| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 164 |
| Technical Name |
se_sales_tags |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 164 |
| Technical Name |
se_sales_tags |
| License | LGPL-3 |
| Website | https://sprinterp.com |
Sale Order Tags | Mass Update
Streamline your sales workflow with Automated & Bulk Tagging. Enhance visibility in Quotations and Sale Orders using professional color-coded labels.
Module Key Highlights
How the Sale Order Tags System Works
Our module provides a data-driven approach to Odoo Sales management. By utilizing Odoo's native Model Inheritance and Many2Many relations, the system seamlessly integrates CRM tags directly into your Sales workflow. For every new Quotation, 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, Replace, or Remove 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 sales experience.
Sale Order Form View With Tags
Visualize Sales Categories in Kanban View
Instantly identify the status and category of your sales orders. Navigate to Sales -> Orders -> Quotations to experience the enhanced Kanban UI. Our module integrates professional, color-coded tags directly onto the cards, allowing for rapid visual sorting and better workflow management without opening each record.
Pro Tip: The Odoo optimized zero-gap layout ensures that tags are displayed clearly, providing a professional and clutter-free dashboard experience.
Organized List View for Quick Analysis
Manage your sales pipeline effectively with integrated tags in the list view. By navigating to Sales -> Orders -> Quotations (List Mode), you can see all assigned tags in a dedicated column. This provides a high-level overview of different categories like Product, Software, or Consulting 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 business priorities.
Flexible Column Customization
Take full control of your Quotations view. Use the column selection menu (three-dots icon) to easily toggle the visibility of the Tags column. This allows each user to personalize their workspace based on whether they need a detailed categorized view or a simplified list.
User Preference: Odoo remembers your column preferences, so once you enable the Tags column, it stays visible every time you return to the Sales module.
Powerful Tag-Based Search & Filtering
Finding specific orders is now faster than ever. Use the standard Odoo search bar to type any tag name, and our module provides a dedicated "Search Tag for..." option. This allows you to instantly filter your Quotations and Sales Orders based on the specific categories you've assigned, saving valuable time.
Efficiency: Combine tag searches with other filters like 'Customer' or 'Date' to create highly specific views and custom reports for your sales analysis.
Instant Filtered Insights
Once a tag filter is applied, the system instantly narrows down the list to show only the relevant Quotations. As shown in the image, filtering by the "Information" tag immediately displays the specific orders associated with it. This granular level of filtering ensures that your sales team can focus on specific segments or priority levels with just one click.
Multi-Tag Support: You can apply multiple tag filters simultaneously to find orders that meet several criteria, making your sales reporting highly accurate.
Unified Tagging for Sales Orders
The power of categorization extends to your confirmed orders. Navigate to Sales -> Orders -> Sales Orders to see how tags maintain their visual consistency in the Sales Order Kanban view. Whether it's Software, Design, or Consulting, your team can track project types and priorities at a glance across the entire sales lifecycle.
Consistency: Tags persist from the initial Quotation stage all the way to a confirmed Sales Order, ensuring no loss of context for your fulfillment team.
Complete Visibility in Sales Order List
Maintain a high-level perspective of your active business. The **Sales -> Orders -> Sales Orders** list view displays all assigned tags, such as **Software, Services, and Consulting**, in a clean and structured layout. This ensures that your management team can monitor order categories and invoice statuses simultaneously without any additional clicks.
Actionable Data: Easily identify which service types (like 'Software' vs 'Consulting') are generating the most sales directly from your main Sales Order dashboard.
Personalized Sales Order Workspace
Maintain full control over your dashboard layout. Just like in Quotations, the Sales Orders list view allows you to toggle the Tags column on or off using the column selection menu. This flexibility ensures that your team only sees the data that is most relevant to their specific role or current task.
Smart UI: Odooâs adaptive interface remembers your column choices for Sales Orders independently, allowing you to have different configurations for Quotations and Confirmed Orders.
Find Confirmed Orders with Ease
Locate specific business segments instantly within your confirmed orders. By typing a keyword like "product" in the search bar, you can select the dedicated "Search Tag for" option. This feature allows you to filter through large volumes of Sales Orders effortlessly, ensuring you find exactly what you need in seconds.
Workflow Hack: Use tag-based searching to quickly group orders for specific departments, such as filtering by 'Product' for the warehouse or 'Service' for the technical team.
Streamlined Results for Better Focus
Experience a clutter-free workspace. As shown in the image, applying the "Product" tag filter instantly isolates the relevant Sales Orders. This allows your team to focus exclusively on specific order types, making it easier to manage high-priority shipments or departmental tasks without being overwhelmed by the entire order list.
Precision Tracking: Quickly identify commonalities between filtered orders, such as seeing which "Product" tagged orders are currently in the "To Invoice" status.
Automate Tagging with Global Settings
Save time and ensure consistency by automating your tagging process. Navigate to Settings -> Sales -> Quotations & Orders to find the "Custom Order Tags" configuration. Here, you can define default tags that will be automatically applied to every new Quotation created, eliminating manual entry and ensuring all orders are categorized from the start.
