Deltatech Sale Order Stage
by Terrabit https://www.terrabit.ro , Dorin Hongu https://www.terrabit.ro
Odoo
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 684 |
| Technical Name |
deltatech_sale_stage |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
| Versions | 16.0 17.0 18.0 19.0 |
Deltatech Sale Order Stage
This module helps your sales team stay on top of every order by introducing a customizable phase system for sale orders.
Instead of relying only on Odoo’s standard statuses (Draft, Confirmed, Done), your team can define their own internal phases — such as Confirmed, Prepared, Shipped, Delivered — and track exactly where each order stands in your fulfillment process.
Key Business Benefits
- Full visibility for back-office teams: Each sale order displays its current phase as a colored badge, making it easy to spot orders that need attention at a glance.
- Flexible phase configuration: Define as many phases as your business needs. Assign each phase a name, a color, and a sequence. Phases are managed from Sales → Configuration → Sale Order Phases.
- Automatic phase progression: Phases advance automatically as the
order moves through the standard Odoo workflow:
- When a quotation is sent to the customer → order moves to the Sent phase
- When an order is confirmed → order moves to the Confirmed phase
- When an order is invoiced → order moves to the Invoiced phase
- When an order is cancelled → order moves to the Cancelled phase
- Delivery-driven phase updates: When a shipment is validated or its delivery status changes (e.g., picked up by courier, delivered to customer, refused), the linked sale order phase is updated automatically — no manual intervention needed.
- Trigger automated actions: Each phase can have an optional server action attached. When an order enters that phase, the action runs automatically — useful for sending notifications, updating records, or triggering integrations.
- Enforce order workflow: If a phase marked as Confirmed is manually set on a draft order, the order is automatically confirmed. If a phase marked as Cancelled is set, the order is cancelled — keeping your data consistent.
- Search and group by phase: Filter and group sale orders by phase directly from the list view, making it easy to manage workload and prioritize tasks.
How It Works with Deliveries
Each warehouse operation type (e.g., delivery orders) can have a default phase assigned. When a delivery of that type is validated, the linked sale order automatically advances to that phase. Additionally, real-time courier status updates (via deltatech_delivery_status) trigger further phase changes:
- Parcel picked up / in transit → Shipped
- AWB generated → Pre-advice
- Delivered to customer → Delivered
- Refused by customer → Refused
Table of contents
Usage
Setting Up Phases
- Go to Sales → Configuration → Sale Order Phases.
- Click New to create a phase.
- Fill in:
- Name: e.g., Confirmed, Prepared, Shipped, Delivered
- Sequence: controls the order in which phases progress (lower = earlier)
- Color: choose a color to visually distinguish the phase in list views
- Flags: check the appropriate flag(s) that describe this phase (e.g., Confirmed, Shipped, Delivered, Cancelled)
- Server Action (optional): select an action to run automatically when an order enters this phase
- Save. Repeat for each phase in your fulfillment process.
Assigning a Phase to a Delivery Operation Type
To automatically advance the sale order phase when a delivery is validated:
- Go to Inventory → Configuration → Operations Types.
- Open the relevant operation type (e.g., Delivery Orders).
- In the Phase field, select the phase that should be applied when a delivery of this type is completed.
- Save.
From now on, when a delivery of that type is validated, the linked sale order will automatically move to the selected phase.
Viewing and Changing the Phase on a Sale Order
- The current phase is displayed as a colored badge on each sale order in the list view and on the order form.
- To change the phase manually, open the sale order form and update the Phase field.
- Changing the phase to one marked as Confirmed will automatically confirm a draft order.
- Changing the phase to one marked as Cancelled will automatically cancel the order.
Filtering and Grouping by Phase
In the sale orders list view:
- Use the Search bar → Phase to filter orders by a specific phase.
- Use Group By → Phase to organize orders by their current phase.
Automatic Phase Transitions
The following events trigger automatic phase changes (no manual action required):
| Event | Phase applied |
|---|---|
| Quotation sent to customer | Phase flagged as Send Email |
| Order confirmed | Phase flagged as Confirmed |
| Order invoiced | Phase flagged as Invoiced |
| Order cancelled | Phase flagged as Cancelled |
| Delivery validated (by operation type) | Phase assigned on the operation type |
| Courier picks up parcel / in transit | Phase flagged as Shipped |
| AWB generated | Phase flagged as Pre-advice |
| Parcel delivered to customer | Phase flagged as Delivered |
| Parcel refused by customer | Phase flagged as Refused |
Bug Tracker
Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Terrabit
- Dorin Hongu
Maintainers
Current maintainer:
This module is part of the dhongu/deltatech project on GitHub.
You are welcome to contribute.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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