Odoo 19 – AI-Powered ERP

You know Odoo makes your work easier, but you haven’t seen anything yet. Odoo 19 integrates artificial intelligence and introduces a new quotation process to win over customers in minutes. Compile audit reports with just a few clicks and streamline your checkout process using point-of-sale presets. New e-commerce features enhance the online customer experience, while the Purchase app suggests optimal order quantities. Plus, there is a new app, numerous spreadsheet options, and hundreds of new industry-specific solutions. In short: welcome to Odoo 19.

In this video, our sample business is a furniture store—as you know, a large international brand complete with its own in-house restaurant: welcome to Sofa Soguda. A customer walks in looking to furnish their new office, and I can generate an instant quote on the spot—whether I’m using a computer, tablet, or smartphone. I type in the company name and select the correct entity. Thanks to Odoo’s Dun & Bradstreet integration, all details populate automatically, including address, tax ID, phone number, and pre-assigned tags. First, let’s open the catalog: I select the right category and grab all the necessary items. These items belong to the first zone—the office space; I’ll rename this section “Office Area” and specify its dimensions. I’ll follow the same process for the second and third zones. To ensure everything is complete, I filter by section and review the items. My quotation is neatly organized, but let’s take it a step further. I’ll create two sub-sections under Office Area: “Open Plan” and “Private Office,” then drag the items into their respective spots. The customer doesn’t need to see the exact price of individual bolts, so I’ll hide the breakdown for the assembly section. I’ll also collapse the component breakdown for office supplies to keep the quote clean, adding a concise summary note instead. Finally, I’ll add shipping fees, which calculate automatically based on total weight. Now I can print the quote and review it with the client. It’s well-structured, clear, and fully tailored. The client approves: I generate a 20% down payment invoice and send over the payment link. Everything is displayed seamlessly on the customer portal. They can confirm the down payment using their preferred payment method; once completed, the sales order is automatically confirmed with the deposit applied.

To kick off this project, we need to order lighting fixtures. The forecast report has been redesigned in Odoo 19 for maximum visual clarity. I can instantly see the replenishment lead time for my product. By toggling sections open or closed, I focus only on what matters. I can view reserved versus forecasted units, trace outgoing units linked to purchase orders, track the original sales orders, and see their exact inventory locations. With a single click, I can unreserve or re-reserve products. The delivery date column clearly flags which items are on schedule and which are delayed. For now, let’s reorder these lamps. To avoid manual updates, I’ll set up a reordering rule; by default, it scans up to 365 days out, but 90 days works best for our setup. This gives us clear visibility into our inventory needs for the coming months without last-minute panics—the deadline column tells us precisely when to place the order to avoid stockouts. Since these lamps require delicate handling upon arrival, I’ll add a note to the product description so warehouse operators know the packages are fragile. We received a full pallet, but I only need a single box right now. I select the option to move an individual package. Here, I can see the full list of packages, their locations, and contents. I select one box and transfer it to my shelf. If I want to transfer a box from one pallet to another, I click “Put in Pack,” select the package type, and define the destination; Odoo tracks everything automatically so nothing gets misplaced.

Meanwhile, let’s check in on our field sales rep, Janet. She’s at a design fair in Milan, scanning a potential client’s business card. The record appears in Odoo instantly. Odoo CRM now leverages AI: for this prospect, the initial probability of closing looks low, but AI recommendations show me exactly what to improve—the phone number is incorrect. Once updated, the deal probability increases significantly. This is just one factor the AI evaluates; you can clearly see which variables boost your closing rate and which are holding you back. If Janet is out of the office, a teammate can effortlessly step in because the AI instantly summarizes past conversations—it can even read attached files. From there, it helps craft the ideal follow-up response.

Every business workflow generates a mountain of documents that need proper archiving. I use AI commands to manage my files, defining custom routing rules that Odoo executes immediately. As new documents are uploaded, they are instantly sorted into the correct categories: contracts go straight to their folder, insurance documents to theirs, and automated action items are assigned to the right team members. When clients email receipts or invoices directly in the message body, Odoo automatically converts them to PDF format, making them easy to preview, archive, and search. Opening and previewing virtually any file format—including HTML, PDF, TXT, XML, and more—is seamless. Using the / command in Odoo, I can attach files directly from the Documents app. These quick-action buttons are incredibly practical: a single click lets me share, download, rename, or view deeper file metadata.

