Open General Settings
From the main Odoo dashboard, click the Settings app. The page opens directly on General Settings, which is divided into sections: Users, Languages, Companies, Emails, and more.
Settings
Company Setup & Configuration
Configure your company identity, document layout, and email settings before going live.
5 steps
Updated Mar 7, 2026
SOP · Standard
This is the first procedure to complete when setting up a new Odoo instance. Company settings control how your business appears on all outgoing documents, emails, and reports.
Update Your Company Information
Scroll to the Companies section. Click → Update Info next to your company name.
Fill in all required fields:
- Company Name
- Address (Street, City, State, ZIP, Country)
- Phone and Email
- Website
- Tax ID / VAT number
- Logo — upload a high-resolution PNG or JPG
Click Save when done.
Configure Document Layout
Still in the Companies section, click → Configure Document Layout.
Choose your preferred document style — this controls how invoices and quotes look when printed or emailed:
- Layout: Classic, Boxed, Bold, or Striped
- Font: choose a brand-appropriate font
- Color: your brand’s primary color
- Tagline: a short company slogan shown on documents
- Footer: add your bank details, company registration number, etc.
Use the live preview on the right to check the result, then click Save.
Set Up Outbound Email
Scroll to the Emails section.
- Alias Domain: enter your company domain (e.g.,
yourcompany.com) so replies to emails land back in Odoo. - Custom Email Servers: check this box if you want to send via your own SMTP server. Enter your host, port, and credentials.
- Digest Email: leave enabled to receive a weekly summary of key metrics.
Click Save.
Set Units of Measure
Scroll to the Units of Measure section. Select:
- Weight: Kilograms (kg) or Pounds (lb)
- Volume: Cubic Meters (m³) or Cubic Feet (ft³)
These units appear on delivery orders and product specifications. Click Save.
