Want to Know the Expected Features of Odoo 12?

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Usability

Cohort View

New cohort view to analyze retention or churn rates over time.

Dashboard

Dynamic dashboards with UX inspired by Google Analytics. Dashboards can include any graph, cohort, or KPIs.

Configuration bar

New configuration bar in Sales, eCommerce, Invoicing & Accounting to help users configure the system. 

Activities

Support of recurring activities, email templates, a new view to check all activities at a glance. Include today's meeting. 

Import

New interface to import files & lots of usability improvements such as import templates. The system learns data mapping to auto-detect columns, detects data formatting (dates, floats). Massive speed improvements.

Email Digest

Get KPIs sent by email periodically according to your preferences: new leads, opportunities won, revenues,  cash, tickets closed, open tasks, etc.

Email Template

Harmonize UI and improve the content of the default email templates.

Full Keyboard Support

Press alt to highlight shortcuts and navigate entirely with the keyboard in forms, list and kanban views.

Date Filters

Ease filtering on dates (today, last week, this quarter...) and flexible grouping of data by date (by day, week, months...).

Sharing Links

Easily share access to documents, or the customer portal.

Access Rights

A user is either a portal user, either a public user or an employee to access to the system. Avoid error and access issues.

Right-to-Left

Support of right to left for language as Arabic.

Demo Data

Improved demo data, based on a business case of office furniture.

Calendar

Select the first day of the week.

Quick Create

In kanban views, the quick create has been improved to display more fields in the card. (no popup anymore)

Documents

Folders

Create specific environment, for a group of worker or per companies. 

Actions

Create any actions for any conditions. For instance, create an invoice or a task in Odoo. 

Tags by categories

Use tags to organize your environment 

Interface

New interface with filters on forlders or tags, documents in kanban and action manager on the right. 

Sharing

Share any documents in public, select validity dates and give rights or not to upload and/or download. 

Mails

Create documents by email by sending to an alias.

Requests documents

Use activities request a document to an other person, it will create an activity for this person. 

Split PDFs

Split a group of documents to avoid scan it one by one. Or split a document to request a signature on the main document, without annexes. 

Signature Request

Request a signature on documents. 

Chat

Activate the chat on any document.

Lock/Unlock

Lock a document to prevent other users to work on it while you are editing it. 

Preview

Preview of PDF, images, videos. 

Barcode

Work Flow

Using the Barcode App allows you to process your pickings much faster, increasing the productivity of your workers. Scan directly lot or serial numbers, scan operation types to create new pickings from scratch and take from or deliver to specific location in your warehouse.

New Interface

The User Interface (UI) has been completely reviewed to facilitate the work of the employee in the warehouse. He clearly sees what he is doing and what he has to do.

Mobile

The new Barcode App is made to perfectly fit to mobile usage.

Inventory ajustments

The new Barcode App is made to perfectly fit to mobile usage.

IoT

Device Connection

The IoT Box allows you to connect any device to your database.

Integration

Odoo integrates the IoT technology to your business flows. We don't add extra steps to your work.

Ready Out of the Box

The configuration of the box is very easy, even non technical users can do it.

Hardware

Devices can be connected to the IoT Box in USB, HDMI, Bluetooth or Wifi.

Inventory

Dashboard view and KPIs

New dashboard view giving an overview of your inventory management. Gives average cycle times and delays and information about value coming in and out of the stock.

Push and Pull Rules

Push and pull rules are merged into a single concept, easier to configure.

Track PO

If the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO (even in case of multi-steps receipt).

Product Cost

Add more information on journal items created through a change of the cost of the product. Clearer description of journal items.

PDF Reports

Improvement on the batch picking pdf to regroup the products to pick per locations. Improvements to the delivery slip, traceability, the picking operations, and the production order PDF reports to fit business.

Visual representation of routes

Representation of the routes that apply to the product, to ease the configuration and debugging of push and pull rules.

Carriers Connector

Full integration with BPost and Easypost to support 90 extra carriers.

Unit of weight

Define if you work with kilograms or pounds. Useful when working with carriers integrations.

