How to Set Up Tags in Odoo 18 - Odoo Slides
- 1. How to Set Up Tags in Odoo 18 Enterprise
- 2. Enterprise Introduction In this slide, we’ll discuss on how to Set Up Tags in Odoo 18. Tags in Odoo 18 are a powerful tool to categorize, filter, and search for information across various modules. By assigning relevant tags to records, we can improve Search, Enhance Organization, Streamline Workflows, generate Data-Driven Insights. With Odoo's tagging system, we can significantly improve the efficiency and productivity.
- 3. Enterprise To set up the tags, we can navigate to the sales module and click on the Tags from the Configuration menu.
- 4. Enterprise This lists all the available tags in the system and we can create new tags by clicking on New button.
- 5. Enterprise We can provide the Tag name and choose a colour for the tag.
- 6. Enterprise We can create a quotation and choose a customer. If we go to the internal link of the customer, we can see the tags related to the customer.
- 7. Enterprise Here we can see the tag in different colours under the customer.
- 8. Enterprise Coming back to quotation, under the tab other info we can add the tags to the sale order.
- 9. Enterprise From the list we can choose the tags for the sale order.
- 10. Enterprise By clicking search more, we can choose the tag we created now by clicking on the Select button.
- 11. Enterprise We can filter our records using tags, for that we can go to the list view of quotation and click on the dropdown icon. In that we choose the option to Add Custom filter,
- 12. Enterprise We can provide the rule to filter the record based on tags.
- 13. Enterprise Now the list shows all records containing the tag, Delivery.
- 14. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com