Sale Margin Visibility by Role
by Randy Nguyen https://github.com/RandyNguyenN/sale_margin_role_control$ 15.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 276 |
| Technical Name |
sale_margin_role_control |
| License | OPL-1 |
| Website | https://github.com/RandyNguyenN/sale_margin_role_control |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 276 |
| Technical Name |
sale_margin_role_control |
| License | OPL-1 |
| Website | https://github.com/RandyNguyenN/sale_margin_role_control |
| Versions | 17.0 18.0 19.0 |
Sale Margin Visibility by Role
Keep your margin and cost data where it belongs — away from salesperson eyes. A one-toggle setting that hides margin, purchase price, and product cost from Salespersons while keeping everything visible for Sales Managers, plus a minimum margin threshold that highlights dangerously low-margin lines in red and an audit log whenever a manager overrides a cost price.
- ✗ Salespersons can see cost prices and margin on every sale order — sensitive financial data is exposed by default.
- ✗ No way to enforce a minimum margin — orders get confirmed with unacceptably low (or negative) margins without any warning.
- ✗ Product cost (Standard Price) is visible to all users on the product form — a data leak risk for confidential supplier pricing.
- ✗ When a manager manually changes a cost price on a sale line, there's no audit trail — who changed it, from what, to what?
- ✓ One checkbox in Sales Settings — Restrict Margin Visibility — instantly hides Cost, Margin, and Margin(%) columns from Salespersons.
- ✓ Set a Minimum Margin Threshold (%) — any order line below it turns red so managers catch problem lines instantly.
- ✓ The Standard Price (Cost) field on the product form is hidden from Salespersons — same toggle, zero extra configuration.
- ✓ Full Margin Audit Log — every time a Sales Manager changes a cost price on a sale line, old/new values are recorded with timestamp and user.
Key Features
Setup & Screenshots
1) Place the sale_margin_role_control folder in your Odoo custom addons directory and restart the server.
2) Enable Developer Mode — go to Settings → Activate Developer Mode, then click Apps → Update Apps List.
3) Search for "Sale Margin Visibility" in Apps and click Install. (Requires sale_margin module — install it first if not already active.)
4) Go to Sales → Configuration → Settings and search for "Restrict Margin". Enable the checkbox — Cost, Margin, and Margin(%) will immediately be hidden from Salespersons.
Sales Settings → Pricing — enable "Restrict Margin Visibility" with one click
5) Optionally set a Minimum Margin Threshold (e.g. 15%). Sale order lines below this margin will be highlighted in red for Sales Managers — set 0 to disable this warning.
Minimum Margin Threshold set to 15% — lines below 15% will be flagged in red
6) Sales Managers see all columns — Cost Price, Margin ($), and Margin (%) — and can edit them directly on the order line. The Margin Logs smart button in the top-right tracks any cost overrides.
Manager view: Cost Price, Margin, and Margin(%) columns visible; Margin Logs button in top-right
7) Order lines below the minimum margin threshold are highlighted in red — catch problem lines at a glance before confirming the order.
Red row: Birthday Bouquet Card at 11.47% margin — below the 15% threshold configured in settings
8) The Standard Price (Cost) field on the product form is also hidden from Salespersons — same setting, no extra configuration needed.
Product form — Cost field visible for Sales Managers, hidden for Salespersons
9) Click the Margin Logs smart button on any sale order to see the full audit trail of every cost price change made by managers on that order's lines.
Margin Logs smart button — click to view full audit trail of all cost price overrides on this order
Frequently Asked Questions
When "Restrict Margin Visibility" is enabled, three columns on the sale order line are hidden from Salespersons:
Cost Price (purchase_price), Margin (margin),
and Margin (%) (margin_percent). The order total margin block in the footer is also hidden.
Sales Managers see all columns as normal.
No — this module hides margin visibility, not pricing editability. Salespersons can still set the sale price; they just can't see the resulting margin or cost. If you need to lock pricing, combine this with Odoo's built-in pricelist or discount controls.
The module uses Odoo's built-in Sales / Administrator group
(sales_team.group_sale_manager). Any user in this group is treated as a manager and can see all
margin data. Users in the Sales / User group are treated as Salespersons and have margin hidden
when the setting is enabled.
A log entry is created whenever a Sales Manager writes a new value to the
purchase_price (Cost Price) field on a sale order line. The log stores: sale order, product,
user who made the change, old cost, new cost, old margin %, new margin %, and timestamp.
Changes by Salespersons (who can't see the field anyway) are not logged.
Yes. The settings are stored on res.company, so each company in a multi-company environment
can independently enable or disable margin restriction and set its own minimum margin threshold. The visibility
check always reads from self.env.company — the user's active company at the time.
Support
- Email support: nextstep.vina@gmail.com
-
Response time: We aim to respond within 1–2 business days. Please include your Odoo version and a description of the issue.
-
Source code: Available on GitHub: github.com/RandyNguyenN/sale_margin_role_control
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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