[crm] Handling loops in sales pipeline using stages

Asked by Daniel Watkins (credativ)


Our client has a sales pipeline that looks something like this:
  New -> Write Quote -> Check Quote -> Send Quote -> Won

However, when in the Send Quote stage, the customer may require a fresh quote. The pipeline then moves back to "Write Quote" and proceeds from there. This can happen many times (so unrolling the loop by just creating identically named stages won't work).

I'd appreciate advice on how to go about dealing with this situation.

Kind regards,


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Naresh(OpenERP) (nch-openerp) said :

Hello Daniel,

May be you can have a method on a button(fresh quote) which is visible only in the state 'send quote' if the user need a freash quote he/she will execute the button. Now the method should have code to create entire new quote.


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David Mitchell (www.novapointgroup.com) (david-novapointgroup.com) said :

I suggest you add the concept of revision.
This of course destroys the earlier version of a quote because it would overwrite the record.

Add quotation "revision" e.g. 1.1, 1.2, etc

Maybe show a table that tracks the history of the quotation.
So when a quotation is revamped you can track the "history" on the document.

version 1.2 10/12/2010 time Write Quote
version 1.1 09/12/2010 time Check Quote
version 1.1 09/12/2010 time Write Quote
version 1.1 08/12/2010 time New

Every time the stage changes it writes out the version, so you can see how many "Quote revisions" you have.

Can you help with this problem?

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