Odoo 9 Release Notes
New design & Navigation
Based on Material Design. Simple, clear, and great to work with.
Data loading is fast. Instantaneous apps switcher.
Simple filters & groups
Predefined filters allowing to view most useful data in one click.
Rearranged menus to bring what you need closer to your fingers.
The design will automatically and rightly adjust menu, lists, forms & fields to the size of the PC, tablet or mobile phone.
Usability & On-boarding
Creation of dashboards per application for a better navigation, including overview of key indicators and pending next actions. Quick graphical overview of the evolution of the most relevant indicators.
Dynamic tips - small tutorials to help you configure Odoo based on your business needs, and step-by-step guide to get started, including tips & tricks.
HR and Marketing apps are split into Employees, Recruitment, Timesheet, Appraisal, Leaves, Expense, Survey, Email Marketing, Marketing Automation. Contact, Calendar, MRP and Repair are now separated apps.
New responsive Date Picker widget.
Easier access to configuration options in each app.
General form view improvements
Revision of the main forms to easily view and edit most important data, and removal of unused fields from the form.
Keep the translation valid after changing e.g., a grammar mistake in the original version, but not after more important change.
Smoother Search views
Streamlined search views with smoother integration in pivot tables and graphs, along with dynamic grouping.
New Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.
Customize your pipeline by adding description on stages.
Score your leads based on explicit and implicit criteria. Decide which total score deserves to be converted into an opportunity.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Revised configuration options
Activate leads if needed.
A single version per price-list. Easily add one or more price-lists to individual product depending of your customer’s segment. Configure it depending on ordered quantities and/or time period. 3 configuration modes for price-lists: None, simple or advanced.
Manage invoicing from sales orders
Invoicing policy is configured in the product but managed from the sales order.
Contracts have changed
Contract are split into Odoo Subscriptions for recurring invoicing and Odoo Sales with improved sales orders for other types. ex: Invoice is based on deliver/orders quantities, on prepaid services, time sheets and expenses, project tasks, etc.
Get a full overview on your activity, next actions and performances.
Sales order modified
Possibility to modify, remain opened, invoice kits.
By default, an automatic expiry date is calculated into the invoice.
Easily follow the created and confirmed invoices.
Online sales quotations are faster and easier to design.
Multi company rules
Automatically mirror sales orders and purchase orders in multi-company setup.
Incoterms now appear on the invoice.
Create recurring invoice rule for a customer. Recurring products are automatically linked to periodically invoiced contracts.
Self-subscription & management from the customer portal, define service options and setup fees.
Dashboard with graphs & KPI's.
Automatic recognition of revenues as they incur.
Generate reports for any time period, comparing time period. Get dynamic calculation of certain fields eg. YTD earning. Create multiple annotations. Multiple standard reports are available - Profit & Lost, cash flow statements, cash reports, executive summary and aged payable/receivables, etc. Get standard reports and chart of accounts available for 80+ countries. Export to Excel and pdf.
Perpetual fiscal year closing
No need to report balance sheet accounts from one year to another. Automatic calculation of P&L based on chosen dates, only need to write the handling of earnings for closure. Choose lock entry dates for non advisers and all users.
Automatic reconciliations. New interface for manual reconciliations, for both open and paid invoices. Learning of account numbers based on first manual reconciliation.
Only few fields required to get started, simplified creation of accounts.
Hierarchies in analytic accounts are replaced by tags on journal items, and filters on tags (work in progress).
Invoicing and Payments
Synchronization with 24,000 banks, mostly in US, Australia and New-Zealand. Importation of files in format: OFX, QIF, CSV, CODA.
Sepa payments. Check printing in US format.
Automatically mirror orders and invoices in multi-company setup (Create a sales orders in company A and automatically Odoo generates a Purchase Order in company B).
Actions and specific information based on journal type.
Batch deposit available. Customer Statements : Manage the follow-up from a single simplified interface.
Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.
Simplified management view.
Customized the editable fields in the PDF with the drag & drop function. Choose to repeat on every page some fields.
Send the right version depending of the position of the person who'll sign.
Prepare documents. Share documents to one or multiple person, with automatic consolidation of multiple signed documents sent in parallel. Create templates.
Legal in US, Europe, South Africa, Australia and New-Zealand.
Calls on opportunities
Create a dial queue on customers or opportunities, call from the browser automatically or manually.
An auto pop-up is generated for receiving calls.
Reschedule or send email for failed calls.
Integrated with Asterisk v13.2 VOIP server.
Point of sale
Loyalty cards and rewards system
Give points by order, by spent amount or by purchased products and setup a reward (discount, gift item or resale).
Kitchen & bar printing
Send your orders to the kitchen or to the bar, according to the product sold, through wireless.
Select and create customer form easily. Take a picture of customer directly with your tablet.
Waitress tip management
Accept customers extra tips or convert their change into a tip.
Allow manual cashier discounts.
