Navigating the Odoo interface

The Odoo interface is your starting point for daily work. Mastering navigation saves time and makes reaching any app or record fast and easy.

Path: Open your Odoo URL in a browser (e.g. yourcompany.odoo.com)

1. Open your browser, enter your database URL, then on the login screen type your Email and Password and click Log in.
2. After login the Apps home (main menu) appears; click any app icon to open it, or click the Odoo logo at the top-left to return anytime.
3. Use the top Menu Bar to move between the modules of the open app (e.g. Customers, Invoices, Reporting).
4. For a quick search click the Search (🔍) icon at the top of any list, type a keyword, then pick the result.
5. Open the Filters and Group By menus next to the search box to filter records (e.g. this month's invoices) and group them.
6. Save a recurring filter via Favorites ← Save current search so you can recall it with one click later.
7. Switch company from the company icon at the top-right (in multi-company setups), and change language/settings from the user menu (your name) at the top-left via My Profile / Preferences.
8. To view notifications and activities click the notifications (🔔) icon at the top of the screen.