Transfer Date

Display the date at which the transfer has been processed on done transfers. The default scheduled date on pickings is set to today’s date.

Replenish

A new button appears on the stockable product to allow to easily replenish your stock for this product.

Putaway strategy by product

The putaway strategies can now be applied product per product and not only per product category.

Exceptions

When there are exceptions to manage, a next activity is logged on the impacted document.

Valuation

Accounting entries are posted automatically when an exchange rate has changed between the invoice and the receipt/delivery dates.

Purchases

Request for quotation

When you create an RfQ for a vendor for which no prices matches, the default price is set to 0.

Traceability

If the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO.

Blanket Orders

BOs are taken into account when an RFQ is created. Other usability improvements on blanket orders: stages, vendor field required, adapted for multicurrency, ...

Service

Generate purchase orders automatically for product of type service (MTO). Edit received quantity of a service on a PO. 

Manufacturing

Unbuild orders

The push rules are now also applied after unbuild orders.

BoM structure

Add information about the BoM reference and version and make it clickable. Also, add the attachments of the product on that report.

Manufacturing in 2 or 3 steps

Pick the components before a MO and store the finished product after a MO with a one-click configuration. 

Robustness

Prevent users to suppress productivity losses that are needed on work orders.

Access Right

The stock user does not have the right to create invoices. The button “create invoice” is invisible from the repair order for those users.

Variants

Enlarge the feature to define which components to use for a finished product specific variant on the BoM.

Produce on MO

Define the exact quantities of components you consume to produce a finished product on a MO. Gives more flexibility for components consumption.

Product Cost

Compute the cost of products based on their BoM in mass directly from the product list view.

Barcode on work order

Work orders can be processed by using a barcode scanner.

Discuss

OdooBot

Discuss onboarding is done through OdooBot. It will welcome you on your first connection to present all the Discuss features.

Moderation

Like Mailman, it is now possible to moderate the incoming messages for a channel. You can accept or reject the message and you can always allow or ban a channel member.

Notifications

Improvement and ease of notification in desktop and mobile. Cleaning in the code to improve performance. Get notified on failure messages. 

Chat

Discuss on a specific document on a chat window. Allow to stay on your current page. You know now the other person is typing. Added and improved emoji.

Channels

Get access on settings thanks to the gear icon near the channel name. 

Activities

Notifications

Attract the user’s attention by sending a different color background on an activity type.

Schedule

Automatic schedule mechanism has been added to plan a flow of activities for specific objects. Added done and schedule feature. 

Meetings

Display your today’s meetings in the next activity dropdown to quickly check what’s planned for your day.

Reminders

Allow people to add personal reminders in Odoo using the Notes application and the Next Activities modules (ie: lunch with colleagues, call mom,...).

Mail template

Select a mail template on an activity type to remind several users to do an activity

Timetable

Get things done easily with the new Activity view! Navigate quickly through calls, emails, meetings and reminders you planned for yourself. Available on all objects for maximum integration

eSign

Sms validation

A double authentication to harden the security of digital signatures

Onboarding 

Improve the flow of the Sign Application to ease the onboarding of the user and the use of the application on a day-to-day basis.

Fleet

Stages

Adding stages to manage status of cars (on order, deprecated, ...)

Activities

Create activities on vehicle to remind drivers or yourself to perform some actions. 

Leaves

Day based encoding

Ease the record of leaves by selecting days, half-day or hours. 

Accrual

Get automatically leaves allocation according to a working period. 

Usability

Leave type form has been totally reviewed for a better management of leaves.

Menus

Menus have been reviewed to fit the business and ease the human resources process.

Validity

Define a period of validity of allocation on the leave type. For instance, legal leaves 2018 is valid from January 1st to December 31st.

Visibility

Make some leaves visible or not to employee to prevent error in the encoding of their leaves. For instance, only the HR manager creates sick leaves based on a medical certificate.

Email Marketing

Outgoing Email Server

Use a specific email server to send mass mailings. It is useful to avoid having the main mail server reported as spam.

