Project
Manufacturing
Sales
- Quote Builder with Automatic Header & Footer: Easily create professional quotations with our enhanced Quote Builder. Enable “Add by Default” in the Header & Footer settings, and when a quotation template is selected, the header and footer will be automatically applied within the Quote Builder.
- Partial down payment from the customer portal.
- Sales commission adjustments: Easily correct or redistribute sales performance by adjusting commissions between salespeople. Select the salesperson who should receive an increase and the one whose commission should be reduced, ensuring accurate achievement tracking and fair reporting.
- Combo Products: Easy management of the product quantities and the product prices.
- Separate print and send options for sales orders.
- New Irish Marketplace for Amazon Connector: Seamlessly integrate and manage your sales in the Ireland region with the newly added Irish marketplace support in the Amazon Connector.
- Loyalty program only for a specific product category or with tags
- Unified Units of Measure and Packaging
- Expected delivery date only for Service products
- Sectioning order from product catalogue
- Optional Product Sections with Customer Editing
- Define a specific product domain when configuring loyalty card conditions.
- Order line sections have options like Add a line, Add a section, Add a sub-section, hide price, hide composition, see optional, move down, move up, and add a note.
Purchase
- Vendor bills can be uploaded directly from the purchase order.
- You can create multiple alternate RFQs with the correct vendor currency.
- Vendors can be set to group RFQs by their expected arrival date.
- The RFQ dashboard and interface have been improved.
- Products can be purchased based on forecasted demand directly from the catalog.
- The purchase catalog now shows suggested and forecasted quantities for any date range.
- When buying in a different unit, Odoo displays both the purchase price and the equivalent product-unit price.
- Manually edited unit prices cannot be recalculated automatically.
Inventory
- Replenish On Order (MTO) has been added as a setting in the inventory module.
- There is a field to add the Custom Lot/Serial number in the product form.
- A pack can be put into a pack which allows multiple packages.
- Inventory Valuation in the product categories has been made to Periodic and Perpetual.
- A deadline can be set for the replenishment rule.
- In the traceability report the warehouse code can be viewed.
- The reservation of the product is made automatically for pending orders once the quantity is updated.
- Product quantity can be updated from the form view of the product.
- Batch and Wave transfers with the same operation type can be merged.
- If an MTO product has no vendor it uses the warehouse’s normal route so the sale isn’t blocked.
Accounting
- Follow the invoice from WhatsApp.
- Preview the attached documents to reconcile the bank transactions.
- The newly designed reconciliation model and the reconciliation window.
- Accessible partner report only through the invoicing module; there is no need for the accounting module in the enterprise edition to get the partner report.
- Effective tax return.
- After digitising a document, you can select text to automatically populate form fields, including one2many lines, and create multiple entries.
- Purchase matching: When importing vendor bills, Odoo searches all bill details for purchase order references to match existing purchase orders.
- Invoicing users can post moves, which are tagged ‘To Review’ for accountants. Once reviewed, those moves cannot be reset by invoicing users.
- Purchase and sales receipts are now merged with invoices and bills. Purchase receipts are always available; you can switch between a bill and a receipt on the vendor bill form. Sales receipts can be enabled from the settings.
- A new tax return feature supports fiscal obligations, deadlines, automated validations, and is customizable for diverse regional localisation.
- Fiscal categories: Fiscal categories are moved to accounts, allowing different rates for specific accounts within the same category while avoiding duplicate categories.
- Detection of duplicate bills: When duplicate bills are detected, warnings remain, references are highlighted, and bills are excluded from auto-posting.
Equity
- This new ESG application makes reporting simple, integrated, and affordable by connecting with Accounting, Employees, Fleet, Payroll, and more, automating data collection to ensure highly accurate, reliable, and efficient sustainability reporting.
- Analyse emissions by year, scope, and activity using visual dashboards to identify key areas with the highest reduction impact.
- Emission factors convert activity data into GHG emissions using physical or monetary methods. Factors are automatically assigned by product, partner, or account, and can be manually added or imported from certified databases for accurate reporting.
- Generate a complete carbon footprint report in tCO₂e by scope, aligned with GHG Protocol and Bilan Carbone.
- Supports certified IPCC integration alongside the ADEME database, enabling global coverage and full compliance with GHG Protocol standards.
- Social metrics track gender parity and pay gaps using Employees and Payroll data, with insights by department, role, and location.
