Setting up Odoo for a company in Greece: the first settings, in the order they're done.

Three decisions shape everything else, and it’s best to make them before anyone opens the settings.

• Which edition and where it runs. Community or Enterprise, on your own server, our infrastructure, Odoo.sh or Odoo Online. The Greek add-ons need hosting that accepts add-ons, so not Odoo Online.
• Who keeps the books. If an outside Greek accountant keeps them in their own software, Odoo needs invoicing and the reports you send them. If the books will be kept in Odoo, full accounting is set up too.
• From when you invoice in Odoo. If you’re moving from other software, switch day sets the numbering, the opening balances and the provider connection. How we choose it is on moving to Odoo.

Order matters. Odoo picks the company’s fiscal localization from its country and won’t let you change it once the first journal entry is posted. So company details and the chart of accounts go first, invoices last. In a group database, each company can have its own localization, so the Greek company gets the Greek one while the others keep theirs.

A company in Odoo has a name, address, VAT number, currency and logo, and every invoice, delivery note and quotation takes them from there. For a Greek company we also fill in what is usually printed on a Greek document, such as the tax office (ΔΟΥ), the business register number (ΓΕΜΗ) and the line of business.

With the Greek suite add-on for company data, you type the VAT number and the details come from AADE’s register; you check them before saving, and the same works later for every new customer and supplier.

The document layout is set in the same place: the invoice template, the logo and the footer. The MARK number and QR code returned by the provider will print on this template, so we check it from the start, as PDF and on paper.

If the company has branches, note each installation’s number as it appears in AADE’s register. myDATA asks for it on every document, and head office is 0.

Every company in Odoo gets a fiscal localization package based on its country, with a chart of accounts and taxes you can keep or adapt. For Greek companies we set up the chart with our suite’s add-on for the Greek charts (ΕΛΠ and ΕΓΛΣ), so your accountant finds the accounts they know.

Taxes need a second look. The package creates many taxes as inactive, usually leaving only the main rate active. We activate the ones you actually use, for example 24%, 13% and 6%, set which one new products get by default, and decide whether your prices include VAT: a retail eshop usually works with VAT-inclusive prices, a wholesaler without.

For customers outside Greece we set up fiscal positions, rules that change the VAT automatically, for example for a business in another EU country or a customer outside the EU. In the Odoo we set up, the same positions also give the right myDATA document type.

Every document that reaches myDATA has a type, a series and a sequential number. We set up one Odoo journal per series you issue, and each journal gives its documents the matching myDATA type. A typical layout for a trading company:

What you issue	myDATA type	How we set it up in Odoo	Series (example)
Invoices for goods to businesses	1.1 sales invoice	Sales journal	A
Invoices for services	2.1 services invoice	Its own journal	Y
Credit notes for a specific invoice	5.1 related credit note	From the original invoice, with their own numbering	CN
Receipts from the eshop or shop	11.1 retail receipt	Retail journal	R
Delivery notes	9.3 delivery note	From warehouse moves	DN

Odoo numbers an invoice when it’s confirmed, in a format such as INV/2026/00001 that restarts each year. You can change the format on the first invoice of a period, and if you’re coming from other software, Odoo can continue the year’s numbering instead of starting from 1. Your accountant decides the format and series, and we set them before the first invoice: afterwards, every renumbering is logged on the invoice and isn’t possible in locked periods.

The suite’s myDATA add-ons take care of the income classification on each line and the type on each document; the details are in our guide Odoo and myDATA.

Every new Odoo starts with one warehouse at the company’s address. If you have a second warehouse or a shop with stock, we add warehouses, each with its name and a short code of up to five characters that prints on warehouse documents. Stock moves between warehouses, and one can resupply another.

Two more decisions here. First, whether receipts and deliveries take one step or several, such as pick, pack and ship: Odoo supports this once multi-step routes are on, but every step adds work, so we add only the ones you need. Second, which warehouse matches which AADE installation: digital delivery notes come from warehouse moves, and from 1 January 2027 the receipt of goods is recorded in myDATA too (Phase B1).

Opening stock comes in as a count: quantities per product and warehouse, with their cost, so the stock value in Odoo matches the books.

Each Odoo user has a role and, in each app, an access level: only their own documents, all documents, or administrator of the app. Odoo itself warns that changing access rights can harm the database, and that only those who need access should have it.

In practice we set rights by job, not by person:

• Sales: quotations, orders and customers, often their own only.
• Warehouse: receipts, deliveries and counts.
• Invoicing: invoices and credit notes, with the strictest rule: few people issue credit notes, and nobody touches an invoice that has a MARK.
• Your Greek accountant: their own login, with the access they need for checks and reports.
• Administrators: one or two people, not the whole company.

On Enterprise, remember the subscription is charged per user who works inside Odoo.

From 1 February 2027, invoices issued from Odoo leave only through a licensed provider. We build the connection with eInvoice Link, an add-on inside Odoo: you issue the invoice as always, and the MARK and QR code come back and print on it.

You need three things: a subscription with a provider on AADE’s list, the start declaration in myAADE (usually filed by the provider and accepted by you), and the provider’s authorisation in Taxisnet. The connection is tested in a test environment first, then live. We are not an e-invoicing provider; we work with licensed providers and connect Odoo to them.

Before the first live invoice, everything is tested on a copy of Odoo, not the system you’ll work in. On Odoo Online, a copy made for testing turns off all external actions, such as emails and payments, and expires after 15 days. Odoo.sh has staging environments, and on your own server or our infrastructure we make the copy.

With your accountant we check one example of each case:

Test	What your accountant checks
Sales invoice with every VAT rate	Accounts, VAT, totals, myDATA type and classification
Credit note for one of them	That it is related, carrying the original’s MARK
Invoice to a business in another EU country	The VAT and the document type
Invoice from each branch	The series and the installation number
Delivery note from the warehouse	The shipment details and the delivery note’s MARK
Invoice with the connection cut on purpose	That it waits and resends, without a second invoice
The reports you send them	That they come out as they want, without Excel exports

Only when all of them pass does Odoo connect to the provider’s live environment for the first real invoice.

1. Decide edition, hosting, who keeps the books and when you start invoicing in Odoo.
2. Set company details, the document layout and installation numbers.
3. Check the fiscal localization and chart of accounts before the first entry.
4. Activate the taxes you use and set up fiscal positions.
5. Set journals, series and numbering with your accountant.
6. Add warehouses, their routes and the opening stock.
7. Give rights by job, with few administrators.
8. Connect the provider, in a test environment first.
9. Issue test documents with your accountant, then the first live invoice.

If you’d rather we took it on, see how we set up Odoo for companies in Greece.