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Unlock Unprecedented Efficiency: Discover 7+ Game-Changing Odoo 18.4 New Features Today!

odoo 18.4 new features

Unlock Unprecedented Efficiency: Discover 7+ Game-Changing Odoo 18.4 New Features Today!

The business landscape is constantly evolving, demanding tools that are not just powerful but also intuitive, efficient, and forward-looking. Enter Odoo 18.4, the latest iteration of the all-in-one business management software that promises to revolutionize how you work. With its array of significant enhancements, Odoo 18.4 New Features are designed to empower your team, streamline operations, and boost overall productivity.

This new version is packed with everything you need to work faster and more efficiently than ever before. From dynamic AI capabilities to simplified project planning and enhanced file management, Odoo 18.4 is poised to be a game-changer for businesses of all sizes.

Curious to see these features in action? You can watch a visual overview of these updates here: https://www.youtube.com/watch?v=WFC0z4jUrlY

Let’s dive into the most impactful Odoo 18.4 New Features and explore how they can transform your daily workflows.

Smarter Operations with AI Enhancements in Odoo 18.4

Artificial Intelligence is no longer a futuristic concept; it’s a practical tool that Odoo 18.4 seamlessly integrates into your daily tasks. These AI-driven improvements are designed to add a layer of intelligence to your communications and data handling.

Dynamic Email Marketing with AI:
Imagine crafting emails that speak directly to each client’s specific needs and preferences. With Odoo 18.4’s AI application, you can now create incredibly personalized emails that include dynamic placeholders. This means the content, offers, or even greetings can automatically adapt for each recipient, making your marketing campaigns far more effective and engaging. This level of personalization significantly enhances customer relationships and conversion rates.

Tutorial Tip: Leveraging Dynamic Email Placeholders

  1. Navigate to the Marketing app, then select Email Marketing.
  2. Create a new email campaign.
  3. When composing your email, look for the AI-powered content generation tools.
  4. Utilize dynamic placeholders (e.g., {{ contact.name }}, {{ customer.last_purchase_date }}) that Odoo’s AI can intelligently populate based on recipient data. This ensures every email feels uniquely tailored.

Revolutionizing Financial Management: Accounting Improvements

Managing invoices and financial records can often be a cumbersome process. Odoo 18.4 New Features bring significant improvements to accounting, making it more automated, transparent, and secure.

Automated Invoice Digitization:
Importing invoices just got significantly easier. Whether you receive them in XML or other compatible formats, Odoo 18.4 intelligently scans and digitizes them. The system now automatically searches for purchase order numbers within your documents and links them to the corresponding order. This automation drastically reduces manual data entry errors and speeds up your financial reconciliation process.

Enhanced Invoice Review Workflow:
For businesses with multi-level approval processes, Odoo 18.4 introduces a streamlined invoice review system. If a user with limited permissions records an invoice, the system automatically flags it for review. Users with appropriate validation permissions can then review and validate these invoices, either individually or in batches. This ensures financial accuracy and compliance while maintaining clear accountability.

Streamlined Document Handling with Documents App Enhancements

The Documents app in Odoo 18.4 transforms into a more versatile and integrated hub for your files.

Expanded File Preview Capabilities:
Forget the hassle of downloading files just to see their content. The Documents app now allows you to directly open and preview a wider range of file types, including text files, XML, HTML, and many more, all within the application interface. This saves time and simplifies document review.

Simplified File Transfer from Chatter:
Sending files from your internal discussions (Chatter) directly to the Documents app is now easier than ever. With just a single click, you can send any attached file to a specific folder and drive within your Documents workspace. This seamless integration ensures important files are organized and accessible without extra steps.

Electronic Signature Integration:
Beyond just file management, the Documents app in Odoo 18.4 also integrates with the Sign app. You can now import files directly from Documents with a single click for signing. Moreover, you can even sign documents directly from the Chatter, making the contract approval process incredibly agile. For enhanced data security, you can also add expiration dates when sharing documents, ensuring sensitive information is only accessible for a defined period.

