Skip to Content

POS Profit Margin Analyzer with Excel Export

by
Odoo

$ 45.00

In-App Purchases
v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Point of Sale (point_of_sale)
• Discuss (mail)
• Invoicing (account)
Lines of code 578
Technical Name profit_report_pos
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Point of Sale (point_of_sale)
• Discuss (mail)
• Invoicing (account)
Lines of code 578
Technical Name profit_report_pos
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse

POS Profit Report

Gain deep insights into your Point of Sale profitability with comprehensive profit reports grouped by Product, Customer, or Date Range. Track sales, costs, taxes, discounts, and profit margins across all POS sessions - export to Excel or print PDF for management review.



Problem: Limited POS Profit Visibility

Standard Odoo POS reporting provides basic sales information but lacks detailed profit analysis that business owners and managers need to make informed decisions.

Key gaps in default POS reporting:

  • No profit calculation - sales revenue without cost of goods sold (COGS)
  • No filtering by product, customer, or date range - all sales lumped together
  • No export capability - cannot analyze data in Excel or other tools
  • No printable profit & loss report for management or accounting
  • Cannot track profitability per customer or product category


Solution: Comprehensive POS Profit & Loss Reporting

This module adds a powerful profit reporting engine to Point of Sale. Generate detailed profit reports grouped by Product, Customer, or Date Range - with full calculations of sales, cost of goods sold, taxes, discounts, gross profit, and profit margins. Export to Excel or print professional PDF reports for management review.



Key Features
  • Three Report Types: Group by Product, Customer, or Date Range for flexible analysis
  • Profit Calculation: Automatically calculates profit = Sales - COGS (using product standard price)
  • Profit Margin: Displays profit margin percentage for each line and total
  • Comprehensive Metrics: Sales amount, cost amount, tax amount, discount amount, quantity
  • Flexible Filtering: Filter by POS sessions, products, product categories, and customers
  • Excel Export: One-click export to XLSX with formatted numbers and professional styling
  • PDF Report: Printable profit and loss report with company branding
  • Date Range Selection: Analyze any period - daily, weekly, monthly, or custom range
  • Multi-Session Support: Include one or multiple POS sessions in the report
  • Currency Support: Automatic company currency formatting for monetary fields
How It Works

1. Configure Report Wizard

Select report type (Product/Customer/Date), date range, and optional filters (sessions, products, customers).

Profit Report Wizard Configuration - Odoo Interface
Profit Report Wizard Configuration - Odoo Interface
Profit Report Wizard Configuration - Odoo Interface

2. Generate Report - By Product

View profit breakdown by product - sales, cost, tax, discount, profit, and margin for each item.

Product Profit Report - Odoo Interface
Product Profit Report - Odoo Interface
Product Profit Report - Odoo Interface
Product Profit Report - Odoo Interface
Product Profit Report - Odoo Interface

3. Generate Report - By Customer

View profit breakdown by customer - identify your most profitable customers.

Customer Profit Report - Odoo Interface
Customer Profit Report - Odoo Interface
Customer Profit Report - Odoo Interface
Customer Profit Report - Odoo Interface
Customer Profit Report - Odoo Interface

4. Export to Excel or Print PDF

Export any report to formatted Excel file or print professional PDF for management review.

Export to Excel and PDF - Odoo Interface
Export to Excel and PDF - Odoo Interface
Export to Excel and PDF - Odoo Interface
Export to Excel and PDF - Odoo Interface

Installation & Configuration

  1. Install the Module: Install through Odoo Apps or manually copy to addons path
  2. Dependencies: Requires point_of_sale and stock modules
  3. Restart Server & Update: Restart Odoo and update the app list
  4. Set Product Costs: Ensure products have accurate Cost (Standard Price) set in product form
  5. Access Report: Go to Point of Sale -> Reporting -> Profit Report
  6. No Additional Configuration: Module works out of the box after installation
Guide: Using POS Profit Report

Step 1: Access the Profit Report Wizard

Navigate to Point of Sale -> Reporting -> Profit Report.
A wizard window opens with report configuration options.

Step 2: Select Report Type

Choose from three report types:

  • By Product - Groups sales and profit by individual product
  • By Customer - Groups sales and profit by customer (Walk-in Customer for orders without customer)
  • By Date Range - Groups sales and profit by day within the selected period

Step 3: Set Date Range and Filters

Configure the following parameters:

  • Date From / Date To - Select the period to analyze
  • POS Sessions - Filter by specific POS sessions (leave empty for all sessions)
  • Products - Filter by specific products (only for By Product report)
  • Product Categories - Filter by product categories (only for By Product report)
  • Customers - Filter by specific customers (only for By Customer report)

Step 4: Generate Report

Click "Generate Report". The system:

  • Retrieves all POS orders in the selected date range
  • Calculates sales, cost (using product standard price), taxes, discounts, and profit
  • Groups data based on the selected report type
  • Displays the report with summary totals

Step 5: Export or Print Report

After generating the report, you can:

  • Export to Excel - Click "Export Excel" to download an XLSX file with formatted numbers and professional styling
  • Print PDF - Click "Print PDF" to generate a printable profit & loss report with company branding
Pro Tip - Profit Margin Analysis

Profit margin = (Sales - Cost) / Sales × 100%. Use the By Product report to identify low-margin products that may need price adjustments or cost optimization. Use the By Customer report to identify your most profitable customers for loyalty programs and targeted marketing.

Cost Calculation Note

Profit is calculated using the product's Standard Price (Cost) from the product master. Ensure your product costs are accurate for reliable profit reporting. The module does not use real-time inventory valuation (AVCO/FIFO) - it uses the standard cost at the time of reporting.

Use Cases

Retail Store Management

Track profitability by product category - identify best-selling and most profitable items for inventory decisions.

Restaurant / Café Business

Analyze profit margins on menu items - identify high-margin dishes for promotion and low-margin items for price review.

Multi-Store Operations

Compare profitability across different POS sessions or stores to benchmark performance.

Customer Profitability Analysis

Identify most valuable customers based on profit contribution - not just sales volume.

Monthly Financial Review

Generate monthly profit & loss reports for management and accounting using Date Range grouping.

Product Portfolio Analysis

Evaluate which products drive profit and which are loss leaders - optimize product mix.

Business Benefits

Data-Driven Decisions

Make informed pricing, promotion, and inventory decisions based on actual profit data - not just sales revenue.

Time Savings

Eliminate manual profit calculations in spreadsheets - generate comprehensive reports instantly.

Improved Profitability

Identify and address low-margin products and customers - focus resources on profitable areas.

Professional Reporting

Export branded PDF reports for management meetings and Excel files for deeper analysis.

Do You Need Assistance or Have a Feature Request?

Contact Support 
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.