ODOO9 Release Notes

Source: Internet
Author: User
Tags live chat

October 1, 2015, the long-awaited Odoo9 officially released. This article is Odoo9 official release notes, based on official website data translation.

Translator: Suzhou-Micro Dust
Original address: Https://www.odoo.com/page/odoo-9-release-notes
Address: http://blog.csdn.net/wangnan537/article/details/48850915

1. Design and Navigation (new & Navigation)
the beauty of simplicity
Content-based design. Simple, clear, and excellent experience.
Faster
Data loading speed, each application instantaneous switching.
Simple filter and Grouping
Predefined filters, one click to see the most useful data.
easy to navigate
Rearrange the menu, at your fingertips, to understand what you think.
full mobile-side support
The new design automatically adjusts menus, lists, tables, and fields to fit the size of your PC, tablet or phone.

2. Usability and Getting Started (Usability & on-boarding)
context Menu
Create dashboards for each app for better navigation, including key metrics and an overview of the next action. A quick graphical overview of the progress of the most relevant indicators.
Get started program
Dynamic Tips-Helps you configure Odoo's small tutorials based on business requirements, getting started with step-by-steps guides, including tips and tricks.
Application Separation
Human resources and marketing applications are divided into employees, recruiting, attendance, assessment, vacations, expenses, surveys, e-mail marketing, and marketing automation. Contracts, calendars, MRP and repairs are now separate applications.
Date Selector
The new responsive date-selection part.
Custom Tools
In each app, configuration items are more accessible.
improvements to the general Form view
An updated master form that is easy to view, edit the most important data, and remove unused fields from the form.
Intelligent Translation
Correct errors in the initial version, such as syntax (not significant changes), to keep the translation valid.
a smoother search view
Streamlined search view with smooth integration of pivot tables, charts, and dynamic grouping.

3. Customer Relationship Management (CRM)
easier to get started
The new dashboard will better preview the sales campaign. Useful tips and best practices to configure and deploy your CRM.
activity and phone management
Organize a series of activities for each opportunity. Schedule an event. Instantly record each activity as you communicate with the opportunity's predefined actions. Track, record and analyze your team's activities.
Pipeline Management
Establish a detailed phase for each sales team. You may want to establish a sub-stage to better organize your process. Automatically archive lost opportunities. Manually archive other opportunities. "Lost" is no longer a phase, but a separate field that makes pipeline analysis more powerful-for example, the rate at which opportunities are lost at each stage.
Stage Customization
The custom pipeline is described by adding a stage.
Lead scoring
Score the clues based on explicit and implicit criteria and decide which total should be converted to business opportunities.
the reason for losing
Analyze the reasons for lost opportunities to improve sales efficiency.
Configuration Item Improvements
Activate the opportunity as needed.

4. Sale (Sales)
a simplified price list
One version per price list. Easily add one or more price lists to individual products based on customer segmentation. The price list is configured according to the order quantity and/or time period. The price list has 3 configuration modes: Empty, simple, or advanced.
manage invoices in a sales order
Invoices are configured in the product and are managed in the sales order.
changes in the contract
The contract is divided into regular invoices for odoo subscriptions and other types of improved sales orders that Odoo sells. For example: Invoice based on delivery/order quantity, prepaid service, attendance sheet and expense, project task, etc.
New Dashboards
A comprehensive overview of activities, next steps, and performance.
changes to sales orders
Can be modified, keep open, invoice package
Due Date
By default, the due date is automatically calculated for the invoice.
Invoice Tracking
Easy to track new and confirmed invoices.
New Quote
Online sales quotes are faster and easier to design.
Multi-Company rules
Automatically mirror sales orders and purchase orders in multi-company settings.
International Trade Terminology
International trade terms can be displayed in invoices.

5. Subscription (Subscription)
Recurring Invoices
Create a recurring invoice rule for the customer. Recurring products are automatically associated to a recurring invoice contract.
Customer Portal
Self-subscribe and manage from the customer portal, defining service options and setup fees.
Report
Dashboards with icons and KPIs (key performance indicators).
Revenue Recognition
Automatically identify the revenue generated.

