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Odoo 18: Quote Calculator Features

Odoo 18 introduces a variety of new features across multiple modules, including a company-switching shortcut, a new debug menu, and enhanced accounting functionalities such as abnormal invoice alerts and autopost bills. Other notable updates include improved project management tools, a redesigned Point of Sale interface, and advanced spreadsheet capabilities with dynamic pivots and new chart types. The release also emphasizes user experience enhancements, such as easier portal interactions and customizable page templates for websites.

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lisamorgan8899
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0% found this document useful (0 votes)
81 views216 pages

Odoo 18: Quote Calculator Features

Odoo 18 introduces a variety of new features across multiple modules, including a company-switching shortcut, a new debug menu, and enhanced accounting functionalities such as abnormal invoice alerts and autopost bills. Other notable updates include improved project management tools, a redesigned Point of Sale interface, and advanced spreadsheet capabilities with dynamic pivots and new chart types. The release also emphasizes user experience enhancements, such as easier portal interactions and customizable page templates for websites.

Uploaded by

lisamorgan8899
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Odoo 18

Mesmerising new features

• Odoo Techno-Functional
1 General
Company-switching shortcut

ALT SHIFT U
New Debug Menu

- You can access Model, Data


Editor: list detection and suggested command
buttons
progressive web apps: Barcode, PoS, Attendances,
Kiosk, Registration Desk and Shop Floor
Gantt view: Horizontal Scrolling
Image import
Records can now be sorted by occurrences when
grouped in list view.
Passkeys: Passkeys are a replacement for your
username and password, offering a more secure
way of logging in
Passkeys: Login with Passkey
Logged in devices and revoke access
Readable URLs

Source : from linkedin


Re-launch a search by clicking on the magnifying
glass icon in the search bar.
Enable/Disable Tour
2 Accounting
Abnormal invoice alert
Abnormal invoice alert
Abnormal invoice alert: You can ignore for specific customer/Vendor
Email aliases on MISC journals also
Analytic budgets
Ascending/descending report dates
Audit trail improvements
Autopost bills
Import and OCR

Upload PDFs or image files of bank statement to


have the OCR extract the transactions automatically
Bills payment wizard: QR codes
Catalog view in Invoicing and Vendor Bills
Check printing layout in Bank journals
Check printing layout in Setting
Combine analytic distribution models
New credit card journal type
Currency exchange rate: on invoices visible and stored
Report: smoothly move from one period to another
Duplicate bill detection
Financial budgets
Follow-up report, customer statement, and partner ledger revamp
Installment payments
Installment payments : Portal View
Invoice Analysis report
Loan Management
Locking by Journal Type
Color: Matching numbers
Products and descriptions are now combined
Overdue invoices and online payments
PO/Bill matching
PO/Bill matching
Reconciliation models: generate invoice/bill
Sales taxes price included/excluded
Shared accounts between companies
Split balance sheet horizontally
Split balance sheet horizontally: Setting
3 Appointments
4 Appraisals
Multi-company employee management
360 feedback: Resend the request for 360 feedbacks
for multiple employees at once
Get notified of 360 feedback answers
5 Attendances
Extra hours validation
Automatic check-out and missing hours
6 Barcode
New design
Create product with barcode lookup database
Group batch lines and disable add product
Hide reserved lots and serial numbers
Multiple serial numbers scan and RFID Support
possible to scan a lot or serial number from the Barcode main screen
Sign delivery
Sign delivery
7 CRM
Expected Revenue updated upon quote confirmation
8 Dashboards
Dashboard sharing
9 Discuss
@everyone mention
Activities: list view and mass actions
Actual chatter in portal

Portal users can now interact more easily: add


reactions, copy message links, and edit or delete their
messages directly in the portal's chat.
Copy message link
Emails: dynamic placeholders
Message scheduling
Message scheduling
10 Documents
Workspace sharing
Workspace sharing
11 eCommerce
Click & Collect
Click & Collect
Mega menu based on eCommerce categories
Product ribbons for variants
Move products to their wishlist directly from the cart
Shop display options
Sign in/up button visibility
12 Email Marketing
Opt-out reporting
Optional contact name split
Avatar card preview- in Planning, Timesheets, HR apps
13 Event
Events from Point of Sale
Events from Point of Sale
Visibility
14 Fleet
Mass email drivers
15 Inventory
Split Delivery before validate
Dispatch management system : The dispatch management system feature in Odoo is used
to plan and build shipments.
Eased return process
Edit specific valuation layers for revaluation
Make to stock and order

When a rule is set as "Take from stock, if not available, trigger


another rule", launch a procurement for only the quantity missing from
the new move.
Next transfer button
Pull to push rules and flexible routes

