Glossary — Odoo ERP / CRM
(for first-time Odoo users)
Welcome to the glossary for new Odoo users.
This guide is for clients new to Odoo, providing a simple introduction to core terms you will use every day.
What is Odoo?
Odoo is business software bringing sales, invoicing, inventory and other important activities together in one place.
Basic terms
Module (Application)
An Odoo component for a specific task, such as Sales, Accounting or Inventory. Use only the modules you need.
Dashboard (Home screen)
The first screen after login, providing a quick business overview.
User
A person who logs into and works in Odoo.
Sales
Customer
A person or company buying your products or services.
Enquiry (Lead)
An initial contact or expression of interest from a prospective customer.
Quotation
A document presenting prices and terms to a customer.
Sales order
An accepted quotation confirming an agreed sale.
Invoices and payments
Invoice
A document requesting payment for a product or service.
Payment
Information showing whether an invoice has been paid or remains open.
Inventory (if you handle goods)
Product
An item or service you sell or purchase.
Stock on hand
The quantity of a product currently available.
Delivery
Sending goods to a customer.
Purchasing (if you buy goods)
Supplier
A company or person providing goods or services.
Purchase order
A document used to order goods from a supplier.
Your first five steps in Odoo
1. Log in
Use the username and password provided. You will see the dashboard after signing in.
2. Explore the menu
Applications such as Sales, Invoicing and Inventory appear at the top or side. Choose those relevant to your work.
3. Check basic records
Open a few customers, products and quotations to become familiar with the interface.
4. Complete your first task
For example, in Sales, create a quotation — in Invoicing, view invoices — in Inventory, check stock on hand
5. Ask questions
If you are unsure what something means or how to proceed, contact your administrator or support. Odoo is flexible and most mistakes can be corrected.
Useful tips
- Most actions can be corrected, so do not be afraid to ask and learn
- If you are unsure, use Search at the top of the screen
- Ask your administrator or support if something is unclear
This glossary is an introductory guide. As you become familiar with Odoo, you will discover advanced features that are not needed at the start.