☰ Odoo guides by subject
Plain-English Odoo guides, written from my work as an Odoo consultant. Each subject lists its step-by-step setup guides first, followed by explainers and common mistakes. Most guides are written for Odoo 19 and say which version and edition they apply to.
Start here
Choosing, planning and upgrading Odoo
Whether Odoo fits, what it costs, how projects succeed or fail, data migration and Odoo 20.
- What is an ERP, and why it matters
- Why Odoo ERP?
- Odoo vs Microsoft Business Central: How to Choose
- SAP vs Odoo: Which ERP Fits Your Business?
- Odoo Implementation Checklist: A Practical Guide
- 5 Signs Your Business Has Outgrown Spreadsheets
- How Much Does Odoo Cost? A Straight Answer
- Odoo 20: What to Expect and How to Prepare
- Why ERP Projects Fail (and How to Make Yours Succeed)
- Cloud vs On-Premise ERP: Which Is Right for Your Business?
- ERP vs CRM: What's the Difference (and Do You Need Both?)
- How to Choose the Right ERP Partner
- Odoo vs Salesforce vs Microsoft Dynamics 365: Which CRM Is Right for You?
- Upgrading to Odoo 20: A Practical Migration Guide
- Odoo 20 Migration: Should You Upgrade, and When?
- AI in Odoo: What It Can Actually Do Today
- Getting Started with AI in Odoo: Where It Pays Off First
- Data Scattered Across Systems? How Odoo Brings It Together
- No Real-Time View of Your Business? How Odoo Fixes That
- Drowning in Manual Work? How Odoo Automates the Busywork
- Losing Leads and Customers? How Odoo CRM Keeps Them
- Slow Invoicing Hurting Cash Flow? How Odoo Speeds It Up
- Teams Working in Silos? How Odoo Connects Your Business
- Growing Pains? How Odoo Scales With Your Business
- Odoo 20 and Agentic AI: The Headline of This Release
- Odoo 20: What's Getting Upgraded From Odoo 19
- Odoo 20: The New Features Launching
- Odoo 20 in India: Availability, GST and What Indian Businesses Can Expect
- Odoo 20 Release Date and Global Availability
- Odoo 20: Release Date, Global and India Availability, and What's New (2026 Preview)
- The Odoo Guide Series: One Connected Business
- The Most Common Odoo Implementation Mistakes
- Common Mistakes When Importing Data Into Odoo
- The Mistake of Over-Customising Odoo
- Common Mistakes at Odoo Go-Live
Odoo by industry
The operational problems ERP solves in specific industries, from steel and construction to coffee and dairy.
- ERP for Manufacturing: The Problems It Solves
- ERP for the Steel Industry: Problems It Solves
- ERP for Construction: Problems It Solves
- ERP for a Coffee Business: Problems It Solves
- ERP for Water and Beverage Businesses: Problems It Solves
- ERP for a Dairy and Milk Business: Problems It Solves
- ERP for Trading and Distribution: Problems It Solves
- ERP for Subcontracting Businesses: Problems It Solves
- ERP for Dropshipping: Problems It Solves
Inventory, warehouse and delivery
Products and units of measure, warehouses and locations, replenishment, traceability, valuation and delivery planning.
- How to Set Up Products and Units of Measure in Odoo 19 Setup guide
- How to Set Up a Warehouse and Storage Locations in Odoo 19 Setup guide
- How to Set Up Reordering Rules in Odoo 19 (Step by Step) Setup guide
- Getting Inventory Management Right with ERP
- Warehouse Management with ERP: From Chaos to Control
- Common Inventory and Warehouse Problems (and How ERP Fixes Them)
- Odoo Inventory: A Complete Guide to Warehouse Management
- Product Types, Units of Measure and Packaging in Odoo
- Lot and Serial Number Tracking in Odoo Inventory
- Warehouses, Locations and Operation Types in Odoo
- Replenishment in Odoo: Reordering Rules, Replenish on Order and Lead Times
- Inventory Adjustments and Cycle Counts in Odoo
- Shipping and Receiving in Odoo: Inbound and Outbound Flows
- Removal Strategies in Odoo: FIFO, LIFO and FEFO Explained
- Inventory Valuation and Landed Costs in Odoo
- Barcode in Odoo: Faster, More Accurate Warehouse Operations
- Common Mistakes in Odoo Inventory (and How to Avoid Them)
- AI-Based Route Planning at Odoo Experience India 2026
Purchasing
From request for quotation to vendor bill: vendor pricelists, purchase automation and three-way matching.
