Customer Sales & POS Analysis Report
by Prefortune Technologies LLP https://www.prefortune.com/$ 14.12
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 657 |
| Technical Name |
pf_pos_sales_analysis_report |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 657 |
| Technical Name |
pf_pos_sales_analysis_report |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer Sales & POS Analysis Report
This module generates a detailed Customer Sales & POS Analysis Report that combines Sales Orders and POS transactions in a single view. Users can filter the report by date range, customers, products, order status, POS sessions, and company. It provides both summary and product-level views, automatically calculates total sales amounts, paid amounts, and outstanding balances, and allows users to view the report on screen or export it in PDF and Excel formats for easy analysis and sharing.
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Key Features
Sales & POS Report in One View
Customer-Wise Summary with Totals & Balance
Detailed Product Sales Breakdown
View, Print PDF, and Export to Excel
Clean and Easy-to-Use Interface
Customer Sales & POS Analysis Report
Our all-inclusive Odoo – Customer Sales & POS Analysis Report provides a complete overview of Sales Orders and POS transactions in one combined report. Users can generate reports based on date range, customers, products, order status, POS sessions, and company selection. The report offers both Customer Summary and Product-Level detailed views for better analysis. It automatically calculates total sales amounts, paid amounts, and outstanding balances. Users can easily view the report on screen or export it in PDF and Excel formats for efficient tracking and sharing.
Customer Sales & POS Analysis Report
- View Sales Orders and POS transactions together in one simple and unified report.
- Get a clear customer-wise summary showing total sales amounts, paid amounts, and remaining balances.
- Access detailed product-level sales information for deeper analysis.
- Easily view the report on screen, print it as PDF, or export it to Excel for sharing.
- Enjoy a clean, well-structured, and user-friendly interface for smooth reporting experience.
Complete Workflow for Manage Customer Sales & POS Analysis Report
First, install and activate the "Customer Sales & POS Analysis Report" module. After activation, go to Sales or Point of Sale → Reporting and open theCustomer Sales/POS Analysis wizard. Select the desired Date Range Customers, Products, Order Status, POS Sessions, and Company as needed. Choose whether you want to view the report by customer summary or product details. Click View to see the report on screen, or use Print (PDF) or Export in XLS to download the report for further analysis and sharing.
Customer Sales & POS Analysis Report
1. Go to Sales or Point of Sale → Reporting → Customer Sales/POS Analysis.
2. Select the Date Range and choose the required Sales and POS Order Status.
3. Filter the report by Customers, Company, or POS Session as needed.
4. Choose how you want to print the report (Customer Summary or Product Details).
5. Click the View button to display the report on screen.
6. The system automatically shows total sales amounts, paid amounts, and remaining balances.
7. Click Print to download the report in PDF format.
8. Click Print in XLS to export the report in Excel format.
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works & tested on standard installations of Odoo with no third party apps,
• Free support only for odoo installations with no third party apps,
• Paid support availaible for Odoo installations with third party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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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