Smart Shop Management

$ 147.92

v 18.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts (contacts) • Inventory (stock) • Invoicing (account) • Project (project) • Discuss (mail)
Lines of code	4169
Technical Name	`smart_shop_basic`
License	OPL-1
Website	https://www.eanda.tech

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts (contacts) • Inventory (stock) • Invoicing (account) • Project (project) • Discuss (mail)
Lines of code	4169
Technical Name	`smart_shop_basic`
License	OPL-1
Website	https://www.eanda.tech

🏪 Smart Shop Management

Complete Retail & Inventory Management Solution for Small Stores and Supermarkets
Odoo 18 Ready Community & Enterprise Easy to Install

📌 Overview

Smart Shop Management is an all-in-one retail management module designed specifically for grocery stores, mini-markets, convenience stores, and small supermarkets. It helps you manage your entire business operations from product procurement to sales, customer credit tracking, and detailed reporting.

🎯 Complete Business Cycle:

SUPPLIER → ORDER → RECEPTION → STOCK → SALE → PAYMENT

✨ Key Features

📦 Product Management

Complete product catalog (name, code, barcode, categories)
Purchase and selling price management
Expiration tracking: 🟢 >15d / 🟡 5-15d / 🔴 <5d / ⚫ Expired
Low stock alerts with customizable thresholds
Automatic purchase price detection
Weighted average cost (PMP) calculation

📥 Batch & Container Management

Purchase orders by batch/container
Supplier management
Additional cost management (transport, customs)
Partial receipt management
Supplier lot tracking
Real-time received quantity tracking

👥 Customer Management

Complete customer records
Credit limit per customer
Customer categorization (loyal, occasional, risky, blocked)
Purchase history tracking
Photo and ID document management

💰 Debt & Credit Management

Automatic debt creation for credit sales
Installment payment (weekly/bi-weekly/monthly)
Automatic payment reminders (email)
Overdue payment tracking
Customer blocking for bad payers
Real-time balance calculation

🛒 Sales Management

💵 Cash sale: Immediate full payment
📝 Credit sale: Payment later with debt creation
💳 Sale with deposit: Partial payment now
Multi-payment methods (cash, card, mobile money, check)
Negotiable prices support
Automatic stock deduction

📄 Invoicing

Automatic invoice generation after payment
Deposit invoice for partial payments
Balance invoice
Customizable PDF invoice template with logo
Tax calculation
Email invoice sending

📊 Daily Reports

Sales summary by payment method
Individual sales details
Products sold with quantities and average prices
Initial stock, entries, sold, remaining
Daily debts created and payments received
Excel export and PDF print support
Historical report for any past date

🔔 Alerts & Notifications

Low stock alerts (dashboard + email)
Expiring product alerts (7 days before)
Payment reminders for overdue debts
Stock inconsistency alerts

🔄 Returns Management

Customer return handling
Automatic stock adjustment
Linked original sale tracking
Debt adjustment proportional to returned quantity
Credit note generation for refunds
Return reason tracking

🎯 Benefits

Benefit	Description
🛡️ Reduce Stock Losses	Never lose money on expired products with expiration alerts
📈 Improve Inventory Visibility	Real-time stock tracking with movement history
💰 Track Customer Debts Efficiently	Never forget who owes you money with automatic debt tracking
📊 Generate Accurate Daily Reports	Know exactly what was sold, who paid, and who owes
⏰ Save Time	Automatic price detection, stock updates, and invoice generation
📱 Mobile Friendly	Responsive design works on tablets and smartphones
💵 Multi-Currency Support	Works with USD, EUR, CFA, or any currency

📋 Sales Types Comparison

Feature	Cash Sale	Credit Sale	Sale with Deposit
Immediate payment	100%	0%	Partial
Debt created	❌	✅ (full amount)	✅ (remaining balance)
Installments	N/A	✅	✅
Risk level	None	High	Moderate
Cash flow	Immediate	Delayed	Partial

🚀 Installation

Prerequisites

Odoo 18.0 Community or Enterprise
PostgreSQL database

Installation Steps

Copy the module folder to your Odoo addons directory
Update the apps list (Apps → Update Apps List)
Search for "Smart Shop Management"
Click Install

⚠️ Note: Make sure the module folder name is smart_shop_basic in your addons directory.

