Sales
Margin on Products, Sales & Invoices Pro
Stop below-cost sales before they are confirmed with a minimum-margin guard, analyze profit on a margin dashboard, see margin by sales team, and keep cost and margin figures visible to Margin Managers only.
Margin on Products, Sales and Invoices Pro turns margin into something your team acts on, not just something they can read. It adds enforcement, analysis and role-based visibility on top of the free margin module.
What it does
Set a minimum margin company-wide, per product category, or per individual product. When someone tries to confirm a sale order with a line below that minimum, the module either posts a warning or blocks the confirmation outright, depending on your setting, and a Margin Manager can approve a specific order when there is a good reason. A built-in Margin Dashboard shows revenue, cost, margin and margin percentage, with margin broken down by product, category, salesperson, customer and month, plus a date filter. Each sales team gains a margin KPI, and a Margin Manager group keeps the cost and margin numbers visible only to the people who should see them, while everyone still sees loss-making lines highlighted in red.
Key features
- A minimum margin guard that warns or blocks a below-margin sale order at confirmation.
- Minimum margin set globally, per product category, or per product, with the most specific applied.
- A Margin Manager override to approve a specific order below the minimum.
- A Margin Dashboard with revenue, cost, margin and margin percentage, broken down five ways.
- A margin KPI on each sales team.
- A Margin Manager group so cost and margin figures stay manager-only.
- Built on the free Margin on Products, Sales and Invoices module.
Who it's for
Sales managers, finance teams and business owners who need to protect margin as a rule, not a hope. It suits any company that wants to prevent below-cost deals, watch profitability on a live dashboard, and keep sensitive cost data limited to the right people.
FAQ
Questions about Margin on Products, Sales & Invoices Pro
How do I stop salespeople selling below a minimum margin in Odoo?
Set a margin guard to Warn or Block and a minimum margin in Settings. When a sale order has a line below the minimum, confirming it is warned or blocked, and only a Margin Manager can approve it.
Can I set a different minimum margin per product or category in Odoo?
Yes. You can set a minimum margin on a product, on a product category, or company-wide. The most specific value applies: product first, then category, then the company default.
How do I see a margin dashboard in Odoo?
The module adds a Margin Dashboard under Sales Reporting that shows revenue, cost, margin and margin percentage, with margin broken down by product, category, salesperson, customer and month, and a date filter.
How do I hide cost and margin from salespeople in Odoo?
Cost and margin figures are shown only to users in the Margin Manager group. Other users keep working normally and still see loss-making lines highlighted, but without the cost and margin numbers.
Does this need the free margin module?
Yes. Pro builds on the free Margin on Products, Sales and Invoices module and adds enforcement, the dashboard, team KPIs and role-based visibility on top of it.
Which Odoo versions are supported?
Use the version selector at the top of this page to pick your Odoo release. The module runs on both Community and Enterprise, and each Odoo Apps Store listing shows the exact version it supports.
Need this customised for your business?
We can tailor any of our modules, or build a new one to your exact requirements.