All In One Sales & POS Reports

by
Odoo

124.20

v 14.0 Third Party 4
Required Apps Point of Sale (point_of_sale)
Sales (sale_management)
Inventory (stock)
Invoicing (account)
Lines of code 7678
Technical Name sh_sopos_reports
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 13.0 v 12.0 v 15.0
You bought this module and need support? Click here!
Required Apps Point of Sale (point_of_sale)
Sales (sale_management)
Inventory (stock)
Invoicing (account)
Lines of code 7678
Technical Name sh_sopos_reports
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 13.0 v 12.0 v 15.0
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Enterprise Community Odoo.sh

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.

  • You can generate the report for a specific date-time. New
  • Generate Report For Single Company as well as Multi-Companies.
  • Multi-Company User can print a report of more than one company which assigned to the user.
  • 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.
  • 11 Different Reports: Sales & POS Payment Report, Sales & POS Order Details Report, Sales & POS Order Report By Salesperson, Sales & POS Top Customers, Sales & POS Top Selling Product, Sales & POS By Category Report, Sales & POS Product Profit Report, Sales & POS Invoice Summary, Product Profitability Report, Sales & POS Product Indent Report, Customer Sales & POS Analysis.

Features

  • You can generate the report for a specific date-time. New
  • 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

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.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Features

  • You can generate the report for a specific date-time. New
  • 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

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.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Features

  • You can generate the report for a specific date-time. New
  • 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

"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.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Features

  • You can generate the report for a specific date-time. New
  • Compare sales & POS top customers between a specific period.
  • You can print the report in PDF and Excel sheets.

Workflow

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.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Features

  • You can generate the report for a specific date-time. New
  • 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

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.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Customer Sales & POS Analysis

In this module, you can generate and print customer's sales and point of sale analysis reports in PDF as well as excel format. You can generate reports between any date range. Sale orders & products, Report can be generated using these both options. You can also generate a report based on the status of the sale order & POS order. We provide the option to print reports of more than one company.

Features


  • You can generate the report for a specific date-time. New
  • You can generate and print the customer's sales and point of sale analysis report.
  • You can generate reports between a specific date range.
  • Report can be generated in PDF and XLS format.
  • You can generate a sales analysis report based on sale orders & products.
  • You can generate a report based on any status of the sale order/quotation (All, Draft, Quotation sent, Sales order, Locked).
  • You can generate a report based on any status of the POS order (All, Draft, Paid, Invoiced, Posted).
  • Easy to print a report of more than one company.

"Customer Sales Analysis" menu.


Sales & POS analysis PDF/Excel report wizard, we print the report based on sale orders.


Sales & POS analysis PDF report looks like below.


Now we print the "Sales & POS Analysis" excel report based on products.


When you click "Print XLS", this wizard opens click the "Customer Sales Analysis" button.


Sales & POS analysis XLS report looks like below.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Sales & POS Product Indent Report

This module will help you to generate product sales and point of sales indent report of customers and print it in PDF as well as excel format. You can generate reports between any date range. You can generate reports by product category. You can also generate a report based on the status of the sales and POS order. We provide the option to print reports of more than one company.

Features


  • You can generate the report for a specific date-time. New
  • You can generate and print product sales and point of sales indent report of customers.
  • You can generate reports between a specific date range.
  • Report can be generated in PDF and XLS format.
  • You can generate a report based on product categories.
  • You can generate a report based on any status of the sale order/quotation (All, Draft, Quotation sent, Sales order, Locked).
  • You can generate a report based on any status of the POS order (All, Draft, Paid, Invoiced, Posted).
  • Easy to print a report of more than one company.

"Sales Product Indent" menu.


Product indent PDF/Excel report wizard.


Product indent PDF report looks like below.


Now we print the "Sales & POS Product Indent" excel report.


When you click "Print XLS", this wizard opens click the "Sales Product Indent" button.


Product indent XLS report looks like below.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Product Profitability Report

This module will help to calculate profit and profitability for each product in the sales and point of sale. You can print the sales profitability report as well as the point of sale profitability report.

Features


  • Easy to see the profitability of each product.
  • Easy to print point of sale profitability report.
  • In the point of sale profitability report, you can see the quantity, return quantity, return rate, pos value, cost, profit, profitability, Tax amount, tax percentage, discount, discount amount, margin.
  • Easy to print the sales profitability report.
  • In the sales profitability report, you can see the delivery quantity, return quantity, return rate, sales value, cost, profit, profitability, Tax amount, tax percentage, discount, discount amount, margin.

