Store Analytics + AI

$ 487.00

v 16.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Purchase (purchase) • Discuss (mail)
Lines of code	785
Technical Name	`store_analytics_ai`
License	OPL-1
Website	https://odoo.co.ke
Versions	16.0 17.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Purchase (purchase) • Discuss (mail)
Lines of code	785
Technical Name	`store_analytics_ai`
License	OPL-1
Website	https://odoo.co.ke
Versions	16.0 17.0

Supports:

Community

Enterprise

Availability:

On Premise

Odoo.sh

Odoo Online

Analytics • AI • Automation

Store Analytics + AI

Turn Analytic Accounts into smart Stores with auto-tagging, KPI aggregation, targets & AI-enhanced reports across Sales, Purchase, POS, Inventory and Accounting.

Compatible With

Community Enterprise Odoo.sh Not supported on Odoo Online

📸 Screenshot Caption Templates

Visual guide to Store Analytics + AI functionality

Analytic Account: Mark as Store

Accounting → Configuration → Analytic Accounting → Analytic Accounts → enable Is Store. Fields: Is Store, Default Warehouse, and Code.

Inventory: Warehouse → Store Link

Inventory → Configuration → Warehouses → set Store Analytic Account to link a warehouse to a store.

POS: Configuration → Store Link

Point of Sale → Configuration → Point of Sale → set Store Analytic Account on POS config.

Sales: Store Field on Sales Order

Sales → Orders → Quotations → Store Analytic Account auto-populates from Warehouse; lines inherit 100% distribution.

Purchase: Store Field on Purchase Order

Purchase → Orders → Purchase Orders → set Store Analytic Account; lines inherit distribution; bill inherits tagging.

Targets & Attainment

Create store targets and track attainment and growth vs previous period.

Tools: Backfill Store Wizard

Store AI → Tools → Backfill Store → select date range and stores, then execute to update historical records.

AI-Enhanced Reports

Automated Store AI reports with summaries, recommendations, and attainment probability.

Configure AI Provider

Settings → General Settings → Store AI → Select Provider: None, OpenAI, or HTTP API.

📌 Core Automation

Auto-tag Sales, Purchase, POS, Accounting with Store analytic accounts
100% analytic distribution inheritance on lines

📊 KPIs & Targets

Set store targets and track attainment and growth

🤖 AI Insights

Summaries, recommendations, attainment probability

⏱ Automation

Daily cron generates MTD and last-month reports
Backfill wizard updates historical data

🔐 Security

Store AI User (read-only), Store AI Manager (full access)

⚙️ Seamless Integration

Sales, Purchase, POS, Inventory, Accounting

Yes. Reports generate without AI; AI fields populate when a provider is configured.

Sales, Purchase, POS, Inventory, and Accounting.

Yes. Use Store AI → Tools → Backfill Store wizard.

Store AI User (read-only to reports) and Store AI Manager (full access).

Store Analytics + AI — User Guide

Follow this step-by-step guide to configure Stores, tag transactions automatically, set targets, and generate AI-enhanced reports.

1) Installation

Install the module store_analytics_ai from Odoo Apps.
Activate Developer Mode to access Scheduled Actions and technical menus if needed.

2) Configure AI Provider

Go to Settings → General Settings → Store AI.
Select Provider: None, OpenAI, or HTTP API.
When using OpenAI, provide API Key and Model. For HTTP, provide Endpoint and Token.
Save settings. AI fields in reports are filled only when a provider is active.

3) Create Store Analytic Accounts

Navigate to Accounting → Configuration → Analytic Accounting → Analytic Accounts.
Create or open an account, enable Is Store.
Set Default Warehouse and Code for the store.

4) Link Warehouses and POS to Stores

Inventory → Configuration → Warehouses: Set Store Analytic Account on each Warehouse.
Point of Sale → Configuration → Point of Sale: Set Store Analytic Account on each POS configuration.

5) Use in Daily Operations

Sales: In Sales → Orders, the Store Analytic Account auto-populates from the selected Warehouse. Lines inherit 100% distribution.
Purchase: In Purchase → Orders, set the Store on the PO. Lines inherit distribution. Vendor Bills inherit tagging.
POS: POS orders are auto-tagged using the Store set on the POS configuration. Review posting entries for tagged analytics.
Accounting: In Customers → Invoices and Vendors → Bills, set the Store if needed. On posting, analytic lines are created for the Store.

6) Targets & KPIs

Go to Store AI → Targets and create targets for date ranges (sales, profit, expenses).
System calculates attainment and growth vs previous period when reports are generated.

7) Generate and View Reports

Navigate to Store AI → Reports → Store AI Reports.
Reports aggregate KPIs per Store (Sales, Expenses, Profit) for MTD and last month.
If AI is configured, reports include AI Summary, Recommendations, and Attainment Probability.

