Unveiling of Odoo 11
Module Highlights of Odoo 10
Odoo 10 release notes
New Yodlee Interface
Support for the new API of Yodlee to improve bank synchronization and error messages.
Terms & Conditions
Configure default terms and conditions on new invoices.
Ability to set up a dedicated sequence for customer refunds and vendor refunds.
Ability to add a shipping address on customer invoices. This address comes directly from the sale order.
Fold and unfold feature in the aged payables and receivables to expand a line and get the details of the customer/vendor.
Added back a multi-level hierarchy option in the trial balance report.
Reconciliation models can now be configured in the chart of accounts template.
New statement to export FEC for France accounting.
CSV Statement Import
New tool to import CSV bank statements easily with detection of format and locales.
Unified Payments Mechanism
Unified payment mechanism for checks, direct debit, SEPA, recurring payments, credit card debit, etc.
Multi-level analytic & tags
Main reports (P&L, BS, Trial Balance) improved to filter on analytic accounts & tags. New report on analytic accounts. Ability to record tags at invoice, sale or journal entries level.
New mechanism to handle full reconciliations (requirement for the FEC report).
Better split between Kits and regular BoMs. Removed start and end dates on lines; replaced by BoM versioning.
Finite Capacity Scheduler
Schedule work orders based on the capacity of the work centers (MRP II Scheduling).
Manufacturing orders appear in the inventory dashboard and have a picking type to organize multiple assembly lines.
Push & Pull Rules
Use the new picking type to benefit from push and pull rules automations on manufacturing order.
New Master Production Schedule to plan future manufacturing orders.
Track your Overall Equipment Effectiveness with availability losses, performance losses and quality losses.
CRM & Sale
Integrated numpad in the VOIP to compose numbers or answer to PBX menus.
Leads: mark lost
New wizard to mark a selection of leads as lost in bulk and select a reason.
Improved reports for recurring contracts, including a cohort analysis for churn and retention.
Opportunities stages are now shared amongst all sales teams by default to ease configuration (you can still create different stages per team, from the developer mode).
Portal for partners or resellers to access forwarded leads easily.
Forecasts & Planning
Grid view to forecast or create users planning in addition to the existing Gantt view.
Support for project sub-tasks. Easy for delegation or splitting a job to do across different persons (should be activated from the developer mode).
Automate satisfaction surveys (ratings) periodically or at tasks/issues completion. Public dashboard to share your performance.
Odoo 10: what’s new? Other new features
Odoo 10 Human Resources
First, regarding expenses, we return to a more conventional operation, where not every line of expenses is submitted for approval to the manager (as was the case in version 9) but lines of expenses that are associated with a global expense sheet.
As a bonus, you now have the option to specify an email address to which your employees send their lines of expenses. Put the reference product and the net amount in the subject of the email, and send it with your attachment so Odoo automatically creates a new line simple and practical!
Odoo 10 helpdesk & ticketing
Then a “Helpdesk” module is new in Odoo 10, or rather reappears as an embryo of the features that existed in Odoo 8 (but not Odoo 9). In Odoo 9, the ticketing functionality is actually in the module “Projects”.
This “Helpdesk” module is intended as a tool for ticketing and universal customer support (customer problems sent by e-mail, “live chat” with visitors to your website, if you use the Odoo module provided for this purpose). Incidentally, this ticketing portion is almost identical to what can be found to deal with incidents related to projects in Odoo 10 or 9.
The essential news is that you can set standard service level agreements (SLAs) to meet these customer demands, by type. Presumably, the standard will replace the very popular community module on the same theme on OpenERP 7 and Odoo 8.
Odoo 10: other improvementsRegarding the other modules, you will not really be disoriented compared to the previous version. Here is what was found after a quick overview:;
- “Sales”: subtotals by sold products lines can be tax-included (in addition to tax-excluded), can lock a customer order (since the latter is changed from version 9), end of the “Service” menu (this theme will now covered by the “Helpdesk” module);
- “Subscriptions”:additional reporting and analysis;
- “Purchases”: change of confirmed purchase orders, definition of framework agreements related to tenders;
- “Projects”: possibility of sending an e-mail to the client when a job goes to a particular stage, notion of subtasks that seems to reappear;
- “Website”:a more complete back-office, the ability to see information from Google Analytics directly in Odoo, better track sources of leads;
- “Client Portal”:your client can now access their projects, tasks and tickets, in addition to orders, invoices and subscriptions.
Last but not least…
Finally, we give you a little tip to prevent you from searching too long… Enabling the developer mode in Odoo 10 is no longer done in the menu “About” accessible by clicking on the top right, but is found in the “Settings” menu on the right (see screenshot below).
In summary, Odoo 10 introduced an overhaul of the management of production with maintenance and quality modules and a lot of small improvements here and there on a functional base already very successful.