odoo18 New authentication method: Passkey

• Introduction of Passkeys: Odoo18 introduces a new authentication method called passkeys
• Replacement of Traditional Methods: This method replaces the conventional username and password combination.
• Utilization of WebAuthn Protocol: It uses the WebAuthn protocol to authenticate users.
• Phishing-Resistant: This new method is resistant to phishing attacks.
• Enhanced Security: It offers a higher level of security compared to traditional methods.

odoo18 Full Summary of All Your Activities

• Overview Menu and Activity Views: Odoo18 introduces a new overview menu and activity views.
• Comprehensive Activity Monitoring: These additions enable users to see all activities at a glance, whether their own or others, regardless of the purpose.
• To-Do List Functionality: This feature can effectively function as a to-do list.
• Shortcut in ‘Activities’ Drop-Down Menu: A shortcut allows users to view all activities in a list format.
• Record Accessibility: Clicking on a row in the list opens the corresponding record.
• Quick Activity Management: Users can swiftly mark activities as done or cancel them.
• Bulk Editing Capabilities: The system supports bulk editing, including task reallocation.

Grouping by Fields

It is now possible to group, aggregate, and sort by an unsaved related field.

Automate WhatsApp Messaging with Rules

Odoo18 enhances communication capabilities by introducing the functionality to send WhatsApp messages through automation rules. Users can meticulously configure these rules to dispatch messages automatically, triggered by specific system events such as order status updates or event reminders. This advanced feature significantly boosts operational efficiency and facilitates seamless communication with customers or team members directly within the Odoo environment.

Cloud Storage Integration

Odoo now offers seamless integration with Google and Azure cloud storage, enhancing the efficiency and simplicity of file management. This functionality enables users to store attachments from emails directly in the cloud, streamlining the entire process.

Key Features:

• Direct Cloud Uploads: Effortlessly save your email attachments straight to Google or Azure cloud storage without any intermediate steps.
• Direct Cloud Downloads: Conveniently download your files from the cloud to your local device whenever necessary.

This integration optimizes workflows, providing a secure and user-friendly solution for managing files in the cloud.

Recording Tool

Odoo18 has introduced a powerful new recording tool for web client tours.

New Document Layouts

Odoo18 has 3 new document layouts that you can use. You can now choose from 7 different layout layouts.

Odoo18 – Sales

Quotation Template Sequence

Arrange quotation templates based on importance.

Product Documents in Email Templates

The email templates for “Send Quotation” and “Order Confirmation” have been updated to reference product documents available to the customer in the portal.

Comprehensive PDF Quotation Builder – All Fields are Available

Odoo18 New Features brings a significant improvement to the PDF quotation builder. Previously, users were restricted to using only approved fields in PDFs, in contrast to XML reports that allowed any field. With this enhancement, the quotation builder now supports the inclusion of any field in PDFs. However, these fields must receive prior approval from an administrator; otherwise, they will appear empty in the PDF.

Adjustments to Percentage Discounts in Price Lists

In the latest update of Odoo18, several minor yet significant adjustments have been made to price lists and discounts. Below is an overview of these changes:

Before the Update:

• No Discount Policy: Discounts were displayed only if the rule’s calculation price was a percentage.
• Automatic Display of Discount Values: The discounted value was automatically shown on the website.
• Advanced Settings for “Multiple Prices per Product”: These settings were enabled by default.

After the Update:

• Show Discounts Based on Percentage: Discounts are now displayed to customers only if the discount function on order lines is activated in the sales settings.
• Price Lists as the Basis for Discount Rules: Users can now select a price list as the base price for discount rules.
• Do Not Show Discounts: If a user prefers not to display the discount to a customer, they can use a formula to calculate the price or simply not activate the discount feature.

Odoo18 – Inventory

Product Types Explained

The recent update to Odoo18 introduces clearer terminology for consumables and product types to prevent confusion. The product type formerly known as ‘consumables’ is now renamed to ‘goods.’ Additionally, the ‘Track inventory’ property has been relocated to a dedicated field specifically for goods. In this field, users can specify whether the inventory is tracked per piece, per lot, or by a unique serial number.

Utilize Batches/Serial Numbers Across Multiple Companies

Batch and serial numbers are fully traceable across multiple companies. When transferring items between companies, these numbers are preserved, ensuring continuous traceability.

