Skip to Content

POS Inventory report

by
Odoo

$ 31.76

v 15.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Point of Sale (point_of_sale)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 345
Technical Name pits_pos_inventory_report
LicenseAGPL-3
Websitehttps://www.pitsolutions.ch
Versions 15.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Point of Sale (point_of_sale)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 345
Technical Name pits_pos_inventory_report
LicenseAGPL-3
Websitehttps://www.pitsolutions.ch
Versions 15.0 17.0
plugin use thumbnail

Who is this Plugin for?

  • Odoo users looking to enhance their inventory management capabilities.
  • Business owners who want to optimize their stock control and improve operational efficiency.
  • Daily sales businesses that require accurate tracking of stock movements
  • Inventory users seeking a systematic approach to stock management and forecasting.

Addressed issue

  • Manual Evaluation of Stocks and Items:Businesses often struggle with manually assessing their stock levels and identifying high-demand items, leading to inefficient inventory management practices.
  • Tracking Daily Stock In/Out: The lack of a streamlined system makes it challenging to track daily stock movements accurately, resulting in inventory discrepancies and potential stockouts.
  • Manual Checklist Preparation: Businesses face the tedious task of manually preparing checklists to identify the most demanding items daily, consuming valuable time and effort
solution thumbnail

Solution

The POS Inventory Report Plugin offers a robust and user-friendly solution for businesses to streamline their inventory management processes. By leveraging its features, businesses can gain accurate inventory tracking, enhanced sales analysis, improved operational efficiency, and optimized inventory replenishment. This empowers businesses to make informed decisions, improve customer satisfaction, and maximize profitability.

Features and Benefits



Performance tracking:

Monitor inventory performance to identify top-performing products and make data-driven decisions, optimizing sales and profitability.

Sales Analysis:

Gain insights into customer preferences and sales trends to make informed decisions about product assortment, pricing, and marketing, resulting in increased revenue and customer satisfaction.

Stock Valuation:

Accurately assess inventory value for financial control and decision-making. Also, easily track daily stock valuation and access weekly profit/sales details for enhanced financial insights

No need for paper checklist:

Eliminate the need for manual checklists, saving time, reducing errors, and promoting an eco-friendly and efficient inventory management process.

Reorder management:

Streamline the process of reordering products by utilizing data-driven forecasts and demand planning, ensuring timely availability and optimizing inventory levels.

Accurate inventory tracking:

Real-time visibility into stock levels enables precise tracking, minimizing stockouts and overstocking, and improving order fulfilment and operational efficiency.

Daily Basis In/Out Report:

Get detailed session-level tracking of daily inventory movements for accurate record-keeping and informed decision-making. Monitor inventory flow and gain valuable insights into daily in and out transactions.

Working

A 'Session' is a unit that corresponds to a day's activities of sales and stock details. Every day, the shop staff should create a 'New Session' to perform POS operations and record sales-related activities. At the end of the day, the session must be closed. Only then can you print the inventory report for that session (day).

  1. Start a POS session: Begin a new POS session to initiate the sales process. This step marks the start of a dedicated period where you can handle customer orders and transactions using the POS system.

  2. Perform POS operations: Once the POS session is active, you can perform a range of essential operations. These include scanning and adding products to the order, applying discounts, managing payment methods, and generating invoices or receipts. 2. Perform POS operations: Once the POS session is active, you can perform a range of essential operations. These include scanning and adding products to the order, applying discounts, managing payment methods, and generating invoices or receipts.

  3. After POS orders, close the session: When all the orders and transactions for a particular session are complete, you can choose to close the session. This action finalizes the sales data for that specific period, ensuring proper record-keeping and allowing for accurate reporting and analysis.

  4. Select a session: In order to get the inventory report of a particular session.
    Click on Orders > Sessions The POS Sessions feature allows you to manage and track your daily POS activities more effectively. Now select the required session and proceed to download the inventory report.

  5. Select a session: In order to get the inventory report of a particular session.
    Click on Orders > Sessions
    The POS Sessions feature allows you to manage and track your daily POS activities more effectively. Now select the required session and proceed to download the inventory report.

  6. Inventory Report: With the Print feature, you can generate a comprehensive inventory report specific to the selected session.
    This report provides valuable insights into the inventory status, including the quantity and value of items for that session.
    Click on Print -> Inventory Report option. The POS Inventory Report feature generates a detailed report in Excel format based on the POS orders placed within a specific session.
    This report captures essential information about the products sold and current stock. This enables you to perform further calculations, generate visualizations, and gain deeper insights into your POS transactions for better decision-making and business analysis within excel.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.