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POS Profit Analysis Report (PDF & XLS)
Maximize your retail insights with the POS Profit Analysis Report, a powerful reporting tool designed for Odoo. This module allows business owners and managers to track real-time profitability across their Point of Sale operations through customizable PDF and Excel reports.
Features
Screenshots
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Features
Comprehensive Profitability Analysis
This feature provides a deep dive into your retail performance by calculating net profit based on the difference between total sales and product costs. Users can instantly see which items or clients are driving revenue through a structured layout that includes quantity, sales, cost, and final profit margins.
Dual-Perspective Reporting (Product vs. Customer)
The application offers a versatile reporting wizard that allows you to toggle the report basis between "Product" and "Customer" depending on your analytical needs. Choosing the product-wise view helps identify high-margin inventory, while the customer-wise view highlights your most profitable patrons and their purchasing habits.
Multi-Format Export Capabilities
To support various business workflows, the module enables the generation of reports in both high-quality PDF and editable XLS formats. The PDF version is perfect for professional presentations and quick snapshots, while the XLS export allows for advanced data manipulation, custom filtering, and complex calculations in spreadsheet software.
Screenshot
1.) Feature Activation Settings
The "POS Profit Report" is easily activated through a dedicated settings panel under the INKERP menu. This centralized toggle allows administrators to enable or disable the reporting functionality across the entire system with one click.
2.) Navigation & Menu Integration
Once enabled, the report is seamlessly integrated into the standard Odoo Point of Sale dashboard. Users can find the "POS Profit Report" directly under the "Reporting" dropdown menu for quick and intuitive access.
3.) Product-Wise PDF Configuration
The reporting wizard allows users to select a specific date range and filter by POS configurations while setting the reporting base to "Product".
4.) Product Profitability PDF Document
This high-quality PDF provides a clean, branded overview of sales performance, listing every product sold with its corresponding quantity, total sales, and cost. Net profit is clearly highlighted, helping managers identify high-margin items at a glance.
5.) Product-Wise Excel Export Option
For users who require data manipulation, the wizard provides a "Print XLS Report" button specifically for product data. This ensures that the same filtered information used for the PDF can be instantly moved into a spreadsheet format.
6.) Product Performance Spreadsheet (XLS)
The generated Excel file organizes product data into a structured grid, making it easy to perform custom calculations or audits. The layout includes the product name, total sales, and calculated profit margins for comprehensive offline analysis.
7.) Customer-Wise PDF Configuration
Users can shift their focus to consumer behavior by selecting the "Customer" option within the report base. This configuration prepares the system to analyze margins based on individual buyer accounts rather than inventory items.
8.) Customer Profitability PDF Document
This professional PDF lists your top customers and provides a breakdown of the revenue and profit generated by each. It is an essential tool for identifying your most valuable clients and assessing the effectiveness of customer-specific pricing or loyalty strategies.
9.) Customer-Wise Excel Export Option
Similar to the product view, the customer-based reporting wizard includes a dedicated "Print XLS Report" action. This allows for the rapid export of customer financial data while maintaining all selected date and shop filters.
10.) Customer Revenue Spreadsheet (XLS)
The final Excel output organizes your client list alongside their total purchase volume and net profitability. This editable format is ideal for marketing teams to export and use for targeted campaigns or internal financial auditing.
User Guide
Teams
team@inkerp.com
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 838 |
| Technical Name |
eg_pos_profit_report |
| License | OPL-1 |
| Website | http://www.inkerp.com |
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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