Add a category/tag ?

Using my Dolibarr
1

Hu.

I’m quit new to Dolibarr and can’t find out how to add categories into the system.

I have enabled the Tags/Categories module but the only option there is
“Link with parent tag/category automatically”, se attached image.

For example when adding a new vendor I would like to select a “Suppliers tags/categories” but it only shows an empty dropdown, where do I enter my categories?
I’ve been searching user guide and googled info but can’t find how to do it.

Pièces jointes :

2

Hi,
I understand you need assign category to Client/Provider, it is a Third Party.
1 - Enable Categories module
2 - Click top menu, Third Party
3 - search in Left Menu, Category entry, there is one for Clients, and one for Providers.
4 - click in Left Menu Categories
5 - Top right you have + to add new Categorie

Then, you Modify a Third Party, and add categorie to client/provider

Hope it helps.
Regards
Eduardo.

2 Likes
3

Thanks, finally I found it, I’ve been searching for it in the Setup. :happy:

4

Hello,

im just looking for this as well, however please check my screenshot. i dont have any options there.

V17.0.2

thanks
Albi

5

1
11716×257 7.67 KB

6

Dolibarr 19.0.0 and 19.0.1 was released here in 2024.

7

thanks for replying. i have a V 19 test version but its still empty there.

Screenshot 2024-04-18 at 6.10.37 PM
Screenshot 2024-04-18 at 6.10.37 PM2676×914 194 KB

8

@AvonKury look at the reply from @eapcorreo

9

Hello,

i might have miss understood it. I was looking to have an option to tag an item to two different categories. As i do it right now i have problems when i download my sales report because both tags are shown in one cell.

1

10

@AvonKury how else would you show it than 2 tags in one cell? It does not look disturbing to me on your picture, is that from the sales report?