POS Close Session Report

The POS Close Session Report module is designed to provide comprehensive financial summaries for your Point of Sale operations. It allows cashiers and managers to generate detailed X-Reports (mid-session) and Z-Reports (end-of-session) in a professional PDF format. The module offers a complete breakdown of sales, taxes, discounts, and payment methods, along with advanced cash control tracking. With integrated hourly analytics and top-selling product reports, you get the insights needed to optimize your business performance and ensure accurate financial auditing.

Main Features:

• Comprehensive Reports – Generate both end-of-day (Z) and mid-session (X) reports easily.
• Detailed Financial Audit – Breakdown of sales, taxes, payments, and applied discounts for full transparency.
• Advanced Cash Management – Real-time tracking of opening balances, cash movements (in/out), and variance calculation.
• Hourly Sales Breakdown – Visualize sales performance hour-by-hour to identify peak and slow periods.
• Top Selling Products – Identify top 10 products by revenue to make informed stock and marketing decisions.
• Professional PDF Export – Clean, well-structured PDF reports ready for printing and record-keeping.
• Configurable Sections – Toggle specific report sections (Hourly Sales, Top Products) on or off per POS terminal.

Configure Report Layout

Navigate to Point of Sale > Configuration > Settings. Locate the "Close Session Report" section to toggle the visibility of Hourly Sales, Top Selling Products, and Cash Movement details for each POS terminal.

Print Report from Session View

Go to Point of Sale > Orders > Sessions and select any session. You can generate a real-time summary for an open session or a final audit for a closed one by clicking the "Close Report" button.

End-of-Day Audit (Z-Report)

Generate a comprehensive Z-Report after closing your POS session. It provides a full summary of the day's operations, including total sales, taxes, cash control details, and performance analytics.

Real-time Snapshot (X-Report)

Need mid-session insights? Generate the report for an active session to see current sales, payment breakdowns, and expected cash balances without needing to close the shift.

Hourly Sales Analytics

The report includes a dedicated section showing sales trends by the hour. This helps you identify peak traffic times and manage staff or resources more effectively.

Detailed Payment Breakdown

View a complete summary of all payment transactions collected via Cash, Cards, or Bank accounts, ensuring every cent is accounted for before reconciliation.

Cash Control & Variance Tracking

The report tracks opening balances and cash in/out operations to show expected vs. actual balances. Any variance is automatically highlighted for clear financial auditing.

POS Hourly Sales Analysis Report

This module provides a comprehensive Hourly Sales Analysis Report for Odoo Point of Sale, enabling you to deep-dive into your sales performance trends by the hour of the day and day of the week. Gain valuable insights into your busiest hours and most profitable days to optimize staff scheduling, inventory management, and marketing efforts. Integrated directly into the Odoo reporting suite, it offers intuitive bar charts, powerful pivot tables, and detailed list views for a complete 360-degree view of your POS operations.

Main Features:

• Comprehensive Analysis Views – Leverage multiple data visualizations including Graph View (Bar/Line/Pie), Pivot Tables for deep-dives, detailed List View, and powerful Search/Filter capabilities.
• Hour-of-Day Analysis – Group your POS sales by the exact hour they occurred. Identify peak revenue windows and low-traffic periods at a glance.
• Day-of-Week Analysis – Analyze sales performance across different days (Monday-Sunday). Identify trends to optimize staffing and promotional activities.
• Rich Sales Metrics – Track crucial KPIs including Order Count, Total Revenue, Average Ticket Size, Margins, and Product Quantities per time slot.
• Timezone-Aware Accuracy – Automatically converts UTC timestamps to your company's local timezone, ensuring reports reflect your actual business hours accurately.

Access Hourly Sales Analysis

To get started, navigate to Point of Sale > Reporting > Hourly Sales. This dedicated menu provides a specialized view of your sales performance organized by time.

Visualize Peak Selling Hours

The default Bar Chart view immediately visualizes your sales by the hour of the day. Identify your peak traffic periods at a glance to optimize staff scheduling and inventory. Monitor essential metrics like Order Count, Average Ticket Size, and Margins per hour.

Multi-Dimensional Weekly Analysis

Switch to the Pivot View and add "Day of Week" to see a heatmap-style matrix. Compare how your Monday mornings perform against Saturday afternoons for better strategic planning.

Track Sales Measures & Margins

Use built-in filters for "Today" or "This Week" to keep your analysis focused and actionable.

POS Invoice Details

The POS Invoice Details module provides direct access to customer invoices within the Odoo Point of Sale interface, eliminating the need to switch to the backend. Administrators can easily enable the feature via the POS settings. Once active, POS users can seamlessly search, filter, and view a customer's entire invoice history (including standard invoices and credit notes) directly from the POS customer list. It loads live invoice data such as payment status (Paid, Partial, Not Paid), line items, due amounts, and summary statistics to ensure cashiers have complete visibility over a customer's account.

Main Features:

• View customer invoices directly from the POS customer dropdown menu.
• Open individual invoices to see line items, totals, and payment details.
• Enable or disable invoice visibility per POS session as required
• Shows invoiced, credited, and due amounts.
• List invoices grouped by the selected state, including the count for each category (e.g., Not Paid, Partially Paid, Paid).

Go to Settings > Point of Sale > Connected Devices and activate Invoice Details.

Open a Point of Sale session from the dashboard.

Start processing orders in the active Point of Sale session screen.

Select a customer to access their invoice history.

Click on the options icon to access additional features.

Select View Invoices to see the customer's previous invoice records.

