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Odoo implementation points

For open source ERP, the deployment form (Odoo.sh/self-built/partner hosting) and module boundaries are determined first; multi-company/multi-currency projects freeze accounting accounts and warehouse rules before importing them in batches.Integration with third-party logistics/payments is recommended for master data and transaction APIs.MiCount can assist Odoo in selecting POC and upgrading runbooks.

Odoo · Getting Started

Trial environment · Apps · First order closed loop · Recommended 1–2 weeks

Get to know Odoo modular ERP from scratch: register Online or local Demo, install the Sales/Inventory minimum set, and complete the "Customer → Quotation → Order → Shipping" chain.Can be directly compared to Odoo 18 Getting Started Document step by step.

learning path

th week 1

Platforms and modules

Apps store, Odoo Online vs self-built, developer mode switch, Discussion collaboration and notifications.

th week 2

Minimum business closed loop

Contacts, Sales quotations, Inventory inventory rules, Invoicing invoicing basics.

Consolidate

Data and Reports

Lists/pivot tables, filters and collections, CSV import samples, print PDF quotes.

official document comparison

theme Learning points Link
Odoo application overview Select apps by function to avoid enabling too many modules at once Applications
CRM / Sales Lead, opportunity, quote and sales order status flow CRM
Getting Started with Inventory Products, locations, receipts and delivery orders Inventory
Odoo Tutorials Official step-by-step experiment (English, clear structure) Odoo Slides

Arithmetic · First Week Checklist for Beginners

Day 1–3: Environment and Navigation

  • Create a trial or pull a Docker Compose Demo; get familiar with App Switcher and Settings.
  • Install Sales, Inventory, and Invoicing; close apps that are not needed yet.
  • Create 2 internal users to experience Discuss @ and event reminders.

Day 4–7: a sales chain

  • Enter 5 customers and 10 stockable products (including unit and selling price).
  • Walk-through quotation → Confirm sales order → Delivery → Invoice; screenshot for files.
  • Use a pivot table to look at sales by customer/product; write 5 ideas for improvement.

Hands-on Tasks (Acceptance Criteria)

Task: Deliver the "Small Trading Company" Demo within 48 hours

  1. The configuration of company information, logo, default currency and tax type is completed.
  2. At least 1 complete sales chains + 1 paid invoices (test payment available).
  3. Export 1 copies of customer/product CSV templates for batch import practice by business colleagues.
  4. Output the "Module Activation Instructions" on the 1 page: why you chose these apps and what is missing in the next step.

Arithmetic POC often uses this demo to align customer processes; for privatization, see Deployment.html, and for administrator permissions, see admin.html.

extended resources

Next step: Business people guide