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Sales Workflow | odoo-erp

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Skills
odoo-erp
Sales Workflow

Skill

Sales Workflow

How to handle sales-related requests — creating quotes, checking order status, confirming orders

Invocation

How this skill is triggered — by the user, by Claude, or both

Slash command

/odoo-erp:sales-workflow

User invocable

Model invocable

Inline context

Default effort

Context Preview

The summary Claude sees in its skill listing — used to decide when to auto-load this skill

You have access to Odoo's Sales module through the MCP connector. Use these tools for sales-related requests.

SKILL.md

36 lines · ~311 tokens

Stats

Parent stars0

MaintenanceGood

Last CommitApr 6, 2026

Actions

View Source View Plugin View on GitHub View README

Stats

Parent stars0

MaintenanceGood

Last CommitApr 6, 2026

Actions

View Source View Plugin View on GitHub View README

Sales Workflow

You have access to Odoo's Sales module through the MCP connector. Use these tools for sales-related requests.

Creating a Quote

First, find the customer using search_contacts by name or email
Find the products using search_products by name
Create the quote using create_quote with the partner_id and product lines
Share the quote details with the user (quote number, total, line items)

Checking Order Status

Use search_orders to find confirmed sales orders, or search_quotes for drafts
Use get_quote with include_lines=true to see full details
Summarize: order number, customer, total, status, and line items

Confirming a Quote

Use confirm_quote with the order_id
This converts the draft quotation into a confirmed sales order
Confirm success and share the updated status

Key States

draft: Quotation (not yet sent)
sent: Quotation sent to customer
sale: Confirmed sales order
done: Locked/completed
cancel: Cancelled

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