Tips on how to set up the Odoo ERP/CRM platform on Ubuntu Server 20.04

Odoo was as soon as generally known as Open ERP and TinyERP and served as an entire Enterprise Useful resource Planning and Buyer Relationship Administration resolution in a single highly effective, open-source bundle. Odoo contains the entire options you require for ERP/CRM, resembling:

  • Straightforward-to-use UI.
  • Versatile workflows.
  • Customizable stories.
  • Inventory administration.
  • Gross sales and buy administration.
  • Activity automation.
  • Advertising and marketing campaigns.
  • Assist desk.
  • Level of sale.

Odoo can be utilized for retail, companies, operations, finance, advertising, improvement, and extra and is scalable and extendable (with 1000’s of installable apps).

I need to stroll you thru the set up of Odoo on my go-to server of alternative, Ubuntu Server 20.04.

SEE: 40+ open supply and Linux phrases that you must know (TechRepublic Premium)

What you’ll want

The one belongings you’ll have to make this work are a working occasion of Ubuntu Server 20.04 and a consumer with sudo privileges. That’s it, let’s get to work.

Tips on how to set up the dependencies

The very first thing we’re going to do is set up the mandatory dependencies. Log into your server and set up these packages with:

sudo apt-get set up git python3-pip build-essential wget python3-dev python3-venv python3-wheel libxslt-dev libzip-dev libldap2-dev libsasl2-dev python3-setuptools node-less postgresql -y

Tips on how to create the required customers

We have to create a Linux consumer and a PostgreSQL consumer. First, create the Linux consumer with the command:

sudo useradd -m -d /decide/odoo -U -r -s /bin/bash odoo

Subsequent, create the PostgreSQL consumer with:

sudo su - postgres -c "createuser -s odoo"

Tips on how to set up Odoo

We’re now prepared to put in the system itself. Change to the odoo consumer with the command:

sudo su - odoo

Subsequent, use git to clone the newest department of Odoo (on the time of this writing, it’s 15):

git clone https://www.github.com/odoo/odoo --depth 1 --branch 15.0 /decide/odoo/odoo15

Turn into the newly created listing with:

cd /decide/odoo

Create a brand new digital Python surroundings with:

python3 -m venv odoo15-venv

Activate the brand new surroundings with the command:

supply odoo15-venv/bin/activate

Set up the required Python modules with the next instructions:

pip3 set up wheel

pip3 set up -r odoo15/necessities.txt

The second command above will take anyplace from 5-10 minutes to finish, so both watch the output fly by or go care for one other admin job. As soon as the instructions are completed, deactivate the surroundings and exit from the odoo consumer with:

deactivate

exit

To allow the Odoo add-on system, we have to create a listing to accommodate the downloaded recordsdata. Create the listing and provides it the mandatory permissions with:

sudo mkdir /decide/odoo/odoo15-custom-addons

sudo chown odoo: /decide/odoo/odoo15-custom-addons

Copy the default configuration file into /and many others with the command:

sudo cp /decide/odoo/odoo15/debian/odoo.conf /and many others/odoo15.conf

Open the config file for modifying with:

sudo nano /and many others/odoo15.conf

Edit that file so it seems to be like the next:

[options]

; That is the password that enables database operations:

admin_passwd = PASSWORD

db_host = False

db_port = False

db_user = odoo

db_password = False

addons_path = /decide/odoo/odoo15/addons

The place PASSWORD is a powerful/distinctive password.

Save and shut the file.

We now should create a systemd service file with:

sudo nano /and many others/systemd/system/odoo15.service

 </codeIn that file, paste the next:

[Unit]

Description=Odoo15

Requires=postgresql.service

After=community.goal postgresql.service

 

[Service]

Sort=easy

SyslogIdentifier=odoo15

PermissionsStartOnly=true

Consumer=odoo

Group=odoo

ExecStart=/decide/odoo/odoo15-venv/bin/python3 /decide/odoo/odoo15/odoo-bin -c /and many others/odoo15.conf

StandardOutput=journal+console

 

[Install]

WantedBy=multi-user.goal

Save and shut the file. Reload the systemd daemon with:

sudo systemctl daemon-reload

Begin and allow the Odoo service with:

sudo systemctl allow --now odoo15

Tips on how to entry Odoo

Odoo is now put in and working in your server. Open an online browser and level it to http://SERVER:8069 (The place SERVER is both the IP handle or area of the internet hosting server). You can be prompted to fill out info for the creation of a brand new database (Determine A).

Determine A

Creating the Odoo database.

Be sure you copy down the random password generated for the database (or decide to make use of your personal password). You may need to additionally verify the field for Demo information (particularly if that is your first time utilizing Odoo).

Click on Create database and the set up will full. When it’s completed, you’ll end up on the Odoo Apps web page (Determine B), the place you possibly can start choosing the apps you need to set up to finish your new CRM/ERP resolution.

Determine B

The Odoo Apps web page contains loads of instruments so as to add to the platform.

Tips on how to edit the default admin consumer in Odoo

One of many first belongings you’ll need to do is edit the default admin consumer, which is listed as Mitchel Admin and features a random picture. To do that, click on on the 4 squares icon within the high left and click on Settings. Within the ensuing window (Determine C), click on Handle customers.

Determine C

The Basic Settings tab for Odoo is the place you’ll care for your preliminary configurations.

Click on on the Mitchel Admin itemizing after which click on Edit. Now you can change the identify of the admin consumer, add a photograph, and handle the entry rights, preferences, and safety for the account (Determine D).

Determine D

Customizing the default admin consumer in Odoo.

Congratulations, you might have a working CRM/ERP device that may be expanded to fill many roles on your firm.

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