Migrating from Odoo 13 to Odoo 14: which OCA modules are available

Adds HR-specific protection to the Role Policy app: the HR Officer group is treated as untouchable, and saving your own user profile refreshes the page so role changes take effect immediately.

Makes the standard Expense menus visible to all internal users, so employees can reach their own expense notes without adding expense menus to their role. Expense approval menus stay limited to team approvers.

Adds role-based access control to product sales counts, hiding the sold quantity from users who cannot read sales reports.

Define attached products on a product so they are added automatically to sales orders when the main product is present. Attached lines follow the main line quantity and are removed when the main product is removed.

Lets you attach an automatic sales workflow to a payment provider, so that when a payment transaction is created for a sale order, that order automatically receives the provider's workflow.

Lets you reserve stock automatically for draft quotations before they are confirmed, based on the settings of each automatic workflow. You choose how many days the reservation lasts and from/to which locations the stock is reserved.

Adds a chatter to coupon and promotion programs so users can log notes, send messages and schedule activities directly on each program record.

Coupons generated for one contact can also be used by other contacts that belong to the same commercial entity, instead of being rejected as belonging to an invalid partner.

This module lets you create coupon programs that give free products based on a product domain, automatically adding 100% discounted reward lines to sales orders when the domain conditions are met.

Prevents reward coupons from being emailed to customers when their sales order exceeds the allowed financial risk. It links coupon promotions with credit risk checks on confirmation.

Lets you mark promotions as incompatible so that two conflicting promotions cannot be applied to the same sales order. When a customer tries to add a promotion or coupon that clashes with one already on the order, Odoo blocks it with an error message.

Link mass mailings to promotion programs and launch them from a smart button on the promotion form. The mailing audience is pre-filled with the promotion's contact domain.

Adds a new discount option to coupon programs: apply the reward discount to the most expensive product line of the order instead of the whole order or the cheapest product.

This bridge module makes the 'most expensive product' coupon program ignore delivery charges when picking the eligible product, so shipping costs never win the discount.

Lets you set a custom currency on coupon and promotion programs instead of always using the company currency, so discounts can be defined in a different currency.

Lets a single fixed-amount coupon be used on several sale orders until its value is fully consumed. It adds a 'Multi Use Coupons' option on coupon programs and tracks each use.

Prevents changing the currency of a coupon program once multi-use coupons have already been generated from it.

Allows a single sales order to use more than one coupon code promotion program, instead of Odoo's default limit of one code program per order.

This module lets you set up 'buy X, get Y free' promotions that repeat automatically, such as 3x2 offers, and ensures the free product lines are correctly added, updated, or removed on sales orders.

Shows salespeople how many coupons a customer still has available and lets them apply one directly from the sales order.

Automatically installed glue module that widens the search for pending coupons on a sales order so coupons belonging to the whole commercial entity (parent company and its contacts) are shown, not just those of the order's contact.

Shows a gift icon on sales order lines when a promotion is available for the product, letting the salesperson open the promotion wizard directly from the line.

Customers can see and manage their own sale coupons from the customer portal, with filters, sorting and search by coupon code or program.

Lets customers see on the portal the coupons that belong to their company, not only the ones linked to their own contact.

Lets you control the reward product of a sale coupon or promotion program through a dedicated product category, so the discount product is created and kept in sync automatically.

When a promotion is set to hand out its reward coupon through a different promotion, this module makes the coupon be created in that other promotion instead, and keeps the sales counters and coupon expiry consistent.

Salespeople can open a wizard from a sales order to see all promotions that fit the order, preview the required products and rewards, and apply the chosen promotion in one click.

Lets salespeople create an event quotation directly from an opportunity with one button, either by registering attendees in a scheduled event or reserving seats for an upcoming one. Also adds reserved seats to the event category reports.

Define cut-off times on warehouses or customers so that confirmed sales orders are scheduled for delivery at the next cut-off moment, and filter delivery orders by whether they fall before, inside or after today's cut-off.