Post-Installation Configuration

Sequences: Configure numbering for sales, debts, and reports
Stock Alerts: Set minimum stock thresholds
Customer Credit Limits: Define credit limits per customer
Company Information: Add your logo and company details for invoices

⚙️ Configuration

Company Settings

Go to Settings → General → Companies
Set your company name, address, phone, email
Upload your logo (appears on invoices)
Set default currency (USD, EUR, CFA, etc.)

User Groups & Permissions

Group	Permissions
Administrator	Full access to all features
Manager	Stock management, debt validation, reports
Cashier	Sales, payments, basic customer view
User	Read-only access

📞 Support

Documentation: Included in module
Email Support: contact@eanda.tech
Response Time: 24-48 hours (business days)
Bug Fixes: Free for 6 months

💡 Pro Tip: For faster support, include your Odoo version, database name, and a screenshot of the issue.

🔄 Version History

Version	Date	Changes
18.0.1.0.0	June 2026	Initial release for Odoo 18

📄 License

This module is distributed under the LGPL-3 license.

👨‍💻 Author

Your Company Name
🌐 Website: https://www.eanda.tech
📧 Email: contact@eanda.tech

🙏 Acknowledgements

Special thanks to all beta testers and early adopters who helped shape this module.

✨ Ready to transform your retail management? Install Smart Shop Management today! ✨

Shop Management

Table of Contents

---

Overview

The Shop Management application allows you to manage the entire business cycle:

SUPPLIER → ORDER → RECEPTION → STOCK → SALE → PAYMENT
             ↓        ↓         ↓       ↓        ↓
         Lot/Container Entry  Products Customer Transaction

Main Features

Supplier purchase and container management
Stock tracking with expiration alerts
Cash, credit, or deposit sales
Customer debt management and installment payments
Daily and monthly reports
Complete workflow from order to collection

---

Phase 1: Purchase and Supply

Creating a Lot/Container

Go to menu: Shop Management → Lots and Containers → Create

Example order:

Supplier: Afrique Sarl Supplier
Order Date: 03/16/2026
Container Type: 20-foot Container
Reference: PO-2026-001

ORDERED PRODUCTS:
- Rice 5kg: 100 bags @ 3,500 F = 350,000 F
- Oil 1L: 50 cartons @ 2,000 F = 100,000 F
- Sugar 1kg: 200 packs @ 800 F = 160,000 F

FEES:
- Transport: 150,000 F
- Customs: 75,000 F
TOTAL FEES: 225,000 F

TOTAL ORDER AMOUNT: 835,000 F

Lot Statuses

The lot goes through different statuses:

ORDERED → IN TRANSIT → PARTIALLY RECEIVED → RECEIVED → STORED

Goods Receipt

When products arrive:

Open the lot
Click "Receive"
The system automatically creates a stock entry

stock_entry = {
    'reference': 'SE-2026-0001',
    'entry_type': 'purchase',
    'supplier': 'Afrique Sarl Supplier',
    'entry_date': '2026-03-25',
    'products': [
        {'product': 'Rice 5kg', 'quantity': 100, 'purchase_price': 3500},
        {'product': 'Oil 1L', 'quantity': 50, 'purchase_price': 2000},
    ],
    'fees': 225000,
    'total_amount': 835000
}

---

Phase 2: Stock Management

Stock Status After Receipt

Go to menu: Shop Management → Products

PRODUCTS IN STOCK (as of 03/25/2026) :
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Rice 5kg
├── Initial stock: 20 bags
├── Entry: +100 bags
├── Total stock: 120 bags
├── Purchase price: 3,500 F
├── Sale price: 5,000 F
└── Expiration date: 12/2027

Oil 1L
├── Initial stock: 10 jugs
├── Entry: +50 jugs
├── Total stock: 60 jugs
├── Purchase price: 2,000 F
├── Sale price: 3,000 F
└── Expiration date: 06/2027

Automatic Alerts

The system continuously monitors:

if stock < minimum_stock:
    alert("Low stock", f"Only {stock} {product} left")

if expiration_date - today < 7:
    alert("Near expiration", f"{product} expires in {days} days")

if expiration_date < today:
    alert("Expired product", f"{product} has expired!")