Now, let’s streamline our financial management. Every year, I present a report to executive management—a process that used to be time-consuming, but Odoo’s new audit report builder handles it in minutes. I name the report, specify the date range for the ledger, and it’s generated. There are numerous pre-configured legal templates to choose from, all built with dynamic text fields. My team and I can sign the report digitally from different locations, and I can add extra signature fields whenever needed. All key accounting statements are accessible right here; if I want to highlight specific figures, I simply adjust the report filters. The audit report tool also includes a library of supplemental templates, allowing me to insert extra pages effortlessly. Finally, I can attach supporting files directly from the Documents app. All that’s left is to print: the complete PDF is generated and downloaded in seconds. Next, let’s prepare our tax filing—the new tax dashboard shows exactly what needs to be filed and when. Tailored to local requirements, every return type is listed alongside its deadline and status, so I always know what’s coming up. Let me show you the new bank reconciliation menu: Odoo automatically reconciles the majority of transactions against existing invoices and payments based on partner details, tags, and amounts. For anything that isn’t matched automatically, I use quick-action buttons to prepare the reconciliation entry. Setting up account matching lets me allocate the amount to my target account, and clear explanations help non-accountants select the correct ledger. I can request a quick review from my accountant, who can filter transactions, verify them, and mark them as reviewed. If an OCR-processed bank statement shows incorrect balances, I can manually adjust the starting and ending balances by clicking the fields and selecting the corresponding number in the PDF preview. To simplify tax mapping, this functionality has moved from fiscal positions directly to tax records—simply choose which fiscal positions the rule applies to and which taxes it replaces. Finally, users with only the Invoicing app installed now gain access to accounting and partner reports, making financial management far more comprehensive. You can also track and send payment reminders to overdue clients, even via WhatsApp.

Moving on to e-signatures: the interface features a sleek redesign that makes configuring multiple signers directly within the document easier than ever. To save time and maintain consistency, fields can be copied and pasted across pages. When a client needs to sign multiple documents, I upload them all at once; Odoo bundles them into a single envelope where I can adjust the sequence and place required fields. I click send, and the client receives a unified package they can review and execute in one go.

Let me set up a project for this client: we’ll select a template, customize the title, and the correct tasks, pipeline stages, and assignees are added automatically. Here’s another AI capability: you can create custom automations for any workflow. Select the action type, define the target field, and write a customized prompt with the context you need. In this example, we want incoming leads automatically routed to the right specialist—saying goodbye to manual assignments. Best of all, you can apply this to virtually any action. Switching to our project’s calendar view, we can see unscheduled tasks on the side panel; simply drag and drop them onto the desired date, and you’re set. Teammates can start logging time across multiple days at once, fine-tuning task details and timesheets on the fly.

Looking at this report, there’s an issue I need to discuss with Anita. With Odoo’s redesigned VoIP interface, I can see my recent calls, contacts, quick action buttons, and today’s scheduled activities at a glance. During an active call, I have quick access to call transfer and hold options. An exceptionally useful AI feature is call recording: Odoo listens, transcribes, and translates the conversation in real time. Better yet, it automatically generates a structured summary.

Marc has an issue, but he’s out of the office—no problem, I’ll assign the task to the accounting group as a whole rather than a specific individual. I also have a question regarding data compliance, so I’ll query our built-in AI agent. I can ask a question, and it provides an answer based on our internal documentation. It can schedule meetings or automate other workflows—the possibilities are endless.

With operational tasks sorted, let’s move to marketing. We have a website built with Odoo 19, and the new catalog block allows us to feature our products dynamically. I can choose from a wide variety of professionally designed templates to fit different aesthetics and business needs. Whether showcasing the full collection or highlighting bestsellers, there’s always a design that aligns with the brand. Take a look at these new store page templates: they are modern, clean, and present products in the best possible light. Visitors can hover over a product card to view real-life attributes like size, color, and material. If product pages need updates, Odoo provides front-end editing controls to fine-tune the layout—such as adding inline images for variants. Here, I’m showcasing the different wood finishes available for this sofa with direct visual previews, giving clients complete clarity. Once published, product pages index seamlessly on Google; showing prices, ratings, and reviews directly in search results to boost ad performance and drive organic traffic. I can also sync my catalog directly to social platforms and marketplaces like TikTok Shop, Facebook, Instagram, and Amazon. To save time, I can let AI generate compelling product descriptions with a single click, or instantly translate the entire page into multiple languages without manual work.

Visitors can reach out via Live Chat, which is smoother than ever because chats are routed directly to available specialists. The concurrent chat limit feature prevents agents from getting overwhelmed by capping the number of active conversations per person. When a colleague takes over a chat in the afternoon, the side panel provides all historical context so they can prioritize and respond quickly. Afterward, they can email a chat transcript to the visitor so the customer retains a full record of the interaction. On my end, the live chat dashboard allows me to monitor all ongoing conversations in real time.

