| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Purchase (purchase) |
| Lines of code | 232 |
| Technical Name |
se_purchase_tags |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Purchase (purchase) |
| Lines of code | 232 |
| Technical Name |
se_purchase_tags |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Purchase Order Tags | Mass Update
Streamline your procurement workflow with Automated & Bulk Tagging. Enhance visibility in RFQs and Purchase Orders using professional color-coded labels.
Module Key Highlights
How the Purchase Order Tags System Works
Our module provides a data-driven approach to Odoo Purchase management. By utilizing Odoo's native Model Inheritance and Many2Many relations, the system seamlessly integrates custom tags directly into your procurement workflow. For every new Request for Quotation (RFQ), the module automatically fetches and applies default tags from your global configurations, ensuring consistency. For existing records, our specialized Mass Tagging Wizard allows you to update hundreds of orders in a single clickâwhether you need to Add or Replace tags. This architecture ensures maximum categorization efficiency while maintaining a clean and professional UI, especially in Odooâs Kanban view where every detail matters for a smooth purchasing experience.
Purchase Order Form View With Tags
Configure Custom Purchase Tags
Easily create and organize custom tags for your procurement workflow. Navigate to Purchase -> Configuration -> Purchase Tags to manage your tags. Our module allows you to assign unique names and professional color codes, helping you instantly identify priority, vendor types, or asset classifications.
Pro Tip: Use the built-in Odoo color picker widget to assign distinct color indexes to your tags for quick visual categorization in List and Kanban views.
Organized List View for Quick Analysis
Manage your procurement pipeline effectively with integrated tags in the list view. By navigating to Purchase -> Orders -> Requests for Quotation (List Mode), you can see all assigned tags in a dedicated column. This provides a high-level overview of different categories like Inventory, Consulting, or Stock across multiple orders at once.
Efficiency: Having tags visible in the list view allows your team to perform quick group-by operations and filter orders based on specific procurement priorities.
Seamless Integration in Purchase Order Form
Manage and assign labels directly within individual documents. When creating or editing a Request for Quotation (RFQ) or Purchase Order (PO), the dedicated Tags field allows you to quickly select or remove items. This interactive widget features clean color-coded badges, making metadata organization transparent and fully accessible inside the document header layout.
Data Security: The tag widget is restricted via standard access control lists, ensuring that only authorized users can assign or update active labels inside procurement records.
Flexible Column Customization with Optional Tags
Keep your interface clean and personalized. By utilizing Odoo's dynamic column selector, users can easily toggle the visibility of the Tags column directly on the dashboard. Simply click on the column settings icon at the top-right corner of the list layout to show or hide your custom purchase tags based on your active reporting needs.
User Preference: The optional="show" definition ensures that your column visibility state is saved individually per user profile, preventing layout disruption for other procurement managers.
Interactive Kanban View with Visual Tags
Monitor your procurement cards efficiently using the enhanced Kanban dashboard. By switching to Kanban layout, your Requests for Quotation are loaded as dynamic visual cards. The module injects custom tag badges at the bottom layout of each card, helping purchase handlers identify record categories like Inventory, Purchase, Consulting, or Stock instantly without clicking into details.
Odoo UI Standard: The cards follow a clean layout with custom border separation that keeps essential metrics and tags perfectly balanced for rapid tracking.
Advanced Search and Domain Filtering
Find exactly what you are looking for in seconds. Our module extends Odoo's native search engine to include custom tag definitions. Simply type a keyword into the top search bar, and select Search Purchase Tag for from the dynamic dropdown. The layout instantly filters and displays only the RFQs or Purchase Orders matching your target categories.
Query Precision: The filter_domain="[('tag_ids', 'ilike', self)]" integration performs an intelligent case-insensitive sub-string lookup, allowing for rapid matching even with partial keywords.
Active Facet Filtering & Procurement Analytics
Track segmented procurement records with precision using active tag facets. Once a label filter is selected, it locks as an active breadcrumb facet (e.g., Purchase Tag: purchase) inside the main search bar. The dashboard dynamically updates all calculations, KPI banners, and total values in real time based on the active selection, making auditing and tag-based reporting effortless.
Multi-Tag Querying: You can pile up multiple active tag facets together to execute complex intersect searches (e.g., matching records that contain both 'Purchase' and 'Inventory' labels simultaneously).
Global Configuration for Default Purchase Tags
Automate your data entry by setting up fallback default labels for your entire procurement operation. Navigate to Configuration -> Settings -> Purchase, and locate the custom Default Tags Configuration section. Here, you can pre-select standard labels (such as Purchase and RFQ) that will automatically apply to every newly created Request for Quotation, saving valuable time for your buyers.
