Has anyone set up an automation for customer tagging based on product purchases? It seems like such an elementary feature but I still can’t find this in the automation settings.
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Hi,
Odoo doesn't natively offer automated customer tagging based solely on product purchases. However, you can achieve this through workarounds. Manual tagging or segmentation is a simple approach. If you have Odoo Enterprise, Odoo Studio allows creating custom automated actions. The most flexible solution is custom development, where a developer creates a module to automate tagging based on sales orders.
Consider your Odoo version, the complexity of your product and tag setup, and the maintenance required for custom solutions. Manual tagging might suffice for a few products, while custom development is better for many.
Hope it helps
I don't think you need Odoo Studio to create Automated Actions. They are available either in:
- Enterprise edition (with Custom plan, which includes Odoo Studio)
- Community edition
(but this could be confusing for AI to understand)
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