Product Document Classification

The Product Document Classification module provides a structured and scalable system for organizing documents associated with products in Odoo. It is designed to help companies manage product manuals, datasheets, certificates, and other documentation in a centralized and categorized format.

The objectives you achieve with the Product Document Classification module include the following:

• Associating documents with products using a dedicated model and user-friendly forms.
• Categorizing documents under custom-defined categories for better structure and navigation.
• Adding multiple tags to each document for flexible filtering and quick access.
• Supporting image attachments using Odoo’s image.mixin for enhanced visual representation.
• Enabling reverse access to related documents from categories or tags for improved traceability.
• Supporting multi-company setups to maintain separation between document repositories of different business units.

This lightweight and modular document management tool helps streamline operations, reduces the time spent on document lookup, and increases consistency across product-related communications and compliance workflows.

Table of contents

Use Cases / Context

Why Choose Product Document Classification? Streamline Your Document Workflow

Centralized Document Management Associate product-related documents (like manuals, datasheets, compliance certificates) directly with products using a structured model in Odoo.

Categorization & Tagging Classify documents into categories and tag them with meaningful labels to ensure quick retrieval and better organization.

Multi-Tag Support for Better Filtering Attach multiple tags to a single document to enhance filtering options and cross-referencing in views.

Image & File Support Take advantage of Odoo’s image.mixin to visually represent documents (e.g., document thumbnails, previews) alongside metadata.

Bi-Directional Relationships View all documents under a category or tag, as well as from the product side, supporting clear traceability and fast audits.

Ready for Extension Designed to be flexible—easily extend the model to support document versioning, expiration dates, or integration with DMS platforms.

Built for Teams & Industries Ideal for manufacturing, quality assurance, sales, and support teams who need quick access to technical or legal documents tied to specific products.

requirements

To set up the Product Document Classification module, make sure your Odoo environment is properly installed (version 17 recommended). This module does not require any additional Python libraries beyond the default Odoo dependencies.

If you face any issues during installation or setup, please contact our support team at Support for help.

Installation

To install the Product Document Classification module, follow these steps:

1. Open the Odoo Apps menu.
2. Ensure that you have technical features enabled (if needed).
3. Search for the “Product Document Classification” module.
4. Click “Install” to add the module to your Odoo instance.
5. After installation, navigate to the Product menu to start adding and categorizing documents.

For any installation problems or further assistance, please visit our support page at Support.

Product Document Classification Usage Guide

Use Cases

• Classify product documents Assign each product-related document to a category (e.g., Technical, Compliance, Marketing) using the category field.
• Tag documents for filtering Apply one or more tags to documents for faster searching and logical grouping, such as “Warranty”, “User Guide”, or “Specification”.
• Attach descriptions and titles Provide each document with a short title and description to clearly explain its content and purpose.
• Manage attachments and images Utilize the image.mixin inheritance to include thumbnails or visual previews when needed.
• Access categorized records Use list or kanban views to easily navigate through documents based on tags or categories.

Options

• Add and manage categories Go to the “Document Categories” menu to define and organize how documents are grouped.
• Create and color-code tags Define document tags in the “Tags” menu. Colors help differentiate and visually organize tags in views.
• Filter by category or tag Use search filters in the document list to find documents with a specific tag or category quickly.
• Extend the model Add custom fields if needed (e.g., version number, approval status, upload date) to enhance document tracking.
• Multi-company support Inherit from res.company or apply company-specific access if the module is used across different branches or companies.

Phase 1: Preparation

Objective Definition Identify the need to organize product-related documents efficiently using categorization and tagging within the Odoo ecosystem.

Review Dependencies Ensure that essential apps such as Sales, Inventory, and Product modules are installed and available in the database.

Phase 2: Module Installation

Install Module Download and install the product_document_classification module into your Odoo 17 instance.

Verify Menus Confirm the presence of the “Documents” menu under the Sales or Product configuration sections and validate that “Tags” and “Categories” views are accessible.

Phase 3: Configuration

Set Up Categories Define document categories using the dedicated form. Categories help classify documents for better filtering and reporting.

Create Tags Add relevant tags with color coding to group documents logically (e.g., Compliance, Technical, Warranty, Marketing).

Add Documents Use the “Product Documents” form to upload files or descriptions, assign a category, and associate relevant tags.

Phase 4: Deployment

Start Document Management Begin assigning documents to products or product templates. Use tags and categories to improve discoverability and classification.

Test Workflows Validate that documents are correctly filtered by tag or category. Check access rights if required.

Enable Team Usage Inform internal teams (e.g., product managers, sales reps) to start using the new document structure for improved collaboration.

Phase 5: Post-Deployment

Review & Improve Collect team feedback to enhance the categorization logic or add missing metadata.

Train Users Provide guidance for content owners to maintain document accuracy and consistency over time.

Maintain & Extend Update tags, categories, and fields as needed. Consider future integration with document storage tools or advanced access control.

Authors

• MoonSun PTY LTD

Contributors

• [MoonSun PTY LTD](https://www.moonsun.au):
  • [Moe Barmshory](moe@moonsun.au)
  • [Ethn Modiri](moe@moonsun.au)

Other credits

• MoonSun Soft

Maintainers

This module is part of the MoonsunSoft/product project on GitHub.

You are welcome to contribute.