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Hi, 

I am new to this world, and as a business consultant, I am used to preparations and checklists.


While setting up a new database or apps, are there a standard checklists on sequence and templates for setup?


Any help is greatly appreciated if someone can share a best practice around this

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Risposta migliore

Hi,


You can refer to the Cybrosys blog, which offers a wide range of technical and functional articles on Odoo. It’s a great resource for both beginners and experienced users, with detailed explanations and best practices for implementing and customizing various Odoo modules.


Odoo Setup


* https://www.cybrosys.com/blog/how-to-install-odoo-18-on-ubuntu-24-04-lts-server

* https://www.youtube.com/watch?v=pFNSz8kEqCk&t=1s


Company Setup


* https://www.cybrosys.com/blog/how-to-setup-company-data-in-odoo-17-accounting

* https://www.odoo.com/documentation/18.0/applications/general/companies.html#:~:text=To%20create%20a%20company%2C%20open,Address


Department


* https://www.youtube.com/watch?v=8eTKfxDKWDc

* https://www.cybrosys.com/odoo/odoo-books/v18-ce/employees/departments/


Employee


* https://www.cybrosys.com/odoo/odoo-books/v18-ce/employees/employee-management/

* https://www.youtube.com/watch?v=2RX6ZmLntgs


Access Rights


* https://www.youtube.com/watch?v=pguCSCTN0Wk

* https://www.youtube.com/watch?v=m22CrOCzqMI

* https://www.cybrosys.com/blog/what-are-the-different-types-of-access-rights-in-odoo-18-accounting


Inventory Management


* https://www.youtube.com/watch?v=eivtVrcD6d4

* https://www.odoo.com/documentation/18.0/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.html#:~:text=By%20default%2C%20on%20the%20Inventory,products%20purchased%20from%20vendors%20originate.


Product Management


* https://www.youtube.com/watch?v=1H97CaKZewA

* https://www.cybrosys.com/odoo/odoo-books/v18-ce/purchase/product-management/#:~:text=To%20activate%20the%20feature%2C%20navigate,grouped%20or%20packaged%20for%20purchases.



For more information about any modules you can refer following.


Blogs


* https://www.cybrosys.com/blog/Default.aspx


Videos


* https://www.youtube.com/@cybrosys-technologies



Hope it helps in your Odoo journey!

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Autore

Thanks. This was helpful

Autore Risposta migliore

Thanks, I have gone through this and it gives good generic insights on project management templates.

I am looking for any best practices specific to intial odoo setup (e.g. firsi use x teplate to setup companies, then Y template to setup departments then Z to setup emplyees and access rights etc.) and apps (e.g. for inventory start with Warehouse structure using x template, then upload products using y templates etc.)

Something like your post on Accounting app that gives a step by step approach. If anything like that is available for others too it would be very helpful

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