CRM
- Gain AI-powered insights to predict the likelihood of converting your leads into successful opportunities.
- Leads from external sources, like email aliases, are automatically assigned to the sales team leader to guarantee timely follow-up.
- Leads from external sources, like email aliases, are automatically assigned to the sales team leader, ensuring timely follow-up and efficient management of all incoming opportunities.
- Capture and generate leads directly from scanned business cards.
- Link new contacts directly to a company when creating leads in the Kanban view.
PoS
- One-click payment: This is a shortcut to skip the payment screen.
- Global invoice generation for the customers.
- Product information: Product information is available through the action button.
- Simplifies customer due account settlement processes.
- Built in preparation time reports for the restaurant orders.
- Allergens can be managed via self-orders.
- Create presets to quickly apply order schedules and modes like delivery and pickup.
- Course management inside the restaurant: Products in the courses are provided according to the course sequence for preparation.
- Long-press or click on the product card to get the product information.
- Built-in preparation time report.
Project
- Tasks can be assigned by adding people in the email “To” field.
- Tasks for employees with flexible schedules can be auto-planned.
- Tasks can be scheduled by dragging and dropping them in the calendar.
- Portal users can view tasks in a Gantt chart.
- Tasks now support multiple priority levels.
- Projects can be created from templates with pre-filled details and predefined roles.
- Private projects can be shared with portal users.
- Projects created from templates automatically plan all tasks.
- Service products can create tasks based on selected task templates.
- Reusable task templates can be used for task creation.
Timesheets
- Multiple timesheets can be created from the calendar view at once.
Expenses
- Expenses are managed individually, with bulk submit and approval available from the list view.
- Multiple expenses submitted together generate a single bill per employee for employee-paid expenses.
- Purchase journals support partially deductible expenses, with adjustable professional percentages on invoice lines.
- Physical cards from Mastercard and Stripe Issuing sync transactions automatically for real-time tracking.
- An allowed percentage is used instead of a disallowed percentage, with both values shown when required.
Field Service
- Worker location can be tracked while the task timer is running.
- Prices can be hidden on the task report sent to customers.
- Fields in worksheet reports can be shown or hidden based on conditions.
- Appointment details are automatically added to field service tasks when an appointment is confirmed.
Planning
- Shifts can be auto-planned for employees on flexible schedules.
- Shifts for multiple days can be created in the Gantt view.
- Multiple shifts can be created from the calendar using a shift template.
- Compare planned hours with attended hours.
- Preview an employee’s schedule before publishing.
- Create rental orders for shifts, with automatic date synchronization and resource checks.
- Print employee schedules.
Manufacturing
- Manual consumption is removed from the Bill of Materials settings.
- The BoM overview is updated, and work center capacities are simplified.
- A Gantt view is added for manufacturing orders to visualize schedules more easily.
- Manufacturing order form improvements: editable deadline, removed “Consumed” checkbox, and a new clickable “Pick” link for stock moves.
- Generate multiple serial or lot numbers from one manufacturing order.
- Choose how operation costs are calculated, real usage or fixed cost.
- Splitting manufacturing orders is now easier.
- Subcontracting uses the same reception features as standard inventory.
- Labor costs use the hourly employee cost from the work center if not set on the employee, affecting product valuation in AVCO and FIFO.
- Work orders can be filtered by attributes or components, and start dates can be edited from the list.
- Work order status can be edited.
Maintenance
- The email alias setting has been moved from the equipment category to the maintenance team.
Repair
- Repair orders can be created directly from individual inventory operations.
Quality
- A failure location can be set on any quality control point.
Shopfloor
- Manufacturing orders can be closed directly from the Shop Floor.
- Component consumption in Shop Floor supports barcode scanning and barcode commands.
- The Shop Floor app has a refreshed and improved design.
- Work order routing can be changed by moving it to another work center or adding a new work order.
Website
- Implement SEO best practices by adding relevant keywords, applying schema markup, and reviewing content to improve search engine visibility and performance.
- Easily customise the login, signup, and password reset portal pages.
- Improved alert designs snippets
- The user profile edit view now supports uploading a customizable cover image.
- The parallax effect now includes Zoom In and Zoom Out options.
- The mega menu now displays on mobile devices with support for multiple nested levels.
- Easily place inner content blocks anywhere within a grid layout.
- Scrolling Mode controls whether snippets move together or individually.
- The website builder UI is simplified for easier onboarding of new users.
