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Odoo 18

Odoo 18: Key Functional Features (exam baseline)

Odoo 18 key functional features by app: product types, lock dates, Shop Floor, POS self-ordering, budgets, the baseline for the certification.

Released October 2024 (Odoo Experience). This is the version of the most widely taken certification, and the baseline for everything else in this folder.

Cross-app / UI

  • Faster, cleaner UI; command palette (CTRL+K) with prefixes / @ # ?.
  • Dark mode; click-and-hold to reorder apps.
  • Properties fields on many models (CRM, Projects, Knowledge…).
  • WhatsApp templates (Meta-approved) usable from any app.
  • Activities: plans, chaining (trigger next activity).

Sales / CRM

  • Product types simplified to Goods / Service / Combo, plus a Track Inventory checkbox on goods (replaces Storable/Consumable).
  • Combo products for sales and POS.
  • Pricelist rules: Discount / Formula (based on, discount, round off, extra fee, min/max margin) / Fixed.
  • Pro-forma invoices; quotation templates; optional products; loyalty/gift cards/eWallet under one setting (Discounts, Loyalty & Gift Card).
  • CRM: predictive lead scoring, lead enrichment, recurring revenues, forecast view.

Purchase

  • Alternatives (call for tender replacement): Create Alternative, Link to existing RFQ, compare lines.
  • Blanket orders with Agreement validity.
  • Vendor pricelists with discount field.
  • PO double validation by amount.

Inventory / Barcode

  • Track Inventory flag; storage categories with capacity; putaway rules with package type.
  • Batch / wave / cluster picking.
  • Replenishment report with Order Once.
  • Barcode app: GS1, lots/serials, packages.

Manufacturing

  • Shop Floor app (tablet UI per work center: start/stop timer, register production, quality checks, scrap & replenish).
  • BoM Overview with availability and lead times; MPS; by-products; subcontracting; work-order dependencies.
  • Kits as components.

Accounting

  • New lock dates: Sales lock, Purchase lock, Tax return lock, Global (everything) lock, Hard lock, plus lock-date exceptions (temporary, per user).
  • Budgets on the P&L report (financial budgets) alongside analytic budgets.
  • Credit Card journal type.
  • Shared accounts across companies; branches (sub-companies sharing CoA/taxes, own addresses/GSTIN).
  • Perpetual valuation with valuation layers (Anglo-Saxon optional).
  • Invoicing Switch Threshold; payment state "In Payment" → Paid.
  • Follow-up reports with levels (email/SMS/letter).

Project / Timesheets / Planning

  • Task statuses (In Progress, Changes Requested, Approved, Cancelled, Done, Waiting).
  • Milestones (auto-reach when tasks are done), dependencies with Gantt arrows, recurring tasks.
  • Project dashboard (profitability, milestones, updates).
  • Timesheet grid with letters to start timers, colour-coded missing hours.

POS

  • Self-ordering (QR menu, kiosk), combos, preparation display, table booking via Appointments, loyalty.

Website / eCommerce

  • Grid-mode blocks, image shapes, animations (scroll/appear/hover), conditional visibility.
  • Product display types (image/colour/pills), WebP conversion, ribbons.
  • Pickup in store & on-site payment.

Knowledge, Spreadsheet, Studio, Survey

  • Knowledge: lock, trash (30 days), embedded views, properties on child articles, templates.
  • Spreadsheet: dynamic pivots (PIVOT formulas), global filters, dashboards in Documents, trim whitespace, frozen share link.
  • Studio: approval rules, webhooks in automation rules, report editor.
  • Survey: Scale question type, conditional display (multiple triggers), certification with timer.

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