Odoo12 Functional related Points regarding some Modules

1. Odoo
Functional
The best tool for your business.

2. Modules
Accounting Management
Stock Management
Sales Management
Purchase Management

3. Accounting Management
Configuration Bar
Setup you accounting in 4 steps and get an accounting environment ready to run your company.
Payments & Bank Transfers
Payment is only validated in Odoo once you have proof of payment, it stays as a draft before that. You can also now set up a
direct debit on batch payments.
Various improvements in usability
New dashboards, graphs, style reports, visual improvements, highlighting.
Bank Matching
Ability to create rules based on contact, description, amount, etc. Rules can be processed automatically, manually, or
proposed to the user for validation.
Payments
Accounting payments (bank statements) and acquirer payment (credit card) has been merged to ease the reconciliation.
Currency Rates
Prevents the creation of negative or 0 currency rates.

4. Accounting Management (Cont..)
Tax Report Audit
Click on tax reports lines to audit them.
Payment Terms
More flexibility and precision in the payment terms setup. E.g: invoice due in 15 days, the 7th of the month.
Reverse Entries
Automatically reverse an entry at a specific date.
Financial Reports
Filters and group by has been added to the financial reports to allow comparisons.
Analytic Accounting
Improvement on analytic accounting hierarchy on analytic accounts, analytic distribution allowed thanks to the use of analytic
tags, new analytic accounting report, etc.
Fiscal Year
Support of custom fiscal year in case of the beginning of a company life.
Budget
Choose between analytic or general account budget or both.
Bank Synchronization

5. Stock Management
Dashboard view and KPIs
New dashboard view giving an overview of your inventory management. Gives average cycle times and delays and
information about value coming in and out of the stock.
Push and Pull Rules
Push and pull rules are merged into a single concept, easier to configure.
Track PO
If the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO (even in case of
multi-steps receipt).
Product Cost
Add more information on journal items created through a change of the cost of the product. Clearer description of journal
items.
PDF Reports
Improvement on the batch picking pdf to regroup the products to pick per locations. Improvements to the delivery slip,
traceability, the picking operations, and the production order PDF reports to fit business.
Visual representation of routes
Representation of the routes that apply to the product, to ease the configuration and debugging of push and pull rules.

6. Stock Management (Cont..)
Carriers Connector
Full integration with BPost and Easypost to support 90 extra carriers.
Unit of weight
Define if you work with kilograms or pounds. Useful when working with carriers integrations.
Transfer Date
Display the date at which the transfer has been processed on done transfers. The default scheduled date on pickings is set
to today’s date.
Replenish
A new button appears on the stockable product to allow to easily replenish your stock for this product.
Putaway strategy by product
The putaway strategies can now be applied product per product and not only per product category.
Exceptions
When there are exceptions to manage, a next activity is logged on the impacted document.
Valuation
Accounting entries are posted automatically when an exchange rate has changed between the invoice and the
receipt/delivery dates.

7. Sales Management
Configuration Bar
Configure your sales app in a few clicks to start sending real quotations in no time.
Sections & Notes
Add sections and notes on the fly to give a professional and neat structure to your quotations and invoices.
Online Sales
New screen for customers to sign or pay their quotations. You can also combine signature & payment to strengthen the
customer commitment.
Templates
Use building blocks to build a quotation builder. Set a default validity duration and have standardized template offers.

8. Sales Management (Cont..)
Sales Reports
The sales reports have been unified with all the sales teams including Point of Sale.
Delivery Date
Requesting a specific delivery date from the sales order is easier.
Products
In case of stockout in the selected warehouse, Odoo will tell you in which warehouse you can pick available products.
Product Configurator
Choose product attribute values from the sales order, select options. Generate custom variants from the sales order in case
of numerous combinations.
Addresses
Ability to edit invoicing and shipping addresses of a confirmed order.

9. Purchases Management
Request for quotation
When you create an RfQ for a vendor for which no prices matches, the default price is set to 0.
Traceability
If the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO.
Blanket Orders
BOs are taken into account when an RFQ is created. Other usability improvements on blanket orders: stages, vendor field
required, adapted for multicurrency, ...
Service
Generate purchase orders automatically for product of type service (MTO). Edit received quantity of a service on a PO.

10. Human Resource Management
Employee Records Overview
To View the employee all details like public Information, Personal Information, and Other
★ Expenses:
Project Overview
Get the expenses and vendor bills related to your project on your project overview. You can also view how much was re-
invoiced to the customer.
Attachments
New "Attach Document" button allows you to select a picture or file to attach to the expense.
Payment
To avoid delay for the employee, the accountant has now a direct link to the expenses report to approve, located in the
vendor bills card in the accounting dashboard
Encoding
Direct access to the expenses document to ease the filling of the expense in Odoo

11. Human Resource Management (Cont..)
★ Leaves:
Day based encoding
Ease the record of leaves by selecting days, half-day or hours.
Accrual
Get automatically leaves allocation according to a working period.
Usability
Leave type form has been totally reviewed for a better management of leaves.
Menus
Menus have been reviewed to fit the business and ease the human resources process.
Validity
Define a period of validity of allocation on the leave type. For instance, legal leaves 2018 is valid from January 1st to
December 31st.
Visibility
Make some leaves visible or not to employee to prevent error in the encoding of their leaves. For instance, only the
HR manager creates sick leaves based on a medical certificate.

12. Human Resource Management (Cont..)
Easy Employee Evaluation:
A company by doing regular evaluations of your employees' performance.It ensures timely access to human
resources thereby bringing benefits among both employees and business.
Recruitment:
With Odoo one can easily supervise and manage your applicant pipeline without any a headache.
★ Appraisals:
Set up periodical employee evaluation: Strengthen your company's key asset: employees
Design your own survey: Use templates or create them all the way.
Dashboards:
Get dashboard per manager.
★ Payroll:
You can install country specific payroll system, compute data like allowances, deductions, net, taxes,
contribution registers etc. by defining salary rules, set salary structure for employee categories, calculate
salary after considering all the allowances, deductions, incentives, integrate with employee contracts and
holidays, process salary based on leaves taken and number of working days, generate employee pay slips
and pay slip pdf reports and process pay slip in batches.

13. Thank you!