Push rules are now triggered when a transfer is validated


Valuation by lot/serial number
View empty locations
16 Knowledge
Article organization: tree view and can be expanded
Calendar start/end display
17 Manufacturing
Master Production Schedule
- yearly planning,
- automatic replenishment mechanism,
- maximum batch sizes for manufacturing replenishments
- import template
Work in progress
BOM Overview: Availability now also takes into account work center availability.
18 Marketing Automation
Template : Misc, Marketing, CRM
Choose server

Select which mail server is used for automation campaign mailings


19 Payroll
Other Input Type
20 Planning
Flexible working calendar
21 Point of Sale
Create products in PoS
Create products in PoS
PoS redesign
Table Merge
22 Project
Analytic plans on projects
Project sharing
Project sharing
Tracking revisions in tasks
Tracking revisions in tasks
23 Purchase
Tracked products: generate lot numbers
24 Quality
Quality checks with spreadsheets
On-demand control frequency
25 Recruitment
Email parsing
Job forms: conditional questions
Monster integration
Candidate model : help to process multiple applications at the same time
26 Referrals
Send by SMS, Send by Whatsapp
27 Sales
Attribute values removal: You can now delete attribute values that are no longer in use, even if they
were previously used in some products (you must remove them from those products first).
Combo products
Commission plans
Customer view notification for quotations
Portal: loyalty cards and eWalle
Pricelist revamp and print formats
Pricelist print formats supports : pdf, csv, xlsx
Product form view improvements
28 Sign
Document signature request: From any document
Radio buttons
29 Social Marketing
30 Spreadsheet
Pivots: measures
Pivots: dimensions (Edit rows' and columns' dimensions when using pivot tables)
Dynamic pivots
Dynamic pivots: Copy/paste pivot table cells

Copy-pasting a cell or a range of cells from a dynamic pivot will now paste the static
pivot formula for each copied cell(s).
Pivots: calculated fields

Create calculated fields. Add extra dynamic measures by adding calculations (i.e., calculation
between fields from the pivot, between values located elsewhere in the spreadsheet, or a mix of
both). Functions can also be used in those extra measures.
Pivots: increased date granularity
Added day of the week, hour of the day, minutes, and seconds as options for date granularity.
New functions : SEQUENCE, INDIRECT, OFFSET, CONVERT, and CELL functions
- Paste values, preserve format
- Find and Replace feature
- Partial VLOOKUP
- Highlight and hover
- Custom formats detection
- Date formatting: quarte
- Conditional formatting: Data bar and formulas
- Copying data to another spreadsheet
- Global filters: domain edition
- List sorting
Insert list selection
Data tables: allow quick sorting, styling, and filtering of data as well as adding new records.
Cell comments and tags
Checkbox and dropdown
Version history
New chart types

- area,
- combination,
- horizontal bar,
- doughnut,
- population pyramid,
- scatter,
- Radar,
- waterfall
Custom table style
Sheet tab colors
Spreadsheet quote calculator
31 Studio
Export data and demo data with Studio
Edit buttons
32 Subscriptions
Configure recurring plans to align all subscription invoices on the first day of each billing period
Odoo Subscriptions now support recurring delivery and invoicing of physical goods

Source: Fabrice Twitter


Misc

- Invoice on delivered quantity


- Automate future payments
- Payment with non-tokenizable method
- Notify customers of price updates or changes to subscription terms and batch edit
subscription item prices
Recurring plan on eCommerce
Subscription cancellation timing
33 Surveys
Live session QR code
Restrict access to sensitive surveys and assign multiple people to manage surveys with the "Restricted to" field
34 Time Off
Accrual expiration date
Duration hours in reporting
Public holidays can now be included/excluded on specific time off types.
Time off type visibility on employee dashboards
Yearly accrual cap
35 Timesheets
Grid view: spot missing hours
Weekends in the grid view
36 Website
Custom page templates
Custom page templates
Custom page templates
Import existing website

[Link]
37 Whatsapp
Misc

- Send WhatsApp messages via server or automated actions


- All WhatsApp conversations with a contact can be accessed from the contact's
form.
37 Misc : Twitter, LinkedIn
Raise your hand in Odoo Discuss calls

Source: Fabrice Twitter


Kitchen preparation screen for Odoo Point-of-Sale. 󰠉🖥
- Real-time feed (no reload) , Touchscreen UI, Customizable stages, Quick filters
- Multiple screens and categories for different teams
- No hardware requirement

Source: Fabrice Twitter


Chain multiple signature requests with Odoo Sign. Increase your chances to collect all pending
signatures faster

Source: Fabrice Twitter


Sign: get a reminder of documents waiting for you after signing (or ignore them, if you're tired of
being needed all the time). Works for internal and external user

Source: @bouvyd Twitter


NEW Bill of Materials Overview

Source: @odoo Twitter


Thanks for watching.

(Odoo Techno-Functional)

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