v 16.0 Third Party 12
Live Preview
Lines of code 586
Technical Name partner_color_codes
LicenseSee License tab
Also available in version v 15.0 v 11.0 v 13.0 v 14.0 v 12.0
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Lines of code 586
Technical Name partner_color_codes
LicenseSee License tab
Also available in version v 15.0 v 11.0 v 13.0 v 14.0 v 12.0

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 a system of highly available and efficiently manageable color codes for Odoo partners.

Documentation: https://faotools.com/docs/6/contacts-color-coding-2

Instant access to partner color codes

Color codes are on all standard Odoo partner views: form, kanban, and tree. Scoring works for any contact kind: companies, individuals or addresses, customers, or suppliers. Partners might be also searched by a 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, and so on. That depends only on the 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 its own color notes, both manual and automatic.

Odoo contact form: color boxes
Color codes: full overview popup
Kanban color codes management
Sale order: colors for a customer

Automatic color codes

  • Automatic color codes do not assume any user involvement. Configure rules once, and all matched contacts will receive configured color codes
  • Use automatic color codes in case you can strictly describe which partners receive those color codes
  • 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
  • There might be as many criteria combined by 'any' or 'all' operators as you like
  • 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
  • Automatic rules are applied in real-time. As soon as you configured a new one, open/reload any form and check contact color codes
  • Automatic scoring rules might be applied to almost any business scenario
  • Typical use case: A contact already has some sort of manual tag. For example, the 'Danger!' tag should lead to the red color code
  • Typical use case: All contacts with set 'Blacklist' field should be assigned the black color code
  • Typical use case: Customers with a low credit limit (e.g. with less than $2000) receive the orange color code
  • Typical use case: Mark gray contacts without mobile and phone entered
  • Typical use case: Define color codes based on a country or a region, based on the 'Degree of trust you have in this debtor', or based on your own custom field.
Color auto-assignment
Multiple criteria in color code rules

Flexible codes classifier

  • 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.
  • Apply any color shade for your code
  • 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 the tag 'potential fraud' assigned by a financial security officer
  • 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
  • To configure the codes classifier go to the Odoo General Settings and find the section 'Contact Color Codes'.
Odoo list of partner color codes
Edit colors for contact codes

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that faOtools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

The easiest approach is to use the Odoo store 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. Login 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 on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted 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. Make sure 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 by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

A red/orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

Regretfully, we do not have a technical possibility to provide individual prices.

No, third party apps can not be used on Odoo Online.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.

Color codes on Odoo partner form

Odoo contact form: color boxes

Partner scoring details and notes

Color codes: full overview popup

Color codes classifier

Odoo list of partner color codes

Color codes for the Odoo partner kanban view

Kanban color codes management

Partner list view: Odoo scoring

Odoo tree view: color codes

Customer color coding for a sales order

Sale order: colors for a customer

Vendor color codes for a purchase order

Supplier color codes

Custom scoring for invoices

Invoice: color codes

Color codes for opportunities

CRM: customer color codes

Color codes for project partners

Odoo projects: color coding

Configure automatic rules to assign color codes

Color auto-assignment

Flexible filtering for scoring automatic rules

Multiple criteria in color code rules

Configure your own color codes

Color code form

Unlimited number of colors for scoring codes

Edit colors for contact codes

Edit a manual color code and its notes

Color code: partner notes

Edit manual color codes

Update color code notes

Odoo demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/63zzic

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/wxhosu

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: 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 sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis 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 on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/lo62b7

No phone number or credit card is required to contact us: only 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 on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/w4xlcj

About the team

faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo's potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo apps for business needs all over the world.

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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.

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