{"id":19314,"date":"2026-06-25T11:01:33","date_gmt":"2026-06-25T11:01:33","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=19314"},"modified":"2026-08-21T05:19:36","modified_gmt":"2026-08-21T05:19:36","slug":"how-to-configure-sales-stage-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-sales-stage-in-idempiere\/","title":{"rendered":"How to Configure Sales Stage in iDempiere"},"content":{"rendered":"\n

Sales Stage is a master configuration in iDempiere used to define the progress of a sales opportunity through the buying journey, from initial contact to closure.<\/p>\n\n\n\n

Sales Stages help sales teams track where a customer stands when considering a bulk purchase, and estimate the likelihood of converting the opportunity. The Probability assigned to each stage drives Weighted Amount calculations on the Opportunity, directly impacting pipeline reporting and sales forecasting.<\/p>\n\n\n\n

Process Flow<\/strong><\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Every Sales Opportunity must be assigned a Sales Stage.<\/li>\n\n\n\n
  • Search Key and Name are mandatory for each Sales Stage record.<\/li>\n\n\n\n
  • Only Active Sales Stage records are available for Opportunity selection.<\/li>\n\n\n\n
  • Probability is mandatory and must be entered as a percentage value.<\/li>\n\n\n\n
  • Probability drives Weighted Amount calculation on the Opportunity.<\/li>\n\n\n\n
  • Closed Status flag must be enabled for terminal stages such as Closed Won and Closed Lost.<\/li>\n\n\n\n
  • Won flag must be enabled on the Closed Won stage to mark successful conversions.<\/li>\n\n\n\n
  • Deactivating a Sales Stage prevents future selection without affecting existing opportunities.<\/li>\n<\/ul>\n\n\n\n

    Prerequisites<\/strong><\/h2>\n\n\n\n
      \n
    • Tenant configured.<\/li>\n\n\n\n
    • Organization available.<\/li>\n\n\n\n
    • User access to Sales Management setup windows.<\/li>\n<\/ul>\n\n\n\n

      Configuration Steps<\/strong><\/h2>\n\n\n\n

      Step 1: Create the Sales Stage Record<\/strong><\/h3>\n\n\n\n

      Each stage in the sales cycle requires a dedicated record with a probability value that reflects the expected likelihood of closure at that point.<\/p>\n\n\n\n

        \n
      • Open the Sales Stage window and click New Record.<\/li>\n\n\n\n
      • Enter Organization, Search Key, Name, Description, and Probability. Set Closed Status and Won only for terminal stages, then save.<\/li>\n<\/ul>\n\n\n\n
        Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
        Organization<\/td>*<\/td>Yes<\/td>Tenant-level record shared across all organizations<\/td><\/tr>
        Search Key<\/td>PROSP<\/td>Yes<\/td>Unique identifier for the Sales Stage<\/td><\/tr>
        Name<\/td>Prospecting<\/td>Yes<\/td>Display name shown on the Opportunity<\/td><\/tr>
        Description<\/td>Potential customer identified and initial engagement initiated.<\/td>No<\/td>Purpose and definition of the stage<\/td><\/tr>
        Probability<\/td>10.00<\/td>Yes<\/td>Percentage likelihood of closing at this stage<\/td><\/tr>
        Closed Status<\/td>Unchecked<\/td>No<\/td>Enable only for Closed Won and Closed Lost<\/td><\/tr>
        Won<\/td>Unchecked<\/td>No<\/td>Enable only on the Closed Won stage<\/td><\/tr>
        Active<\/td>Checked<\/td>Yes<\/td>Makes the stage available for Opportunity selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        Step 2: Configure the Full Sales Stage Pipeline<\/strong><\/h3>\n\n\n\n

        All stages in the sales cycle must be created so opportunities can be tracked from initial contact through to final closure.<\/p>\n\n\n\n

          \n
        • Create one record per stage.<\/li>\n\n\n\n
        • Set Closed Status to checked for the two terminal stages. Enable Won only on the Closed Won stage.<\/li>\n<\/ul>\n\n\n\n
          Search Key<\/strong><\/td>Name<\/strong><\/td>Probability<\/strong><\/td>Closed Status<\/strong><\/td>Won<\/strong><\/td><\/tr><\/thead>
          PROSP<\/td>Prospecting<\/td>10.00<\/td>Unchecked<\/td>Unchecked<\/td><\/tr>
          QUAL<\/td>Qualification<\/td>20.00<\/td>Unchecked<\/td>Unchecked<\/td><\/tr>
          PROP<\/td>Proposal Submitted<\/td>50.00<\/td>Unchecked<\/td>Unchecked<\/td><\/tr>
          NEGOT<\/td>Negotiation<\/td>80.00<\/td>Unchecked<\/td>Unchecked<\/td><\/tr>
          WON<\/td>Closed Won<\/td>100.00<\/td>Checked<\/td>Checked<\/td><\/tr>
          LOST<\/td>Closed Lost<\/td>0.00<\/td>Checked<\/td>Unchecked<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          Step 3: Assign Sales Stage to an Opportunity<\/strong><\/h3>\n\n\n\n

