All In One Sales & POS Reports

by
Odoo

125.92

v 11.0 v 12.0 Third Party 7
Required Apps Point of Sale (point_of_sale)
Sales Management (sale_management)
Inventory Management (stock)
Invoicing Management (account_invoicing)
Lines of code 3277
Technical Name sh_sopos_reports
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 13.0 v 14.0 v 15.0
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Required Apps Point of Sale (point_of_sale)
Sales Management (sale_management)
Inventory Management (stock)
Invoicing Management (account_invoicing)
Lines of code 3277
Technical Name sh_sopos_reports
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 13.0 v 14.0 v 15.0

All In One Sales & POS Reports

All in one Sales & POS (Point Of Sale) report useful to provide different POS and sales reports to do analysis. A sales &POS analysis report shows the trends that occur in a company's sales volume over time. In its most basic form, a sales & POS analysis report shows whether sales are increasing or declining.

  • Generate report for single company as well as multi-companies.
  • Multi-Company User With Administrator Access Rights Control can print a report of more than one company.
  • Single Company User only allowed to print his/her own company report.
  • Analysis Tool: It's a fantastic tool for managers/salesperson to analyze sales, products, invoice deploy.
  • Sales & POS Payment Report: This app is useful to get full POS/Sales payment information of salesperson wise. This report can also print salespersons and managers. If the salesperson prints a report than he will only his payment details and the manager can select multiple salesperson if the access-group assigned. so this app will allow you to get all payment information in pdf/excel file. you can also use this report for daily use.
  • Sales & POS Order Details Report: Do you want to get detailed information about POS & sales like which products sold? how many qty sold? Did payment get by which methods? what is the tax amount? tax details? so our app will help you to get all this information very easily. you need to enter from date to date and you can select optional things if you want, status and channels. you will find a detailed report with POS & sales information.
  • Sales & POS Order Report By Salesperson: The Sales & POS order report by salesperson helps you to find sales & POS details by a salesperson with the customer, the invoiced amount, and due amount.
  • Sales & POS Top Customers: This module is useful to do the analysis of your present as well as past Sales & POS customers. you can easily compare customer by customer sales amount. you can easily identify which is new or lost customer and How much did he buy. You can easily get an analysis report of the top sales & POS customers in pdf or excel file. easy to filter records by no of items & total sales amount. you can easily apply from the date and total date.
  • Sales & POS Top Selling Product: This module is useful to do an analysis of your present as well as past sales & POS product selling. you can easily compare between products sold between 2 periods. you can easily identify which products sold and how many times its sold. We have given a new view to see sales & POS top-selling products. You can easily get an analysis report of top-selling products in pdf or excel file. easy to filter records by no of items, sales channel & total qty sold. you can easily apply from date and to date.

Features

  • You can print POS/Sales payment information salesperson wise.
  • You can easily print reports in pdf and excel sheets.
  • Easy to filter records by different status.
  • You can select multiple salespersons from the wizard.

Workflow

You can configure users & companies from here.


Tick this group 'Show Salesperson Field In SO and POS Payment Report' to show the salesperson field in the wizard.


So and POS payment report menu in sales.


So and POS payment report menu in POS.


So and POS payment PDF/Excel report wizard.


So and POS Payment PDF report looks like below.


So and POS payment PDF/Excel report wizard.


After that one wizard opens, click "So and POS Payment Report".


The So and POS payment excel report looks like below.

Features

  • Sales and POS details report provides you the sales & POS analysis by a specific time period.
  • Easy to filter records by different status & sales channels.
  • You can print the report in Pdf as well as excel report.
  • You can easily get payment and tax information.

Workflow

You can configure users & companies from here.


Sales and POS details report menu in sales.


Sales and POS details report menu in POS.


Sales and POS details Pdf/Excel report wizard.


Sales and POS details PDF report looks like below.


Sales and POS details Pdf/Excel report wizard.


After that one wizard opens, click "Sales and POS Details Xlsx".


Sales and POS details excel report looks like below.

Features

  • Sales & POS order report by salesperson between a specific period.
  • Easy to filter records by different status.
  • This app will use to get information about the salesperson with his customer and it's order detail.
  • You can print the report in PDF and Excel sheets.

Workflow

You can configure users & companies from here.


"Sales and POS Report By Salesperson" menu in the sales.


"Sales and POS Report By Salesperson" menu in the POS.


"Sales and POS Report By Salesperson" Pdf/Excel report wizard.


"Sales and POS Report By Salesperson" PDF report looks like below.


"Sales and POS Report By Salesperson" Pdf/Excel report wizard.


After that one wizard opens, click "Sales and POS Order Report By Salesperson".


"Sales and POS Report By Salesperson" excel report looks like below.

Features

  • Compare sales & POS top customers between a specific period.
  • You can print the report in PDF and Excel sheets.

Workflow

You can configure users & companies from here.


Top SO and POS customers menu in the sales.


Top SO and POS customers menu in the POS.


Top SO and POS customers report wizard and report type select "Basic".


Top SO and POS customers basic type PDF Report look like below.


Top SO and POS customers report wizard and report type select "Compare".


Top SO and POS customers compares type PDF Report look like below.


Top SO and POS customers select basic type report and print excel report.


After that one wizard opens, click "Top SO and POS customer Xlsx".


Top SO and POS customers basic excel report looks like below.


Top SO and POS customers select compare type report and print excel report.


Top SO and POS customers compare excel report looks like below.

Features

  • Easy to analyze the sales & POS top-selling products of your specified period dates.
  • Easy to compare 2 different period's top-selling products.
  • Easy to apply different kinds of filters like no of products, total qty sold, sales channel, from date, to date, etc.

Workflow

You can configure users & companies from here.


Top selling product menu and list view, "Update SO and POS Top Selling Products" menu in sales help to update or print top-selling products.


Top selling product menu and kanban view, "Update SO and POS Top Selling Products" menu in POS help to update or print top-selling products.


"Top SO and POS Selling Products" report wizard and select basic report type and press "Filter".


The filter of "Top SO and POS Selling Products".


"Top SO and POS Selling Products" report wizard and select basic report type and press "Print Report".


"Top SO and POS Selling Products" basic PDf report look like below.


"Top SO and POS Selling Products" report wizard and select compare report type and press "Print Report".


"Top SO and POS Selling Products" compare PDf report look like below.


"Top SO and POS Selling Products" report wizard and select basic report type and press "Print Xls".


After that one wizard opens, click "Top SO and POS Selling Products". Xlsx".


"Top SO and POS Selling Products" basic excel report look like below.


"Top SO and POS Selling Products" report wizard and select compare report type and press "Print Xls".


"Top SO and POS Selling Products" compare excel report look like below.

Version 11.0.2 | Released on : 4 November 2020

  • Small Bug Fixed.

Version 11.0.1 | Released on : 28 September 2020

  • Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise as well as Community.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free upgrades as well as free support for 90 days.

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