6. Accounting (Accounting)
Report
Generate reports for any time period, time period comparison. Dynamic calculation of certain fields, such as revenue from the year to date. Create multiple comments. Multiple standard reports are available-such as income statement, cash flow statement, Cash statement, executive Summary and overdue/receivable accounts. Standard reports and chart of accounts available for use in more than 80 countries. Export to Excel and PDF.
fiscal year closed permanently
No yearly reporting of balance sheet accounts is required. Automatically calculates profit and loss based on the selected date. You only need to prepare the surplus for the shutdown process. Select the locked ledger entry date for non-consultants and all users.
better write-offs
Automatic verification. Manually write off the open and paid invoices in the new interface. According to the initial manual verification to learn the account.
Simplified Configuration
Start with just a few fields to simplify account creation.

7. Invoices and payments (Invoicing and Payments)
Bank Statements
Synchronization is mainly in 24,000 banks in the United States, Australia and New Zealand. Supported file import formats: OFX, QIF, CSV, CODA.
Payment
Sepa payments. Check printing in US format.
Multi-Company rules
Automatically mirror orders and invoices in a multi-company setup (create a sales order in company A, Odoo automatically generates a purchase order in company B).
instrument panel
Action and specific information based on the journal type.
Customer Payments
Deposit batch processing is available. Customer reconciliation: Manage Dunning through a streamlined interface.
exchange rate
Automatically update exchange rates based on the frequency of selection: daily, weekly, monthly.
Payment Terms
Simplified management view.

8. Electronic signature (eSign)
Electronic Contracts
Customize editable fields in PDFs with drag-and-drop functionality. Select the fields that appear repeatedly on each page.
Multi-Role
Send the correct version according to the position of the signatory.
Document Management
Prepare the document. Share documents with one or more people and automatically merge multiple signed documents that are sent at the same time. Create a template.
Legal Effect
Laws of the United States, Europe, South Africa, Australia and New Zealand.

9. Internet telephony (VoIP)
Opportunity Call
Create a dial-up queue for a customer or opportunity to initiate a call automatically or manually through the browser.
Telephone Answering
Auto-Frame When there is a call.
Follow up
Missed calls can be rescheduled or sent to the mail.
other
Integrated asterisk v13.2 VoIP server.

10. Retail (Point of sale)
loyalty card and reward system
Set Rewards (discounts, gifts, or resale) by placing points on orders, credits, or purchased products.
Kitchen and bar counter
Send orders to the kitchen or bar via wireless network and print out the water list.
Registered Customers
It is convenient to select and create a customer form. Take photos directly from your tablet.
Waiter Tip Management
Collect additional tips from customers, or turn change into a tip.
Manual Discounts
Allow cashiers to set discounts manually.
substitution Rules
Set up replacement rules for each retail point.
Billing Split
Orders can be paid in batches or into multiple new orders.
Restaurant Floor Plan
View restaurant floor plans and table conditions with the graphical editor. Who sits, and how many seats remain, are at a glance.
Check your order by table
Use the graphical editor to order and change orders by table.
Multi-Barcode
Follow the barcode naming method to configure multiple barcodes for a product.
Receipt re-printing
The cashier can manually reprint the POS receipt.

11. Program Management (project management)
Custom Piping
"Task/Problem" renamed. Change the meaning of the green/red state. Each project can create a specific stage. Use custom ToolTips to define the procedures for each stage. Create a task from a sales order.
Service Evaluation
The configuration automatically sends messages to the customer at each stage and receives customer feedback directly. Analyze the overall score by project to improve the process.
Automatic Project e-mail address
When the project is created, automatically creates an instant-to-use email address.
Create a task
Send the message to the project to create the task. All recipients and CC people for the message will be added to this task's followers.
Portal Front End
Customers can access their tickets from the portal.
other
Better stats. Task archiving. Remove help desk Management (Service desk management), replaced by issues (problem).

12. Website (Website)
Multiple Versions
To prepare multiple versions of a Web site, you can switch versions with one click.
New building Blocks
New building blocks, such as the "table" block to display detailed product information, "Gallery" block for displaying pictures or message popup.
New Web site editor
Better usability and greater flexibility.
A/ B testing
Create two versions of a page to find the best performing version by measuring it. Analyze the results directly on Google Analytics.
Link Tracking
Add a tracking code to the link to measure all marketing activities from the first click to the end of the sale.
Odoo Slideshow
Share videos and demos directly on the website. Manage privacy through channels.

