Odoo presented all the new features of version 13 during Odoo Experience in Belgium and Odoo Connect in San Francisco (both major events for the Odoo community)
Every year, we look forward to discovering what new treasures the publisher has created and designed to further enhance its software and user experience. And this year, with version 13, the publisher has really raised the bar! Let’s explore some of the new features introduced in Version 13.
User-friendly software
Odoo software is already recognized for its ease of use and user-friendliness. In version 13, new features have been added to further improve the user experience:
- New features for reports
- New views for activities
- New Gantt view with drag and drop
- Alert when time zones change
- New date filters to improve searches.
- Displaying routes on maps
- Improved calendar view
What Odoo promises with this v13 is also more speed!
Helpdesk
Ticket management in Odoo already offers many features, and with V13, here are the new additions:
- Ability to convert a lead into a ticket,
- Management of customer returns following customer service intervention, to continue improving after-sales service.
- Application of different SLA policies within the same customer support team.
- Improved invoicing process for the time spent on each ticket by customer service teams.
- Ability for a customer to close a ticket directly from their access via the customer portal.
CRM
For CRM and sales management, there are new functions that will enable the sales department to be even more efficient.
- A new graph lets you segment data using filters: opportunities and emails.
- Prospects will also be better targeted. Users will be able to define lists of prospects to highlight in their CRM for a specific campaign, and filter them by country, technology, size, and more.
- The lead scoring feature now makes it possible to statistically determine which leads are likely to become customers and which are not.
- Sales teams will also be able to send SMS messages directly from Odoo (from leads or from opportunities).
- The data can be automatically enriched with additional information, based on email addresses.
Marketing
The marketing department will also be able to take advantage of many of the features in Odoo version 13.
- KPI tracking for each email sent
- Campaign templates available
- Connectors with social networks: follow up and post directly on the company’s social networks.
- Visitor tracking with the ability to communicate with them via notifications or live chat requests.
- Integration of SMS into automated marketing campaigns.
Accounting
Many changes have been made to the Accounting module.
- Improved bank reconciliation feature,
- New asset reports (account-based management, improved usage, automated journal entries)
- Automatic IBAN verification
- Mass import of invoices to simplify invoice management.
There are so many new features in the Accounting module that they will be presented in another blog article, entirely dedicated to accounting management in Odoo.
Ecommerce
Odoo e-commerce users will also be pleased to discover Odoo’s new features.
- For users in South America, there is now a connector with PayU Latam.
- In the interface, a product search bar has been added.
- Inventory management is simplified with the option of linking a warehouse to its ecommerce site.
- Easily apply discounts and promotions to multiple products.
E-Learning
Many features enhance the e-learning module: quiz-based evaluations; implementation of a certification system with payment options; setting the duration of a training program or course based on its content; data analysis and implementation of KPIs for the courses offered on the e-learning platform.
E-learning features are also available in other Odoo applications: ecommerce, the website, and the forum.
Amazon connector
For online sales management, Odoo now lets you automatically import Amazon sales into Odoo.
Deliveries can also be synchronized through the Amazon connector.
Inventory
Odoo’s inventory management module offers many options, including double-entry inventory, automatic replenishment, multi-warehouse management, and powerful reporting tools.
In version 13, you’ll find new features such as:
- Alerts in case of incorrect product category configuration
- Managed and visible stock movements by company (in multi-company environments) for the relevant user.
- Printing of return labels for HL, Easypost, UPS, FedEx and Bpost directly from Odoo.
- Stock valuation by level.
- Definition of stock rules.
- One-click inventory adjustment.
- Sending personalized, automated SMS messages or emails from delivery notes.
- Comprehensive dashboards for inventory forecasts.
Points of Sale
Odoo offers an excellent point-of-sale application that is compatible with many devices (tablets, laptops, desktop computers and industrial machines).
This application lets you manage payments (different payment methods, invoicing and integration with accounting). It also lets you manage stores (with order history, integration with inventory and stock, and franchise management).
Customer loyalty programs can also be managed directly from the platform.
In V13, you’ll find improvements in usability, employee management, alerts and reporting.
Expenses
The new features in V13 of the Expenses module include:
- Easily re-invoicing an expense to a customer based on the order created by the sales department.
- Reimbursement of expenses and integration of this information on their pay slip.
- Batch creation for importing expenses, enabling the creation of reports.
Appraisal
Employee management with the evaluation application now allows the following: an employee can request an evaluation from the platform, receive reminders about evaluations, and the time frames within which evaluations must be performed are customizable.
Consolidation
A new application called Consolidation is appearing in the software, which helps users group the financial statements of all companies in the same group as if they were a single entity.
Documents
Document management can be handled by Odoo, with changes in V13 to document display, access rights management and drag-and-drop functionality.
Employees
The HR department, with the Employees module, also benefits from new features: management of attendance, preferences, skills, onboarding, contracts and documents.
Captivea Odoo Gold Partner
Captivea, an Odoo-certified and Gold Odoo partner, supports companies in implementing Odoo software.
With clients in the United States and Europe from a wide range of industries, Captivea has developed a fast and efficient method for setting up an Odoo project.