- Add validation rules to website form fields for accurate visitor input.
ECommerce
- New layouts and customisation options are now available on the shop page.
- New Catalogue block templates highlight selected eCommerce categories with improved presentation options.
- Customise checkout steps, primary buttons, and related labels easily.
- The address selector now displays customer addresses more clearly.
- Shop page filters manage pill displays, adding “View more” for over eight values and search for over twenty values.
- The product comparison tool has been refined and is now fully usable on mobile devices.
- A new footer template now displays all available payment methods.
- Show product attribute values as large images using image attributes.
- Synchronise products with Google Merchant Centre and manage multiple feeds efficiently with improved performance.
- At checkout, selecting a store shows unavailable products, lets you save them to a wishlist or remove them, and improves management of in-store pickup delivery.
- Product pages now offer new image display options like carousels and grids, flexible layouts for main action buttons, and a cleaner design with unnecessary Share, Product List, and More Information options removed.
- Empty categories are now hidden, and new design options are available for displaying categories on the shop page.
HR
Recruitment
- Track applicants based on the recruitment campaign they originated from.
- The candidate system is replaced by a centralized talent pool for more efficient applicant management.
Referrals
- A separate access rights section has been added for the Referrals.
Employees
- Contracts has been added to the employees.
- Versions can be added for the contracts to track the changes made to the contracts.
Attendance
- Custom rules can be defined for extra hours and their compensation.
- A presence indicator is displayed during manual employee selection on the kiosk.
Time Off
- Half-day leaves are visible in the calendar.
- Different leave types can be taken at the same time, such as sick leave during training or remote work.
- Time off types include a Country field.
- The interface has been improved.
- Time off can be requested for flexible durations like 1.5 days or 3 days and 6 hours.
Appraisals
- Goals have been improved with templates and better links to skills.
- Goals can be assigned to multiple employees at once.
- A job target can be set on an appraisal to identify skill gaps.
- Appraisals can be created in bulk directly from the Appraisals app.
Payroll
- Payroll batches are now called Pay Runs, with a new guided interface.
- Payslips can be generated even if leaves are not approved.
- Incorrect payslips can be corrected using a revert workflow.
- A new report is available for detailed payslip lines.
- A payroll master report is available for all localizations.
- Employees can have multiple bank accounts and split their salary between them.
- Employee costs can be split across multiple analytic accounts.
- Benefits can be linked to salary inputs for flexible salary setup.
- Salary-related properties can be added directly on employee records.
- Salary attachments are now managed within Salary Adjustments.
- Conditions can be set directly on salary rules using domains.
- The list view for salary rule parameters has been improved.
- Attendance extra hours can be included or excluded in work entries.
- The work entries widget is redesigned for easier manual entry.
- Work entries now use date and duration instead of start and end time.
- A specific pay rate can be set on work entry types.
- Contract offers can include both start and end dates.
- Report files are generated manually for more control.
Fleet
- An odometer report has been added which shows the average mileage per month based on odometer records.
Surveys
- Leads can be created automatically based on selected survey answers.
Small Modules
Email Marketing
- The new editor includes additional building blocks with more customization options.
Studio
- Studio can be opened from any view, even when accessed through related records.
- Tooltips can be added to buttons.
- Record duplication can be enabled or disabled from Studio.
- Record duplication can be enabled or disabled from Studio.
- Kanban columns can be folded based on a boolean field in custom models.
- Followers can be added dynamically in automated actions and server actions.
- Relational fields can be defined in server actions using widgets.
- HTML fields can be updated through actions and automations.
- Fields added to reports can be edited directly.
Subscription
- Subscription products can be sold as one-time items.
- Pricelists can be applied to recurring products.
- Subscription prices can be prorated.
- Quantity-based subscriptions can be invoiced immediately.
- Customers can update invoicing addresses from the portal.
- Subscriptions no longer require automation rules.
Knowledge
- Custom article templates can be created from existing articles.
- Public and portal users can search and view article content.
AI
- AI module has been introduced to assist with writing content, searching records using natural language, and filling fields automatically.
- AI agents can query database records, work with Live Chat to generate leads, and update fields through actions and workflows.
ESG
- A new ESG app is introduced to simplify sustainability reporting with automatic data from Accounting, HR, Fleet, and Payroll.
Helpdesk
- Quickly identify long-inactive support tickets directly within the Kanban view.
- Tag-based ticket assignment
- Send replacement items to customers for lost, damaged, or returned products.