8) Backfill Historical Data

Use Store AI → Tools → Backfill Store to update historical records with Store tags.
Select date range and Stores, then execute. Verify analytic lines are updated.

9) Automation (Cron)

Daily cron automatically generates reports (MTD and last month).
Check under Settings → Technical → Automation → Scheduled Actions if you need to run it manually.

10) Permissions

Store AI User: Read-only access to reports.
Store AI Manager: Full access to all Store AI features.

Troubleshooting

Store field not visible? Ensure the analytic account is marked Is Store and the correct Warehouse/POS is linked.
No AI content? Configure an AI provider in Settings or proceed without AI (reports still work).
Targets not calculating? Ensure date ranges and transactions exist for the period.

Latest Release 16.0.1.0.0

2025-08-22

Add

Initial Odoo 17 release.
Auto-tagging across Sales, Purchase, POS, Accounting.
Targets, KPIs, and AI-enhanced Store reports.
Daily cron and Backfill wizard.

📅 Changelog

Date	Version	Notes
2025-08-22	16.0.1.0.0	Initial release – Stores, KPIs, AI insights, cron, backfill

📜 Licensing

License Type

LGPL-3

Redistribution

No redistribution

Full Policy

View Policy

Important: This module is licensed under LGPL-3 with no redistribution rights. Please review our full license policy for complete terms and conditions.

Support & Contact

Email
support@odoo.co.ke

Website
https://odoo.co.ke/helpdesk

Phone
+254739444447

Response Time
1 business day SLA

🎁 90-day complimentary support included with your purchase

# Store Analytics + AI (Odoo 16)

Turn Analytic Accounts into smart Stores with auto-tagging, KPI aggregation, targets, and AI‑enhanced reports across Sales, Purchase, POS, Inventory, and Accounting.

## Overview - Treat Analytic Accounts as Stores (enable Is Store). - Auto-tag Sales, Purchase, POS, and Accounting with the Store analytic account (100% inheritance on lines). - Aggregate KPIs by Store (sales, expenses, profit, growth, attainment) for MTD and last month. - Optional AI provider adds summaries, recommendations, and attainment probability.

---

## User Guide

### 1) Installation 1. Install the module store_analytics_ai from Odoo Apps. 2. Activate Developer Mode if you want to manually run scheduled actions.

### 2) Configure AI Provider (Optional) 1. Go to Settings → General Settings → Store AI. 2. Select Provider: None, OpenAI, or HTTP API. 3. For OpenAI: provide API Key and Model. For HTTP: provide Endpoint and Token. 4. Save. Reports work without AI; AI fields populate only when a provider is configured.

### 3) Create Store Analytic Accounts 1. Navigate to Accounting → Configuration → Analytic Accounting → Analytic Accounts. 2. Create/open an analytic account and enable Is Store. 3. Fill Default Warehouse and Code for easy identification.

### 4) Link Warehouses and POS to Stores - Inventory: Inventory → Configuration → Warehouses → set Store Analytic Account. - POS: Point of Sale → Configuration → Point of Sale → set Store Analytic Account.

### 5) Use in Daily Operations - Sales: Sales → Orders — Store Analytic Account auto-populates from Warehouse; lines inherit 100% distribution. - Purchase: Purchase → Orders — set the Store on the PO; lines inherit distribution; Vendor Bills inherit tagging. - POS: Orders are auto-tagged based on the Store set on the POS configuration; verify posting entries. - Accounting: Customers → Invoices and Vendors → Bills — set Store if needed; posting creates analytic lines for the Store.

### 6) Targets & KPIs 1. Store AI → Targets — create targets per Store and period (sales, profit, expenses). 2. System computes attainment and growth vs previous period when reports are generated.

### 7) Generate and View Reports 1. Store AI → Reports → Store AI Reports — view aggregated KPIs per Store for MTD and last month. 2. If AI is configured, reports include: AI Summary, Recommendations, and Attainment Probability. 3. Developer console manual run: `python env['store.ai.report'].generate_for_range(mode='mtd') `

### 8) Backfill Historical Data 1. Store AI → Tools → Backfill Store — open the wizard. 2. Select date range and Stores; execute to update historical records with Store tags. 3. Verify that analytic lines were updated.

### 9) Automation (Cron) - Daily scheduled action generates MTD and last‑month reports. - To check/trigger: Settings → Technical → Automation → Scheduled Actions.

### 10) Permissions - Store AI User: Read‑only access to reports. - Store AI Manager: Full access to all features.

### Troubleshooting - Store field not visible: ensure analytic account is Is Store and Warehouse/POS link is set. - No AI content: configure an AI provider in Settings or proceed without AI (reports still work). - Targets missing: confirm date ranges and that there are transactions in the period.

---

## Notes - Respects existing analytic splits; only fills when empty. - KPI math is based on Analytic Lines (income positive, costs negative). - AI is best‑effort and degrades gracefully when provider is unavailable.

## License LGPL‑3.

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,
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