          Assigning the correct Sales Stage on each Opportunity allows the sales team to track pipeline position and calculate forecast values.<\/p>\n\n\n\n

            \n
          • Open the Opportunity window and create or edit a record.<\/li>\n\n\n\n
          • Select the appropriate Sales Stage from the configured list. iDempiere derives the Probability and updates the Weighted Amount automatically.<\/li>\n<\/ul>\n\n\n\n
            Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
            Sales Stage<\/td>Qualification<\/td>Yes<\/td>Current stage of the sales opportunity<\/td><\/tr>
            Probability<\/td>20.00<\/td>Auto<\/td>Derived from the selected Sales Stage<\/td><\/tr>
            Opportunity Amount<\/td>As entered<\/td>Yes<\/td>Expected deal value for the opportunity<\/td><\/tr>
            Weighted Amount<\/td>Auto<\/td>Auto<\/td>Opportunity Amount multiplied by Probability<\/td><\/tr>
            Expected Close Date<\/td>As entered<\/td>Yes<\/td>Target date for opportunity closure<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            Step 4: Progress and Close the Opportunity<\/strong><\/h3>\n\n\n\n

            Sales Stages must be updated as the opportunity moves through the pipeline to keep forecasts accurate and pipeline reports current.<\/p>\n\n\n\n

              \n
            • Open the Opportunity record and update the Sales Stage field as the customer progresses.<\/li>\n\n\n\n
            • Move to Closed Won when the order is confirmed, or Closed Lost when the opportunity is not converted.<\/li>\n<\/ul>\n\n\n\n
              Sales Stage<\/strong><\/td>When to Use<\/strong><\/td>Probability<\/strong><\/td><\/tr><\/thead>
              Prospecting<\/td>Customer identified; initial contact made<\/td>10%<\/td><\/tr>
              Qualification<\/td>Requirements confirmed; budget and intent assessed<\/td>20%<\/td><\/tr>
              Proposal Submitted<\/td>Commercial quotation shared with the customer<\/td>50%<\/td><\/tr>
              Negotiation<\/td>Pricing and terms under active discussion<\/td>80%<\/td><\/tr>
              Closed Won<\/td>Customer accepted and confirmed the order<\/td>100%<\/td><\/tr>
              Closed Lost<\/td>Opportunity not converted into a sale<\/td>0%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

              Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
              Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
              Sales Stage not visible on Opportunity<\/td>Record is inactive<\/td>Enable the Active flag on the Sales Stage record.<\/td><\/tr>
              Weighted Amount not calculated correctly<\/td>Incorrect Probability value<\/td>Verify the Probability field on the Sales Stage record.<\/td><\/tr>
              Closed Won not marking opportunity as converted<\/td>Won flag not enabled<\/td>Enable the Won checkbox on the Closed Won stage record.<\/td><\/tr>
              Pipeline report showing wrong stage<\/td>Opportunity stage not updated after customer interaction<\/td>Update the Sales Stage field on the Opportunity after each customer event.<\/td><\/tr>
              Duplicate Search Key error<\/td>Search Key already exists in the tenant<\/td>Use a unique Search Key for each Sales Stage.<\/td><\/tr>
              Closed Lost stage affecting weighted pipeline total<\/td>Probability not set to 0 for Closed Lost<\/td>Set Probability to 0.00 on the Closed Lost stage record.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

              Next Steps<\/strong><\/h2>\n\n\n\n
                \n
              • Create a Lead and convert it to an Opportunity.<\/li>\n\n\n\n
              • Assign the appropriate Sales Stage at the time of Opportunity creation.<\/li>\n\n\n\n
              • Update the Sales Stage after each customer interaction.<\/li>\n\n\n\n
              • Use Opportunity reports to review pipeline status by stage.<\/li>\n\n\n\n
              • Close opportunities promptly to keep pipeline forecasts accurate.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                Sales Stage is a master configuration in iDempiere used to define the progress of a sales opportunity through the buying […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-19314","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19314","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19314"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19314\/revisions"}],"predecessor-version":[{"id":28209,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19314\/revisions\/28209"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19314"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19314"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19314"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}