Invoice Product Profit Report | Bill Product Profit Report
by SprintERP Technologies https://sprinterp.com$ 18.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 417 |
| Technical Name |
se_invoice_product_profit |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 417 |
| Technical Name |
se_invoice_product_profit |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 18.0 19.0 |
Invoice & Bill Product Profit Report
Streamline financial auditing by generating comprehensive product-wise & customer-wise profit margins in Live View, PDF, and Excel format.
Module Key Highlights
How the Profitability Engine Works
Our module provides an **audit-centric** approach to Odoo Invoicing and Financial management. By
utilizing
Odoo's native **TransientModels and Python Data Processing Matrix**, the system aggregates ledger
logs
directly from verified account.move.line models in real-time. For every
reporting query,
the module dynamically **cross-references historical standard product costs against retail
revenues**,
factoring in automated dynamic filters for customer or vendor modes. It optimizes memory allocation
via specialized
multi-row processing algorithms within **xlsxwriter frameworks**, delivering instant
results via interactive
Live Tree lists, QWeb PDFs, or structural Excel sheets without introducing any permanent
modifications or performance footprints
to your core databases.
Access the Profitability Reporting Menu
Navigate to the core Invoicing (or Accounting) application dashboard. From the top navigation bar, click on the Reporting dropdown menu and select the newly integrated Invoices Product Profit option. This dedicated menu directly launches the reporting wizard without altering your existing financial ledger layout footprints.
Quick Accessibility: The reporting submenu is safely hooked into standard Odoo accounting management structures, allowing financial auditing teams to access real-time valuation metrics instantly.
Configure Report Parameters via Wizard Filters
Clicking the menu opens an interactive, lightweight wizard. Define your timeline bounds by selecting a specific Start Date and End Date. The system allows you to toggle the Invoice Type between Customer Invoices and Vendor Bills, while offering flexible Report Print By grouping layouts such as Customers, Product, or cross-referenced Customer With Product matrices.
Multi-Company & Multi-Partner Domains: You can selectively target specific Customers/Vendors or cross-reference financial data lines simultaneously across parent-subsidiary logs using the flexible Companies selection tool.
Generate and Download Professional PDF Reports
Clicking the Print button on the wizard automatically compiles data lines into a structured QWeb PDF report. The document aggregates values grouped by customer profiles or products, displaying key performance indicators including Quantity, standard Cost, Sale Price, real-time Discount totals, net Profit, and clear Margin (%) structures.
Audit-Ready Clean Layouts: Every group automatically injects cross-referenced mathematical summary lines at the footer, giving decision-makers immediate clarity on total aggregated costs and revenue balances.
Target Specific Products & Export to Excel (.XLSX)
When selecting the Product layout grouping, the wizard dynamically exposes an optional Products tag filter field. This allows financial teams to isolate and audit individual stock codes natively. Clicking the **Print In XLS** button utilizes lightweight multi-row memory allocation models to generate a clean, spreadsheet-ready analytical sheet instantly.
Advanced Excel Compilations: The underlying xlsxwriter engine builds the
spreadsheet efficiently in the background, rendering native numeric fields perfect for
further mathematical auditing, charts, or cross-app evaluations.
Analyze Structured Excel Spreadsheet Outputs
The exported .XLSX spreadsheet mirrors your layout groupings precisely. When printing by product, it establishes neat data tables categorized by unique product variants (e.g., Four Person Desk, Three-Seat Sofa). Every single row pulls raw transaction parameters directly, organizing fields like invoice numbers, entry dates, assigned customers, quantities, and distinct margin evaluation balances.
Mathematical Summary Lines: The spreadsheet cleanly isolates rows and appends bolded total rows at the base of every grouping block. This lets management quickly analyze total accumulated costs alongside net sales and profit margins without writing separate formulas.
Launch Interactive Real-Time Odoo Live Views
Instead of downloading a document, you can click the primary View action button on the configuration wizard. This layout uses the complex cross-referenced Customer With Product sorting matrix. The module instantly computes the query parameters and spins up an interactive, volatile database tree breakdown directly on your active Odoo workspace window.
On-the-Fly Dynamic Analysis: Utilizing memory-isolated TransientModels ensures that running these instantaneous visual line matrices loads rapidly in your web browser without bloating transactional database storage logs.
Audit Live Data Entries with Native List Layouts
The system dynamically populates your screen with an interactive **Invoice Product Profit** list layout. Financial managers can audit live entries directly inside the interface. Every row clearly breaks down individual transaction rows, mapping invoice reference numbers, booking dates, selected item categories, assigned client profiles, unit cost matrices, applied retail prices, discounts, and real-time margin percentage yields.
Built-in Dynamic Aggregations: The line interface automatically calculates column summaries at the bottom row. It computes collective totals for quantities, standard procurement costs, aggregate retail values, flat profit margins, and weighted margin percentages on the fly.
Leverage Native Odoo Filters & Group-By Utilities
Because the live matrix directly integrates with standard search architectures, users can utilize native Odoo control options dynamically. You can instantly restructure rows by clicking the Group By drop-down menu and choosing parameters like Product, Customer, or Date. This folds multi-line ledger sheets into clean, expandable drop-down hierarchies.
Custom Analytical Search Facets: Financial teams can layer custom conditional filters or pin specific structural layouts to their Favorites dashboard, ensuring routine auditing tasks are always a single click away.
Module Capabilities & Features
A high-utility financial assessment tool for Odoo Invoicing and Accounting that provides deep visibility into product-wise and customer-wise profit margins.
Multi-Format Reporting
Extract and analyze your profitability matrices instantly via dynamic Odoo Live View, printable QWeb PDFs, or clean analytical Excel (.XLSX) sheets.
Dual Transaction Tracking
Seamlessly switch and audit profit margins for both customer-facing Invoices and vendor-side Bills within a single unified engine.
Granular Query Filters
Group and isolate details natively by individual product codes, specific customer profiles, or intersecting client-product cross-referenced layouts.
Complete Valuation Metrics
Tracks aggregate standard costs, real-time discount percentages, total net revenue subtotals, flat profits, and gross margin percentages automatically.
Multi-Company Safeguards
Consolidates ledgers across parent-subsidiary domains safely, backed by robust dependency exception layers to keep data logs accurate.
Non-Invasive Architecture
Hooks analytical matrix logs directly from verified posted journals via
account.move.line models without mutating database footprints.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
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