Contacts Color Coding
by faOtools https://faotools.com/apps/18.0/contacts-color-coding-18-0-partner-color-codes-947$ 42.80
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 731 |
| Technical Name |
partner_color_codes |
| License | See License tab |
| Website | https://faotools.com/apps/14.0/contacts-color-coding-14-0-partner-color-codes-529 |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 731 |
| Technical Name |
partner_color_codes |
| License | See License tab |
| Website | https://faotools.com/apps/14.0/contacts-color-coding-14-0-partner-color-codes-529 |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Has your company ever lost money because a manager forgot some important details about a partner? With this tool it will hardly happen again. This Odoo app introduces the system of high available and efficiently manageable color codes for Odoo partners.
Instant access for partner color codes
Color codes are on all standard Odoo partner views: form, kanban, tree. Scoring works for any contact kind: companies, individuals or addresses, customers or suppliers. Partners might be also searched by code name and color notes
Partner scoring for any business area
Color codes are available on each form where an Odoo contact is referenced: sales orders, opportunities, invoices, tasks, requests for quotation. That depends only on set of installed Odoo apps
Automatic coding or/and manual administration
Color codes might be updated manually or/and they might be assigned automatically based on the special rules
Efficient codes management
Click on any color box to observe full code details. Hover - for quick tool tips. Push on a dotted box - to edit manual codes. From any interface!
As many color codes as needed
Prepare your own classifier of contact codes through the General Settings - 'Contacts Color Codes'. Apply any color. Have as many notes for the same code as you wish. Introduce business rules for all scenarios
Inherited color codes
Color codes take into account relations between Odoo partners. A contact always inherits color codes from a parent company and may have own color notes, both manual and automatic.
Automatic color codes
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Automatic color codes do not assume any user involvement. Configure rules once, and all matched contacts will receive configured color codes
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Use automatic color codes in case you can strictly describe which partners receive those color codes
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Define a rule as a set of criteria a contact should satisfy. You may use any partner field in the same way you define a search filter in Odoo
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There might be as many criteria combined by 'any' or 'all' operators as you like
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For a single color code you may have an unlimited number of automatic rules. Matching any of those rules would lead to this color code assignment
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Automatic rules are applied in real time. As soon as you configured a new one, open/reload any form and check contact color codes
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Automatic scoring rules might be applied to almost any business scenario
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Typical use case: A contact already has some sort of manual tag. For example, the 'Danger!' tag should lead to the red color code
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Typical use case: All contacts with set 'Blacklist' field should be assigned the black color code
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Typical use case: Customers with low credit limit (e.g. with less than $2000) receive the orange color code
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Typical use case: Mark gray contacts without mobile and phone entered
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Typical use case: Define color codes based on a country or a region, based on 'Degree of trust you have in this debtor', or based on your own custom field.
Flexible codes classifier
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Have as many color codes as you like. They may relate to any business facet. For example, introduce 'Black List', 'Not trusted', 'Strategic partners', 'Low credit limit', etc.
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Apply any color shade for your code
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Each color code may have a few notes. For example, 'John Brown' is black-listed since (a) his parent company has a huge debt; (b) he is not available by phone and mobile; (c) he has a tag 'potential fraud' assigned by a financial security officer
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As soon as you installed the tool, Odoo would prepare a few default color codes. You may simply update or delete those codes to reflect your own color codes' logic
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To configure the codes classifier go to the Odoo General Settings and find the section 'Contacts Color Codes'.
According to the current Odoo Apps Store policies:
- Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- Starting from version 13.0, every module version should be purchased separately.
- Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
The most straightforward approach is to use the Odoo store's built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Log in to your account and click 'Create a new repo' or use the existing one. Please make sure that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.
These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Ensure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add some crucial items there (e.g. /lib) by default. You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.
A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.
So, first of all, please check the deployed database features. Does everything work correctly?
If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).
No, we only distribute the tools through the official Odoo apps store.
Regretfully, we do not have the technical means to provide individual prices.
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.
The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.
Color codes on Odoo partner form
Partner scoring details and notes
Color codes scoring classifier
Color codes for partners' kanban
Partner list view: scoring
Customer color coding on a sale order form
Supplier color codes on a purchase order form
Color codes for invoices
Color codes for opportunities
Color codes for tasks
Automatic rule for color coding
As many criteria as you need for auto rules
Color codes configuration: form (readonly)
Color codes configuration: form (edit)
Edit manual color code notes
Edit manual color codes
HEX color picker for Odoo color field
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/aq1qfv
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/7hfbn6
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/d7cpul
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
About the team
faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have communicated with end users for whom the software became the primary business tool. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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