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 seeing what new gems the publisher has created and designed to further enhance its software and user experience. And this year, for version 13, the publisher has really gone all out. Let’s take a look at some of the new features introduced in Version 13.
User-friendly software
Odoo software is already recognised 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 search results.
- Displaying routes on maps
- Improved calendar view
With v13, Odoo is also promising faster performance!
Helpdesk
The ticket management in Odoo already offers many features and with v13, here are the new ones:
- Ability to convert a lead into a ticket,
- Management of customer returns following a customer service intervention, to further enhance 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 the customer service teams.
- Option for customers 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 team to work even more efficiently.
- 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 particular campaign, filtering by country, technology, size, and more.
- The lead scoring feature now makes it possible to statistically determine which leads are likely to become customers.
- Sales teams will also be able to send SMS messages directly from Odoo (from the leads or from the opportunities).
- The data can be automatically enriched with additional information, based on email addresses.
Marketing
The marketing department will also be able to use many of the features in version 13 of Odoo.
- 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 features,
- New asset reports (account-based management, improved utilisation, automated journal entries)
- Automatic IBAN verification
- Mass import of invoices to streamline invoicing management.
There are so many new features for the accounting module that they will be presented in another blog article, which will be fully dedicated to accounting management in Odoo.
E-commerce
Odoo e-commerce users will also be pleased to discover Odoo's new features.
- For users in South America, there is also 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 e-commerce.
- Easily apply discounts and promotions to multiple products.
E-Learning
Many features enhance the e-learning module: assessment through quizzes; implementation of a certification system with payment options; setting the duration of a training course, or a lesson based on the content; data analysis and the use of KPIs for the courses on the e-learning platform.
E-learning functions are also available in other Odoo applications: e-commerce, the website and the forum.
Amazon connector
For online sales management, Odoo now allows Amazon sales to be imported into Odoo automatically.
Deliveries can also be synchronised via 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, there are new features such as:
- Alerts when product categories are configured incorrectly
- 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 personalised and automated SMS or e-mail messages from delivery orders.
- Comprehensive dashboards for inventory forecasts.
Points of Sale
Odoo offers an excellent point-of-sale application that works with a wide range of devices (tablets, laptops, desktop computers and industrial machines).
This application lets you manage payments (multiple payment methods, invoicing and integration with accounting), and also helps you manage your stores (with order history, integration with inventory and stock, and franchise management).
Customer loyalty programmes can also be managed directly from the platform.
In version 13, there are enhancements in usability, employee management, alerting and reporting.
Expenses
The new features in version 13 of the Expenses module include:
- Easily re-invoicing an expense to a customer based on the order created by the sales department.
- Reimbursing expenses and reflecting this information on the employee’s pay slip.
- Batch creation for importing expenses, enabling the generation of reports.
Appraisal
Employee management with the evaluation application now allows the following: employees can request an evaluation from within the platform, they can receive reminders about evaluations, and the time frames within which evaluations must be completed are customisable.
Consolidation
A new application called Consolidation is now available in the software, helping users to 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 version 13 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 the implementation of Odoo software.
With clients in the United States and Europe from various sectors, Captivea has developed a fast and efficient method for setting up an Odoo project.