Odoo 15 New Features - Part 1

Odoo has made as of now its worldwide­ presence across the world through its remarkable ERPs solutions and business management software. Moreover, the demographic of Odoo is now reaching more than 5 millions clients around the different parts of the world through different areas of business operation and its related business demands. Now Odoo has upgraded from Odoo 14 to Odoo 15.

Odoo 15 New Features

Accounting


Chart of Accounts

Revamped account form view. Track history of changes in a chatter.

Aged Reports

Get amount in currency, explicit column labels. Export Amounts and Currency in two distinct columns.

Entries

Set a “Default account” in settings for automatic entries such as: currency exchange rate differences from payments, bank suspense accounts from bank sync, internal transfer accounts etc. Button added to easily set an entry as checked (be it a customer invoice, a vendor bill, or any journal entry). The changes are logged in the chatter.

Currencies

See conversion rate and its reverse in a revamped currency form view. Prevent confusion in currency by getting the company currency on the form.

Financial Reports

“Control Domains” on Financial Report Lines are added as a debug feature to find accounts erroneously counted multiple times (or even missing ones).

Follow Up

Personalize the follow-up email template subject line.

Fiscal Year

Gave the Lock Dates Wizard an updated design; Lock Date types are more easily differentiated from one another with tooltips.

VAT

Odoo supports companies that must charge foreign VAT, and declare VAT in foreign countries.

Payments

Navigate and distinguish Journal Entries from the related payments or bank statement lines. Record payments in list views to make their total accurate. Automatic reconciliation for both payments of internal transfer; Transfer payment from every partner category. Exclude partners from the aged reports thanks to a checkbox on account. Batch payments are more intuitive with new fields, filters and screens optimisation. Prevent user to select draft payments in the batch.

Journals

Payment methods management on bank/cash journal improved, manage several manual methods to allow filtering by payment card owner. Optionally specify outstanding accounts for each payment method.

Reconciliation

Revamped reconciliation tool. By default, Odoo will partially reconcile invoices/bills. Fully reconcile invoices/bills in case of underpayments thanks to payment tolerance mechanism and specify the counterpart accounts for the difference.

Invoicing

Accrued entries, such as Invoices to be Issued/Received, can get easily generated from purchase orders & sales order actions.

Taxes

Carry over amounts from one period to the next on tax reports and audit those in debug mode. Break down tax groups on invoice to display intermediate subtotal (in case of discount or to manage withholding taxes.

Vendor Bill

The “Accounting Date” is the end of the month following the tax lock date or creation date.

APPOINTMENTS


Invitation

Create custom invitations in the calendar and share it with guests.

Slots

Define a from - to date in appointment types.

Website

Display appointment types as a selection or in a kanban mode. Building block for appointment.

Share

Share availability from the calendar.

Leads/Opportunities

Get leads/opportunities from a booked meeting.

APPRAISAL


SKILLS

Skills integration in appraisal.

Access Rights

Secure the Appraisal app with improvement in access rights for employees and managers.

Survey

Manage appraisal surveys (or feedback) and track answers in the Appraisal app.

Mobile

Revamped UX to fit mobile devices.

APPROVALS


Activities

Activities have to be created through the Approval flow, and not manually to prevent locked situations.

Approvers

For each approval type, define if the approvers are mandatory.

ATTENDANCE


Extra Hours

Count extra hours from attendance.

TIME OFF

Convert extra hours into Time Off.

BARCODE


Picking

When opening a receipt/delivery, allow users to create a batch when there are several ready for the same supplier/customer. Edit quantity and packaging. Scan a product to filter pickings by product. Smart Batching: Suggest creating a batch when several pickings for the same customer/supplier are due; Picking Notes are displayed as a popup when a user starts the picking.

GS1-128 Parser

Added the ability to scan GS1 barcodes. When scanning one barcode, set product, quantity, SN/LOT, weight, size and/or dates all at the same time.

Package Type

Define package type through barcode scanning.

lOCATIONS

From the home screen, scan a product, and see where it's located. In a picking, click on the edit icon to see all locations of a product.

Lots/SN

Improved both the view and handling of lots/SN.

CALENDAR


Google Synchronization

Improved synchronization of recurring events.

Reminders

Get notified when new appointments are booked (or cancelled) by following the appointment type; Customize the calendar reminders.

