Odoo v9 Release Notes

Odoo v9 Release Notes

See below for the ‘hot off the press’ Odoo v9 release notes. We also do have a beta of Odoo v9 and will be testing this over the coming weeks. The biggest change we see from v8 to v9 is in the Accounting module and the underlying processing of transactions. Please feel free to contact us with any queries…

 

CRM

Better onboarding

Get useful tips and best practices to configure and deploy your CRM

Lost reasons

Analyze lost reasons on your opportunities to improve your sales effectiveness

Customize stages

Customize your pipeline by adding description on stages

Lead scoring

Score your leads based on explicit and implicit criteria. Decide which total score deserves to be converted into an opportunity.


Sales

Manage recurring products

Recurring products are automatically linked to periodically invoiced contracts

Expiry date

An expiry date is available by default and is automatically calculated into the invoice

Invoice tracking

Easily follow the created and confirmed invoices

Create quotations

Online sales quotations are faster and easier to design

Incoterms®

Incoterms now appear on the invoice

Multi company rules

Automatically mirror sales orders and purchase orders in multi-company setup


Accounting

Bank statements import

Import  your bank statements in OFX and QIF format with a simple tool

Multi-company rules

Automatically mirror orders and invoices in multi-company setup


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

Wirelessly send your orders to the kitchen or to the bar, according to the product sold

Register customers

Select and create customer form more easily. Take a picture of customer directly with your tablet.

Waitress tip management

Accept customers extra tips or convert their change into a tip

Manual discounts

Allow manual cashier discounts

Split bills

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

Multiple barcodes

Configure multiple barcodes for the same product with barcode nomenclature.

Receipt reprinting

Let cashiers manually reprint POS receipts

 


Project management

Customize pipeline

Customize your pipeline stages with personal tooltips and custom red/green button semantics.

Rating issue

Automatically send a rating email to your client at the end of your process. Analyze overall rating by project to improve your process.

Create tasks

Send an email to a project to create a task. All recipients/cc. of the email will be added as follower of the task.

Automatic project email address

A ready-to-use email address is automatically created at the project creation


Website

Versioning

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

A/B testing

Create two versions of a page and run live experiments to find out which one performs best. Analyze results directly on Google Analytics.

Link tracker

Add a tracking code to your URL’s and measure all your marketing campaigns from the first click to the final sale

Slides

Share videos and presentations directly on your website. Manage privacy by channel.

 


E-commerce

Sell digital products

You can now add digital products like eBooks to your online catalog

Payment provider

Authorize.net has 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

New customer portal

Customers can follow their purchase statuses and history through a personal portal

Order review

See details of your order at the end of the process

Skip shipping address

Shipping address no more required when providing only services


Blog

New building blocks

Easily put floating image inside your text block

Authorship

Easily select the name of a coworker to grant blog post authorship

Cover management

You now have the ability to easily remove the cover

Gallery

Blog home page has been reviewed and improved


Forum

Discussions & links

Share links from any website and start regular discussions threads

Improved tag management

Easily filter questions and answers with tags

Social sharing

Share your questions and answers on Facebook, Google+, Twitter and LinkedIn

Improved user interface

Better browse through content with a cleaner front-end


Inventory

Stock forecast reporting

Get forecast of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves

Multiple bar codes

Create custom bar codes with specific codes to implement desired behaviors, such as a specific promotion

 


Event

Manage subscriptions

Register several people at once. During the subscription process, the participant will be able to detail each attendee in a new screen

Auto confirmation

Automatically receive a confirmation of your event and registration

Edit menu

Create a menu with several page for advanced events

Promote

Promote your events with customized mailings and automatic reminders.

Customize

Add custom questions at subscriptions, per attendee or per subscription. Customize entrance badges and analyze attendee profile.


Purchase

Better search filters

Search products with the supplier reference on the purchase order

Multi-company rules

Automatically mirror sales orders and purchase orders in multi-company setup


Human resources

Employees’ monthly presence

HR managers can easily report employees’ monthly presence with new menu entry and state

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.


Mailing

Undelivered emails

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

KPI’s

Get real time statistics on email performance : deliverability 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.


Live chat

Rating system

Let your customer leave his feedback about your company services through the live chat

Canned response

Create shortcuts to use premade template answers to common questions


Usability

Back-end look

Improved flat design look for back-end interface

DatePicker

New responsive DatePicker widget

Smoother search views

Streamlined search views with smoother integration in pivot tables and graphs, along with dynamic grouping

Better onboarding

Get useful tips and best practices to help new users get familiar with Odoo features


Migration to the new API

CRM

Connect Odoo CRM to external applications to track leads, close opportunities and get accurate forecasts

Forum

Connect Odoo Forum to external applications and build a vibrant community around outstanding discussions