Blacklist & Opt-out

Customers can easily opt out from your mailing lists. In the backend, users can also blacklist email addresses so that the customer no longer receives any mass email from your system.

Statistics

You can now see the # of clicks in the measures of the analysis menu of sent emails. New stat buttons on emails to see the leads/opportunities & sales orders they generated.

Plain Text Emails

Write plain text emails that look more personal, with the same easiness than traditional email software.

Mailing Lists

You are now able to merge mailing lists. 

UTM Tracking

Complete end-to-end marketing ROI tracking with UTMs on emails, website, leads, opportunities, quotations, sales orders, invoices, and their respective reports.



CRM

Onboarding

Starting tips have been improved to facilitate user onboarding: customize the pipeline, create an opportunity, schedule activities, and more. 

Dashboard

Dashboard views have been added in order to analyze lead generation and conversion at a glance.

Notifications

Followers of sales teams are notified at the creation of a new lead. The first user follows the default sales team.

Sales Teams

Sales Channels have been renamed into “Sales Teams”.

Domain Selector for Lead Scoring

Setting a domain on incoming leads is now way easier with the new domain selector.

Partner Autocomplete 

Autocomplete partner information from a list of matching contacts or VAT #.

Reveal (IaP)

Turn website visits into leads using their IP address. 

Events

Cohort View 

Keep an eye the registration progress of your events and compare with previous events thanks to the new cohort view made available in attendees lists. 

Calendar

Add events to calendar after the subscription. 

Twitter Wall

Integrated tool to run tweets during your events. 

Point of Sale 

Hardware

The PoS box has been replaced by the IoT box. 

Settings

Configure taxes, pricing and payments from Point of sales settings

Sales

Configuration Bar

Configure your sales app in a few clicks to start sending real quotations in no time.

Sections & Notes

Add sections and notes on the fly to give a professional and neat structure to your quotations and invoices.

Online Sales

New screen for customers to sign or pay their quotations. You can also combine signature & payment to strengthen the customer commitment.

Templates

Use building blocks to build a quotation builder. Set a default validity duration and have standardized template offers. 

Sales Reports

The sales reports have been unified with all the sales teams including Point of Sale.

Delivery Date

Requesting a specific delivery date from the sales order is easier.

Products

In case of stockout in the selected warehouse, Odoo will tell you in which warehouse you can pick available products.

Product Configurator

Choose product attribute values from the sales order, select options. Generate custom variants from the sales order in case of numerous combinations.

Addresses

Ability to edit invoicing and shipping addresses of a confirmed order.

Website

Multi-Websites

Manage several websites from Odoo, each with different themes, URLs, pages, products, blogs, etc.

Customize Theme

New generic screen to customize the look and feel of your website: branding colors, layout (full width, boxed), fonts, etc.

Custom Color Picker

Define custom colors for your website components (background, header, footer, text & icons, highlight, etc.).

Building Blocks

Business-oriented content, new customization possibilities. New building blocks have also been added. Quickly customize the height  by adding padding. Add or remove columns easily.

SEO Wizard

New SEO wizard with a new keyword tab to spot which part of content to improve in your pages (titles, descriptions, texts, H1, H2). Ability to set images for social share.

Media Manager

Choosing background pictures is quicker thanks to a direct access to the new media manager.

Menu

New option on website topbar menu to embed it in the first block of the page for a better visual harmony. Keep the website menu visible when scrolling down. 

Unsplash

Find beautiful free images to build your pages thanks to the Unsplash search in the media manager.

Web Master

The website backend has been redesigned for an easier navigation and configuration. Revamped app store, to install new features more easily. 

Images

Customize dynamic pictures by double-clicking to edit them. Import images from URL. Crop, flip, rotate images. Find images from Unplash.    

Drop Areas

Areas to drop snippets or to set pictures have been improved for a better design experience.

Better Logo Sizing

The company logo is now displayed in full size in the top menu.

Footer

The automatic website footer has been replaced by a fully customizable one. 

Blogs

You can now structure blog tags by category to ease the navigation.

