Sales Order Stages
Manage Stages on Sales Order
Sales Order Stages
Bring complete stage-based visibility to your sales process. Define custom intermediate steps and track every order through a structured, visual pipeline.
App Overview
Introduction
Sales Order Stages is a powerful Odoo module designed to bring complete visibility and control to your sales management. In standard Odoo, orders move between limited statuses Draft, Sale, Locked, and Cancelled. This module bridges that gap by introducing a fully customizable stage pipeline, enabling sales teams to define and track every phase of a sales order from initial creation to final fulfillment.
Purpose
The primary purpose of this module is to eliminate the opacity of traditional sales order states. By allowing managers to create custom stages like "Internal Review", "Awaiting Stock", or "Customer Approval", it creates a structured operational workflow that reduces missed follow-ups, ensures accountability, and provides real-time pipeline health analytics.
Business Use Cases
Manufacturing & B2B
Manage lengthy, multi-step sales cycles with stages like "Quotation Sent", "Sample Approved", and "Order Confirmed" for total deal visibility.
Retail & Distribution
Acts as an operational command center with stages like "Stock Verified", "Packed", and "Out for Delivery" to streamline high-volume fulfillment.
Service-Based Scoping
Implement internal approval workflows with stages like "Requirement Gathering", "Internal Review", and "Agreement Signed".
Key Features
Custom Sales Stages
Create and name unlimited stages tailored specifically to your unique business workflow requirements.
Stage Progress Bar
Each individual sales order features an inline visual bar showing its current position in the pipeline.
Enhanced List View
A dedicated stage column in the sales list view allows for rapid filtering, sorting, and multi-record tracking.
Analytical Grouping
Group your orders by stage to provide managers with a structured overview of workload distribution.
Native Integration
Integrates directly into standard Odoo Sales module without overriding core system logic or data fields.
Configuration & Workflow
Stage Configuration List
Easily manage, sequence, and color-code all your custom sales stages from a centralized list view under Sales configuration.
Order List with Stage Visibility
The standard Sales Order list is enhanced with a visible Stage column, enabling instant scanning of your current pipeline.
Visual Progress Tracking
Inside each Sales Order, an interactive progress bar allows you to move records between stages with a single click.
Analytical Stage Grouping
Empower managers to assess pipeline health by grouping and filtering orders by their current stage directly in the list view.
Stage in Sales Report
Maximize your analytical depth by tracking and filtering stages directly within the Odoo Sales Analysis reports.
Frequently Asked Questions
Technical Details
Dependencies
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
License
OPL-1
Need Assistance?
Email Support
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