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Product Margin on Sales & Invoices — A build-to-order Odoo module that surfaces product cost, margin amount and margin percen — 1/1イメージプレビュー

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.

Product Margin on Sales & Invoicesとは?

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.

主な機能

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
Inline margin columns added to order and invoice line views via XML/OWL inheritance, with optional show/hide per user group
Colour-banded margin thresholds so a rep instantly sees when a discount drops a line below your defined floor
Margin fields exposed to group-by, pivot and graph views for analysis by salesperson, customer, product category and period
Optional automated action (`ir.actions.server`) that warns or blocks order confirmation when a line falls under a minimum-margin rule
Internal-only QWeb report additions that print cost and margin on the internal sale order copy while keeping the customer PDF clean
Access enforced by `ir.model.access.csv` plus record rules restricting margin visibility to sales-manager and finance groups; hidden from portal/public users
Computed margin fields readable over XML-RPC / JSON-RPC for external BI, dashboards and custom reporting
Correct handling of discounts, unit-of-measure conversions and multi-currency so margin reflects the document currency and company currency
Tax-configuration aware: margin computed on the untaxed line amount, with optional tax-inclusive variant for retail localizations
Version-targeted build for Odoo 17.0, 18.0 or 19.0 with a clean `__manifest__.py`, no core overwrites, and upgrade-safe field additions

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

技術仕様

Odoo互換性
Odoo 17, Odoo 18, Odoo 19
エディション
Enterprise&Community
ライセンス
ライセンスの確認が必要です
Python要件
Python 3.10+
データベース
PostgreSQL 12+

この製品について

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.

得られるもの

  • 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

これは誰のためのものですか

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.

Product Margin on Sales & Invoices の比較方法

基準エコシエールカスタムビルド競合他社Odoo 標準機能
Coverage on invoicesMargin on both sale orders and `account.move` invoices/credit notesWhatever you scope, if built correctly in-houseOften sale-order only; invoice support inconsistentNot shown on customer invoices
Cost sourceConfigurable: standard_price, frozen-at-confirm, or nominated cost fieldDepends on your developer's designUsually fixed to one cost basisUses standard_price only where available
Odoo version fitBuilt and tested for your 17.0/18.0/19.0 and editionOnly versions you build and maintainDepends on vendor's supported versionsEnterprise Margins gated by edition/version
Access controlSecurity groups + record rules; hidden from portalMust be designed and tested yourselfVaries; margin may leak to unintended usersLimited group control on the feature
Reporting & analysisExposed to pivot/graph plus optional internal QWebExtra effort per reportBasic list columns, limited analyticsNo dedicated margin analytics on invoices
Threshold alertsOptional automated action warns/blocks low-margin linesBuild from scratchRarely includedNone
Support & handoverInstall, docs, training, support window, git repo handoverYou own all maintenanceVendor ticket support, no source ownershipStandard Odoo support only
Time & cost to valueone working week, fixed quote from ~$999 indicativeLonger; unpredictable internal costFast install but limited fit, hidden gapsImmediate but incomplete for invoices

Product Margin on Sales & Invoices に関するよくある質問

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.

見積もりを依頼

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

見積もりを依頼

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