Alert examples:

⚠️ Rice 5kg: Low stock (only 15 bags left)
⚠️ Sugar 1kg: Expires in 5 days
❌ Milk: Expired product! Do not sell

---

Phase 3: Point of Sale

Creating a Sale

Go to menu: Sales → Customer Orders → Create

Example sale:

Customer: Mamadou Diallo
Date: 03/26/2026
Seller: Aïssata (Cashier)

SALE LINES:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
1. Rice 5kg
   Quantity: 2
   Unit price: 5,000 F
   Total: 10,000 F

2. Oil 1L
   Quantity: 1
   Unit price: 2,800 F (negotiated)
   Total: 2,800 F

3. Sugar 1kg
   Quantity: 3
   Unit price: 1,200 F
   Total: 3,600 F

SUBTOTAL: 16,400 F
VAT (20%): 3,280 F
TOTAL INC. TAX: 19,680 F

SALE TYPE: [Cash | Credit | With deposit]

Sale Types

Cash Sale

The customer pays the full amount immediately:

PAYMENT:
Cash: 20,000 F
Change given: 320 F
STATUS: Paid

Credit Sale

The customer will pay later:

PAYMENT:
Deposit: 0 F
Remaining amount: 19,680 F
STATUS: Awaiting payment

→ A DEBT is automatically created

Sale with Deposit

The customer pays a portion now, the rest later:

PAYMENT:
Deposit: 10,000 F
Remaining amount: 9,680 F
STATUS: Partially paid

→ A DEBT is created for the balance

Sale Confirmation

# Automatic checks
1. Sufficient stock?
2. Products not expired?
3. Negotiated price?
4. Customer eligible for credit?

# Actions
- Stock update
- Debt creation (if necessary)
- Customer history recording

---

Phase 4: Debt Management

Automatic Debt Creation

Go to menu: Shop Management → Debts

NEW DEBT #DEBT-2026-0012
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Customer: Mamadou Diallo
Initial amount: 19,680 F
Creation date: 03/26/2026
Due date: 04/25/2026 (30 days)
Status: In progress

Scheduled payments:
┌─────────────────────────────────────┐
│ Installment 1: 9,840 F (04/15/2026)│
│ Installment 2: 9,840 F (04/25/2026)│
└─────────────────────────────────────┘

Installment Payment

Go to menu: Shop Management → Debts then select the debt.

Available actions:

💳 Payment
🔔 Reminder
📊 History

Payment example:

PAYMENT:
Amount due: 9,840 F
Amount paid: 10,000 F
Method: Mobile Money (Orange Money)
Reference: OM-04152026-001

RESULT:
✓ Payment recorded
✓ Invoice generated
✓ Remaining balance: 9,680 F
✓ Next due date: 04/25/2026

Overdue Monitoring

Debt dashboard:

DEBT DASHBOARD (04/25/2026)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Up-to-date customers
├── Fatou Ndiaye (Debt: 15,000 F) ✓
└── Ousmane Sow (Debt: 25,000 F) ✓

Overdue (red alert)
├── Mamadou Diallo (19,680 F) ⚠️ 3 days overdue
├── Awa Diop (45,000 F) ⚠️ 10 days overdue
└── Ibrahima Fall (8,500 F) ⚠️ 2 days overdue

Total receivables: 98,180 F

Collection Actions

Automatic reminder sending:

email = {
    'to': 'mamadou.diallo@email.com',
    'subject': 'Payment Reminder',
    'body': """
    Hello Mamadou,

    Your debt of 9,680 F has been due since 04/25/2026.
    Please proceed with payment.
    """
}

Bad debtor blocking:

if history_bad_payer():
    customer.category = 'blocked'
    alert("Customer blocked", f"{customer.name} can no longer buy on credit")

