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.