To support sales, we must keep our inventory tightly managed. The new Purchasing Dashboard offers a birds-eye view of company operations: pending RFQs, orders awaiting approval, vendor on-time delivery ratings, and upcoming expected shipments. I can drag and drop a sales order, and it instantly converts into a Purchase Order. Featuring detailed line items, discounts, and section breaks, the purchase catalog now intelligently suggests exact reorder quantities. I can toggle this suggestion engine on or off, set reordering windows, and choose calculation criteria while viewing live total costs. Clicking “Add All” generates the purchase order instantly. If a client doesn’t use Odoo, no problem—they can export sales orders directly in XML format from their customer portal.

It’s lunchtime, so let’s pop into our store’s restaurant and check on the team. Our restaurant spans two floors plus a patio; instead of searching a visual floor plan, servers simply enter the table number to start taking an order. To speed up operations, we created quick presets for Dine-In, Takeout, and Delivery. These presets are powerful because I can map specific pricelists, fiscal positions, kitchen prep capacities, ID requirements, and preparation lead times to each one. If someone calls in a takeout order, the server selects the Takeout preset and attaches the requested date and time. For deliveries, they select an existing client or create a new profile with the shipping address. These presets save an immense amount of time, and you can build as many as you need. Speaking of delivery, Odoo integrates with major platforms including Takeaway, Deliveroo, GrabHub, Careem, and more. Back to our server: they tag the first item as an appetizer and the second as a main course. Once submitted, the kitchen display flags the appetizer for immediate prep while placing the main course on hold. When the guests are ready, the server fires the second course, updating the kitchen display screen instantly so line cooks can start plating. During the summer, we hire student staff; we restrict their access rights so they cannot perform sensitive operations—such as opening POS sessions, processing cash adjustments, or applying manual discounts. Did you know Odoo prints custom QR codes for your tables for free? I simply mapped my floor plan, clicked “Get QR Codes,” and picked a design. These QR codes link to a mobile menu where guests can place dine-in, takeout, or delivery orders directly from their phones. Customers can view allergen information under every menu item—we simply tag allergens in the product backend, and they display clearly on the digital menu. A customer ordering a burger combo selects a cheeseburger, a soda, and two sauces (one of which is free). This new option lets you control maximum selectable add-ons per combo and specify which items are complimentary. The guest pays online, selects their table number, and waits for service, with the option to download a digital receipt. If someone calls to reserve a table, we enter their name, date, time, and party size to add them to the waitlist. Switching to the Kanban view, we update their status upon arrival and drag and drop their entry onto an open table. For walk-in guests, we can spin up a new order instantly: if they want a table, we assign them one via the table selector; if they’re sitting at the bar, we select “Other,” type their name, and start adding items. When it’s time to settle up, we follow the standard checkout flow, and the receipt number automatically becomes the order reference. Naturally, in our retail store, Odoo POS handles transactions seamlessly—quick-pay buttons process payments with a single tap.

Let’s review our company performance: I type a prompt, and Odoo AI builds the exact report visualization I need. Once inserted into a spreadsheet, I can press Cmd + K to bring up the command palette and transform raw data into advanced chart types like Radar, Geo, Sunburst, and Treemap charts—ideal for multi-level hierarchical datasets. Dynamic pivot tables support expanding and collapsing rows and columns, filtering numbers by custom rules, and pinning side panels so you can work across multiple sheets simultaneously. These spreadsheets are fully functional on mobile devices as well. When importing records like contacts, Odoo highlights newly imported items immediately, with an option to toggle back to the full list—making it easy to see what was added or updated.

To meet regulatory standards, I use Odoo’s ESG app. By connecting to international databases, I gain access to emission factors for thousands of products—ranging from printer paper to raw steel. For instance, the carbon footprint of a laptop purchased for our staff is calculated at 156 kg of $CO_2$ equivalent. Now, every laptop purchase automatically tracks its environmental impact in real time, and we can export complete carbon reports with a single click.

Next, let’s look at employee management. I can review historical positions and tenure for any employee. Let’s add a new timeline entry starting October 1st to log a well-deserved promotion and raise. Checking the work records dashboard, a clean table shows who is in the office, on leave, working remotely, and more. Selecting Audrey’s entry, I can log her attendance; since she was sick from the 11th to the 15th, I’ll mark those days as sick leave. The streamlined payroll menu then allows me to process salary steps with a single click. Finally, we can’t forget Odoo’s industry-specific solutions: with over 100 pre-configured database templates, Odoo offers a tailored setup no matter your vertical. Whether you’re a beverage distributor managing supply routes, a real estate agency connecting buyers and sellers, a law firm requesting secure client documentation, a retail clothing store handling massive variant catalogs, a bar keeping purchasing simple, a brewery navigating complex tax reporting, a medical clinic scheduling patient appointments, a gym offering flexible memberships, a toy shop building an e-commerce store, or a construction company crafting intricate project quotes—Odoo has a ready-to-use solution for you.

Reach out to Mind DX today at minddx.ai to take your business to the next level with Odoo 19!