Forum

When archiving a forum, URL of related topics are deactivated making forum pages no longer searchable. 

Facebook

New building block to show a Facebook fan page widget on your website

eCommerce

Configuration Bar

Get your payment methods and taxes configured in a few clicks to run your eCommerce.

Dashboard

Analyze your online sales using all the filter, grouping and comparison possibilities of new dashboard views.

Coupons

Print and send codes to customers with a dedicated mail template.

Checkout

The checkout experience has been considerably optimized: quicker, easier, fully responsive. The new checkout flow will positively impact your sales!

Zoom on product images

Zoom on product images has been revamped. It applies to any picture allowing a 50% zoom. The zoom feature is also a configurable option: no zoom, on click, on hover.

VAT number

A customer can set company data and VAT number in the checkout or portal interface as long as a first order is not confirmed.

Portal

Better design. Free sign up is also the new default mode for customer portal accounts.

Timesheets and Forecast

Invoice

You can now create a SO and Invoice from the project app itself (project overview). 

Employee rate 

Different employees can now timesheet on the same project/task at different rates.

Forecast

A project can now be forecasted by day, week or month.

Times Units

Employees can now choose which time unit they want to encode their timesheets, hours or days.

Planned hours

When the ordered quantity of a sales order line is updated, the planned hours of the corresponding task are updated accordingly.

Reporting

Pivot view to compare timesheets and forecasts. 

Project

Template

Project templates for auto-created projects.

Subtasks

Subtasks can be out of a project to be used. See at a glance for the allocated hours and the hours spent both on the parent task and its children.

Onboarding

Starting steps have been improved to ease user adoption.

Expenses

Project Overview

Get the expenses and vendor bills related to your project on your project overview. You can also view how much was re-invoiced to the customer.

Attachments

New "Attach Document" button allows you to select a picture or file to attach to the expense.

Payment

To avoid delay for the employee, the accountant has now a direct link to the expenses report to approve, located in the vendor bills card in the accounting dashboard

Encoding

Direct access to the expenses document to ease the filling of the expense in Odoo

Helpdesk

SLA

As helpdesk teams may have different working schedules, SLA is now defined at the team level.

Attachments

New attachment field has been added by default on the ticket submission form. The attachments are logged in the chatter of the ticket for easier access.

Studio

Report Designer

New studio tool allowing you to create new PDF reports and customize existing ones.

App Logo

You can now edit an app's logo right from the studio interface. 

Move fields

Fields already in a view can now be dragged and dropped.

Status bar

Allow activation and editing  a pipeline status bar from the form view.

Monetary Fields

You can now create monetary fields.

Selection Values

Values of new selection fields can be edited and sorted.

Image Resizing

The size of an image can now be modified.

Invoicing

Online Payments

Confirmed online transactions create a payment for an easier reconciliation. They also show up as notifications in the document’s chatter for an easier follow-up.

Configuration Bar

Setup you accounting in 4 steps and get your invoicing policy ready to use. 

Invoicing Communication

Automatically generated communication field based on invoice number added to the payment request for wire payments. 

QR Codes

Let your customers scan a QR code with their banking application to pay. The QR code is on PDF invoices and shows up in the payment screen of quotations & invoices.

Credit Notes in Dashboard

Clicking on “View Invoices” from the sales dashboard gives now access to the customer credit notes too. 

OCR & FacturX (IaP)

Invoice data recognition from a pdf or picture to fill in fields of vendor bills. 

Currency

Automatically synchronize your currency exchange rates regularly with a new provider XE.COM

Vendor Bills Autocompletion

From habits or from a purchase order.

Stripe

Stripe is now a payment acquirer that can be used to pay either on eCormmerce, subscriptions or classic sales. 

Accounting

Configuration Bar

Setup you accounting in 4 steps and get an accounting environment ready to run your company. 

Payments & Bank Transfers

Payment is only validated in Odoo once you have proof of payment, it stays as a draft before that. You can also now set up a direct debit on batch payments. 

Various improvements in usability

New dashboards, graphs, style reports, visual improvements, highlighting.  