SHARING

Create custom links containing specific types or employees.

Outlook Connector

Improved synchronization of recurring events.

Scheduling

Schedule the slots by utilizing opening hours.

USABILITY

Improved the Calendar UI.

CRM


CONTACT FORM

Catch user info when they submit the contact form.

Opportunities

Spot potential duplicate leads through a stat button. See all opportunities, even the lost ones, attached to a contact through the stat button. Related documents of a lead are added to the remaining lead in the merge.

Lead Scoring

Predictive Lead Scoring feature now completely replaces the Lead Scoring feature, which has been deprecated. Get relevant company results on all Lead Generation requests. Specific salespeople can be opted out of the automatic lead assignment.

rEPORTING

All users can now access their own reporting section where they can see as much information as they have the access rights to see.

CONTACT

Search for contacts by phone numbers without needing to get the formatting right.

Outlook Connector

Log their own email responses into the chatter to keep conversations centralized.

SALES TEAM

Assign a salesperson to multiple teams. Dispatch and assign leads based upon rules.

Gmail Connector

Get insights on companies through the IAP integration; Create leads and tickets from emails received in the personal inbox; Create and search contacts to log emails on their chatters.

Rental

Creating either a Quotation or a Rental from an opportunity will display the same window.

CONTRACTS

SALARY BENEFITS

Create a next activity on the contract's benefits to perform actions linked to the requested benefits from salary.

Contracts

Manage all contracts of one employee in a contract report.

DATA CLEANING

Merge Actions

Add a merge action on any model.

DISCUSS

CHANNELS

Invite people as a new member of channels. Simplified channel notifications.

CHAT MEMBERS

Display the list of members that belong to any given channel.

SHORTCUT

Start chatting with other users from the command palette on the home (ctrl +k).

MESSAGE

Edit or delete a message. Add a smiley as a reaction to a message.

MEETING

Users can now start a meeting and invite external guests to the video call within the Discuss app.

Usability

Improved the Sidebar UI to make channels, chats, etc. much easier to find. Get user avatars in the DM/Group DM section in the sidebar.

DIRECT MESSAGE

Create a group from a Direct Message.

VOICE & VIDEO

Voice and video calls are now available. Users can change displays and share their screen to members.

DOCUMENTS


Document Link

Documents can be uploaded through the Employee application for every employee (not only employees linked to a user).

DOCUMENT EDIT RIGHTS

Workspaces can be configured for the documents to be read (and edited) only by the owner of the file.

ECOMMERCE


ADDRESS

Manage several user email addresses in case this user has several postal addresses.

Event Registrations

Define a specific time for event registrations to start and end.

Vendor Bills

Invitation to activate a currency before posting a vendor bill if currency is currently inactive, especially through OCR / EDI.

SHOP

New design for shop and product pages. Enable a “recently viewed products” section. Introduced new, beautiful design for the products building block, as well as the ability to show discounts.

Wishlists

On eCommerce shop, allow customers to sign-up for availability notifications on “Out of Stock” products.

Cart

Choose the option to either redirect customers to the checkout page, or leave them on their current page, when they add an item to their cart.

Gift Cards

Offer customers the chance to purchase gift cards for the online shop.

REPORTING

The EC Sales List report replaces redundant versions of each country meaning less menu items within multi-company environments; Exporting both the partner and general ledgers to CSV will distinguish the amount in currency (and the foreign currency) in two separate columns; Improvements made to Report Layouts, such as optimizing the information on screen and exports.

PRICES

Display the price per unit on the products as required by many countries. Added a new price range filter on the /shop page.

PRODUCTS

Users can now decide which attributes should be visible on their eCommerce web pages.

ELEARNING


Attendees

See the last time the attendees were active on a particular course. Also, congratulate attendees who've finished the course with a new filter on the attendees list.

Courses

Removed the automatic creation of link trackers on course content. The process can be done manually, if needed.

USABILITY

Manage sections directly from the website.

EMAIL MARKETING


NEW EDITOR

New editor for the mail composer to benefit from all the features of the website builder.

Mailing Lists

Create mailing lists on-the-fly, and move contacts between lists using the “Add to List” button. Check health/quality with KPI on kanban card.

Scheduling

Schedule and overview the mailings through a calendar view.

