This module adds tags to Sales Orders that are not related to Opportunity.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a new tagging system to Sales Orders, separate from CRM opportunity tags. Users can create tags, assign them to sales orders, and filter orders by tag.
This module lets you create and manage a dedicated list of tags for Sales Orders, independent from the tags used on CRM opportunities.
- A new configuration menu "Sale Order Tags" appears under Sales settings, where you can create, edit, archive and reorder tags. Each tag has a name, description, colour, optional sales teams, company and sequence.
- On a Sales Order form, a tag field is added before the payment terms. You can pick existing tags only (no quick creation from the order) and the list is limited to tags linked to the order's sales team or to tags with no team.
- The Sales Orders list view shows the tags next to the customer, and the sales order search filter includes tags, so you can filter orders by tag.
- Tags are company-specific: a multi-company rule restricts visibility to tags belonging to the user's company or to tags with no company. Tag names must be unique per company.
- Salespeople can read tags; sales managers can create, edit and delete them.
It touches the sale.order model by adding a so_tag_ids field and introduces the new sale.order.tag model.
Depends on
Menus it adds
Models and fields (2)
- sale.order · extends an existing modelso_tag_ids (Sale Order Tags)
- sale.order.tag · new modelname, color (Color Index), active, sequence, team_ids (Sales Teams), company_id (Company), description
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To use this module, you need to:
- Have Manager rights for Sales group to create tags.
- Go to the sales order form and add the necessary tags.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.