Working with Odoo 11 - Third Edition

Modifying the stages of the sale

We have seen that Odoo provides a default set of sales stages. Many times, however, you will want to customize the stages to best deliver an outstanding customer experience. Moving an opportunity through stages should trigger actions that create a relationship with the customer and demonstrate your understanding of their needs. A customer in the qualification stage of a sale will have much different needs and much different expectations than a customer that is in the negotiation phase.

For our case study, there are sometimes printing jobs that are technically complex to accomplish. With different jerseys for a variety of teams, the final details need to go through a final technical review and approval process ...