Guides

How to do the things you came here to do.

Short, practical, and checked against the live product. Each guide shows the date it was last verified, so you can see how current it is.

  1. 01

    From nothing to a first instance

    The account, the team it belongs to, the country that fixes your currency, and the four answers that create your first instance. Fifteen minutes, and none of it costs anything yet.

    Read the guide
  2. 02

    Deploy from your Git repository

    Connect a repository, deploy a branch, and understand what happens between a push and a running environment.

    Read the guide
  3. 03

    Duplicate production to test

    Take a backup, restore it — in place or into a new environment — and know which of the two you actually want.

    Read the guide
  4. 04

    Point your own domain at an environment

    Getting erp.your-company.com onto an environment: the two DNS records, the four states, and why the order of operations is not negotiable.

    Read the guide
  5. 05

    Ship a module, from your code to the app

    Why the Modules tab has no install button, what separates a module in the app from one still in the branch, and what happens to your database when you press Update modules.

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  6. 06

    Your balance, and what happens if it runs out

    How prepaid credit is spent, why your balance is not what you can spend, and the exact ladder from a warning to a suspended account.

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  7. 07

    Who can do what: members, roles and scopes

    The base role every member carries, the custom roles a team can write, and the assignment that grants one of them on a single environment.

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  8. 08

    When something is wrong: logs and metrics

    Reading an environment's runtime logs and its CPU, memory and restart history - and knowing which of the two log sources you are looking at, because only one of them survives a restart.

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  9. 09

    Configure Odoo: settings, profiles and the restart

    Tuning workers, limits and SMTP on an environment - why saving is not applying, why a worker count is arithmetic rather than taste, and which keys the platform will never let you set.

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  10. 10

    The life of an environment: create, stop, delete

    Adding an environment per branch, what each one costs, why stopping reduces the bill without ending it, and exactly what deleting destroys.

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  11. 11

    Staying informed: notifications and channels

    Choosing what reaches you and how - the eight categories, the two rules you cannot switch off, and why push is a setting of the browser rather than of your account.

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  12. 12

    Install a module from the marketplace

    What the marketplace actually does when you install - it commits the module into your repository - and the four checks it runs before writing anything.

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  13. 13

    Backups you can actually restore

    How long a backup really lives, what a restore overwrites, and why the safety copy taken before it is not the undo button it sounds like.

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  14. 14

    Managed PostgreSQL, and what it is not

    A managed database is not the database Odoo runs on - unless you make it one. How to size one, what it really costs, and the two very different ways an environment can use it.

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  15. 15

    The AI writes a proposal, not a commit

    How the AI Module Developer produces reviewable changes, what its evidence badge actually claims, and the two checks that stand between a proposal and your repository.

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  16. 16

    Releases: the gate before a deploy

    A release is a record and a set of gates - checks, approvals, a backup - that a change passes before anyone deploys it. What each gate does, and where the process stops.

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  17. 17

    One codebase, many client instances

    A multi-tenant environment gives each of your clients their own isolated Odoo database on a single codebase you maintain once. How to add an instance, what the client gets, and the password shown only once.

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  18. 18

    Let clients sign themselves up

    Templates decide what a new client instance contains on day one. A signup link lets your clients create one themselves, within limits you set.

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  19. 19

    Your brand, your limits, your hours

    The settings that apply to every client instance on an environment: the name and colours they see, your own domain, what happens when one outgrows its plan, and when updates are allowed to run.

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  20. 20

    Getting into Odoo

    Where the administrator credentials of an environment live, why they are fetched on demand rather than shown on the page, and the two very different answers when a client has lost their access.

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  21. 21

    The instance, and what it holds

    An instance is the project: one repository, one Odoo version, and the environments built from them. What each of its tabs is for, who can open which, and what deleting one actually does.

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  22. 22

    Composing an offer, and getting paid for it

    An offer is what a client buys: the modules, the limits, the price in each currency you sell in, and the page they read before deciding. Where each of those is set, and how the money reaches you.

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  23. 23

    The space your client signs into

    What a client can see and do without asking you: open their instance, stop it, read what they pay, settle an overdue bill, and resize their own plan. And the one rule behind all of it — nothing is ever debited off-session.

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