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Apps & dashboards

Step-by-step Odoo guide · SJB Academy

Odoo is built on interconnected apps (Sales, Accounting, Purchase...). Understanding how to install them and open their dashboards is the foundation of tailoring the system to your business.

Path: Main menu (Apps)

  1. From the main menu open the Apps application to see all installable apps.
  2. Use the search box and remove the default Apps filter if you also want to see technical modules.
  3. To install an app click Activate / Install on its card and wait for installation to finish.
  4. After installation the app appears in the main menu; click it to open its main dashboard.
  5. Inside the app move between its modules from the top menu bar (e.g. in Accounting: Customers, Vendors, Accounting, Reporting).
  6. The dashboard shows summary KPI cards with live figures; click any card to jump straight to its records.
  7. To remove or update an app open Apps, click the options (⋮) button on the card and choose Uninstall / Upgrade.
  8. Enable Developer Mode from Settings if you need access to advanced modules and options.
Navigating the Odoo interface
Step-by-step Odoo guide · SJB Academy