Scanner Beeps on Successful Scan

Previously, a successful barcode scan was indicated only by a flashing screen, with no accompanying sound. This absence of auditory feedback sometimes made it challenging for users to confirm the success of the scan. With this update, an audible alert now accompanies each successful scan, providing clear and immediate feedback and ensuring users are promptly aware of the successful operation.

Push- and Pull Regels

Push and pull rules are now triggered upon validation of a transfer, offering increased flexibility since movements are not pre-created. This change prevents unnecessary clutter from movements awaiting a new transfer. Additionally, all standard multi-step routes have been updated to accommodate this new functionality.

Putaway strategies

Odoo has introduced new putaway strategies to improve warehouse management. The update features a new “sublocation” column that enables users to define whether and how a sublocation should be selected. The available options are: no sublocation (default), last used (the most recently used location for the product), and closest location (used with storage categories, requiring the specification of a storage category). Additionally, the system now supports putaway rules without the need to specify a product, product category, or packaging, streamlining the setup process.

Create Backorders in Advance

You can now create a backorder before finalizing the delivery. This feature provides the flexibility to deliver from various locations or on different dates.

Sign Deliveries Now via Barcode App

The Odoo18 update introduces new features that enable users to collect signatures for deliveries on the go using the barcode app.

Generate Batch or Serial Numbers on Receipt

Automatically generate batch numbers when receiving products that require tracking. This ensures organized recording and tracking starting from the moment of receipt.

Dispatch management

Odoo18 introduces a new feature for managing dispatches in transport. This enhancement automates dispatch processes, boosts the efficiency of transport activities, and enables businesses to optimize transport costs and shorten delivery times. These capabilities integrate seamlessly with other Odoo modules, such as inventory management and sales, offering a comprehensive solution for transport management.

Odoo18 – Manufacturing

Create Separate Valuation Journal Entries for Labor Costs in Production Orders

In Odoo18, the MRP accounting process has been enhanced. When a production order is marked as complete, the valuation of the final product may exceed that of the individual components due to labor costs incurred from work centers and employees. Previously, these costs were added to the production cost account. With the update, labor costs are now recorded in the expense account associated with the relevant work centers. If no expense account is specified, the final product’s expense account is used instead. Finally, all labor costs are transferred from the expense account back to the production cost account through a separate ‘labor’ journal entry upon completion of the production order.

Revamped UI with Enhanced Automation in MPS

The Master Production Scheduling (MPS) feature in Odoo18’s Manufacturing module now features a redesigned interface, automated replenishment, and flexible routing options.

Odoo18 –  Projects, Scheduling, and Timesheets

History of Changes

You can track changes in the task description and revert to previous versions.

Hide Weekends

We can now toggle the visibility of weekends in the timesheet grid view.

Time Allocated According to Schedule

The assigned hours are now automatically set on tasks based on their scheduled dates

Improved Time in Gantt View

The progress bar in the Gantt view now shows the time assigned to tasks rather than the duration between scheduled dates. This adjustment allows for the simultaneous scheduling of multiple tasks without conflicts.

Sharing projects improved

In Odoo18 it is possible to define roles and access per project employee.

Embedded Actions

In Odoo18, the projects app now includes integrated actions as its first step. It introduces embedded actions for tasks and project updates, which are accessible when a user opens a project’s tasks.

Odoo18 – Website Builder

Additional Fields for Web Form

You can now create property fields and integrate them directly into website forms! For instance, if you want to determine which product category interests your leads, you can add a product category field to your lead form and then include it in your website’s contact form. This feature enables you to collect more detailed information from potential customers directly through your web forms, enhancing your data collection and customer insights.

Save Web Page as Template

Enjoy effortless template customization! Utilize the new wizard to set up any web page as a new template.

Improved SEO Workflow in Odoo18

In Odoo18, the SEO workflow has been improved with a notification system that alerts users when a page is published or saved without essential SEO details. Users will be notified if the SEO title is missing or if the SEO title is set but the SEO description is absent. This enhancement ensures that all published pages have complete SEO metadata.

