Sales Stage (SAP Business One)

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the Sales stage describes a single phase in the course of a opportunity — so the Opportunity a potential order, from initial contact to closing. Each stage has a name, a completion percentage, and optionally a standard duration, and together with the other stages, they form the company's sales pipeline.

Context

Sales stages are configured in the definition (Administration → Definition → sales Sales Stages); typical stages are approximately First contact (10%), Needs analysis (25%), Offer submitted (50%), Negotiation (75%), Order (100%). In the Opportunity, the stages on the tab Steps registered: With Next level is the pipeline being driven forward, Duplicate last step resp. Delete last step are available for post-processing. Documents such as quotes or customer orders can be directly linked to a stage by document type and document number to underpin the pipeline with real documents; is View GP receipts marked, only evidence of the current business partner is available for selection. The percentage value of the last achieved level appears in the opportunity header as Completion % and is the basis for weighted forecasts: expected revenue × close probability.

Demarcation

The sales stage is not identical to the Status an opportunity (Open, Won, Lost) — the stage describes the Where in the process, the status of Final result. It is also not to be equated with the delivery status in the sales process (Open, Partially Delivered, Closed), which refers to individual documents. While the sales stage is part of the CRM module, the Sales process The logistical-accounting chain: Quote → Order → Delivery → Invoice.