Filter invoices by their payment status (e.g., Not Paid, Partially Paid, Paid) for easier navigation.

Select any specific invoice from the list to view its contents.

A detailed view of the selected invoice will be displayed right within the POS screen.

Use the search bar to quickly find a specific invoice by its number or reference.

POS Profitability Reports

POS Profitability Reports provides deep, real-time insights into your store's financial performance by automatically calculating the exact cost, gross profit, and profit margins for every item sold. Designed to seamlessly upgrade your standard Point of Sale, this module features a fully interactive on-screen analysis equipped with dedicated pivot, graph, list, and search views. Through an intuitive popup, you can easily filter and group your sales data by specific dates, stores, employees, categories, or individual items. Beyond on-screen exploration, you can instantly export fully formatted data to an Excel spreadsheet or generate professional, presentation-ready PDF reports complete with calculated totals. By tracking true product costs, taxes, and discounts against your revenue, it completely eliminates the guesswork from your sales reports. It is the ultimate all-in-one solution for store owners and managers to gain complete financial control, explore multi-dimensional data, and make smart, decision-driven actions that directly boost the bottom line.

Main Features:

• On-Screen Analysis: Interactively analyze your sales, costs, and profitability directly on your screen without navigating away.
• Dedicated Graph, Pivot, & List Views: Seamlessly switch between detailed list breakdowns, multi-dimensional pivot tables, and visual graph trends to explore your data
• Dedicated Search View: Easily organize your financial data with powerful search filters and custom grouping by product, cashier, date, or store.
• Report Generation: Create personalized financial statements using a simple pop up tailored to your specific filters and parameters.
• Download & Export: Instantly download your generated data as presentation-ready PDF reports or structured Excel spreadsheets.
• Comprehensive Profit Metrics: Exceed simple revenue tracking with precise calculations for true margins, costs, gross profits, taxes, and applied discounts.

Navigate to Point of Sale > Reporting > Profitability Analysis to access the interactive view.

Analyze your POS profitability in real-time. Use the 'Measures' dropdown to add metrics like Cost, Margin %, and Tax.

Easily select which key performance indicators (KPIs) you want to include in your analysis.

Download your customized analysis directly to an Excel spreadsheet with a single click.

Navigate to Point of Sale > Reporting > Profitability Report to use the report generation pop up.

Use the intuitive pop up to filter your report by date range, specific stores, particular cashiers, or products.

Choose to print a beautifully formatted PDF report, or export the raw data to an Excel file.

Professional PDF Report containing calculated totals, clear layouts, and your company header.

Detailed Excel Export featuring formatted columns, complete filter summaries, and calculated totals.

Click the 'View Analysis' button within the pop up to instantly see the interactive on-screen analysis.

Switch to the Pivot View for a comprehensive, multi-dimensional breakdown of your data.

This comprehensive solution enhances Odoo Point of Sale with advanced reporting, analytics, and financial tracking capabilities. It integrates analytic distribution, hourly sales analysis, session reports (X & Z), invoice insights, and profitability tracking into a single powerful system. It enables automatic analytic account distribution across POS orders, invoices, and journal entries, ensuring accurate cost and revenue tracking without manual effort. With hourly sales analysis, businesses can identify peak hours and optimize staffing, inventory, and marketing strategies. The system provides detailed X (mid-session) and Z (end-session) reports with complete breakdowns of sales, taxes, discounts, and payment methods, along with advanced cash control and auditing features. Users can also access customer invoice details directly within the POS, including payment status, due amounts, and history. Additionally, profitability reports offer real-time insights into cost, margins, and profit using interactive views like pivot, graph, and list. All reports can be easily exported to Excel or PDF, enabling better decision-making and complete financial visibility.

Switch to the Graph View to visualize your sales and profit trends over time.

Switch to the List View to examine your sales data record by record.

Use the powerful search bar to quickly find specific orders, or apply custom groupings.

POS Z Report

Provides professional end-of-day (Z) and mid-session (X) reports for Point of Sale. It offers a comprehensive financial summary, including a detailed breakdown of sales, taxes, payments, and discounts. The module facilitates effective cash management and allows you to configure sections of the reports to fit your exact business needs, with seamless PDF export options.

Main Features:

• Generate comprehensive end-of-day (Z) and mid-session (X) reports easily
• Detailed breakdown of sales, payments, taxes, and applied discounts.
• In-depth cash management tracking, including opening and closing balances.
• Export reports seamlessly to PDF format for printing and record-keeping.
• Configurable detail sections to customize the reports based on operational requirements.

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Configure Your Report Layout

Easily customize your reports by choosing what information to include. You can toggle sections like product lists, categories, payment methods, taxes, and daily profit.



Generate Reports Based on Sessions

Navigate to Point of Sale > Reporting > Z Report to open the report wizard. From here, you can directly select the specific sessions you want to include in your combined report.



Filter by Date Range, Shop, and Session Status

You can also generate reports for a specific time period or filter by shop. Additionally, you have the option to include currently open sessions for an up-to-the-minute sales summary.



Print Directly from Session Screen

Navigate to Point of Sale > Orders > Sessions and select any session. You can instantly generate and download the Z Report for that shift using the dedicated button in the session view.



Real-Time X-Report for Mid-Session Insights

Generate an X-Report at any time during an active session to get a real-time snapshot of sales performance, cash movements, and payment breakdowns without closing the session.








Comprehensive Z-Report for Session Closing

Finalize your shift with a detailed Z-Report. This end-of-session summary provides a complete financial audit, including gross/net sales summaries, product-wise breakdowns, and accurate cash variance tracking.