Odoo18 – eCommerce

Webshop Accessible Only to Logged-in Users

Odoo has added a new setting that limits webshop visibility to logged-in users only. When enabled, non-logged-in users cannot view products, the shop page, shopping cart, or wishlist buttons. Attempting to access these features via direct links will automatically redirect them to the login page.

Odoo18 – Accounting

Supplier on Expense Report

You can now enhance financial management with supplier-specific expense recording, making reconciliation and transaction identification easier 👀 (Note: This feature is currently available only for company-paid expenses.)

Receive PEPPOL Documents in Documents App

In Odoo18, when managing multiple purchase journals or specific processes in the Documents app for handling incoming supplier invoices, you can now receive your PEPPOL documents directly within the Documents app for processing. Additionally, you can assign specific tags to these documents for better organization.

Balance in T-account Form

You can now display the balance sheet in T-account form. This layout presents the balance horizontally, with the debit and credit sides positioned side by side.

Manage your budgets on analytical accounts

In this update, budget calculations now rely solely on analytical accounts rather than both budget positions and analytical accounts. A new field, “mandatory amount,” has been introduced to the budget line, calculated from the analytical distribution of the purchase order line. This change simplifies budget management and enhances financial tracking. Additionally, a new budget report overview has been created to improve financial supervision. The budget is now included in many reports, allowing you to view the status relative to your budget and make adjustments directly from the report.

Assets: Non-Depreciable Value as a Percentage

You can now set the non-depreciable value as a percentage on your asset model. This feature accelerates the activation of an asset from the posting of the supplier invoice, eliminating the need to manually enter the residual value.

Odoo18 – Purchase

Generate a Purchase Order from a Template

Odoo has introduced a new type of purchase agreement designed for creating requests for quotations with fixed quantities. Similar to the quotation-sales order template, you can now use a template for purchase quotation requests in Odoo.

Optimize your procurement processes with Odoo18

Current Process: When sending a Request for Quotation (RFQ) or Purchase Order (PO) to a supplier, the supplier creates a quote or sales order (SO) in their ERP system. The customer then needs to manually update their RFQ/PO with the returned prices, which is time-consuming and prone to user errors.

Odoo18 Enhancement: If both the customer and supplier are using Odoo, this manual update process is eliminated. The customer can send a purchase order to the supplier either as a PDF with an embedded UBL BIS 3 XML file or provide a URL for the supplier to download the XML file directly.

Additional Feature: Customers can also download the UBL file from the Odoo portal, further simplifying the exchange of data between systems.

Odoo18 – Field Service

Show Products to Prepare

The products that field service workers need to bring are now displayed through a button.

Organize Field Service Tasks by Location

Field service tasks can now be grouped by postal code and location, allowing you to assign tasks within the same region to a field service worker.

Warranty on Field Service Tasks

In Odoo18, you can now include products under warranty in field service tasks. When this feature is enabled for a task, the sale price of the associated item is automatically set to zero to reflect its warranty status. This enhancement streamlines the management of warranty services directly within the module, improving service delivery and customer satisfaction.

Odoo18 – Knowledge

Breadcrumb Navigation for Enhanced Usability

Odoo18 introduces a breadcrumb trail for seamless navigation. This feature allows users to easily track their location within the document structure, improving usability and access to information.

Integration Excalidraw

Unleash the power of visual communication with our new feature: easily integrate drawings from ExcelDraw directly into our platform. Whether you’re sharing complex processes, brainstorming creatively, or adding fun sketches, this feature helps bring your ideas to life and makes them clear to everyone. Transform your work and communication with ease and creativity!

Odoo18 – Spreadsheets

Odoo18 introduces the capability to comment directly within spreadsheets and tag colleagues, reinforcing its role as a robust business management tool. This functionality streamlines the process of requesting and providing feedback, enabling teams to collaborate more effectively and maintain greater focus.

Odoo18 – Point of Sale Retail

Create and Edit Products from the Cash Register

You no longer need to access the Odoo backend to create or modify products. This can now be done directly from the point of sale screen.

You can now scan the international product barcode, and Odoo will automatically create the product, pulling in all available online information.

SMS Integration

Odoo has introduced a new feature for SMS integration with order confirmations. Users can now send confirmation messages to customers with a single click, enhancing communication and boosting customer satisfaction. This streamlined process simplifies keeping customers informed and engaged with their purchases.

