Illustrative previewBuild-to-order Odoo module: shareable referral codes with automatic wallet,
coupon or points rewards for referrer and referee.
What is Referral 'Refer & Earn' Program?
Build-to-order Odoo module: shareable referral codes with automatic wallet, coupon or points rewards for referrer and referee. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your Odoo.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- Odoo Compatibility
- Odoo 17, Odoo 18, Odoo 19
- Editions
- Enterprise & Community
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- PostgreSQL 12+
About this Product
Turn your happiest customers into a repeatable acquisition channel — inside the Odoo system you already run. This is a build-to-order referral engine that ECOSIRE designs, develops, installs and supports specifically for your business; it is not an instant apps.odoo.com download. After purchase we scope your reward rules, build the module against your Odoo 17, 18 or 19 database (Community or Enterprise), and hand you a clean, maintainable app in one working week.
Every customer gets a unique referral code minted on a dedicated referral.code model, exposed through their portal account and the website via QWeb templates. When a friend redeems that code and completes a qualifying purchase, the module fires an Odoo automated action / server action that credits rewards to both sides — a wallet balance, an auto-generated loyalty.card/coupon, or points — with the full attribution chain recorded on sale.order and a referral.reward ledger.
Because it is native Odoo, the whole program lives where your data already is. Reward logic is expressed as ORM computed fields (@api.depends) so wallet balances and reward eligibility recompute automatically. Access is locked down with ir.model.access.csv plus record rules so customers only ever see their own referrals, while your marketing team gets a back-office dashboard, a leaderboard, and configurable rules from a Settings screen — no code required to tune reward amounts, minimum order value, expiry windows, or per-customer caps.
ECOSIRE grounds the build in real Odoo engineering: a proper __manifest__.py with pinned dependencies (base, sale, portal, website_sale, and loyalty/gift_card where relevant), models under models/, XML + OWL views, QWeb PDF/email reports for reward statements, and JSON-RPC/XML-RPC endpoints so your storefront, mobile app, or marketing automation can read balances and register referrals. You own the code outright, it upgrades cleanly, and we back it with a post-launch support window.
What you get
- Complete, production-ready Odoo module source code (models, views, security, data files) with a documented __manifest__.py, delivered in a Git repository you own outright
- Installation and configuration on your target Odoo 17/18/19 database (staging first, then production), including dependency wiring and initial reward-rule setup
- Data model and security layer: referral.code, referral.reward and wallet models with ir.model.access.csv and record rules scoped to portal customers
- Configured reward rules and campaign settings tailored to your scoping call (reward amounts, qualifying conditions, caps, expiry)
- Branded portal and website referral UI plus QWeb email/PDF templates matched to your theme
- Admin and end-user documentation, including a runbook for creating campaigns and reading the leaderboard
- A live training/handover session for your marketing and support teams (recorded on request)
- Post-launch support and bug-fix window (two weeks) with clear terms for updates and Odoo version compatibility
Who this is for
eCommerce growth marketer
Runs an Odoo website_sale storefront and wants a self-serve referral loop that turns existing buyers into new-customer acquisition without paying per-click ad costs — with a leaderboard and rule controls they can tune themselves.
Subscription / recurring-revenue operator
Sells plans or memberships and needs referrals that only pay out on a qualified, retained purchase, with wallet credit that flows straight into the next invoice — all attributed cleanly inside Odoo.
Odoo administrator / operations lead
Owns the Odoo instance and cares about a clean, upgrade-safe module: proper manifest, ORM computed fields, record-rule security, and an API so the referral data isn't trapped in a black-box third-party app.
