odoo-addon-sale-semaphore 18.0.1.0.1

Adds a semaphore for commercial purposes

Sale Semaphore

This module adds a commercial semaphore to help sales teams assess whether a quoted price stays within the discount policy defined for a product or product category.

For each product you can define three discount thresholds, expressed as a percentage over the public sale price:

• Green: price is within the preferred commercial margin.

• Yellow: price is still acceptable, but already close to the limit.

• Red: price is below the warning threshold and should be reviewed.

The semaphore is displayed directly on sales order lines and propagated to customer invoice lines and reporting models, so the same visual indicator is available during the full sales flow.

When no product-specific configuration exists, the module can also reuse the thresholds defined on the product category.

Table of contents

• Usage

• Known issues / Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Usage

To use this module:

1. Go to Sales > Products > Products and open a product.

2. In the Sales tab, enable Semaphore.

3. Define the allowed discount percentages for the three thresholds:

   • Discount Success: upper band for a green result.

   • Discount Warning: upper band for a yellow result.

   • Discount Danger: final accepted limit.

4. Optionally, configure the same values on the product category to provide default thresholds for all products in that category.

Once configured, the semaphore is evaluated automatically on each sales order line according to the effective unit price:

• Green when the price stays above the success threshold.

• Yellow when the price falls below the success threshold but remains above the warning threshold.

• Red when the price falls below the warning threshold.

Additional behavior:

• The line is highlighted when the price goes below the danger threshold.

• The semaphore value is copied to invoice lines.

• Non-manager users are prevented from confirming or updating confirmed sales orders when the effective price is below both the configured semaphore limit and the applicable pricelist price.

• Product-level settings take precedence over category-level settings.

Known issues / Roadmap

• Propagate category semaphore recursively to child categories

• Use pricelist price as the base for calculations

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Tecnativa

Contributors

• Tecnativa:

  • Carlos Dauden

  • Carlos Roca

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.