System Automation: The configured tags are stored securely inside Odoo's ir.config_parameter registry using relational array mapping, ensuring swift data pre-population across all newly initialized procurement forms.
Automatic Application of Default Tags on New Records
Experience seamless automation when initiating new procurement records. When a buyer clicks the New button to draft a fresh Request for Quotation (RFQ), the module instantly executes an underlying computation method. This function retrieves your globally saved fallback tags and pre-fills the Tags field automatically, eliminating manual repetitive data entry.
Smart Pre-population: The system utilizes an automated default=lambda self: self._get_default_tags() relational hook, ensuring that default values populate instantly before the document is saved for the first time.
Update Mass Purchase Order Tags
Role-Based Access Control and Security Group
Secure your bulk procurement data with strict access privileges. Navigate to Settings -> Users & Companies -> Users to manage individual access settings. Our module introduces a dedicated security checkbox Enable Purchase Mass Tags/User under the access rights configuration. Only users who have this group enabled will be permitted to execute mass updates, protecting your records from accidental changes.
Data Integrity: If a user does not have this privilege assigned, the batch update action will be hidden from their dashboard, preventing any unauthorized bulk modifications.
Triggering Bulk Operations via Actions Menu
Execute batch updates across hundreds of documents instantly. To perform bulk tagging, navigate to the Requests for Quotation list view, select your target records using the checkboxes, and click on the Actions gear dropdown menu at the top center. Authorized users will see the specialized Mass Update Tags action trigger, which opens the wizard overlay panel.
Context Awareness: The wizard is context-aware and securely captures the list of active_ids from your current table selection, ensuring that only the specific highlighted records are modified.
Executing Batch Operations via Mass Update Wizard
Modify labels across multiple selected records concurrently with the interactive wizard popup. The interface offers two primary operation modes: choosing Add Tags appends your selected labels (like Administration or Sale) directly to the orders without removing existing data. Alternatively, choosing Replace Tags wipes all older assignments clean to inject a fresh set of categories. Click Done to commit your batch updates instantly.
Instant Execution: The wizard executes cleanly via native Odoo Special Actions (`target="new"`), closing the dialog box automatically and refreshing your background list layout instantly after data computation.
Successful Batch Tag Modification Result
Review the execution results instantly on your main data table grid. Once the wizard operation finishes processing, the newly appended labels (e.g., Administration and Sale) are populated globally across all target lines. This ensures your records are uniformly categorized in batch layout, making long hours of individual entry a thing of the past.
Automated Rendering: Odooâs web client natively supports reactive data layers, ensuring that changes applied through the wizard trigger an instantaneous live table cell rendering without requiring a manual window page refresh.
Wiping and Overwriting via Replace Tags Mode
Reset and overwrite classifications cleanly across all selected entries. By toggling the wizard's action type selection to Replace Tags, the system will completely remove all prior tags assigned to the highlighted purchase orders. It will then instantly apply only the fresh selection specified in the box (such as RFQ and Purchase), giving you absolute control over record cleanups.
Data Cleanup Tip: Replace mode is highly efficient when restructuring old or imported purchasing pipelines where existing chaotic tag setups need a clean slate modification.
Clean Overwrite Execution Results
Verify the overwriting operation directly on your main dashboard layout. After running the wizard in Replace mode, the system instantly flushes all previously assigned heterogeneous tags from the selected records. It then uniformly assigns the precise new set of target tags (e.g., Purchase and RFQ) across all rows, maintaining complete data uniformity.
Data Consistency: This complete data rewrite executes safely within a transactional block, ensuring that either all selected purchase documents are cleanly updated or none are, leaving no room for broken metadata states.
Module Capabilities & Features
A specialized Purchase utility module for Odoo that enhances order organization using smart procurement tagging, bulk operations, and automated configuration.
Color-Coded Labels
Leverage custom purchase tags with a wide range of colors. Identify order priority, vendors, or custom categories at a single glance.
Global Default Tags
Configure default tags in Purchase settings to be automatically applied to every new RFQ and Purchase Order, ensuring data consistency across your team.
Bulk Operations
Save hours of manual work by using the 'Mass Update Tags' wizard. Add or Replace tags on hundreds of Purchase Orders with just a few clicks.
Zero-Gap Kanban UI
Specifically designed for Odoo, tags are integrated into Kanban cards with a clean, gap-free layout and professional border-top separation.
Advanced Tag Search
Powerful search filters allow you to quickly find orders containing specific tags or group your procurement reports by your custom purchase categories.
Role-Based Control
Maintain procurement data integrity by restricting mass tagging actions to authorized users via a dedicated security group.
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