From Jinja to QWeb

Email templates have been ported to QWeb templates. The new composer allows you to edit emails in their final rendering, making customizations more robust, as you don’t have to edit code anymore.

A/B TESTING

Test multiple versions of the mailings on a sample of the recipients, send the version that performs best to the rest of the recipients.

FEEDBACK

Receive feedback in the chatter after each mailing test is sent out.

Subscription

Send mailings to the sales subscriptions to get in touch with active customers.

Employee

EMPLOYEES

When a manager/coach is archived, concerned employees are not linked to that manager/coach anymore.

Creation of Appraisals

Appraisals can be created through the action menu for a given Employee.

Work Permits

Get work permits into the Personal Documents tab. Prevent work permit validity overpass with the next activity.

Departure Reasons

Custom departure reasons can be added to Employee configuration.

Languages

Let employees edit their languages from the salary configurator or profile.

EXPENSES

EXPENSES

When creating a similar expense twice, the user will be asked if it is a duplicate. A note is added in the chatter. Create expenses in foreign currency. Categories with a defined cost only allow users to edit the quantity.

EXPENSES REPORTS

Save time by batch editing the expense reports.

EVENTS

ATTENDEES

Autofill the registration form based on historic data. Set access rights to register attendees without being able to edit events. Customize and print the tickets for events. Badges can now be printed as foldable and/or A4.

SOCIAL POSTS

Schedule Social Posts based on the timing of the Events.

Exhibitors

Manage the booth you rent during the events. Handle Sponsors and Exhibitors without needing to activate tracks

FIELD SERVICE

INVOICING

Invoice the time spent on the tasks at an employee rate.

TIME OFF

Get an extra warning when a service task is planned during an employee’s time off.

FLEET

FLEET MANAGEMENT

Manage new fuels (Plug-in Hybrid Diesel, Plug-in Hybrid Essence, Full Hybrid Essence, CNG, and Hydrogen); Manage change of driver date through an activity based on the end date of the current driver. Modify the filter by car (or bike) in the dashboard; Fleet Managers are now assigned to vehicles and not to a model.

EMPLOYEE

Get the employee profile from the vehicle form.

REPORTING

Get KPI with a pivot view on Vehicle, Contracts, and Services.

Salary Configurator

Sort the vehicle in the salary configurator by category, and display more information.

HELPDESK


TICKETS

Close inactive tickets automatically. Track the state of the returns, repairs, refunds, and Field Service tasks in the tickets' chatter.

LEADS

View the other tickets of the customer directly from the ticket. Convert the tickets into leads.

INVENTORY


INVENTORY

Complete redesign of inventory adjustments (also on Barcode app). Cyclical inventory by location; Filter by suspicious inventory: Identify negative stocks and identify double Serial Numbers; See history on each quantity; Easily solve conflicts; Count anything, anytime, without inventory adjustment.

ROUTES

In multi-step routes, propagate carrier and country of destination, and allow for printing a label at the chosen step.

Packagings

Order and sell products based on packaging. Display packaging in warehouse moves. Link packagings to package type for advanced putaway rules.

Reception

View allocation for received products. Assign received products to deliveries. Print labels for assigned products.

Reservations

Reservations can now be automated, manual, or triggered X days before the scheduled date. Mass reservation moves based on filters.

Units of Measure (UoMs)

Improved category management for units of measure.

PICKING

Improved delivery slips and picking operations. On delivery slips, ordered quantities and backorder lines are now displayed in the correct order. Easily edit quantities done in pickings. Select ‘Closest Location’ as a removal strategy to pick a given product category. Select several ready moves of a given picking type and group them in a new batch.

Forecast Report

Reserve, unreserve, and change priorities directly in the report. Display customers and total amount of sales orders.

Product

Favorite the most used products. When searching through autocomplete, they will always appear in the first hits. Select the format of product labels, and allow users to print extra text on labels.

Reordering Rules

When creating reordering rules, use multiple quantities with BOM quantities. For Manufacturing Orders, and Purchase Orders instantaneously triggered from reordering rules, you can keep track of the source document.

Putaways

Define putaway rules for package types. Define storage categories with capacities by weight, product, or package type to redirect the products.

Replenishment

Added vendor info in the replenishment to have a direct overview on the list of vendor prices and delays.


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