New Features in Odoo 18

Sales Commission Plan: The sales commission plan feature is added in the settings of the sales module. When it is enabled, a new menu is added to the sales module called Commissions. From there, different commission plans based on Targets and Achievements can be created and managed.
Product types: It is cut down to just Goods, Services, and Combo.
Quotations can be inserted into the spreadsheet.
There is a feature called quote calculator, which helps to calculate different costs related to the quotations based on pre-defined formulas.
A free text option is added for the attribute value.
The header/Footer sub-menu has been added under the configuration menu.
AI-generated mail can be created.
Can schedule the mail to send later.
The update Quantity option is available for products only when the tracking is given ‘By quantity.’
Customers can be changed for recurring sales orders.
Multiple quotations can be canceled together.
There are no two pricelist options available, both the pricelists can be configured from the same
Pricelists can be printed in different formats like PDF, CSV, and XLSV.
Products for Rental, Subscription, and Point of Sale can be directly managed from the Odoo product form.
Three new document layouts have been added such as Bubble, Wave, and Folder.
An attribute value can be removed from the attribute after removing it from the product.
The sale of combo products is possible from the sales module also.
Customers with access to the customer portal can view and check the balance of their Loyalty cards and eWallet.

Purchase

Multiple RFQs can be merged.
Multiple RFQs can be confirmed together.
When an RFQ has been sent to the vendor, they can accept or decline the quotation from their portal.
The product description can be added from the RFQ itself and it can also be edited.
An agreement type called purchase template has been added, which adds the pre-defined products and quantities to the RFQ.
The purchase alternative tab lets you add alternative requests for quotations to different vendors and make the choice from them and choose the best.

Inventory

The same products with different lots and serial numbers can have separate valuations using the Valuation by Lot feature.
The product can be stored in a sublocation having a particular category using the putaway rules.
Empty locations can be identified easily.
A smart tab called Next Transfer has been added to the transfers that show the next linked transfer.
Lot and serial numbers can be traced across multiple companies.
Lot numbers can be generated.
There is an option for Return and Exchange.
Users can now perform Inventory adjustments.
Valuation layers can be adjusted using the adjust valuation option.
Delivery of the products can be split before validating to deliver the products to different addresses.
The dashboard view of the inventory module has changed. It shows a bar graph view of the status of the orders across different operation types.
The putaway rule can be configured without adding the product or product category so that it applies to all products.
Can automate wave picking based on wave grouping criteria Product and Product category.
With the Dispatch management system, users can plan and manage delivery rounds efficiently, whether using their own fleet or third-party logistics providers, to ensure smooth and timely shipments.

Accounting

Follow-up reports have been moved to the partner form under the Accounting tab. Also, there is an option to send reports automatically or manually for each customer.
Users can now register payments on draft invoices and bills from the Action menu.
There is a new reconciliation model that allows the creation of customer invoices or vendor bills directly from bank transactions.
There is a new reconciliation model added for internal transfers.
A preferred way for invoice sending and e-invoice format can be chosen for customers.
When a payment is made, Journal entries for that payment are created only if an outstanding account has been set for the chosen payment method.
Customers can view their overdue amounts from their portal, and there are links in the portal and follow-up reports that allow them to make online payments of overdue balances.
There is an alert system that automatically identifies abnormal amounts and dates in invoices.
Loan management is available in Odoo 18.
Bills can be automatically posted for selected vendors.
There is a Credit Card journal type, allowing users to register credit card payments, upload statements, and manage reconciliation.
Budgets have been changed to Analytic Budget, and the dates on the budget line and the budgetary positions have been removed.
Introduced financial budgets in Odoo 18.
Exchange rates are shown on the invoice itself.

CRM

The expected revenue for leads is adjusted upon quote confirmation.

POS

The POS interface has completely changed to provide a user-friendly interface for better navigation.
Products can be directly created from the PoS interface.
Partner information can be edited from the PoS interface.
Now the IoT box is not required to use the customer display remotely.
Payment methods can be modified before printing the receipt with the Edit Payment option.
Customers will be able to pay directly using their banking applications.
Frequently used notes can be added with one click.
Easily merge tables to centralize orders for large groups.
There is an option Course that helps to categorize the products in the order of different courses.
The sort-by-category option helps to sort the products based on their categories.
An action button with several options has been added to the POS.
Event tickets can now be sold in PoS.
The set table option allows to assign or plan the table for orders.
There is a Note Models option added under the configuration tab that allows the configuration of frequently used notes.
There is an option to hide the product image and product category images in the PoS.

Project

In Odoo 18, there is a burn-up chart analysis available.
Subtasks can be created from the Kanban cards itself.
There is a top bar that shows all the related details of the project for easy access to the project's record.
Portal users can be granted access to edit all the project tasks or the ones they follow.
There is a feature to schedule the tasks from the Gantt chart using Auto Plan.
The start and end dates of the project tasks can be easily understood from the Gantt chart, which makes it easy to understand deadlines.

