| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Sales (sale_management) |
| Lines of code | 90 |
| Technical Name |
se_sale_margin |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 11.0 12.0 13.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • Sales (sale_management) |
| Lines of code | 90 |
| Technical Name |
se_sale_margin |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 11.0 12.0 13.0 14.0 |
Sale Margin (Invoices & Lines)
Track and analyze your sales profitability by viewing real-time margins and product costs directly on invoices.
Module Highlights
How the Margin Analysis Works
Our module uses a "Profit-First" approach to deliver real-time financial insights within your Odoo workflow. By extending the Account Move and Invoice Line models, the system dynamically calculates margins by subtracting the product's purchase cost from its sale price. It features an intelligent UOM Conversion engine that ensures cost accuracy even when buying and selling in different units. Furthermore, the use of Stored Compute Fields ensures that all margin data is indexed for high-performance reporting, providing administrators with instant profitability metrics without any system lag.
Real-Time Margin Visibility
Empower your sales team with instant profitability data. Our module integrates Margin and Cost tracking directly into the Order Lines and Total sections. As you adjust quantities or prices, the system dynamically recalculates the profit margins, ensuring every deal stays within your target profitability range.
Strategic Pricing: Having the margin visible helps sales reps avoid accidental losses on high-discount deals by showing exactly how much profit is left on each line.
Granular Order Line Analysis
Profitability data is integrated deep into the Odoo workflow. When opening the Detailed Order Line form, you can view the specific Cost and Margin metrics for that particular item. This granular view allows for a thorough audit of individual product performance before finalizing a quotation or invoice.
Deep Integration: The module ensures consistent data visibility across all views, including form popups, list views, and backend reports for a unified user experience.
Profitability Tracking on Invoices
Closing the loop between Sales and Accounting, our module brings full Margin Analysis to your Invoices. Accountants and Managers can now verify the actual profit of posted invoices directly from the Invoice Lines and Totals. This ensures that the financial reality of every transaction is visible and auditable at the final stage of the business process.
Financial Audit Ready: Instantly compare cost vs. revenue on invoices to assess company-wide performance and sales margins across different time periods.
Granular Cost & Margin Breakdown
For precise financial control, you can access a Detailed Margin Breakdown directly from the Invoice Line popup. This allows accountants to verify the specific Purchase Cost and resulting Margin for every single item on the invoice. This ensures complete transparency and data accuracy throughout the entire invoicing and auditing process.
Data Accuracy: The module utilizes stored compute fields, ensuring that margin data is calculated instantly and remains consistent across all forms, popups, and financial reports.
Module Capabilities & Features
A robust financial tool designed to provide deep insights into your transaction profitability by automating margin calculations at both line and document levels.
Line-Level Margin
Automatically computes the margin for every individual invoice line, giving you granular visibility into the profit performance of each product sold.
Total Document Margin
Provides a summarized margin field on the entire invoice, excluding downpayments to ensure your total profit figures remain accurate and reliable.
Dynamic Cost Management
Fetches product costs automatically with full support for UOM conversions, while allowing manual cost overrides directly on the invoice line for precision.
Optional Field Display
Integrated with Odoo's 'optional show' logic, allowing users to toggle the visibility of cost and margin fields in list views as per their preference.
Stored Computation
Uses stored compute fields to ensure that margin data is indexed and retrieved instantly, preventing any performance lag during report generation.
Plug-and-Play Setup
Zero complex setup required. Once installed, the module inherits standard Accounting views and starts calculating margins on your new invoices immediately.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
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