Getting Started: Free Trial ODOO ERP
1. Create 15-Days Free Trial ODOO ERP.
2. Set up Organization Profile.
3. Tax Configurations/ How to set up GST Registration.
1. Create 15-Days Free Trial ODOO ERP
To begin with Odoo ERP:
Step-by-Step Process to Create an Odoo Free Trial Account
Step 1. Visit https://www.odoo.com/
Step 2: Now you enter the Odoo website. Here you can see two options: Sign In and Try it Free, so click on the “Try it Free” button.
Step 3: Click on “Try it Free” on the homepage to start creating your free trial account
Step 4: Now you enter the Odoo app selection form, where we choose the required apps (modules); here under Finance select Accounting, and you can select multiple apps, so for example select Accounting, Sales, and Expenses, then click on the Continue button on the right side.
(You can add more apps later if required.)
Step 5: Enter your Name, Company Name, Email, Mobile Number, select Country, Language, Company Size, and Primary Interest (why you are using Odoo ERP), then click on the Start Now button.
Note: For example, enter “Testing Odoo” as the name, “Testing” as the company name, and your valid email address.
After this, the Welcome to Odoo page will open
Step 6: After entering Odoo, you will see a database activation notification stating that the database must be activated within 3 hours, otherwise the database will expire, so go to the email address used for signup where Odoo has sent an activation link.
Step 7: Open the activation email and click on Activate Database, then the database sign-in form will open, enter the same email address, set your password, and your Odoo database will be activated successfully.
Step 8: After activation, the Invite Colleagues screen will appear, which you can skip, or for example you can add a colleague’s name and email, click on Send Invites, and then click on Go to your database (for example: iqraaacademy.odoo.com).
Step 9: Now click on the Connect button, and your Odoo free trial account will be opened successfully.
Step 10: After successful login, you will be redirected to the Set Up Organization Profile page, Now you see Your 14Days Free trial is starts.
After Completing these steps you successfully logged in Odoo ERP Dashboard.
2. Set up Organization Profile
1. Company Information Update
2. Users
3. Change Language
4. Multi- currencies Set-up
1. Company Information Update
What is the Settings Module in Odoo?
The Settings module is used to configure and control the whole Odoo system according to your business requirements.
From here, you can manage company details, users, permissions, apps, accounting, emails, security, and system preferences.
Step 1. After logging in to Odoo, you will see the dashboard with all installed apps.
Click on the Settings application.
Step 2: After clicking on Settings, the General Settings page will open automatically. Here you can configure basic system settings for your organization.
Step 3: In the Setting section, you will see your Companies name here Click on Update Info for update Your Companies Details.
Step 4: In this step, you need to enter your company’s basic information to complete the setup. Carefully add your company name along with the full registered address so that all documents are generated correctly. Enter the official phone number and email address that will be used for business communication. Provide your GSTIN if your company is registered under GST, as this will be used for tax-related transactions and reports. Also, add your company’s website link, if available, to keep your business profile complete and professional.
Once all the details are filled in, review the information carefully and then save the changes to continue with the next step.
Step 5: click on the Save button (as shown in the image). All the changes you have made will be saved successfully.
All your company details will be saved in the system, as shown in the image.
2. Users
Odoo ERP considers a user as a person who can access the database. An administrator can create as many users as the company needs. To control what information each user can see or use, the administrator can set access rules for every user. These users and their access rights can be added, updated, or changed anytime when required.
Step 1: To add a new user in the Odoo database, first go to the Settings app. In the Settings menu, click on Manage Users.
Step 2: The Users page will open, where you can see the list of existing users.
Now, click on the button.