Just tick the right 'Profitability Report'.


'Product A' cost price and sale price.


Make an order of 'Product A' with a discount and some tax.


In the profitability report as you can see the profit and profitability of 'Product A'.


Just tick the right "POS Profitability Report".


In the POS profitability report as you can see the profit and profitability of 'Product A'.

Sales & POS Invoice Summary

This module helps to generate and print sales and point of sales invoice summary reports of customers in PDF as well as excel format. You can generate reports between any date range. You can generate reports based on invoice status. We provide the option to print reports of more than one company.

Features


  • You can generate the report for a specific date-time. New
  • You can generate and print sales and point of sales invoice summary reports.
  • You can generate reports between a specific date range.
  • Report can be generated in PDF and XLS format.
  • You can generate a report based on invoice status (Both, Open & Paid).
  • Easy to print a report of more than one company.

"Sales and POS Invoice Summary" menu in sale/quotation.


"Sales and POS Invoice Summary" menu in POS.


Sales and point of sale invoice summary PDF/Excel report looks like below.


Now we print the "Sales & POS Invoice Summary" PDF report.


Sales and point of sale invoice summary PDF/Excel report looks like below.


When you click "Print XLS", this wizard opens click the "Sales and POS Invoice Summary" button.


Sales & POS invoice summary XLS report looks like below.

Sales & POS Product Profit Report

In this module, you can generate and print product sales and point of sales profit reports in PDF as well as excel format. You can generate reports between any date range. Report generated by customers, products or both. We provide the option to print reports of more than one company.

Features


  • You can generate the report for a specific date-time. New
  • You can generate and print the product sales and POS profit reports.
  • You can generate reports between a specific date range.
  • Report can be generated in PDF and XLS format.
  • You can generate a report based on customers, products or both.
  • Easy to print a report of more than one company.

"Sales Product Profit" menu.


Product profit PDF/Excel report wizard, we print the report based on customers.


Product profit PDF report looks like below.


Now we print the "Sales & POS Product Profit Report" excel report based on products.


When you click "Print XLS", this wizard opens click the "Sales Product Profit" button.


Sales & POS product profit XLS report looks like below.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Sales & POS By Category Report

This module helps to generate and print product sales and point of sale reports by product category in PDF as well as excel format. You can generate reports between any date range. You can generate reports based on any product category. We provide the option to print reports of more than one company.

Features


  • You can generate the report for a specific date-time. New
  • You can generate and print the product sales and point of sales reports by product category.
  • You can generate reports between a specific date range.
  • Report can be generated in PDF and XLS format.
  • You can generate a report based on product categories.
  • Easy to print a report of more than one company.

"Sales By Product Category" menu.


Sales and point of sale by product category PDF/Excel report wizard.


Sales and point of sale by product category PDF report looks like below.


Now we print the "Sales & POS By Product Category" excel report.


When you click "Print XLS", this wizard opens click the "Sales By Product Category" button.


Sales & POS by product category XLS report looks like below.


Latest Updates

Enter date and time to get report between particular date-time.


PDF report based on given date-time.


Excel report based on given date-time.

Version 14.0.8 | Released on : 20 August 2021

  • Fixed Minor Bug Fixed.

Version 14.0.7 | Released on : 13 August 2021

  • New Date-Time Filter Added In Reports (Sales & POS Payment Report,Sales & POS Details Report, Sales & POS Order Report By Salesperson, Sales & POS Top Customers, Sales & POS Top Selling Product, Sales & POS By Category Report, Sales & POS Product Profit Report, Sales & POS Invoice Summary, Sales & POS Product Indent Report, Customer Sales & POS Analysis)

Version 14.0.6 | Released on : 11 August 2021

  • New Sales & POS By Category Report Added
  • New Sales & POS Product Profit Report Added
  • New Sales & POS Invoice Summary Added
  • New Product Profitability Report Added
  • New Sales & POS Product Indent Report Added
  • New Customer Sales & POS Analysis Added

Version 14.0.5 | Released on : 29 May 2021

  • Fixed Minor Bug Fixed.

Version 14.0.4 | Released on : 19 May 2021

  • Fixed Minor Bug Fixed.

Version 14.0.3 | Released on : 30 April 2021

  • Fixed Minor Bug Fixed.

Version 14.0.2 | Released on : 5 February 2021

  • Fixed Minor Bug Fixed.

Version 14.0.1 | Released on : 5 November 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.

Multi-Languages


We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab chinese french Spanish
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This addon have report for cost, profit, margin?
by
nnbt1986
on 3/23/21, 5:36 AM