How To Setup Company in Odoo 18?

Setup company in Odoo establishes the core organizational identity, localization settings, legal details, and branding that feed directly into invoices, purchase orders, email templates, and financial reports.

Key Steps for Setup Company

  1. Accessing Company Settings

    • Navigate to Settings → General Settings → Companies.

    • Select an existing company to update or click Create / Update Info to add a new entity.

  2. Basic & Operational Details

    • Company Name & Logo: Upload the primary corporate logo (used on PDFs, portal views, and customer-facing reports).

    • Address & Contact Info: Enter full address details (Street, City, State, Zip/PIN, Country), phone number, and primary email address.

    • Website & Social Media Links: Configure main URLs to display on external documents and customer communications.

  3. Localization & Tax Information (India Focus)

    • Tax Identification Numbers: Set up essential statutory IDs such as GSTIN, PAN, and CIN (Corporate Identification Number).

    • Currency: Set the functional base currency (e.g., INR for Indian localization).

  4. Multi-Company Architecture

    • Odoo supports multi-company management within a single database instance.

    • Define parent-subsidiary relationships or branch hierarchies.

    • Assign default warehouses, journals, and access permissions per company entity.

  5. Document Formatting & Branding

    • Configure default layout styles (headers, footers, colors, fonts) for reports, quotes, and tax invoices generated across modules.

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