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Point of Sale (Sales Details) Report ZIP Export with Password Protection

by
Odoo

14.77

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Point of Sale (point_of_sale)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Lines of code 128
Technical Name pos_session_report_zip_secure
LicenseLGPL-3
Websitehttps://www.techultrasolutions.com/
Versions 16.0 17.0
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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)
Lines of code 128
Technical Name pos_session_report_zip_secure
LicenseLGPL-3
Websitehttps://www.techultrasolutions.com/
Versions 16.0 17.0

Exporting Point of Sale (Sales Details) Reports with ZIP Password Protection

This feature allows you to effortlessly export Point of Sale (POS) Sales Details reports in bulk into a password-protected ZIP file. Users can compile daily, weekly, or custom sales reports and secure them with a password for enhanced data privacy. The process is user-friendly, with a step-by-step wizard guiding the user through the export process. Whether password-protected or not, the ZIP file gathers all the selected QWeb-generated reports, making it a convenient and efficient tool for report management and secure storage.

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  • Export multiple POS (Point of Sale) Sales Details reports in bulk with just a few clicks, simplifying the management of sales data.
  • Secure the ZIP file with an optional password to ensure data privacy and prevent unauthorized access.
  • Consolidate multiple QWeb-generated reports into a single compressed ZIP file, reducing storage space and making it easier to share or download.
  • Select the specific sales reports you want to export—whether it’s for daily, weekly, or custom periods.
  • A user-friendly wizard guides you through the export process, making it simple to choose the reports you want to export and whether to apply a password.
  • Works within the Odoo interface, integrating seamlessly with existing POS reporting features.
  • Automates the process of exporting and securing multiple reports, saving time and effort for users managing large sets of sales data.
1. To Configuration POS Sale Details follow below steps.
  • Go to "Settings."
  • Navigate to the "User" section.
  • Scroll down until you see a new field labeled "Export POS Sales Details".
  • Activate or enable this field.
  • After enabling, refresh the page.
  • Once enabled, a button will be visible in POS Session tree view, as well as within the server actions for POS Session.
2. Enabling the Wizard Button in POS Session Views
  • Go to "Point of Sale" module.
  • Navigate to the "Orders" section.
  • Select "Sessions" in the drop-down menu of Orders
  • Once enabled:
    • An "Export Sales Details" button will appear when you select records in the POS Sessions tree view.
    • This functionality is also accessible via server actions in the POS Sessions menu.
3. Exporting POS Sessions as ZIP Files with Optional Password Protection
  • Select records in the POS Sessions tree view.
  • Click the "Export Sales Details" button.
  • A wizard will open, displaying the selected records.
  • In the wizard, you will find the "Export Sales Details Zip" button.
  • You can choose to create either a password-protected or unprotected ZIP file based on your requirements:
    • For a password-protected ZIP: Enter a ZIP password.
    • For an unprotected ZIP: Leave the ZIP Password fields empty.
4. Generating and Extracting Password-Protected POS Sessions ZIP Files
  • Click the "Export Sales Details Zip" button.
  • Enter a ZIP password to generate a password-protected POS Sessions (Sales Details) ZIP file.
  • Refer to the image for a visual representation.
  • When you extract the file, you will need to enter the ZIP password to open it.
** Viewing Password-Protected POS Sessions(Sales Details) PDF **
  • When you unzip the file:
    • You will need to enter the ZIP password to open it.
    • This will allow you to view the POS Sessions (Sales Details) PDF.
  • We are provide 90 days bug free support related to our module.
  • The support team is availbale from Monday to Friday 10:00 AM to 07:00 PM (IST).
  • To create ticket send email to support@techultra.in.

Can I export multiple POS reports at once?

Yes, you can select multiple POS Sales Details reports to export in a single ZIP file.

How do I add password protection to the ZIP file?

During the export process, the wizard will prompt you to enter a password. If you do not wish to add password protection, you can leave this field blank.

What happens if I forget the ZIP password?

If you forget the password, you will not be able to open the ZIP file. Ensure to store your password securely when exporting with password protection.

Can I export reports without password protection?

Yes, password protection is optional. If you leave the password field blank, the ZIP file will be created without protection.

Does this feature work with other types of reports in Odoo?

This feature is specifically for POS Sales Details reports, but similar functionality can be extended to other reports in Odoo with custom configurations.

Is there a limit on the number of reports I can export at once?

There is no strict limit, but very large exports may take longer to process depending on system performance and the number of records selected.

Can I extract the ZIP file on any system?

Yes, the ZIP file can be extracted on any system that supports ZIP file extraction, as long as you have the correct password (if applied).

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