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32.12

v 17.0 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 371
Technical Name pits_pos_inventory_report
LicenseAGPL-3
Websitehttps://www.pitsolutions.com/
Versions 17.0
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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 371
Technical Name pits_pos_inventory_report
LicenseAGPL-3
Websitehttps://www.pitsolutions.com/
Versions 17.0

POS INVENTORY REPORT

Overview

In inventory management, businesses often struggle with manual stock evaluations, limited real-time visibility, and the constant burden of maintaining checklists. PITS introduces an innovative solution designed to eliminate these challenges and transform the way you manage inventory.

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Who is this Plugin for?

  • Odoo Users – Individuals or teams looking to enhance their inventory management capabilities within the Odoo ecosystem.

  • Business Owners – Entrepreneurs aiming to optimize stock control, streamline operations, and make data-driven decisions.

  • Daily Sales Businesses – Retailers or businesses with high transaction volumes needing accurate, session-based stock movement tracking.

  • Inventory Managers – Professionals seeking a systematic, reliable approach to inventory tracking, valuation, and demand forecasting.

Addressed issue

  • Manual Evaluation of Stocks and Items - Businesses often face challenges in manually assessing stock levels and identifying high-demand products, leading to inefficiencies and missed opportunities in inventory management.

  • Inaccurate Tracking of Daily Stock In/Out - Without a streamlined system, accurately monitoring daily inventory movements becomes difficult. This can result in discrepancies, stockouts, and disruptions in the supply chain.

  • Time-Consuming Manual Checklist Preparation - Preparing daily checklists to identify in-demand items manually is not only tedious but also time-consuming—diverting resources from more strategic tasks and increasing the likelihood of human error.
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Solution

The POS Inventory Report Plugin provides a powerful yet user-friendly solution to streamline inventory management. With its rich feature set, businesses benefit from accurate inventory tracking, in-depth sales analysis, improved operational efficiency, and smarter inventory replenishment. By leveraging these capabilities, companies can make informed decisions, enhance customer satisfaction, and ultimately drive greater profitability.

Features and Benefits



Performance Tracking

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

Sales Analysis

Gain insights into customer preferences and sales trends to refine product assortment, pricing, and marketing strategies, increasing revenue and customer satisfaction.

Stock Valuation

Accurately assess inventory value for financial control and decision-making. Track daily stock valuation and access weekly profit/sales details for deeper financial insights.

Paperless Inventory Management

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

Reorder Management

Automate reordering with data-driven forecasts and demand planning, ensuring timely product availability and optimized inventory levels.

Accurate Inventory Tracking

Gain real-time visibility into stock levels, minimizing stockouts and overstocking while improving order fulfillment and operational efficiency.

Daily In/Out Report

Track daily inventory movements with session-level precision, ensuring accurate record-keeping and informed decision-making.

Compatibility

The extension is compatible with Odoo version 17.0 Community and Enterprise Edition and is easy to install.

For assistance with installation, please reach out to us at support@webshopextension.com. We’re here to help!

POS Session Management

A Session represents a single day's sales and stock activities. Every day, shop staff must create a New Session to carry out POS operations and record sales-related transactions. At the end of the day, the session must be closed before generating the inventory report for that session.

  • 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. Select Session
  • 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. Perform POS Operations
  • 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.
  • Select a session: To retrieve the inventory report of a particular session. Click on Orders > Sessions. Select Session
    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.
    Download Inventory Report
  • Inventory Report: Use the Print feature to generate a detailed inventory report for the selected session.
    This report provides valuable insights into the inventory status, including the quantity and value of items for that session.
    Click on Gear Icon → Print → Select Inventory Report. Print Inventory Report
    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. It enables further calculations, visualizations, and deeper insights for better decision-making.
    Excel Report

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