Customer Referral Program
Referral codes, conversion tracking and two-sided reward accrual for your customers
Customer Referral Program turns happy customers into a sales channel: give every customer or contact a unique, collision-free referral code and shareable link, track every friend they bring in through a New to Qualified to Converted funnel, and automatically accrue two-sided rewards, fixed, percentage or tiered, on both sides once the referral turns into a real confirmed Sales Order.
Key Features
Configurable reward rules
referral.program supports a fixed amount, a percentage of the order, or a tiered ladder by order volume, plus a two-sided incentive toggle, a minimum order amount, a per-conversion reward cap and an optional validity window.
Unique code and shareable link per referrer
referral.code generates a personal, collision-free referral code automatically for every referrer using a deterministic hash-based generator, together with a shareable link built from the program's landing path and the website's base URL.
Conversion funnel tracking
referral.conversion tracks every referred contact through a simple funnel (New to Qualified to Converted or Rejected) with an enforced state machine that blocks invalid transitions and links the referral to the actual Sales Order that closed the deal.
Two-sided reward accrual
Once a referral converts, referral_calc.compute_program_reward computes the referrer's and, if enabled, the referee's reward and books it as a referral.reward record with its own Pending to Approved to Paid workflow.
Sales Order integration with automatic conversion
A referral code can be applied straight from the order the referred customer is placing (action_apply_referral_code); confirming the order automatically converts the referral and accrues the reward via a silent, non-blocking hook on action_confirm.
Bulk code generation wizard
referral.code.generate.wizard hands a whole batch of contacts a referral code for a program in one action, skipping contacts that already have one by default.
Program performance dashboard
Each program reports codes issued, referrals per funnel stage, conversion rate and total rewards accrued/paid, with pivot and graph views over the referral funnel.
Share action with tracked link sends
action_share opens a pre-filled mail composer with the referrer's personal link and increments a share counter, so outreach activity is tracked alongside conversions.
Use Cases
Screenshots
01 Referrals Kanban
02 Referral Codes List
03 Program Form
04 Rewards List
Why Choose This Module
Word-of-mouth referrals are easy to promise and hard to track reliably without a system tying the code, the funnel stage, the closing order and the reward payout together. This module keeps that whole chain, from a unique shareable code to a two-sided reward accrual, as real, auditable Odoo records, with the code generation, reward maths and funnel state machine all living in a framework-free engine that is independently unit-tested.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: sale, mail
- Support: odoo@gencbaris.com
- Update date: 2026-07-13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1703 |
| Technical Name |
customer_referral_program |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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