Add a category/tag ?

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 :

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

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

Hello,

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

V17.0.2

thanks
Albi

Dolibarr 19.0.0 and 19.0.1 was released here in 2024.

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

@AvonKury look at the reply from @eapcorreo

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

@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?

Hi Jon,

it is disturbing because when i download my customized sales report the tags are not consistent showing up in the same order, or sometimes only one tag is shown only.

regards
Albi

I can see why the disorder would be annoying. I don’t know how to help though.

How did you customize your sales reports?

Hi Jon,

i found a freelancer who made this customized report for me. But cant contact him anymore.

regards
Albi

Do you have contractual ownership of the changes he made for you?

Just a general hint: Any work derived from Dolibarr (i.e. all changes and also all additional external modules) are automatically licensed under the GPL v3 - this is mandated by the license of Dolibarr. Therefore, you are free to do with it what you like, as long as you keep it as open source.

That is the nice thing about open source under GPL v3: You are free to build upon the code you have, even if you cannot contact the original developer any more.

Disclaimer: This is no official legal advice.

Joachim

its a complete new module, of course i pad him for that.