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  1. APPS
  2. Sales
  3. Customer Tier Auto-Tag v 19.0
  4. Sales Conditions FAQ

Customer Tier Auto-Tag

by Naim OUDAYET https://www.oudayet.com
Odoo

$ 25.03

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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  • Description
  • Manifest
  • License

Customer Tier Auto-Tag

Bronze, Silver, Gold, Platinum — from real revenue.

Automatic on every customer · Editable thresholds · Colored badge & list decorations

Odoo 19 $24.99 · OPL-1 For Account Managers 9 Languages

Tags drift. Tiers don't.

Native Odoo lets you tag VIP customers manually, but the tag never reflects last quarter's revenue. Account managers stop maintaining it within weeks. Customer Tier Auto-Tag computes the tier from the cumulative total of posted customer invoices, so the badge is always honest.

Without this module

VIP tag set in 2024 by someone who left. Half the book is “new lead” even though they bought $40k last year. No filter, no badge, no signal.

With this module

Every partner shows a colored tier badge, computed from posted invoice totals. Filter the list by Platinum, group by tier, sort by Gold — all from one stored tier value on the customer.

What it does

Bronze: 0–999

First-touch customer. Has at least one posted invoice but is below the Silver threshold. Default Silver floor: $1,000.

Silver: 1k–5k

Repeat customer. List rows go info-blue. The customer success team starts paying attention.

Gold: 5k–25k

Strategic customer. Orange row, orange badge. Account manager owns the relationship.

Platinum: 25k+

Top-tier. Boldface row, purple badge. Reserved for the customers your business is built on.

Editable thresholds

Four number fields in the Invoicing settings. Saving re-tiers every customer automatically. No code change.

Refund-aware

A posted credit note lowers the customer’s running total, so refunded customers drop a tier automatically.

How it works

1

Each customer record gains a stored tier value that Odoo keeps up to date for you.

2

The module adds up the customer’s posted invoices, subtracts any credit notes, and picks the highest tier the total qualifies for.

3

Thresholds live in the Invoicing settings. Saving there re-tiers every customer instantly.

See It In Action

Colored tier badge on the customer form

Form badge. A colored tier badge appears under the customer name, computed live from the sum of posted customer invoices — Bronze, Silver, Gold, or Platinum.

Tier column and row decorations on the contacts list

List view. A Tier column plus row decorations highlight Silver, Gold, and Platinum customers, so high-value accounts stand out at a glance and can be filtered or grouped.

Editable tier thresholds in settings

Editable thresholds. Set the Bronze, Silver, Gold, and Platinum cut-offs in settings; saving re-tiers every customer instantly with no code change.

Refund subtracts from the running total

Refund-aware. A posted credit note lowers the customer’s running total, so refunds subtract from cumulative revenue and a customer drops a tier automatically when their net spend falls.

Available in 9 Languages

Every field label, button and message ships fully translated. Each user sees the module in their own Odoo language setting — no extra setup.

us English (en_US)
fr Français (fr)
es Español (es)
de Deutsch (de)
nl Nederlands (nl)
br Português (Brasil)
it Italiano (it)
cn 中文 (zh_CN)
ar العربية (ar)

Honest scope

✗ Based on posted customer invoices only

Tiers are computed from posted customer invoices. Draft invoices, sales orders not yet invoiced, and vendor bills do not count toward a customer's tier.

Cumulative lifetime total, not a rolling window

The tier reflects total invoiced revenue to date, not the last 12 months. A long-standing customer who has gone quiet keeps their earned tier until you change the thresholds.

Technical Details

Odoo Version 19.0 Community + Enterprise
License OPL-1
Version 19.0.1.2.0
Dependencies account, contacts
Applies To Customer records
Configuration Four tier thresholds, in Invoicing settings
Runs On Your own Odoo server — no external service or API

Installation

1. Download from the Odoo App Store.

2. Extract to your Odoo addons directory.

3. Apps → Update Apps List → Install Customer Tier Auto-Tag.

4. Optionally edit thresholds at Settings → Invoicing → Customer Tier Thresholds.

Found a bug?

Reach out via the Odoo App Store contact form.

Customer Tier Auto-Tag — $24.99 USD, Odoo 19
© Naim OUDAYET — oudayet.com — OPL-1 license

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Discuss (mail)
Lines of code 216
Technical Name no_customer_tier
LicenseOPL-1
Websitehttps://www.oudayet.com
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.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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