Setup Dairy Management

• Get the latest Dairy Management addon package from your vendor (for example WebbyCrown Solutions) or from your company’s download link.
• Save the file to your computer. It is usually a .zip file.
• Extract (unzip) the file. Inside you should see a folder named odoo_dairy_management. This folder is the addon – keep the name exactly as it is; do not rename it.
• Check that the folder contains files like __manifest__.py and subfolders such as models, views, and security. If you only see another folder inside, open it until you find odoo_dairy_management.

• Connect to the computer or cloud server where Odoo is installed (using FTP, SFTP, remote desktop, or ask your hosting provider).
• Find your Odoo addons path. Common folder names are:
  • addons
  • custom_addons
  • extra-addons

  Your IT person can confirm the correct path from the Odoo configuration file.

• Copy the entire odoo_dairy_management folder into that addons directory.
• Make sure the result looks like this: .../custom_addons/odoo_dairy_management/__manifest__.py – the manifest file must be directly inside the addon folder, not nested one level deeper.
• Set folder permissions so the Odoo service account can read the files (your server administrator normally handles this).

• After copying the folder, restart Odoo. Odoo only detects new addons when it starts up.
• How you restart depends on your setup:
  • Windows service: Open Services, find Odoo, click Restart.
  • Linux server: Your admin runs something like sudo systemctl restart odoo.
  • Odoo.sh / managed hosting: Use the hosting panel or ask support to reload after uploading the addon.
• Wait until Odoo is fully running again before opening the browser.
• If Odoo does not start after adding the folder, ask your administrator to check the server log for errors – often the folder was placed in the wrong path or renamed incorrectly.

• Log in to Odoo with an Administrator account.
• Click the Settings app (gear icon) in the main menu.
• Scroll to the bottom of the General Settings page.
• Click Activate the developer mode (sometimes shown as “Developer Tools”).
• The page may reload. You will know developer mode is on when you see extra technical menus and a bug icon in the top bar.

Alternative shortcut Add ?debug=1 at the end of your Odoo URL in the browser address bar, then press Enter. Example: https://yourcompany.odoo.com/web?debug=1

• Go to the Apps menu from the Odoo home screen.
• Click the ⋮ (three dots) menu or look for Update Apps List.
• Confirm when Odoo asks you to update. This scans all addon folders and refreshes the list of available applications.
• Wait for the update to finish. This step is required so Odoo can “see” the new Dairy Management folder you copied.

Update Apps List is hidden without Developer Mode
If you do not see this option, go back to Step 4 and activate developer mode first.

• Still in the Apps screen, clear any filter that says “Apps” only – click Remove filter or search All so uninstalled modules appear.
• In the search box, type Dairy Management.
• You should see the app with the dairy icon and description about milk collection, herd health, and processing.
• Click Activate or Install (wording may vary by Odoo version).
• Wait while Odoo installs the module. This can take one to three minutes. Do not close the browser tab.
• When installation is complete, you should see a success message and the app status changes to Installed.

• When Dairy Management installs successfully, the system automatically loads sample demo data – example farmers, animals, routes, and products – so you can explore the app before entering your own real data.
• After installation, open Dairy → Dashboard or Dairy → Masters → Farmers and check whether sample records appear (for example demo farmer names).
• If you do not see sample data, your manager can load it manually:
  • Go to Dairy → Configuration → Import sample data (manager access required)
  • Click the import button and wait for the success message
  • Refresh the page
• When you are ready to use the system for real work, you can keep demo records for training or ask your administrator to remove them and start fresh.

What demo data includes
Sample farmers, animals, collection routes, milk products, and other records so you can click through every menu and understand the app without typing everything yourself.

• Installing the app does not automatically show the Dairy menu to every user. You must assign access to each person who needs it.
• Go to Settings → Users & Companies → Users.
• Open the user account (for example a collection centre operator or manager).
• Click the Access Rights tab.
• Find the section named Dairy Management.
• Tick the correct role:
  • Dairy User – for daily staff (milk collection, health records, feed, processing, stock). Cannot open Configuration or see bank account numbers.
  • Dairy Manager – for supervisors and owners. Full access including Configuration, routes, breeds, medicines, and sensitive payment fields.
• Click Save.
• Repeat for every user who needs access to the dairy facility.

Administrator is not enough
Even if someone is an Odoo Administrator, verify the Dairy User or Dairy Manager box is ticked if they will work inside the Dairy menus daily.

• Ask each user to log out and log back in, or press Ctrl + F5 (hard refresh) in the browser.
• After login, look at the top main menu bar. You should see a menu called Dairy with the dairy app icon.
• Click Dairy and confirm sub-menus appear: Dashboard, Masters, Operations, Animal Health, Feed Management, Processing, Inventory, Product Catalog, and (for managers) Configuration.
• Open Dairy → Dashboard to confirm the screen loads without errors.
• If the menu is still missing, check again that the user has Dairy User or Dairy Manager enabled in Step 8, then refresh once more.

You are ready!
Once you see the Dairy menu, continue with Getting Started to learn daily workflows, or open Routes, Breeds & Settings to set up your own farmers and collection routes.

The Dairy Management application package – the odoo_dairy_management folder you copy to the server.

The directory on the server where all Odoo apps live. Your IT team knows its exact path.

An Odoo setting that unlocks technical tools like “Update Apps List.” Needed once during installation.

Tells Odoo to scan for newly copied addon folders after a restart.

Turns the addon on for your database so you can use it.

Practice records (farmers, animals, etc.) loaded automatically or via Import sample data – useful for training.

Access group for staff who record milk, health, feed, and stock daily.

Access group for supervisors – includes Configuration and sensitive financial fields.

The main application menu in Odoo’s top bar – proof that installation and permissions are correct.