Product Information in Closing Accounting

Previously, closing a session created a single journal entry summarizing total sales. In Odoo18, a new configuration option, “Closing Entry with Product Lines,” has been added to the POS module. When enabled, the system generates a journal entry with a separate line for each product at session closure. This update improves the accuracy and detail of financial reporting within the POS system.

Product-Level Details in Closing Accounting

Previously, closing a session generated a single journal entry reflecting the total sales. In Odoo18, a new configuration option called “Closing Entry with Product Lines” has been added to the POS module. When this option is enabled, the system creates a journal entry with a separate line for each product upon session closure. This improvement enhances the accuracy and detail of financial reporting in the POS system.

Enhanced Order Management at the Cash Register

The latest update in Odoo18 enhances the cash register with a valuable order management feature. This new function enables managers to verify if cashiers have modified an order. Once an order is saved in the backend, the system tracks and marks any subsequent changes. If a product line’s quantity is reduced or a line is deleted, the order is flagged as “edited.” Additionally, a message is logged in the order’s chatter to clearly indicate that an adjustment has occurred.

Modification of Employee Permissions

In the latest update of Odoo18, significant changes have been made to employee permissions for managing the Odoo cash register. Previously, employees had the following rights:

Permissions Before the Update:

• No Cash In or Cash Out Transactions: Employees could not perform cash in or cash out transactions.
• Adjust Prices: Employees had the ability to adjust the prices of product lines.
• Edit Products from POS: Employees could edit existing products from the POS but could not create new products.

Permissions After the Update:

• Cash In and Cash Out Transactions Allowed: Employees can now perform cash in and cash out transactions, enhancing flexibility in cash management.
• Price Adjustments Not Allowed: Employees are no longer permitted to adjust the prices of product lines, ensuring consistent pricing policies.
• No Editing of Products Allowed: Employees can no longer edit products from the POS, providing a clearer separation between sales and product management.

Odoo18 – Point of Sale Restaurant 

Orders without table

The latest update to Odoo’s restaurant cash register module introduces the ability to create “floating” orders that are not associated with a specific table. This feature is particularly useful for handling delivery and takeaway orders. By default, a “shadow table” is created on each restaurant floor to which these floating orders are linked, allowing for seamless integration without requiring changes to the entire codebase.

Drag and Drop your restaurant layout

A new feature now allows you to drag and drop tables directly onto the floor screen in edit mode, enhancing flexibility and efficiency in setting up the restaurant layout.

Additionally, a grid has been introduced for the floor in edit mode, making it easier to align tables and organize the floor plan. The default background color for each floor has been set to white, ensuring a uniform and clear appearance.

Handle Your Bookings in the Restaurant Cash Register

You can now book tables directly from the restaurant cash register. This new feature allows you to easily access the Gantt view of appointments within a dialog box, simplifying reservation management. You no longer need to navigate to the back office to handle appointments, as everything you need is now directly available in the POS interface. This enhancement ensures a more efficient workflow and faster service for your customers.

 Odoo18 – Online Appointments 

Choose the Time and Then Select the Available Person/Resource

A third option has been introduced. Previously, you could either automatically assign people to a meeting request or select a person first and then choose a time. In Odoo18, you can now first select a time and then choose the available person, completing the scheduling process.

 Odoo18 – Quality Control

Quality Control on Request

Odoo now offers on-demand quality controls for inventory and production processes. This feature allows users to set quality checkpoints as needed for any action within a stock movement (picking) or production order. By clicking a specific action in these forms, a wizard opens, enabling users to specify the product, quality point, and, if relevant, the batch or serial number.

Quality Control on Repairs

Odoo has integrated quality controls into repair processes. This enhancement ensures that quality standards are maintained during repairs by providing a systematic approach to quality management.

Odoo18 – E-sign

Request Signatures from Any Module

You can now request document signatures from any module within Odoo using the standard action menu. This feature simplifies and streamlines the process of obtaining necessary signatures, adding greater convenience.

Odoo18 – Events

Sell Event Tickets via Odoo POS

Odoo18 introduces a new feature in the POS module for managing events. This functionality allows you to create events and sell tickets directly through the POS system. Tickets are linked to products and can be sold seamlessly within the POS interface.

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