Expenses

Employees can now specify the vendor for expenses paid by the company.
Expense entries are created as drafts after manager approval instead of being posted immediately.
Posting a miscellaneous salary entry now triggers automatic vendor bill creation, posting, and reconciliation.

Field Service

There is an option to Plan the services by Location.

Planning

Zoom-in and, zoom-out options have been added to the dashboard and dense mode can also be activated.
There are options to expand and collapse rows.

Timesheets

An option to view the weekends in the grid view has been added.

Manufacturing

Work-in-progress (WIP) journal entries can be posted to record the material and labor consumption in the balance sheet.
In the MPS, the time range can be set as yearly as well and also the number of periods can be given.
In the BOM overview, the availability is also based on the work center availability.
While manufacturing a batch, a production wizard appears from where the lot and serial numbers can be generated.

Maintainance

Property fields can be created for maintenance tasks.

Quality

Quality checks can be performed using spreadsheets.
In quality control points, a new control frequency type called On-demand has been added.

PLM

A Boolean for Update Version has been added in the form view to specify whether the version of the product and BOM will change or not.

Repair

Quality checks can be added to the repair order.

Shop floor

Log notes can be added for internal communications.

Website and E-commerce

Add any of your pages to the new page wizard so they can be used as a template.
Can import existing websites to Odoo.
Can import different fonts.
Customize headers for blogs, events, and eLearning pages.
New layout options for blog posts.
Updated Color Palette.
Create direct links to documents for easy sharing.
60+ new snippets, previews, and an improved discovery system.
Select color gradients for backgrounds.
Improved cookie management with new compliance rules.
When users filter products on the shop page, the correct variants stay selected on product pages.
Customers can check in-store stock and pick up orders from their preferred store.
Choose a delivery method directly during checkout.
Option to display product templates instead of variants in the "Products" block.
Manage e-commerce products entirely from the back end.
Create structured mega menus based on eCommerce categories.
Updated pick-up point interface for SendCloud and FedEx.
Use building blocks to design product category pages.
Images uploaded from the backend are automatically converted to WebP for better performance.
Apply product ribbons to specific variants instead of entire product templates.
Customers can move items from their cart to their wishlist.
Choose whether only logged-in users or all visitors can see the shop page.
Unlogged users entering an email for checkout can sign in or subscribe to the newsletter.

HR Modules

Recruitment

Under the Applications menu, a new option for Candidates has been added.
Job positions can be directly posted on the job boards through Odoo.
Use an email template when sending mail to multiple applicants.
Easily identify and reject duplicate job applications.
Launch referral campaigns for job positions and notify selected employees.
Can align job position requirements with applicant skills to find the best candidates.
Display specific form fields based on the job description.
Duplicate job applications can be easily identified.
Recruitment access rights will not affect Employee access rights.

Employee Referral

Referral links for the job positions can be sent through WhatsApp and SMS.
A filter to see refused referees has been added.

Employees

Different colors can be given for skills.
When clicked on the avatar card it shows different details of the resource such as their roles and skills.
Request signatures from multiple employees in bulk.
Filters have been added to the org chart.
A Back on smart button has been added so the employees can see when they will be back from leave.
The payroll tab in the employee’s detailed view shows the payroll details of that employee.
The worker’s compensation option is used to define the worker compensation classifications and rates for payroll deductions.

Attendances

Extra hours added can be validated.
The automatic check-out feature enables automatically checking out the employees based on their working schedules, and an extra tolerance time can also be added.
The absence management feature lets you record the missing hours.

Time Off

Specific time-off types can now include or exclude public holidays.
Set an expiration date for carried-over leave days.
Employee availability is now displayed based on their assigned working hours.
Reports now show leave duration in both days and hours.
Approve leave requests directly from the overview screen.
The draft state has been eliminated from time off requests.
The process for creating and managing multi-employee leaves and allocations has been updated.
Control whether a time off type appears on employee dashboards.
Improved notifications to remind employees to use allocated days before expiration.
Set a maximum yearly limit for accrual milestones in time off plans.

Approvals

There are new filtering and group by options available.

Appraisals

Manage employees and appraisals across multiple companies.
Send 360 feedback requests to multiple employees at once.
Get notifications when 360 feedback answers are received.
Improved demo data for a smoother onboarding experience.
Appraisal creators are automatically included when higher management takes action.

Payroll

Localization is automatically installed if it is available for your country.
Dashboard warnings now offer more options.
More than two roles can now be required to sign a contract.
The Generate Payslips wizard has been improved for easier selection.
View employee headcount based on contracts at any time.
Easily switch between signed offers and contracts using a smart button.
Customize payslip templates with new styles for classic and light formats.
Salary rules can now be based on Other Input conditions.
Salary Attachment Types are now merged with Other Input Types.
Search salary rules by Python code, including conditions and computations.
An employee’s title, job position, and department are now updated only when a new contract starts.
A standardized payment wizard is now available across localizations, with CSV export for all cases.
Payslips now support year-to-date computations with a customizable year-end date.

Fleet

There is a change in the vehicle stages
Send emails to multiple drivers using the mail wizard.