When creating a down payment invoice from a sale order, you can now choose the taxes to apply to the down payment. The tax field is shown and required in the down payment wizard unless you invoice what has already been delivered.

Adds elaboration cost, price and margin information to sale order lines, so users can see the margin generated by the elaboration products linked to a sale line.

Adds a sale order exception rule that flags orders whose customer has financial risk messages, so sales can be blocked or warned before confirming risky orders.

Sales managers can force all lines of a confirmed sales order to be invoiceable, regardless of the invoice policy or delivered quantities, before any invoice has been created.

Lets you choose the invoice date when creating customer invoices from a sales order, instead of always using today's date.

Adds delivered margin figures to sales order lines and the sales analysis report, based on the actual cost of the goods that were shipped or returned.

Assign a dedicated sale order numbering sequence to each operating unit, so new sale orders are numbered per operating unit instead of using one shared sequence.

Shows on each sale order and order line how much of the ordered quantity the current stock can actually deliver, as a percentage. Salespeople can see this rate on the order form, in the order list and filter orders by how deliverable they are.

Adds a secure web address where external systems can send UBL-format sales orders, which Odoo then imports automatically as sales orders in the background.

Adds an "Incoterm Place" text field to sales orders, shown next to the Incoterm on the order form and printed on the sales order / pro-forma report.

Lets you delete sale order lines from confirmed orders when they have not been invoiced or delivered, after enabling the option in Sales settings.

Adds a margin percentage to sales orders and to each order line, so users can see profitability as a percentage of the untaxed amount instead of only an absolute margin value.

Adds a setting in Odoo Sales settings to stop the customer from being added automatically as a follower on sales orders. When enabled, customers no longer receive notifications about the order's messages.

This module makes Odoo record every manual change of the pricelist on a sales order in the order's chatter, so you can see who changed it and when.

Shows the available stock directly on the product field of sale order lines when a product assortment is set for the customer, so salespeople see availability while picking allowed products.

Shows each product's available quantity directly in its name inside the product drop-down on sales order lines, so salespeople see stock before choosing an item.

Adds a "Recommended Products" button on sale orders that opens a wizard suggesting products to sell to the customer based on their recent purchase history, which the salesperson can accept into the order.

Shows weekly delivered sales and stock on hand directly inside the sales order product recommendation wizard, so salespeople can pick products with better information.

Adds a secondary unit of measure column to the product recommendation wizard in sales orders, so users can order recommended products in a second unit (e.g. boxes) alongside the main unit.

This module lets you set preferred delivery time windows for customers and automatically schedules their delivery orders within those windows. It also warns you when a manually entered delivery date falls outside the customer's preferred windows.

Adds a "Selectable in sale orders" checkbox on contacts so you can control which customers appear when choosing a partner on a sales order.

Sales users get a Payments menu in Sales to list and register customer payments, and a Register Payment button on invoices, without needing full accounting rights.

Salespeople can record customer payments on a simple 'payment sheet' without needing accounting rights. Confirming a sheet automatically creates a bank statement with the matching lines.

Adds a new risk amount on partners for payments collected on sale payment sheets that are still pending. You can deduct these pending amounts from the partner's financial risk and see them grouped by risk field.

Restricts who can change the payment terms on a sale order. Users without the payment term management permission see the Payment Terms field as read-only.

When you add a product with attributes to a sales order, this module automatically adds the taxes defined on the chosen attribute values to the order line, on top of the product's normal taxes.

Adds a "Customer State" filter and grouping option to the Sales analysis report, so users can break down sales figures by the customer's state or province.

Adds an elaboration cost column to the Delivered Sales report, showing the total elaboration cost per product line based on the quantity delivered and the elaboration cost set on the sale order line.

Adds the customer's priority to the Delivered Sales report, so you can see and filter delivered quantities by customer priority.

Link products and sales orders to resource bookings. Selling a product that has a booking type automatically creates pending bookings, and a booking can only be confirmed once its sale order is confirmed.

Add a second salesperson to a sales order alongside the main one, and filter or group sales analysis by that secondary salesperson.