroll batch, generate payslips, validate inputs (worked days, allowances, deductions), and post accounting entries. Ensure salary structures, rules, and local taxes are aligned with current legislation.

Salary structures are sets of rules that compute net pay from base wage, allowances, and deductions. They support conditional logic for contracts, work schedules, and benefits, and can post to analytic accounts.

Attendance records presence and check-ins/outs for HR compliance. Timesheets record effort on projects and tasks for costing, billing, and performance analytics; the two can coexist and reconcile.

Employees submit expenses with receipts via mobile or web; managers approve and accounting posts vendor bills or reimbursements. Use policies and categories to enforce limits and VAT treatment.

Applications move through stages (screening, interviews, offer, hired) with automated emails and scheduled activities. You can score candidates, share feedback with interviewers, and report on time-to-hire.

Yes. The Appraisals app schedules reviews, gathers peer/manager feedback, and tracks goals. Results can inform compensation decisions and learning plans tied to skills matrices.

Use Accounting ▸ Budgets to define targets by account or analytic dimension and assign responsible owners. Monitor execution with variance analysis, alerts, and drill-downs to source transactions.

Open Accounting ▸ Reports ▸ Cash Flow to see inflows/outflows by activity and forecast driven by open invoices and planned payments. Reconcile regularly so the forecast reflects reality.

Define due rules (net days, end-of-month, split terms) and optional early-payment discounts. Consistent terms improve collections and can be applied per customer, pricelist, or country.

Register assets with cost, depreciation method, and useful life; Odoo schedules depreciations and posts accounting entries automatically. Dispose, revalue, or change methods with proper audit trails.

Yes, in supported countries you can connect online banking to fetch statements securely. Use reconciliation models for regular charges and transfers to minimize manual work.

Receivables/Payables Aging groups balances by overdue buckets with filters by salesperson, company, or currency. Use it to drive dunning procedures and improve cash conversion.

Yes. Budget at the analytic account or project level for granular control and compare actual vs. budget across departments or programs.

The Consolidation app aggregates multi-company ledgers with eliminations and currency conversions. You can maintain mapping tables and produce consolidated statements and ratios.

Install your country’s localization (l10n) to get tax templates, fiscal positions, and reports. Keep the localization modules up to date to reflect regulatory changes.

Yes. Use EDI/l10n modules for your jurisdiction to generate compliant electronic invoices and exchange them with customers or government platforms.

Confirm network quality (latency, packet loss), clear browser cache, and verify heavy background jobs like mass mailings or inventory recalculations. On the server, check CPU/IO utilization and database vacuuming/indices.

Menu visibility depends on access rights and groups. Ask an administrator to add the appropriate groups or enable features for your company; refreshing after changing rights may be required.

The record may be posted/validated or restricted by record rules or company access. Check the document state and your permissions, and use reversal or cancel/reset actions rather than direct edits when required by policy.

Read the exact message, fill all required fields, and verify field types (dates, numbers, partners). Ensure related records exist and are in the proper state; if needed, test the same action with developer mode to see logs.

Verify the outgoing mail server (host, port, encryption), credentials, and SPF/DKIM alignment. Review the Mail Queue and bounce logs; large attachments or rate limits may require splitting messages.

Check aliases and catch-all configuration, and validate the incoming mail server connection. Confirm that the alias maps to the intended model (Helpdesk, Sales, Projects) and that the sender is allowed.

Record rules or ACLs are blocking the operation. Compare your user’s groups with a user who can perform the action, and review multi-company restrictions and analytic record rules if applicable.

Use the deduplication tool in Contacts to merge similar records by email/phone/name. After merging, reassign open documents and enable stricter creation rules to avoid new duplicates.

Ensure the page is published and the URL slug is unique. If you edited templates in the code editor, update assets and clear caches so routes and views are properly loaded.

Restart the affected app, clear the browser cache or try a private window, and test from another network/device to rule out local issues. Reboot your machine, check VPN/proxy settings, confirm you’re on the latest OS/browser, and capture a timestamp and screenshots of the error for faster triage.