Surveys

Can join live sessions through the QR code.
Enhanced the "rewards for quick answers" feature.
Restrict access to sensitive surveys and assign multiple managers using the "Restricted to" field.
A new scale question type has been added.

Email marketing

Track which recipients clicked on links in mailings.
View reports on why subscribers choose to unsubscribe.
Option to split mailing contacts into first and last names.
Monitor multiple links leading to the same URL and see which gets the most clicks.

Marketing Automation

Choose which mail server to use for automated campaign emails.
New marketing automation templates available for e-Commerce workflows.
An interactive summary showing what each activity does is shown.
Schedule WhatsApp messages as part of your Marketing Automation campaigns.

Social Marketing

Share multiple images in a single Instagram post.
Customize posts for each social network to better engage different audiences.
Publish image-only posts on social media.
Use the new LinkedIn API to edit comments, like and delete posts, and add images in comments.

Marketing Card

A marketing card serves as a tool for creating business cards, campaign-focused promotional materials, or digital marketing assets. It enables businesses to effectively convey their brand message, engage with customers, and enhance their marketing efforts across various channels.

Studio

Export both data and demo data with Studio.
Customize button labels in form views and set them as primary or secondary.
Add columns to tables using Studio's report editor.

Helpdesk

Helpdesk tickets can be created from forum posts.

Subscription

Invoice subscription products based on delivered quantities at the end of the billing period.
Allow payments for subscriptions using methods that do not support tokenization.
Notify customers of price updates and batch edit subscription item prices.
Enable customers to choose a recurring plan directly from the eCommerce product page.
Set whether a canceled subscription should end immediately or at the end of the current billing period.
Align all subscription invoices to start on the first day of each billing period.
Offer customers the option to automate future payments when using a saveable payment method.

E-learning

Additional course resources added to the course content now stay in the correct order on the front end.

Events

Sell event tickets directly from the Point of Sale.
Attendees can register from any page using a pop-up button.
Create leads from past event attendees.
Control event registration visibility for everyone, logged-in users, or invitees with a link.

Meeting Rooms

The meeting room app can be viewed in a full-screen display.

LiveChat

Join or leave Live Chat channels easily from the Discuss app or command palette.

Send WhatsApp messages automatically through the server or predefined actions.
View all WhatsApp conversations with a contact in their profile.

Documents

The document smart button links accounting records to related documents.
If Files Centralization is enabled, deleting a record moves its attachments to the trash in Documents.
Uploaded documents now retain their full resolution.
Use hotkeys for quick actions in the Split PDF tool.
Press SHIFT + S in the Split PDF tool to split documents at blank pages and remove them.
Share a workspace directly from the workspace navigation panel.
The app now features an improved design with enhanced rights, sharing, folder, and action management.
Preview XML files that contain an embedded PDF.

Sign

Set a default sign template for each activity type.
Request signatures on any document in Odoo and get notified when it is signed.
Enable or disable signature reminders with one click.
Add radio buttons to documents using the Fields list.

Barcode

A new design enhances the user experience.
Scanning a new product from the barcode lookup database prompts product creation with editable details.
Group batch lines of the same product and prevent unwanted products from being added in picking.
Hide expected quantities during inventory adjustments.
Hide reserved lots and serial numbers on transfers.
Scan a QR code to record all serial numbers in a package at once.
Use an RFID scanner for fast receipts and inventory adjustments of RFID-labeled products.
Scan a transfer, product, or package to filter batches.
Scan a lot or serial number from the Barcode main screen to view its details.
Companies handling their own deliveries can now sign deliveries by scanning a barcode.

Dashboard

Share dashboards with others or keep them private.
Assign dashboards to specific companies.
New dashboards added for Purchase & Vendor Analysis, Operations Analysis, POS - Restaurant, Warehouse Daily Analysis, Warehouse Metrics, and Email Marketing.

Calendar

Set a default appointment duration and save it as a user preference.

Discuss

Mention all channel members at once using @everyone.
View and manage daily activities with a new list view and mass action buttons.
Set specific timing for each step in an activity plan.
Portal users can now react, copy message links, and edit or delete messages in chat.
Use breadcrumbs to return to the previous view in Discuss.
Canned responses must now be manually selected and can be private or shared.
Minimized chats now appear as bubbles in a more natural order.
Improved notification management and adjustable default settings in the general menu.
Copy message links to share content from another thread.
Easily insert dynamic placeholders in emails with a dedicated button.
Large attachments are now converted into links to prevent email delivery issues.
The mail composer has been improved for better usability.
Schedule messages to be sent at a later time.
Choose between Voice Detection or Push to Talk in call settings.
A separator now highlights unread messages.
The message composer stays active even when switching views to prevent message loss.
Introduced sub-threads for secondary discussions within a channel.

Knowledge

Browse articles with an expandable and collapsible tree view.
Set the start and end time for calendars in articles.
Add Excalidraw drawing boards to Knowledge articles.
Navigate articles easily with a new top bar showing their hierarchy.
Use full-text search to find content inside Knowledge articles.
Shared public articles no longer display the public navigation panel.