Customizing Your Odoo Instance

Make your Odoo instance feel like your business.

Company Settings

1. Log into your Odoo instance as admin
2. Go to Settings > General Settings
3. Click "Update Company Info"

Configure: - Company Name, Your business name as it appears on invoices - Address, Physical business address - Phone / Email, Contact details for your customers - Website, Your business website URL - Logo, Upload your company logo (appears on all documents) - Currency, Set to Kenyan Shilling (KES) - Country, Set to Kenya

Theme Customization

Odoo Community Theme

1. Go to Settings > General Settings > Theme
2. Choose a color scheme
3. Upload a custom logo
4. Customize the dashboard layout

Custom CSS

For advanced customization, add custom CSS: 1. Go to Settings > Technical > User Interface > Views 2. Use the "Inherited View" feature to add custom styles 3. Or use the "Website > Configuration > Settings" for site-wide CSS

User Management

1. Go to Settings > Users & Companies > Users
2. Click "Create" to add a new user
3. Fill in: Name, Email, Access Rights
4. Assign the appropriate user role

User Roles

• Internal User, Can access the backend
• Portal User, Limited access to portal only
• Restricted User, Custom access rights

Language & Localization

1. Go to Settings > Translations > Load an Official Translation
2. Select English (Kenya) or Swahili (Kenya)
3. Click "Load"

This sets the default language for all users and enables Kenya-specific localizations.

Email Configuration

Your instance comes with pre-configured email. To set up custom email: 1. Go to Settings > General Settings > Custom Email Servers 2. Enter your SMTP server details 3. Configure incoming mail server 4. Test the connection

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Next step: Adding and removing modules