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- Product Margin on Sales & Invoices
Vista previa ilustrativaA build-to-order Odoo module that surfaces product cost,
margin amount and margin percentage directly on sale order and invoice lines, plus document totals, so your team sees profitability before a quote goes out. ECOSIRE scopes, builds, installs and supports it for Odoo 17.0, 18.0 and 19.0.
¿Qué es Product Margin on Sales & Invoices?
A build-to-order Odoo module that surfaces product cost, margin amount and margin percentage directly on sale order and invoice lines, plus document totals, so your team sees profitability before a quote goes out. ECOSIRE scopes, builds, installs and supports it for Odoo 17.0, 18.0 and 19.0. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Características clave
Hecho a medida, listo para ti
Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.
- 1
Haces el pedido
Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.
- 2
Creamos e instalamos
ECOSIRE la crea, la configura y la instala en tu Odoo.
- 3
En marcha + soporte
Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.
Especificaciones técnicas
- Compatibilidad con Odoo
- Odoo 17, Odoo 18, Odoo 19
- Ediciones
- Enterprise y Community
- Licencia
- La licencia requiere confirmación
- Requisito de Python
- Python 3.10+
- Base de datos
- PostgreSQL 12+
Sobre este producto
Sales teams routinely send quotations without knowing what each line actually earns. Odoo stores a standard_price (cost) on every product, and reps can discount at will on the sale.order.line, but the native quotation and customer invoice views never place cost, margin amount and margin percentage next to the price where a rep is making the call. The Enterprise "Margins" feature exists but is limited to sale orders, is version- and edition-gated, and does not extend cleanly onto account.move invoice lines or into QWeb reports and pivot analysis. The result is margin leakage discovered only at month-end, when accounting reconciles actual profit against what was sold.
This is a build-to-order module — ECOSIRE designs, builds and installs it for your database; it is not an existing apps.odoo.com download you install yourself. We add stored computed fields for purchase_price (unit cost), margin (amount) and margin_percent to both sale.order.line and account.move.line, with @api.depends-driven compute methods that recalc when quantity, unit price, discount or the sourced cost changes. Cost is resolved with a configurable strategy — product standard_price, the cost frozen at order confirmation, or a landed/replacement cost field you nominate — so historical documents keep the cost that was true at the time. Document-level margin_total and margin_percent roll up onto sale.order and account.move, giving a header figure that mirrors the line detail.
On the interface side we extend the order and invoice line views (XML/OWL) to show the three margin columns inline, with optional colour-banded thresholds so a rep sees at a glance when a discount pushes a line below your floor. Fields are exposed to the studio-style group-by and pivot so managers can analyse margin by salesperson, customer, product category or period without exporting to a spreadsheet. Optional QWeb additions can print internal margin figures on the internal-copy sale order (never the customer PDF), and an optional ir.actions.server / automated action can warn or block confirmation when a line falls under a configurable minimum margin. Access is governed by ir.model.access.csv plus record rules so margin visibility is restricted to the sales-manager and finance groups and never leaks to portal users. Everything is exposed over the standard XML-RPC / JSON-RPC API, so the computed margin fields are readable by your BI tools and external reports.
Delivery is build-to-order and starts with a short scoping call to confirm your cost source, thresholds, which documents and reports need margin, and your Odoo version and edition (Community vs Enterprise). Typical delivery is one working week from confirmed scope: we build on a branch, deliver to a staging database for UAT, then install to production with a rollback plan and hand over the git repository. Pricing starts from $999 (indicative, single-company base scope); multi-company cost strategies, additional documents/reports, deep localization of tax-inclusive margin, or migrating historical costs across many records increase the quoted scope. You receive a fixed quote after the scoping call — never a surprise on the invoice.
lo que obtienes
- Installable, version-targeted source code for your Odoo release (17.0 / 18.0 / 19.0), delivered as a self-contained addon
- Installation and configuration on your staging and production databases, including cost-strategy and threshold setup
- Technical documentation: model/field reference, compute logic, security groups and configuration options
- End-user guide plus a live training session for sales and finance users
- UAT on a staging database with a documented rollback plan before any production change
- Post-go-live support window for defect fixes and configuration adjustments
- Handover of the git repository with full commit history and a tagged release
- Compatibility notes covering Community vs Enterprise behaviour and future-version upgrade guidance
¿Para quién es esto?
Sales Manager
Needs to see per-line and per-order margin at quotation time so reps stop discounting profitable deals into loss-makers. Wants threshold alerts and margin-by-salesperson pivots to coach the team and protect the floor.
Finance / Controller
Wants cost and margin visible on customer invoices and credit notes, computed from a defensible cost source, so profitability reporting reconciles with the general ledger instead of waiting for month-end analysis.