Enhanced Communication and Collaboration

Staying connected and organized is paramount in any business. Odoo 18.4 refines its communication tools to foster better team collaboration.

Discuss (Chat) Updates:
Your personal status in Odoo’s chat (Discuss) is now more flexible. You can easily change your status to Online, Away, Do Not Disturb, or Offline. The “Do Not Disturb” mode is particularly useful, automatically disabling notifications and rejecting incoming calls, allowing you to focus on critical tasks without interruption.

Live Chat Enhancements:
The Live Chat application receives a powerful monitoring dashboard. This dashboard allows managers to monitor active conversations, identify if team members need assistance, and make necessary adjustments in real-time. Each chat also features a detailed panel showing visitor information, internal notes, and conversation status, equipping your team to respond faster and more effectively. Forgotten to save a chat transcript? No problem – you can send a copy with a single click.

Intuitive Data Management and Reporting

Accessing and manipulating your business data is now more straightforward and visually appealing thanks to Odoo 18.4 New Features in dashboards and list views.

Dashboards App Redesign:
The Dashboards app boasts a fresh, modernized look. Managing global filters directly from the search bar makes your workspace more intuitive and dynamic. You can navigate through months and specific days with ease, switch between bar, line, and pie charts, and even view them in full-screen mode for better analysis.

Powerful List View Editing:
The list view, a staple for data management, is now significantly more powerful. You can now edit, perform automations, and delete groups of records directly from the list view. Adding new stages is also simpler with a convenient link at the end of the list, making workflow adjustments quick and effortless.

Streamlined Import Process:
When importing records, such as contacts, Odoo 18.4 now immediately displays the newly imported elements. A clear navigation path allows you to easily return to your main list, ensuring you can quickly verify what records were added or updated, improving data integrity and user experience.

Empowering Your Sales and Payment Processes

Odoo 18.4 New Features bring exciting updates to sales and payments, giving your customers more flexibility and your business more control.

Flexible Partial Payment Requests:
From the customer portal, you can now request partial payments on quotations. This provides greater flexibility for your clients, though they still have the option to pay the full amount if preferred. This can significantly improve cash flow for projects requiring initial deposits or milestone payments.

Expanded Payment Providers & Multi-Company Support:
Odoo 18.4 introduces support for three new payment providers, offering more options for your customers. For businesses operating in a multi-company environment, a highly requested feature is now available: the ability to copy payment methods to other companies, simplifying setup and ensuring consistency across your organizational structure. You can explore the full list of supported payment gateways on the official Odoo website for more details. https://www.odoo.com/page/payment-gateways (DoFollow)

Master Your Projects with Enhanced Management Tools

Project management in Odoo 18.4 takes a massive leap forward, making planning, execution, and tracking more efficient and less prone to errors. These are some of the most anticipated Odoo 18.4 New Features for project-centric businesses.

Intuitive Project Templates:
One of the most impactful additions is the ability to create comprehensive project templates. Why start from scratch every time? You can now define stages, tasks, and even assign roles within these templates. When you use a template for a new project, Odoo automatically assigns the correct personnel to project roles and maps tasks to the relevant users, significantly reducing setup time and ensuring consistency across projects.

Tutorial: Creating and Using a Project Template in Odoo 18.4

This step-by-step tutorial will guide you through setting up a reusable project template, one of the most powerful Odoo 18.4 New Features for recurring projects.

Step 1: Access Project Settings

  1. Navigate to the Project application from your Odoo dashboard.
  2. In the top menu, click on Configuration, then select Settings.

Step 2: Enable Project Templates

  1. Scroll down to locate the “Project Templates” option.
  2. Ensure the checkbox next to “Project Templates” is ticked. If not, enable it and click Save at the top of the page.

