Introduction
Welcome to our deep dive into Odoo 17, the latest version of the popular business management software. With its intuitive design and a wide array of seamlessly integrated applications, Odoo 17 is a game-changer for businesses looking to streamline their operations and foster growth. In this blog, we’ll explore the key features and improvements in Odoo 17, including its modern UI, redesigned modules, automation enhancements, and more.
Navigational Overview
Odoo 17 introduces a refreshed home screen with updated icons and a contemporary color scheme, maintaining its user-friendly approach. As an administrator, you have complete control over module access for different users, ensuring a tailored experience for each team member. We’ll explore the APPS module, where additional business-specific applications can be downloaded and filtered, and delve into the search bar functionality and its customization options.
Contacts Module
In the Contacts module, we’ll see how Odoo 17 allows for comprehensive contact management, whether they are internal, external, individuals, or companies. We’ll cover the Action button, various views (List, Kanban), and the enhanced search, grouping, and filtering options. You’ll learn how to create new contacts, manage sales and purchase details, and utilize the smart buttons for a 360-degree view of your contacts.
Inventory Dashboard
Moving into the Inventory module, we’ll highlight the new changes and focus on the Product form. You’ll learn about defining products, managing variants, setting up inventory tracking, and attaching relevant documents. We’ll also demonstrate initiating a replenishment order and seamlessly transitioning between modules in Odoo’s interconnected ERP system.
Sales Module
In the Sales module, we’ll demonstrate how to create new orders, utilize the catalog feature, and navigate the invoicing process. We’ll discuss the integration of delivery orders, enabling SMS notifications for customers, and the ease of consolidating billing for multiple orders.
Accounting Module
Finally, in the Accounting module, we’ll give an overview of the dashboard, customer and vendor management, and delve into invoice processing. We’ll also demonstrate how to handle partial payments and manual bank payments, showcasing Odoo’s comprehensive financial management capabilities.
Conclusion
Odoo 17 brings a plethora of new features and enhancements, streamlining business processes and fostering growth. For a more in-depth demonstration or to learn how Confianz can assist you in implementing Odoo in your business, feel free to reach out to us at [email protected] or call 704.215.4622 EXT 1.