Bank Matching

Ability to create rules based on contact, description, amount, etc. Rules can be processed automatically, manually, or proposed to the user for validation. 

Payments

Accounting payments (bank statements) and acquirer payment (credit card) has been merged to ease the reconciliation. 

Currency Rates

Prevents the creation of negative or 0 currency rates.

Tax Report Audit

Click on tax reports lines to audit them. 

Payment Terms

More flexibility and precision in the payment terms setup. E.g: invoice due in 15 days, the 7th of the month.

Reverse Entries

Automatically reverse an entry at a specific date.

Financial Reports

Filters and group by has been added to the financial reports to allow comparisons. 

Analytic Accounting 

Improvement on analytic accounting hierarchy on analytic accounts, analytic distribution allowed thanks to the use of analytic tags, new analytic accounting report, etc. 

Fiscal Year

Support of custom fiscal year in case of the beginning of a company life.

Budget

Choose between analytic or general account budget or both.

Bank Synchronization

Switch to new PLAID API with new supported online institutions. Clearer research on bank institutions.

Localizations

Belgium

Set value manually for "Client Nihil" when exporting Belgian tax report in XML. Intrastat module and reports improvements.

Germany

Our exports are now certified by DATEV. Layout adapted for localization. Export XML to import on ELSTER. 

Spain

Mod 347 report, mod 349 report, BOE exportation for all supported mod reports.

Netherlands

Improvement in tax reports. A distinction is now possible between services and products. 

United States

Improvement of check templates.

Australia

New ABA files for Australian bank payments.

Canada

Exchange rates can be automatically updated from the Bank of Canada.

Switzerland

Compliance to the tax reform of 2018. ISR reference added on the bank accounts.

China

Chart of accounts and taxes have been updated for the Chinese localization.  

Hong-Kong

The accounting localization (CoA, taxes, ...) for Hong Kong is now available. 

Singapore

The accounting localization for Singapore has been completed. GST Returns and IRAS Audit File have been added. 

Colombia

Electronic invoice through XML file.

Subscriptions

Salesperson Alerts

The assigned salesperson will now be alerted when something needs to be done on the subscription. 

Invoicing

Force the invoicing mode, manually, with token, after a payment. 

Rating

Attach an email template to your stage to get customers feedbacks about services.

Health measures

Get KPIs about the health of subscriptions. 

Dashboard

Get global KPI through the subscription overview, including views like graph and new cohort view. 

Mobiles

View Switcher

Add the view switcher to improve the user experience on mobile applications.

Search Panel

Improvement of the search tool on mobile devices and addition of the "Group By" option.

Stat Buttons

Better display of the stat buttons on mobile devices.

Camera

Get access to the camera more easily. It allows to create expenses even more quickly. 

Odoo.sh

JupyterLab

Edit and create code through Odoo.sh interface

SSH access

Access to your Odoo.SH databases from any SSH clients. 

Scalable worker

You can select the number of workers you want to use.

Editable repository

Edit code and push it to Github through Odoo.SH terminal. 

KPIs

See the uptime stats of the various servers of SH.

Technical

Robustness

Prevent user to delete bases data like UoM categories or activity type. Prevent users to break their email templates. Creation of a super admin to prevent users to break admin access rights. 

Action Manager

Refactoring of the action manager. Removed View Manager which is now included in action manager.

Staging performance

Optimize notification process and followers computation.

Remove action on Fetchmail 

Incoming email servers are not linked to a unique model anymore. With aliases and automatic thread creation, emails can create records in various models.

Less dependencies

Survey don't depends on website anymore. Purchases don't depend on stock. UoM has been extracted from products. 

Python Test

Yml tests has been removed and replaced by Python test.

Bootstrap 4

The UI has been migrated from bootstrap 3.3.7 to bootstrap 4

Performance Optimization

Translation loaded 10x faster and 15% saving time on module installation by avoiding view validation

Translations

Simplify/reduce the warning message when we update a record in multi-languages, replaced "ZeroClipboard" js lib to "Clipboard" js lib.

Less to SCSS

Migrate less to SCSS.