Step 3: Create Your Base Project (This will become your template)

  1. Go back to the main Project dashboard.
  2. Click on the “New” button to create a new project.
  3. Give it a descriptive name like “Software Development Project Template” or “Website Design Template”. This project will serve as your blueprint.

Step 4: Define Project Stages

  1. Within your newly created “template” project, add all the standard stages you’d typically use for this type of project (e.g., “Planning,” “Design,” “Development,” “Testing,” “Deployment,” “Client Review,” “Completed”). You can easily add stages by clicking “Add a Stage” at the top of your Kanban view.

Step 5: Add Template Tasks with Assigned Roles

  1. For each stage, create sample tasks that are common for projects of this type (e.g., under “Planning”: “Requirement Gathering,” “Resource Allocation”; under “Development”: “Frontend Coding,” “Backend Integration”).
  2. Crucially, for each task, you can pre-assign roles. For instance, if “Frontend Coding” always requires a “Developer” and “Backend Integration” requires a “Senior Developer,” you can assign these generic roles. When the template is used, Odoo will help you assign specific users to these roles within the new project.

Step 6: Utilize Your Project Template

  1. When you need to start a new project, go to the Project app and click “New”.
  2. In the project creation window, you will now see an option to “Create from Template.” Select your newly created “Software Development Project Template” from the dropdown list.
  3. Click “Create”. Your new project will automatically inherit all the predefined stages and tasks, along with their assigned roles, saving you immense setup time!

Enhanced Calendar and Gantt Views:
The calendar view now allows you to easily schedule tasks by simply dragging and dropping them to the desired date and time. The Gantt chart view also sees improvements, allowing you to add time margins between dependencies. This buffer ensures that if one task runs slightly over, it doesn’t immediately derail subsequent dependent tasks. And for those “oops” moments, a convenient “undo” button allows you to revert changes with a single click.

Simplified Planning and Timesheet Management

Managing schedules and tracking hours becomes remarkably simpler in Odoo 18.4.

Efficient Shift Management in Planning:
The Planning app streamlines the creation of multiple shifts. You can easily select the appropriate days and apply a pre-configured shift template, making it quick to populate schedules. The Planning app’s calendar view also sports a new look, allowing you to add all desired shifts via a simple plus button and selected templates.

Integrated Timesheet Updates:
Timesheet management is more intuitive than ever. From the calendar view, you can directly add timesheet entries with ease. Simply click on the “+” icon, input the details, and add the record to the correct day. This direct integration ensures accurate time tracking and simplifies payroll processing.

Elevating the E-commerce Experience

For online businesses, Odoo 18.4 New Features focus on enhancing the customer journey and product presentation.

Modern Category Designs:
Odoo 18.4 introduces new, appealing designs for displaying product categories in your online store. This allows for a more visually engaging and intuitive shopping experience for your customers.

Product Card Options & Unit Selling:
Customers can now view product options directly from the product card without needing to navigate to a separate product page, significantly speeding up the browsing experience. If you sell bundled products, Odoo 18.4 now supports selling them in varying units, offering greater flexibility for both you and your customers. Furthermore, you can customize the design of the main payment buttons on the product page, aligning them perfectly with your brand’s aesthetic.

Optimized Barcode and Sign Workflows

Barcode App Enhancements:
The Barcode application now allows you to add custom instructions that appear on the screen when scanning an operation. This is incredibly useful for guiding warehouse staff or retail employees through specific workflows, minimizing errors and improving efficiency.

Sign App Interface and Security:
Beyond the direct integration with Documents and Chatter as mentioned, the Sign app’s interface has been renovated to put the most important information front and center, ensuring a clear and focused signing process.

Comprehensive HR & Payroll Management

Managing your workforce is crucial, and Odoo 18.4 brings powerful Odoo 18.4 New Features to HR and payroll.

