Customer Tags Auto Set from Sales Order Confirm

by
Odoo

$ 12.76

v 15.0 Third Party
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Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 37
Technical Name customer_tags_auto_set
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 15.0 16.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 37
Technical Name customer_tags_auto_set
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 15.0 16.0 14.0

Customer Tags Auto Set from Sales Order Confirm

Customer Tags on Sales Order Form

Odoo App for Customer Tags pass from Sales Order Form to Customer Form

This app allows your sales users / managers to select customer tags while creating sales orders and pass customer tags while confirming sales order using the confirm button (Odoo Standard) as per below screenshots.

Main Features:

  • Allow your sales team / users to select and pass customer tags from sales order to customer form automatically.
  • While creating a sales order and choosing a customer on the sales order system will also set customer tags automatically. (Please note that if customer tags are already available the same as sales order then the system will not do anything but if system finds any new customer tags on sales order form then system will automatically add those tags on customer form).
  • Basically the system adds a new field on sales order form where you can select customer tags (many tags) and on confirmation of sales order if those tags are not available on customer form then the system will pass it.
  • For more details please check the video and check below screenshots.

Edition Compatibility:


Enterprise Odoo.sh Community

Customer Form (Odoo Standard) with Tags Field (Odoo Standard)

Sales Order [Odoo Standard] with Customer Tags New Field

System Passed Customer Tags from Sales Order Confirm (System will Append New Tags so Existing Tags will Remain as It is)

While Selecting Customer System will Auto Set Customer Tags on Sales Order Form too

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

    •

  • Odoo Support

    •

  • Odoo Customization

    •

  • Odoo Migration

    •

  • Odoo Training

    •  
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