Sales Rep / Account Executive
Needs a clear, colour-coded margin readout inline on the quote so they can offer discounts confidently without accidentally selling below cost, and without leaving the sale order screen.
Odoo Administrator / IT Lead
Runs the Odoo instance and needs an upgrade-safe module that adds fields cleanly, enforces access via security groups, and exposes margin over the API for BI — with source code and docs handed over.
Cómo se compara Product Margin on Sales & Invoices
| Criterio | ECOSIRE | Construcción personalizada | Competidor | Nativo de Odoo |
|---|---|---|---|---|
| Coverage on invoices | Margin on both sale orders and `account.move` invoices/credit notes | Whatever you scope, if built correctly in-house | Often sale-order only; invoice support inconsistent | Not shown on customer invoices |
| Cost source | Configurable: standard_price, frozen-at-confirm, or nominated cost field | Depends on your developer's design | Usually fixed to one cost basis | Uses standard_price only where available |
| Odoo version fit | Built and tested for your 17.0/18.0/19.0 and edition | Only versions you build and maintain | Depends on vendor's supported versions | Enterprise Margins gated by edition/version |
| Access control | Security groups + record rules; hidden from portal | Must be designed and tested yourself | Varies; margin may leak to unintended users | Limited group control on the feature |
| Reporting & analysis | Exposed to pivot/graph plus optional internal QWeb | Extra effort per report | Basic list columns, limited analytics | No dedicated margin analytics on invoices |
| Threshold alerts | Optional automated action warns/blocks low-margin lines | Build from scratch | Rarely included | None |
| Support & handover | Install, docs, training, support window, git repo handover | You own all maintenance | Vendor ticket support, no source ownership | Standard Odoo support only |
| Time & cost to value | one working week, fixed quote from ~$999 indicative | Longer; unpredictable internal cost | Fast install but limited fit, hidden gaps | Immediate but incomplete for invoices |
Preguntas frecuentes sobre Product Margin on Sales & Invoices
Is this an app I can download and install right now?
No. This is a build-to-order module — ECOSIRE builds, installs and supports it for your specific Odoo database and version. It is not an existing apps.odoo.com download. We start with a scoping call to confirm your cost source, thresholds and target documents, then build and deliver it to you.
How long does delivery take?
Typical delivery is one working week from confirmed scope. After the scoping call we build on a branch, deliver to a staging database for your UAT, then install to production with a rollback plan. Simpler single-company scopes finish faster; multi-company or heavy report/localization work may extend the timeline, which we confirm in the quote.
How does pricing and scoping work?
Pricing starts from $999 as an indicative single-company base figure. We hold a short scoping call, then give you a fixed written quote — no surprises on the invoice. Drivers that increase scope include multi-company cost strategies, extra documents or QWeb reports, tax-inclusive/localized margin logic, and migrating historical costs across large record volumes.
Which cost does the margin use, and can we choose?
Yes, the cost source is configurable. Common options are the product `standard_price`, the cost frozen at order confirmation (so historical documents keep the cost that was true then), or a landed/replacement-cost field you nominate. We confirm the strategy during scoping so your margin figures match how your business actually values inventory.
Who can see the margin figures?
Visibility is controlled by security groups via `ir.model.access.csv` and record rules. By default margin is restricted to sales-manager and finance groups and is never exposed to portal or public users, and never printed on the customer-facing invoice or quotation PDF. Internal margin printing is optional and limited to the internal document copy.
Do you support Odoo 17, 18 and 19, and Community vs Enterprise?
Yes. We build and target your specific release — 17.0, 18.0 or 19.0 — and account for Community vs Enterprise differences. The module adds fields via inheritance rather than overwriting core, so it stays upgrade-safe, and we provide guidance for future version migrations.
What happens after go-live for support and updates?
Every build includes a post-go-live support window for defect fixes and minor configuration adjustments. Because you receive the source code and git repository, you own the module; we also offer ongoing support and version-upgrade engagements separately if you want us to maintain it as your Odoo evolves.
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Product Margin on Sales & Invoices
A build-to-order Odoo module that surfaces product cost, margin amount and margin percentage directly on sale order and invoice lines, plus document totals, so your team sees profitability before a quote goes out. ECOSIRE scopes, builds, installs and supports it for Odoo 17.0, 18.0 and 19.0.
- Stored computed `purchase_price`, `margin` and `margin_percent` fields on `sale.order.line` with `@api.depends` recompute on qty, unit price, discount and cost changes
- Matching margin fields extended onto `account.move.line` so cost and profit appear on customer invoices and credit notes, not just quotations
- Configurable cost-resolution strategy: product `standard_price`, cost frozen at order confirmation, or a nominated landed/replacement-cost field
- Document-level `margin_total` and `margin_percent` roll-ups on `sale.order` and `account.move` headers that reconcile to the line detail