US Sales Order States Extender

Extend the standard Sale Order status with practical stages commonly used in US B2B sales processes. No complex workflows, no extra buttons, no heavy custom logic — just clean, lightweight status additions that integrate perfectly with existing reports and views.

Added Status Stages

• Proposal Sent – Quotation sent to customer
• Verbal Approval – Customer gave verbal go-ahead
• Contract Negotiation – Terms and pricing under discussion
• Lost – Competitor Price – Lost due to better competitor pricing
• Lost – Competitor Feature – Lost due to missing features
• On Hold – Credit Check – Waiting for credit approval
• On Hold – Legal Review – Pending legal / compliance review

Key Features

• Click directly on the statusbar to change state (no extra buttons required)
• New states appear automatically in all standard views and reports:
  • Sales Analysis (pivot, graph, list)
  • Excel / Spreadsheet exports
  • Kanban cards and filters
  • PDF prints (Quotation / Sales Order)
• Tracking enabled → changes are logged in chatter
• Zero cron jobs, zero computed fields, zero dependencies beyond sale
• Designed specifically for real-world US sales teams
• No background jobs, no extra computations – pure and lightweight extension
• Built on standard Odoo mechanisms – fully compatible with Odoo 19
• Tailored for typical US B2B sales processes

Screenshots

Statusbar with new US-specific stages - Form

Statusbar with new US-specific stages - List