Employee Version Control & Certificates:
A significant addition is version control for employee information. This allows you to consult an employee’s work history, resume, and payroll details for any specific past date. This historical data access is invaluable for audits, performance reviews, or resolving discrepancies. A new, dedicated tab for managing employee certificates also simplifies compliance and skill tracking.

Simplified Payroll Processing:
Payroll processing is now much easier. Odoo 18.4 replaces the previous batch system with “payment periods,” enabling you to process your payroll with a single click, saving time and reducing complexity.

Advanced Spreadsheet Capabilities

Odoo’s Spreadsheet application continues to evolve, offering more robust data analysis tools.

Pivot Table Control:
You now have greater control over pivot tables, with the ability to show or hide rows and columns, and filter numbers based on specific criteria. This enhances your ability to derive insights from complex datasets.

Panel Pinning & Mobile Access:
To boost productivity when working with multiple data points, you can now pin side panels, allowing you to work on several simultaneously. Perhaps one of the most anticipated updates is the ability to use spreadsheets on your mobile devices, providing true flexibility for on-the-go analysis.

Intelligent Inventory, Manufacturing, and Purchasing

Efficient supply chain management is at the heart of any successful business. Odoo 18.4 New Features provide powerful tools for inventory, manufacturing, and purchasing.

One-Click Make-to-Order Routes:
Enabling “Make to Order” manufacturing routes in your database is now a single-click operation. When you sell a product configured with this route (e.g., a custom-built cabinet), Odoo automatically creates the corresponding manufacturing or purchase order and links it directly to the sales order via a smart button. This automation ensures smooth order fulfillment and minimizes manual intervention.

Improved Batches and Deliveries:
Organizing your delivery orders is now visually intuitive with the map view, allowing for simple drag-and-drop adjustments. For managing perishable products, Odoo 18.4 offers improved tools for tracking expiration and removal dates directly within the forecasted products report, ensuring optimal stock rotation and reducing waste.

Smart Purchasing with Forecasts:
The Purchase app receives a significant upgrade with drag-and-drop functionality for importing sales orders directly into purchase orders, complete with lines, discounts, and sections. Even more impactful is the new forecast-based purchasing feature. Odoo now intelligently suggests the quantity of products to purchase based on actual demand, enabling more intelligent restocking decisions and preventing stockouts or overstocking. For non-Odoo customers, the system also allows them to easily import sales orders in XML format through the customer portal, fostering seamless B2B transactions.

Odoo Studio Customization and Industry Packages

Odoo 18.4 New Features also extend to customization capabilities and specialized solutions.

Button Tooltips in Odoo Studio:
For those who customize Odoo with Odoo Studio, you can now add informative tooltips to buttons. This text will appear when a user hovers over the button, providing helpful context or instructions and enhancing user experience for custom applications.

Expanded Industry Packages:
Odoo 18.4 introduces five new industry-specific packages, offering tailored functionalities right out of the box. These include solutions for:

  • Event Management
  • Accounting Firms
  • Florist Businesses
  • Real Estate Agencies
  • Bowling Alleys

These packages demonstrate Odoo’s commitment to providing specialized tools for diverse business needs, reducing the need for extensive custom development.

Embrace the Future with Odoo 18.4

The Odoo 18.4 New Features represent a significant leap forward in business management software. From powerful AI integrations and refined financial tools to intuitive project management and enhanced e-commerce capabilities, every update is designed to help your business operate more efficiently, intelligently, and profitably.

These enhancements are not just about adding new functions; they’re about refining your entire business ecosystem, making every interaction smoother and more productive. By leveraging these powerful new tools, you can reduce manual effort, improve decision-making, and focus on what truly matters: growing your business.

Don’t just adapt to the future; shape it with Odoo 18.4. We highly recommend exploring these latest functionalities yourself to fully grasp their potential. Try Odoo today (DoFollow) and experience how it can transform your business by managing everything from a single, integrated software solution.

 


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