Manufacturing
Bills of materials, work centres, manufacturing orders, quality, maintenance, subcontracting and PLM.
- How to Set Up a Bill of Materials in Odoo 19 Setup guide
- How to Set Up Work Centres and Work Orders in Odoo 19 Setup guide
- How to Set Up Quality Control in Odoo Setup guide
- How to Set Up Maintenance in Odoo Setup guide
- Odoo for Manufacturing: A Practical Introduction to MRP
- Bills of Materials in Odoo: Kits, Variants and Multi-Level BoMs
- Work Centers and Work Orders in Odoo Manufacturing
- Manufacturing Orders: The Production Workflow in Odoo
- Subcontracting in Odoo Manufacturing
- Quality Control in Odoo: Checks and Control Points
- Odoo Maintenance: Keeping Equipment Running
- Odoo Repairs: Managing Repair Jobs End to End
- Odoo PLM: Managing Product Design and Changes
- IoT in Odoo: Connecting Hardware to Your System
- Common Mistakes in Odoo Manufacturing
Sales, CRM and point of sale
Quotations to invoices, pricelists, the CRM pipeline, subscriptions, rental and point of sale.
- How to Set Up Your Sales Workflow in Odoo: Quotation to Invoice Setup guide
- How to Set Up Your CRM Pipeline in Odoo Setup guide
- How to Set Up Point of Sale in Odoo Setup guide
- How to Set Up Subscriptions in Odoo Setup guide
- Getting Your Team to Actually Use the CRM
- Odoo Sales: From Quotation to Sales Order
- Product Variants and Optional Products in Odoo Sales
- Pricelists and Discounts in Odoo Sales
- Invoicing Policies in Odoo Sales: Ordered vs Delivered
- Subscriptions and Recurring Revenue in Odoo
- Odoo CRM: Managing Your Sales Pipeline
- Lead Generation and Lead Mining in Odoo CRM
- Predictive Lead Scoring in Odoo CRM
- Activities, Forecasting and Reporting in Odoo CRM
- Point of Sale in Odoo: Selling in Person, Connected to Everything
- Odoo Rental: Renting Out Products the Simple Way
- Common Mistakes in Odoo CRM and Sales
- Common Mistakes in Odoo Point of Sale
Accounting and finance
Invoicing, vendor bills, taxes, bank reconciliation, analytic accounting, reporting and expenses.
- How to Set Up Your Chart of Accounts in Odoo Setup guide
- How to Set Up Taxes and Fiscal Positions in Odoo Setup guide
- How to Set Up Bank Reconciliation in Odoo Setup guide
- How to Set Up Expense Management in Odoo Setup guide
- Odoo Accounting: An Overview for Business Owners
- Customer Invoicing in Odoo: From Invoice to Payment
- Vendor Bills and Payments in Odoo Accounting
- Taxes and Fiscal Positions in Odoo
- Bank Reconciliation in Odoo
- Chart of Accounts and Journals in Odoo Explained
- Analytic Accounting in Odoo: Tracking Profitability
- Financial Reporting in Odoo: P&L, Balance Sheet and More
- Assets, Deferred Revenue and Expenses in Odoo
- Expenses in Odoo: Simple Expense Management
- Common Mistakes in Odoo Accounting
Website and eCommerce
Building the website, running an online store connected to stock, live chat and eLearning.
- How to Set Up an Online Store in Odoo Setup guide
- How to Build a Website in Odoo Setup guide
- How to Set Up Live Chat in Odoo Setup guide
- Odoo Website: Building a Site with the Drag-and-Drop Builder
- SEO in Odoo Website: Getting Found on Google
- Odoo Website: Pages, Blogs and Forms
- Odoo eCommerce: Setting Up Your Online Store
- Product Pages, Variants and Catalog in Odoo eCommerce
- Payments and Checkout in Odoo eCommerce
- Shipping and Delivery in Odoo eCommerce
- eCommerce Meets Inventory: One Connected Store in Odoo
- Promotions, Coupons and Upselling in Odoo eCommerce
- eLearning in Odoo: Courses and Training That Scale
- Common Mistakes in Odoo Website and eCommerce
Marketing
Email, SMS and social marketing, automation, events and surveys, and how campaigns feed the CRM.
