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Stages vs. states in OpenERP 7.0.

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Straight-forward, clean and structured describe best the kanban interface in OpenERP 7.0. As we are keen on helping users improve their OpenERP experience we think that one way we can help is by helping them save time inputing information or searching for it. So, one of the issues we have noticed in 6.1., is that for the list of opportunitites, tasks, requirement pipeline, etc. you had to jugle between states (open, pending and close) and stages (Preposition, Negociation, Proposition, etc.) to determine their status. This is why we have cleaned the interface allowing you to get immediate access to these items with no distractions. 

So, now in 7.0. you manage your tasks, opportunities, etc. only with stages, which makes it less confussing. Let's take the example of Opportunities where you can now pick between different stages in the kanban view: New, Qualification, Proposition, Negotiation, Won or Lost. This will help you understand and visualize better the status of your opportunitites and decide what to tackle first. 

As opposed to 6.1., when you access Opportunities in 7.0. there are no extra buttons or unnecesary tabs.

You can also add your own stage, in addition to the already existing ones. If you decide to add a stage, you will have to configure it with some basic information. In case you are really keen on states, we kept the state concept through the stage in order to associate your stage to a state (new, open, pending, close). You can do this by accessing the stage configuration form.

There is no longer a state button or a status bar in the opportunity form. The stages are now conveniently placed on the top right hand of each of opportunity. In this way, you can easily change the status of the opportunity in just one click.  

Same thing goes for tasks and the other items, once you open an item form you will be able to see the stages on the top right hand of the form.

Managing the opportunitites, tasks and applications is consistent depending on whether you are working with a view kanban or form view. So, it's up to you how you want to handle them starting with 7.0.

Date : 28th August, 2012