Smart Automation: Define multiple default tags like 'Product' and 'Services' to automatically segment your new business pipeline without any extra effort from your sales team.
Effortless Data Entry with Auto-Applied Tags
Experience the power of automation. Whenever a new Quotation is created, the system automatically populates the Tags field under the Other Info tab with your globally configured defaults. This ensures that every order is categorized from the very first second, maintaining data integrity without requiring manual input from the salesperson.
Efficiency Gain: Sales reps can still manually add or remove tags as needed, but the automatic defaults provide a perfect starting point for standardized reporting.
Update Mass Sale Order Tags
Granular User Access Management
Maintain data security with role-based permissions. Under the Settings -> Users profile, you can enable the "Enable Sale Mass Tags/User" option. This ensures that the powerful mass update wizard is only accessible to authorized managers or senior staff, preventing accidental bulk changes to your sales data.
Data Integrity: By controlling who can perform mass updates, you maintain a clean and reliable tagging system across your entire organization.
Seamless Mass Tag Management
Update hundreds of records in seconds. Simply select multiple orders in the Quotations list view and click on the Actions menu to find the "Mass Update Tags" option. This feature is designed to save hours of manual work by allowing you to modify categorization for large batches of sales data simultaneously.
Efficiency: Whether you're reorganizing a seasonal campaign or updating service categories, the mass update action provides the speed and agility your sales team needs.
Flexible Mass Update Operations
Take total control over your sales categorization with our intuitive wizard. The Mass Update Tags popup provides three essential operation types:
⢠Add Selected Tags: Append new tags to existing ones.
⢠Replace Existing Tags: Clear current tags and apply a fresh set.
⢠Remove Selected Tags: Clean up and delete specific tags from selected records.
This level of control ensures your data stays organized and relevant as your business evolves.
Ultimate Flexibility: The 'Apply Tags' button executes your chosen operation instantly across all selected Quotations, making data restructuring a breeze.
Visual Precision in Filtered Lists
Our module ensures that tags are not just functional but also visually professional. In the Quotations list view, even when multiple filters like "My Quotations" are active, the Tags column maintains perfect alignment. You can quickly scan through categories like Software, Training, or Consulting, making your daily sales review process smooth and efficient.
Clean Interface: The structured display of tags helps in preventing data fatigue, allowing sales managers to prioritize orders based on their color-coded labels at a glance.
Batch Replace for Quick Re-categorization
Easily restructure your sales data when business priorities change. By selecting the "Replace Existing Tags" operation in the wizard, you can clear all currently assigned tags on selected Sales Orders and instantly apply new ones, such as "Software". This is perfect for cleaning up large volumes of records without the need for manual one-by-one editing.
Total Control: The replace function ensures your tagging stays accurate and up-to-date, providing a fresh start for your sales analytics with just one click.
Instant System-Wide Synchronization
Verify your changes at a glance. As shown in the Sales Orders list view, the mass update operation has successfully synchronized the "Software" tag across all selected records. This real-time update ensures that your team always works with the most current data, maintaining a consistent and professional categorization across your entire sales department.
Data Accuracy: Precise tagging leads to accurate reporting. By viewing the 'Software' tag alongside invoice statuses, you gain immediate insights into specific revenue streams.
Effortless Data Cleanup and Removal
Maintain a clean and accurate database by removing obsolete tags in bulk. With the "Remove Selected Tags" operation, you can select specific tagsâlike "Software"âand delete them from all selected Sales Orders simultaneously. This eliminates the need for tedious manual cleanup, ensuring your reports stay focused and relevant.
Smart Cleanup: Easily undo categorization errors or clear out promotional tags once a campaign has ended across hundreds of orders in one go.
Confirmed Tag Removal Across Records
Maintain data precision with ease. As shown in the final Sales Orders list view, the mass removal action has successfully cleared the "Software" tag from all targeted orders in one click. This ensures your sales dashboard remains clean and only displays the most relevant, up-to-date categories for your team.
Success: Your data cleanup is now complete. The system's ability to handle bulk deletions without affecting other assigned tags provides a safe and efficient way to manage large-scale data sets.
Module Capabilities & Features
A specialized Sales utility module for Odoo that enhances order organization using smart CRM tagging, bulk operations, and automated configuration.
Color-Coded Labels
Leverage native CRM tags with a wide range of colors. Identify order priority, regions, or custom categories at a single glance.
Global Default Tags
Configure default tags in Sales settings to be automatically applied to every new Quotation, ensuring data consistency across your sales team.
Bulk Operations
Save hours of manual work by using the 'Mass Update Tags' wizard. Add, Remove, or Replace tags on hundreds of Sale 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 sales reports by your custom CRM categories.
Role-Based Control
Maintain sales data integrity by restricting mass tagging actions to authorized users via a dedicated security group.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
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