Turn purchase orders into a visible pipeline your team can trust.

Cerevantix Purchase Order Stages adds configurable lifecycle stages, a drag-and-drop kanban pipeline, automatic transitions, and a full audit trail on top of native Odoo purchase orders — so nothing stalls silently again.

The problem

Native Odoo purchase orders only track RFQ, Purchase Order, Done, and Cancelled — four coarse states that hide the real internal workflow: budget approval, vendor negotiation, management sign-off, and waiting on goods. Buyers, managers, and approvers lose track of where an order actually sits and who owns the next step, and fall back on spreadsheets, tags, and free-text notes to compensate.

The solution

Purchase Order Stages adds a configurable lifecycle layer on top of native purchase orders: business users define their own stages, orders move through a visual kanban pipeline automatically or by hand, every change is logged in the chatter, and role-based permissions keep approvals under control — all without touching core purchase logic.

Capabilities

Everything procurement needs to manage the pipeline

Every capability below is implemented in the module.

01

Visual Pipeline Kanban

See every purchase order grouped into draggable stage columns at a glance, with empty stages shown so the full pipeline is always visible.

02

Business-User Stage Configuration

Create, name, color, and reorder stages from a simple configuration screen under Purchase Configuration — no database or technical setup required.

03

Stage on Every Purchase Order

A clickable stage statusbar appears on every order's form, alongside a stage column and a Group By Stage filter in the list view.

04

Automatic Stage Transitions

Link a stage to a native purchase status — RFQ, RFQ Sent, To Approve, Purchase Order, or Cancelled — and orders advance into it automatically as they move through the process.

05

Manual Override and Role-Based Permissions

Move any order into any stage by hand when the real world does not follow the plan, while restricting which stages each user group is allowed to set.

06

Allowed-Status Validation

Restrict a stage to specific native statuses so an order can never sit in a stage that contradicts its actual purchase status.

07

Import-Safe Transition Suppression

Automatic stage transitions are suppressed during data import and migration, so bulk-loaded orders keep exactly the stage you assign them.

08

Full Audit Trail in the Chatter

Every stage change is tracked with who moved the order and when, giving approvers a defensible history for every purchase.

09

Email Notifications and Stage Analytics

Send a configurable email the moment an order enters a stage, and review order count and value per stage with built-in pivot and graph reports.

Workflow

How it works

1

Define Your Stages

Create the stages your procurement process actually uses, in order, from Purchase, Configuration, Order Stages.

2

Set the Default and Triggers

Mark one stage as the default for new orders, and link others to native statuses so they advance on their own.

3

Track the Pipeline

Watch orders move across the kanban pipeline, or filter and group by stage in the standard list view.

4

Review and Audit

Check the chatter for a full history of every stage change, and use the built-in pivot and graph reports to spot bottlenecks.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Stages are added as an extra operational layer on top of the native RFQ, Purchase Order, Done, and Cancelled states, so nothing about core purchase behavior changes.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Purchase Order Stages

Configurable lifecycle stages on every purchase order with a kanban pipeline, automatic transitions, allowed-status validation, role-based manual overrides and stage analytics — every move logged in the chatter.

Buy on Odoo App Store