13. E-commerce (e-commerce)
Sales of digital products
Digital products can be added to the online catalogue, using ebooks.
Payment service Provider
Along with Ogone, Paypal, Ayden, and Buckaroo, Authorize.Net and sips wordline are also added to the online Payment methods list.
New building Blocks
Describe the product in table to provide as much detail as possible.
integrate with Amazon and ebay
Configure the product feed. Get the order.
The new Customer portal
Customers can follow the purchase status and historical orders via the personal portal.
Order Check
In the final step, you can see the details of the order.
Skip Shipping Address
No shipping address is required when purchasing a service.
Product Inventory
The available inventory is displayed in the product.

14. Blogs (blog)
New building Blocks
It is convenient to place the floating picture in the text block.
author
It is convenient to choose the name of the collaborators as the author of the blog post.
Cover Management
can easily delete cover.
Gallery
The blog homepage has been checked and perfected.

15. Forum
Discussions and Links
Share links to any website to open a regular discussion.
Improved label Management
Easy to use tags to filter questions and answers.
Social sharing
Share questions and answers on Facebook, Google +, Twitter, and LinkedIn.
Improved user interface
More refreshing front end, better browsing content.

16. Inventory (Inventory)
Stock Alert
Predict product availability inventory based on confirmed sales order, purchase orders, production orders, and internal moves.
the new barcode mechanism
The new unified interface. Scan items only through scanners and confirm receipt or delivery. Support EAN13 and EAN14.
Shipping
Shipping method Check. Easier and faster.
Multi-Barcode
Use specific code to create custom barcodes to suit your needs, such as a promotion.
Express Company Integration
Support Tamendo, DHL, USPS, UPS, Fedex. By courier company to provide a ticket. Track the package in Odoo.

17. Events (Event)
Manage Subscriptions
Register more than one person at a time. During the subscription process, participants can display details to participants in a new window.
Automatic Confirmation
Automatically receive events and registration confirmations.
Edit Menu
Create a multi-page menu for advanced events.
urging
Events are pushed through customized emails and automatic reminders.
Custom
Each contributor or subscriber can add a custom question to the subscription. Customize entry badges and analyze participant profiles.

18. Procurement (Purchase)
A better search filter
Search for a product by the vendor number on the purchase order.
Invoice Control
Automatic control between the invoice and the purchase order.
Multi-Company rules
Automatically mirror sales orders and purchase orders in a multi-company configuration.
Purchase Order
The purchase order draft did not generate more. Invoice drafts are automatically generated.

19. Human Resource (Human resources)
Application Separation
Odoo's human resources include assessments, fees, vehicles, employees, vacations, recruitment and attendance.
Employee Monthly Attendance
With the new menu item and status, the HR Manager can easily report the monthly attendance of the employee.
Assessment
Easy to configure who should undergo the assessment. Define and select tables for each role. Manage assessment plans and phases.
Employee Leave Summary
The HR Manager can easily manage the salary according to the employee's vacation summary. The green button is used for approved, computed vacations, and the gray button is used for pending vacations that will be managed.
Fees
Each charge is processed separately.
instrument panel
One dashboard per manager.

20. Attendance (timesheet)
New application for recording hours
Moving
Use the Chrome plugin to directly enter the time spent in Odoo. Sync across devices.
easy to record
Click the button from the browser to record the time. Work offline.
organized
Use the "Get things Done" methodology management plan. Statistical data.

21. Mail (Mailing)
non-delivery messages
Track messages that have not been delivered in the last 24 hours to inform them of the reason for their failure.
New Message Designer
A new script and 9 themes are used to create a mail campaign.
action buttons in a message
Actions-such as approvals-are available instantly in the mail notification.
KPIs ' s
Get real-time stats on message performance: Delivery rate, open rate, click-through rate, and bounce rates.
Link Tracking Integration
Add a tracking code to the message body link to estimate the revenue generated by each campaign.

22. Discussion (Discuss)
New ways to collaborate with Odoo
ai (mention)
In the session, the AI Odoo users (@odoo_username) to draw their attention.
Channel
Create a public group that is a channel to follow up on a topic-specific discussion.
Private Group
Create a secret group and invite users.
Format Response
Create shortcuts to answer frequently asked questions using existing template answers in live chat.
Scoring System
Let customers leave feedback on the company's services through live chat.
Direct Chat
Chat with colleagues when using Odoo.

23. Device Management (equipment Management)
Warranty Overview
Manage your device's warranty and life cycle (e.g. notebooks, machines, etc.)
Maintenance
Creation and tracking of maintenance requests

Appendix:

Figure 1 Odoo8, Odoo9 Community Edition, ODOO9 Enterprise Edition feature List

ODOO9 Release Notes

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