- Files and images from live chat conversations are seamlessly transferred to tickets created from those conversations.
- Reimburse customers efficiently by issuing voucher codes directly within Odoo.
Rental
- Easily manage rental reservations with drag-and-drop scheduling in the Gantt view.
- Overnight rental products, such as hotel rooms, are better managed with configurable pickup and return times in the rental Gantt and form views.
Document
- Accounting and Documents are now fully integrated, automated, and enabled by default.
- Convert incoming emails without attachments into documents automatically via email aliases.
- Send attachments directly from the chatter to My Drive.
- Track all document changes in the chatter, including access rights, sharing, and renaming.
- Choose specific folders when moving, duplicating, or creating documents from chatter attachments.
- Receive warnings when document access rights change after moving files.
- Improved HR Documents management with dynamic employee folders and simplified structure.
- Quickly share, download, rename, and view details using list view action buttons.
- Use AI-powered sorting and automation to trigger actions based on document content.
- Manage sharing and access rights for multiple files or folders simultaneously.
Sign
- Assign fixed signers to templates by linking a specific contact as the designated signer.
- Automatically assign the correct signer when sending signature requests from related records.
- Upload and send multiple documents together as a single signature request using document envelopes.
- Auto-complete sign fields using data from any text field across Odoo.
- Import documents directly from the Documents app into Odoo Sign.
- Send signature requests directly via WhatsApp for faster responses.
- Open PDFs from the chatter to request or apply signatures without leaving the record.
- Upload a new PDF while sending a signature request, without needing a predefined template.
- Add expiration dates to shared signing links for improved security.
- Use digital certificates with certificate references embedded in signed documents.
- Quickly sign and download documents containing only auto-completed fields.
- Manage sign fields more efficiently by copying, duplicating, and moving multiple fields together.
- Enjoy a fully revamped Sign app interface for a more intuitive and streamlined user experience.
Dashboard
- Create dashboards instantly by adding data directly to a blank dashboard.
- View charts in fullscreen mode for better visibility and analysis.
- Use enhanced date filters with additional time periods for deeper insights.
- Apply global filters easily using the search bar across dashboards.
- Switch chart types seamlessly between bar, line, and pie views.
- Enable multicompany dashboards to analyze data across multiple companies.
- Zoom and navigate within time-based charts for detailed trend analysis.
e-Learning
- Restrict course access so only users with the shared link can enroll.
Events
- Display only selected sponsors on event tickets using “Show on ticket”.
- Create event tickets directly from the frontend while setting up events.
- Define multiple time slots for events, allowing attendees to register for specific sessions.
- Cancel events while keeping them published online, automatically stopping all scheduled communications.
Members
- The Membership app has been replaced by an integrated Partnership module, enabling assignment of grades and pricelists to members and partners.
Calendar
- The calendar form view has been streamlined and improved for better accessibility.
- Send automated WhatsApp reminders to attendees for upcoming calendar events
To-Do
- Create and manage to-dos with deadlines, including email-based task creation.
Barcode
- View and edit lot or serial number details directly within the Barcode app.
- Access clear instructions for receipts, internal transfers, and deliveries of products in the Barcode app.
- Manually set or update the source location for products to streamline inventory management.
Contacts
- Verify and auto-fill addresses using the Google Places API.
- Automatically enrich contacts with company names and addresses in the user’s language or alphabet.
- Redesigned contact form view and model for improved usability.
- View the number of records linked to each contact directly from the list view.
- Add and manage properties for contacts to store additional information
Phone
- View call details, linked records, and available transcripts or recordings from form view
- Enable, disable, or manually control call recordings as needed.
- Transfer calls with options to ask before transferring, transfer directly, or receive callbacks.
- Improved interface with Do Not Disturb, advanced keypad with smart search, and quick access to contact or applicant information.
Discuss
- Select your microphone, speaker, and camera before joining a call.
- Enable background blur for added privacy in video calls.
- Set your status to Online, Away, Do Not Disturb, or Offline with automatic notification control.
- Add emojis to conversations quickly using the “:” shortcut.
- Share your device audio while presenting your screen during a call.
- Notify multiple users at once by mentioning roles with @ in conversations.
- React faster using your most recently used emojis.
- Use picture-in-picture mode to keep video calls visible while navigating other content.
- Receive instant push notifications for incoming call invitations.
- View team members’ time-off status and return dates directly from their avatar.