How Referral 'Refer & Earn' Program Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Time to a working referral program | one working week build-to-order, tested on staging then deployed | Months of in-house dev, testing and iteration | Instant install, but generic and often unmaintained | Not available out of the box — no true referral loop |
| Dual-sided rewards (referrer + referee) | Fully configurable per side: credit, coupon, or points | Possible but you design and build it all yourself | Partial — often single-sided or fixed reward types | Not included |
| Reward rules (caps, expiry, min-order, cooldown) | No-code Settings screen tuned to your campaigns | Whatever you find time to build | Limited to the app author's fixed options | Not included |
| Native Odoo integration (ORM, record rules, wallet, loyalty) | Deep — models, @api.depends computes, ir.model.access.csv, loyalty.card | Depends entirely on your team's Odoo expertise | Varies; many bolt on shallow or bypass core models | Data lives in Odoo but no referral logic exists |
| API access (XML-RPC / JSON-RPC) for external storefronts | Included endpoints to register referrals and read balances | Only if you build and document it | Rarely exposed or documented | Generic ORM RPC exists, but nothing referral-specific |
| Code ownership and upgrade path | You own the source; clean upgrades across Odoo 17/18/19 | You own it, at full build cost and risk | Vendor-controlled; upgrades depend on the author | n/a — nothing to own |
| Support and post-launch fixes | Included support window + optional migration retainer | You maintain it forever | Best-effort marketplace support, often slow | Odoo support doesn't cover a feature that doesn't exist |
Frequently Asked Questions about Referral 'Refer & Earn' Program
How long until the referral program is live — is this an instant download?
No, this is a build-to-order module, not an instant apps.odoo.com download. After purchase we run a short scoping call to confirm your reward rules and Odoo version, then build, test on staging, and deploy to production — typically within one working week depending on customization depth. You'll see a working build on staging before it touches your live database.
What support and updates do I get after launch?
Every build includes a post-launch support window (two weeks) covering bug fixes and adjustments to the delivered scope. Because you receive the full source code in a repo you own, the module upgrades cleanly across Odoo point releases; we also offer optional ongoing support and version-migration retainers for Odoo 17→18→19 upgrades.
Does it work with my Odoo version and edition?
Yes — we build against Odoo 17, 18 or 19, on either Community or Enterprise. The reward mechanism is matched to what your edition ships: wallet credit and portal referral logic work everywhere, while coupon/gift-card rewards use Odoo's loyalty modules where available. We confirm the exact dependency set in your __manifest__.py during scoping.
How are rewards actually paid out and protected from abuse?
Rewards fire only when a referred sale.order reaches a qualifying state you define (for example paid or delivered), enforced by an Odoo automated/server action rather than at signup. Built-in guards block self-referrals, cap rewards per referrer, and apply cooldown and expiry windows — all configurable from a Settings screen so you protect margin while staying flexible.
Can I connect the referral data to my storefront or other tools?
Yes. The module exposes XML-RPC/JSON-RPC endpoints to register referrals and read wallet balances, so a headless storefront, mobile app, or marketing-automation platform can plug in. Every referral and reward is also queryable through standard Odoo list/pivot/graph views and stored on dedicated models, so nothing is locked away.
Can we run different reward types and campaigns over time?
Absolutely. Reward type (wallet credit, coupon, or points) and all rule parameters — minimum order value, first-order-only, per-customer caps, cooldowns, and expiry — are configured, not hard-coded. Your marketing team can adjust amounts and conditions from the back office without a developer, and we can extend the rule engine further as part of scope.
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Referral 'Refer & Earn' Program
Build-to-order Odoo module: shareable referral codes with automatic wallet, coupon or points rewards for referrer and referee.
- Unique, collision-safe referral code per customer, generated on a dedicated referral.code model and surfaced in the customer portal and website account page
- Dual-sided rewards: independently configurable payouts for the referrer and the referee (credit, coupon, or points) so you can run 'give X, get Y' campaigns
- Wallet credit engine — a per-partner balance that increments automatically via an Odoo automated action when the referred sale.order reaches a qualifying state (paid/delivered/confirmed)
- Native coupon rewards issued through Odoo's loyalty.card / gift-card mechanics, redeemable at website and POS checkout with real discount enforcement