A Comprehensive Guide to Odoo 17 Key Features

As a business owner who is using the Odoo system, you may feel like it is time to upgrade to the brand new Odoo 17. Should you do it now? Let us find out and explore the new features you gain with Odoo’s latest version. 

New User Interface

Odoo’s latest release, version 17, introduces a redesigned user interface (UI) that aims to improve the overall user experience and efficiency. The updated UI features a modern and streamlined design, along with improved usability and design elements, all aimed at maximizing productivity.

Milky Theme and Improved Dark Mode

Odoo 17 introduces the Milky theme, a modern and visually appealing design that enhances the overall look and feel of the software. The Milky theme provides a clean and minimalistic interface, making it easier to navigate and interact with different modules.

Furthermore, Odoo 17 improves its dark mode, which is favored by many Odoo users who prefer a darker color scheme. The new version of odoo refines the dark mode, ensuring better readability and contrast for optimal viewing comfort. Whether you prefer a light or dark theme, Odoo 17 offers a visually pleasing experience that enhances your overall productivity.

Draggable Popups

One of the standout features of Odoo 17 is the introduction of draggable popups. This feature allows users to easily move and rearrange popups on their screens, enhancing visibility and productivity. 

Draggable popups can save you time and prevent errors, as you will be able to see every part of the screen behind the wizard. All you have to do is long-click on the title and drag it to where ever you want. it is that easy.  

Inventory Management Enhancements

Significant enhancements have been made to the Inventory Management module in Odoo 17 with the intention of improving the overall efficacy of inventory handling and management. 

1. Operational Menu Revamped: In an effort to improve usability and accessibility, the Inventory Management module has undergone an extensive reorganization of the operational menu. The redesign enables an increased degree of ease in navigating, granting users the ability to effectively recognize and supervise various inventory-related tasks, such as shipments, receipts, and manufacturing orders. By streamlining the process of monitoring and regulating inventory transfers, this revision ultimately improves the efficiency of the operational workflow.
2. Reservation and Un reservation of Advanced Product Quantities: The ability to directly reserve or unreserve product quantities is a crucial component of the revised module. This functionality confers enhanced control to users regarding the allocation of inventory and enhances the accuracy of stock management. Organizations can improve their inventory management capabilities by allowing direct reservation and unreservation based on forecasted reports. This approach reduces the likelihood of stockouts and overstocking, while simultaneously maximizing stock availability.
3. Drop shipping incorporation into inventory configuration: Previously restricted to the purchase configuration, drop shipping has been added to the inventory module. By incorporating it directly into the inventory module, this integration improves the effectiveness of drop shipment administration. This feature offers significant benefits for businesses that rely on the direct delivery of products from suppliers to customers, as it optimizes supply chain processes and reduces the requirement for inventory control.
4. Improvements to Inventory Forecasting Reports: The functionality of inventory forecasting has been enhanced to provide more thorough and useful insights into inventory levels and demands. At this time, individuals possess the ability to predict future inventory needs, coordinate replenishing endeavors, and arrive at informed decisions regarding inventory control. This enhancement enables the management of inventory shortages or surpluses more effectively, resulting in increased efficacy in inventory planning and financial savings.

Point of Sale (POS) Updates

The Point of Sale module was significantly upgraded with a variety of new features and improvements, designed to enhance user experience and operational efficiency in retail and service businesses.

1. Self-Order Functionality (Kiosk Mode): Customers can place orders through an intuitive self-service interface, referred to as ‘Kiosk Mode’.
2. Preparation Display Screen: The system now includes a preparation display screen, which is ideal for food service or retail businesses where items must be prepared before delivery.
3. Combo Product Functionality: Businesses can now configure and sell combo products in the POS.
4. Enhanced Point of Sale Configuration: The POS configuration settings have been expanded, including the option for automatic order validation when payment is completed via a payment terminal. Additionally, credit limit warnings for customers are integrated, alerting staff when a customer’s purchase exceeds their credit limit.
5. Payment Integration and Management: Payment Terminal Machine (PTM) is now integrated for payment processing, providing customers with a broader range of payment methods.
6. Improved Customer Management in POS: The customer master in the POS system has been updated with further details and functionalities, allowing staff to access complete customer information and providing better customer service.
7. Receipt Management Enhancements: Customers can now request invoices directly from the customer portal, using a unique code generated on receipts.

Keyboard Shortcuts for Record Selection

Instead of relying solely on your mouse, you can now use keyboard to speed up the process, all you have to do is to click “Shift” button with the “Down Arrow” key to select records faster and more. To deselect the records you can use the “Up Arrow” while also holding the “Shift” key. 

CRM Enhancements

Odoo CRM module now enables users to monitor the duration for which individual records, including customer interactions and leads, remain in various phases.

This functional attribute assists enterprises in comprehending the duration attributed to every stage of their sales procedure. The determination of the duration that a lead spends in each stage enables users to identify the specific areas that cause delays and devise strategies to rectify them.

Freeze Headers

Handling large sheets is now simpler due to this new features of Odoo 17. The new Odoo ERP platform has incorporated a ‘Freeze Headers’ function to make it easier to navigate and read data in its various modules.

This feature keeps the headers visible at the top of the page while scroling through long lists or tables. This way, users can easily keep track of their columns and rows to prevent confusion and boost efficiency in interpreting information. 

Improved Search View

This new search option offers a variety of filters that make it easier for users to pinpoint the data they are looking for. The ‘Group by’ feature can organize the data into a more readable structure that allows for easier analysis.

The inclusion of ‘favorites’ allows users to save and quickly access their most commonly used search parameters, simplifying the search process overall.

Add a product from the catalog (Kanban view)

Now, users can reduce the amount of time and complexity spent on sales orders by adding products straight from the catalog (Kanban)! These items will be added to the order form as draft lines, which can then be edited in regards to quantity, cost, and other details.

New To-do Module

Odoo 17’s new To-do module is a strong tool that may assist you in managing your chores and maintaining organization. It completely replaces the previous Notes application. You may create, organize, and keep track of tasks with the help of the to-do module.

Conclusion: Is upgrading to Odoo 17 worth it?

While odoo 16 was loaded with features, odoo 17 brings new upgrades to them and enriches them. but the question now, should you upgrade? 

Whether you should upgrade or not depends on several factors like how much do you need the new features. if you find any of them urgently necessary to your business, then it is time to call your favorite odoo partner and plan to upgrade. otherwise, you can wait till the new update is rolled out.  

Users who are using odoo 16 can wait, but those who are using older versions of the odoo ERP should consider upgrading, as they are going to experience a more user-friendly and responsive version of their odoo.

Need help upgrading to Odoo 17? Contact us now and let us help you.