Define a fiscal position per POS.
Orders can be paid in separate payments or split into multiple new orders.
Restaurant floor plan
Get an overview of you restaurant floor and tables with the graphical editor. Know exactly who is sitting where and how many seats you have left.
Navigate orders per table
Assign orders to tables and makes changes on the go with the graphical editor.
Configure multiple barcodes for the same product with barcode nomenclature.
Let cashiers manually reprint POS receipts.
Change name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. Create tasks from sales orders.
Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Automatic project email address
A ready-to-use email address is automatically created at the project creation.
Send an email to a project to create a task. All recipients/cc. of the email will be added as follower of the task.
Customers have access to their tickets from the portal.
Better statistics. Archive tasks. Help desk management removed and replaced by issues.
Prepare multiple versions of your website and switch from one to another in one click.
New building block
New building blocks, such as the "table" block for displaying detailed products info, the "Gallery" block for showcasing pictures or the newsletter popup.
New website editor
Improved usability and more flexibility.
Create two versions of a page and run live experiments to find out which one performs best. Analyze results directly on Google Analytics.
Add a tracking code to your URL's and measure all your marketing campaigns from the first click to the final sale.
Share videos and presentations directly on your website. Manage privacy by channel.
Sell digital products
You can now add digital products like eBooks to your online catalog.
Authorize.net and SIPS Worldline have been added to the list of online payment methods along with Ogone, Paypal, Ayden and Buckaroo.
New building blocks
Describe products in a table to give maximum of specifications.
Integration with Amazon and eBay
Configure product feed. Get orders.
New customer portal
Customers can follow their purchase statuses and history through a personal portal.
See details of your order at the end of the process.
Skip shipping address
Shipping address no more required when providing only services.
Display available stock on products.
New building blocks
Easily put floating image inside your text block.
Easily select the name of a coworker to grant blog post authorship.
You now have the ability to easily remove the cover.
Blog home page has been reviewed and improved.
Discussions & links
Share links from any website and start regular discussions threads.
Improved tag management
Easily filter questions and answers with tags.
Share your questions and answers on Facebook, Google+, Twitter and LinkedIn.
Improved user interface
Better browse through content with a cleaner front-end.
Stock forecast reporting
Get forecast of product availability based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.
New barcodes mechanism
New unified interface. Scan the goods and confirm the reception or sending of those only through the scanner. Support EAN13, EAN14.
Delivery methods reviewed. Easier and faster to fill.
Create custom barcodes with specific codes to implement desired behaviors, such as a specific promotion.
Support DHL, USPS, UPS, Fedex. Generate the sending labels from the shipper. Track and trace your packages from Odoo.
Register several people at once. During the subscription process, the participant will be able to detail each attendee in a new screen.
Automatically receive a confirmation of your event and registration.
Create a menu with several page for advanced events.
Promote your events with customized mailings and automatic reminders.
Add custom questions at subscriptions, per attendee or per subscription. Customize entrance badges and analyze attendee profile.
Better search filters
Search products with the supplier reference on the purchase order.
Automatic control between invoices and purchase orders.
Automatically mirror sales orders and purchase orders in multi-company setup.
No more generation of draft PO. Auto-complete when generating a draft invoice.
Odoo HR is now Odoo Appraisal, Odoo Expense, Odoo Fleet, Odoo Employees, Odoo Leaves, Odoo Recruitment and Odoo Timesheet.
Employees' monthly presence
HR managers can easily report employees' monthly presence with new menu entry and state.
Easily configure who should receive a form. Define & select forms per roles. Manage evaluation schedule with stages.
Employees leaves summary
HR managers can easily manage payrolls with new employees leaves summary. Use green button for approved and calculated leaves and grey button for pending leaves that will be managed later.
Process each expense individually.
Get a dashboard per manager.
A new app to record your hours
Chrome plugin app to enter time spent directly in Odoo. Cross device synchronization.
Click on button to record a time session from the browser. Work offline.
"Get things done" methodology used to manage planning. Statistics.
Track last 24 hours undelivered emails, and get notified why they failed.
New email designer
Get new snippets and 9 themes to create your emails campaigns.
Action Button in Email
Actions - like approvals - are immediately available in the email notifications.
Get real time statistics on email performance : delivery rate, open rate, click rate and bounce rate.
Link tracker integration
Add a tracking code to the links sent within your mail body and evaluate the revenue generated for each campaign.
A new way to collaborate through Odoo
Mention Odoo users (@odoo_username) in the conversation to raise their attention.
Create open groups called Channels to follow discussions on specific topics.
Create secret groups and invite the users.
Create shortcuts to use already-made template answers to common questions in the live chat.
Let your customer leave his feedback about your company services through the live chat.
Chat with your colleagues while working in Odoo apps.
Manage warranties & lifetime of equipment (e.g. laptops, machines, etc.).
Create maintenance requests & track them.