How to Create Repair Order Tags in Odoo18
This video demonstrates how to use Tags on Repair Orders to better categorize, filter, and prioritize maintenance tasks.
- Creating and Assigning Tags: The video explains how to create custom tags (e.g., “Urgent,” “Warranty,” “Internal”) directly on the Repair Order form to provide instant context.
- Visual Identification: The video shows how these color-coded tags appear in the Kanban and List views, allowing managers to quickly spot high-priority or specific types of repairs.
- Filtering by Tag: The video demonstrates using the search bar to filter for specific tags, such as viewing only “Warranty” repairs to handle them according to specific company policies.
- Reporting Integration: The tutorial explains that tags can be used as a “Group By” option in reports, enabling users to see total repair costs specifically for items tagged as “External” or “Client Error.”
- Workflow Organization: The summary concludes by showing how tags help in delegating tasks, such as tagging a repair for a specific technician or department (e.g., “Electronics Dept”).