- How to Set Up Events in Odoo Setup guide
- How to Set Up Marketing Automation in Odoo Setup guide
- How to Set Up Surveys in Odoo Setup guide
- How to Set Up Email Marketing in Odoo Setup guide
- How to Set Up SMS Marketing in Odoo Setup guide
- How to Set Up Social Marketing in Odoo Setup guide
- Email Marketing in Odoo: Campaigns That Connect
- SMS Marketing in Odoo: Reaching Customers Directly
- Social Marketing in Odoo: Manage Your Channels in One Place
- Marketing Automation in Odoo: Nurture Leads on Autopilot
- Events in Odoo: From Registration to Follow-up
- Surveys in Odoo: Collect Feedback That Matters
- Building and Segmenting Your Marketing Audience in Odoo
- Marketing Meets CRM: Turning Campaigns into Pipeline in Odoo
- Measuring Marketing in Odoo: Metrics That Matter
- Common Mistakes in Odoo Marketing
Projects, services and support
Projects, timesheets, planning, field service, appointments and helpdesk for service businesses.
- How to Set Up a Project in Odoo Setup guide
- How to Set Up Timesheets in Odoo Setup guide
- How to Set Up a Helpdesk in Odoo Setup guide
- How to Set Up Appointments in Odoo Setup guide
- How to Set Up Field Service in Odoo Setup guide
- How to Set Up Planning in Odoo Setup guide
- Project Management in Odoo: Tasks, Stages and Delivery
- Timesheets in Odoo: Tracking Time That Matters
- Planning in Odoo: Scheduling Your Team and Resources
- Helpdesk in Odoo: Support That Stays Organised
- Field Service in Odoo: Managing On-Site Work
- Appointments in Odoo: Let Clients Book Your Time
- Billing Project Work in Odoo: From Timesheet to Invoice
- Project Profitability in Odoo: Did the Project Make Money?
- Running a Services Business on Odoo
- Common Mistakes in Odoo Project
- Common Mistakes in Odoo Helpdesk
HR and people
Employees, recruitment, time off, attendance, appraisals, payroll, fleet and referrals.
- How to Set Up Recruitment in Odoo Setup guide
- How to Set Up Time Off in Odoo Setup guide
- How to Set Up Attendances in Odoo Setup guide
- How to Set Up Fleet Management in Odoo Setup guide
- How to Set Up Appraisals in Odoo Setup guide
- How to Set Up Referrals in Odoo Setup guide
- Odoo Employees: Your Central HR Hub
- Recruitment in Odoo: From Job Post to Hire
- Time Off in Odoo: Managing Leave Without the Spreadsheet
- Attendances in Odoo: Tracking Work Time
- Appraisals in Odoo: Structured Performance Reviews
- Odoo Payroll: An Overview
- Fleet Management in Odoo
- Employee Referrals in Odoo: Hiring Through Your Team
- Frontdesk in Odoo: Simple Visitor Management
- Odoo Lunch: An Easy Way to Manage Staff Meals
- Common Mistakes in Odoo HR
- Common Mistakes in Odoo Payroll
Integrations, data and reporting
Connecting Odoo to other systems, importing and cleaning data, spreadsheets and reporting.
Administration and productivity
Company setup, users and access rights, email, multi-company, Studio and the productivity apps.
- How to Set Up Your Company in Odoo: First Steps Setup guide
- How to Set Up Users and Access Rights in Odoo Setup guide
- How to Set Up Email in Odoo Setup guide
- How to Set Up Multi-Company in Odoo Setup guide
- How to Set Up Documents in Odoo Setup guide
- How to Set Up Sign for Electronic Signatures in Odoo Setup guide
- How to Set Up Knowledge in Odoo Setup guide
- How to Set Up Discuss for Team Communication in Odoo Setup guide
- Discuss in Odoo: Team Communication in Context
- Knowledge in Odoo: Your Company Wiki
- Documents in Odoo: Organise and Automate Your Files
- Sign in Odoo: Electronic Signatures Made Simple
- Studio in Odoo: Customize Without Code
- WhatsApp in Odoo: Business Messaging Where Customers Are
- Users, Companies and Access Rights in Odoo
- Odoo VoIP: Making and Logging Calls From Your System
- Odoo Calendar: Scheduling That Connects to Your Work
- Odoo To-do: A Simple Place for Your Tasks
- Odoo Contacts: The Address Book Behind Everything
- Odoo Activities: Never Drop a Follow-Up Again
- Common Mistakes with Odoo Multi-Company and Access Rights
- How to Use Studio to Customise Odoo
Services and examples
Planning an Odoo project?
Whether it's a new implementation, a migration or a second opinion on an existing setup, tell me what you're trying to achieve.
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