Navigate in Odoo | Getting Started

This segment explains the 'my databases' link within the profile, which shows all Odoo databases linked to the user's email. It then delves into 'my preferences,' where users can change settings like Odoo dark mode, notification preferences, and language. It demonstrates how to install new languages (e.g., French) and highlights that only 'preferences' and 'account security' tabs are visible without administrative privileges.

Account security settings are reviewed, including options to change passwords or toggle two-factor authentication. Other features like logging out from all devices are also mentioned.

The video demonstrates navigation within applications, showing how clicking the app icon in the top left returns to the main dashboard or the previous view. It also explains the 'guided tour' icon or banner, which appears for first-time setup in new applications.

This section highlights Odoo's autosave feature (except for settings, which require manual saving). It introduces 'smart buttons' on documents (e.g., sales orders), which are linked to related documents or applications (e.g., planning app for plants, sales overview for customer contacts). The importance of breadcrumbs for navigating back to previous pages and tracking the user's path through the app is also emphasized.

Finally, the video explains the 'chatter' section on each page, which provides a history of actions and messages related to a record. The tutorial concludes by reiterating the ease of navigating Odoo's interface.

The user profile icon is explored, starting with the shortcuts menu. This feature allows quick access to various parts of Odoo by typing (e.g., 'control + K' or 'Apple + K' to open, then typing '/sales' or 'product' to navigate to specific modules or items like product variants).

This part details the Odoo Studio icon, which allows users to edit app layouts and add new fields, indicating its presence if Odoo Studio is installed. It also covers the multi-company toggle, explaining how it enables switching between different company databases (e.g., Belgium HQ, SF America), a feature only available if multi-company settings are enabled.

This section introduces the Odoo interface, emphasizing its consistent layout across applications and promising ease of navigation by the end of the demo. The video will delve into various features of the database.

The tutorial begins by showcasing the main Odoo dashboard, where all installed applications and modules are visible. It then explains the functions of several icons in the top right corner: the red dot for check-in/checkout (attendance app), the telephone for Voice over IP (VoIP), the Odoo AI button for leveraging AI workflows (requires API key), the chat bubble for conversations in the discuss module, and the clock icon for activities across different apps.