---

Phase 5: Analysis and Reports

Daily Report

Go to menu: Shop Management → Reports → Generate daily report

Report example:

DAILY REPORT #DR-2026-0087 - 03/26/2026
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SALES SUMMARY
───────────────────────────────────────
Total sales: 234,500 F
├── Cash: 145,000 F
├── Card: 45,000 F
├── Mobile Money: 24,500 F
└── Credit (new): 20,000 F

DETAIL BY PRODUCT
───────────────────────────────────────
Product      | Qty | Avg Price | Total
─────────────|─────|───────────|───────
Rice 5kg     | 12  | 5,000 F   | 60,000 F
Oil 1L       | 8   | 2,800 F   | 22,400 F
Sugar 1kg    | 25  | 1,200 F   | 30,000 F

ALERTS
───────────────────────────────────────
⚠️ Low stock: Rice 5kg (only 15 bags left)
⚠️ Expires in 5 days: Milk (50 units)

Monthly Report

MONTHLY REPORT - MARCH 2026
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TURNOVER
───────────────────────────────────────
Monthly total: 5,234,500 F

TOP 5 PRODUCTS
───────────────────────────────────────
1. Rice 5kg      : 850,000 F
2. Oil 1L        : 420,000 F
3. Sugar 1kg     : 380,000 F

DEBT MANAGEMENT
───────────────────────────────────────
Total receivables: 1,245,000 F
├── Up-to-date: 980,000 F (78%)
├── Overdue < 30d: 185,000 F (15%)
└── Overdue > 30d: 80,000 F (7%)

---

Complete Cycle Summary

┌─────────────────────────────────────────────────────────────────┐
│                      SHOP MANAGEMENT CYCLE                     │
└─────────────────────────────────────────────────────────────────┘

1️⃣ SUPPLY
   └── Supplier order → Lot/Container → Receipt → Stock entry

2️⃣ STOCK
   ├── Products on shelf
   ├── Alerts (low stock, expiration)
   └── Adjustments (inventory, returns)

3️⃣ SALE
   ├── Customer order creation
   ├── Sale type selection (cash/credit/deposit)
   └── Confirmation → Stock update

4️⃣ PAYMENT
   ├── Cash → Immediate transaction
   ├── Credit → Debt creation
   └── Installment payment → Due date tracking

5️⃣ FOLLOW-UP
   ├── Automatic reminders
   ├── Collection (overdue)
   └── Bad debtor blocking

6️⃣ ANALYSIS
   ├── Daily report
   ├── Monthly report
   └── Alerts and recommendations

---

Roles and Responsibilities

Role	Main Actions
Cashier	Record sales, Process payments, Manage returns
Manager	Validate large debts, Manage stock, Analyze reports
Administrator	Configure system, Manage users, View all reports

---

Real Day Example

⏰ 8:00 AM: Manager checks alerts
        → Low rice stock → urgent order

⏰ 9:30 AM: Supplier arrival
        → Receipt of 100 rice bags
        → Stock update

⏰ 10:15 AM: Customer Mamadou buys on credit
        → Sale recorded
        → Debt created

⏰ 3:30 PM: Partial payment from Awa Diop
        → Payment of 10,000 F on debt
        → New balance: 25,000 F

⏰ 5:00 PM: End of day
        → Daily report generation
        → Next day due date check

⏰ 6:00 PM: Automatic reminder sending
        → 3 overdue customers receive SMS

---

System Benefits

Full visibility: Always know what you have in stock
Credit control: No surprise unpaid debts
Proactive alerts: Anticipate shortages and expirations
Accurate analysis: Know your best products and customers
Automation: Less manual work, fewer errors

---

Configuration

User Groups

User: Basic view-only access
Cashier: Sales and payment collection
Manager: Stock management, debt validation
Administrator: Full access to all features

Required Settings

Default currency
Default VAT (configurable per product)
Stock alert thresholds (days)
Customer credit terms

---

Compatibility

Odoo 18.0 Community Edition
Odoo 18.0 Enterprise Edition

Dependencies

account
stock
sale_management

Odoo Proprietary License v1.0

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or modified copies of the Software.

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copies or substantial portions of the Software.

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