Analytics • AI • Automation
Store Analytics + AI
Turn Analytic Accounts into smart Stores with auto-tagging, KPI aggregation, targets & AI-enhanced reports across Sales, Purchase, POS, Inventory and Accounting.
Compatible With
📸 Screenshot Caption Templates
Visual guide to Store Analytics + AI functionality
Analytic Account: Mark as Store
Accounting → Configuration → Analytic Accounting → Analytic Accounts → enable Is Store. Fields: Is Store, Default Warehouse, and Code.
Inventory: Warehouse → Store Link
Inventory → Configuration → Warehouses → set Store Analytic Account to link a warehouse to a store.
POS: Configuration → Store Link
Point of Sale → Configuration → Point of Sale → set Store Analytic Account on POS config.
Sales: Store Field on Sales Order
Sales → Orders → Quotations → Store Analytic Account auto-populates from Warehouse; lines inherit 100% distribution.
Purchase: Store Field on Purchase Order
Purchase → Orders → Purchase Orders → set Store Analytic Account; lines inherit distribution; bill inherits tagging.
Targets & Attainment
Create store targets and track attainment and growth vs previous period.
Tools: Backfill Store Wizard
Store AI → Tools → Backfill Store → select date range and stores, then execute to update historical records.
AI-Enhanced Reports
Automated Store AI reports with summaries, recommendations, and attainment probability.
Configure AI Provider
Settings → General Settings → Store AI → Select Provider: None, OpenAI, or HTTP API.
📌 Core Automation
- Auto-tag Sales, Purchase, POS, Accounting with Store analytic accounts
- 100% analytic distribution inheritance on lines
📊 KPIs & Targets
- Set store targets and track attainment and growth
🤖 AI Insights
- Summaries, recommendations, attainment probability
⏱ Automation
- Daily cron generates MTD and last-month reports
- Backfill wizard updates historical data
🔐 Security
- Store AI User (read-only), Store AI Manager (full access)
⚙️ Seamless Integration
- Sales, Purchase, POS, Inventory, Accounting
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.
Latest Release 17.0.1.0.0
2025-08-22- Initial Odoo 17 release.
- Auto-tagging across Sales, Purchase, POS, Accounting.
- Targets, KPIs, and AI-enhanced Store reports.
- Daily cron and Backfill wizard.
📅 Changelog
| Date | Version | Notes |
|---|---|---|
| 2025-08-22 | 17.0.1.0.0 | Initial release – Stores, KPIs, AI insights, cron, backfill |
📜 Licensing
License Type
LGPL-3Redistribution
No redistributionFull Policy
View PolicySupport & Contact
support@odoo.co.ke
https://odoo.co.ke/helpdesk
+254739444447
1 business day SLA
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Point of Sale (point_of_sale) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 891 |
| Technical Name |
store_analytics_ai |
| License | LGPL-3 |
| Website | https://odoo.co.ke |
# Store Analytics + AI (Odoo 17)
Turn Analytic Accounts into smart Stores with auto-tagging, KPI aggregation, targets, and AI‑enhanced reports across Sales, Purchase, POS, Inventory, and Accounting.
## Overview - Treat Analytic Accounts as Stores (enable Is Store). - Auto-tag Sales, Purchase, POS, and Accounting with the Store analytic account (100% inheritance on lines). - Aggregate KPIs by Store (sales, expenses, profit, growth, attainment) for MTD and last month. - Optional AI provider adds summaries, recommendations, and attainment probability.
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## User Guide
### 1) Installation 1. Install the module store_analytics_ai from Odoo Apps. 2. Activate Developer Mode if you want to manually run scheduled actions.
### 2) Configure AI Provider (Optional) 1. Go to Settings → General Settings → Store AI. 2. Select Provider: None, OpenAI, or HTTP API. 3. For OpenAI: provide API Key and Model. For HTTP: provide Endpoint and Token. 4. Save. Reports work without AI; AI fields populate only when a provider is configured.
### 3) Create Store Analytic Accounts 1. Navigate to Accounting → Configuration → Analytic Accounting → Analytic Accounts. 2. Create/open an analytic account and enable Is Store. 3. Fill Default Warehouse and Code for easy identification.
### 4) Link Warehouses and POS to Stores - Inventory: Inventory → Configuration → Warehouses → set Store Analytic Account. - POS: Point of Sale → Configuration → Point of Sale → set Store Analytic Account.
### 5) Use in Daily Operations - Sales: Sales → Orders — Store Analytic Account auto-populates from Warehouse; lines inherit 100% distribution. - Purchase: Purchase → Orders — set the Store on the PO; lines inherit distribution; Vendor Bills inherit tagging. - POS: Orders are auto-tagged based on the Store set on the POS configuration; verify posting entries. - Accounting: Customers → Invoices and Vendors → Bills — set Store if needed; posting creates analytic lines for the Store.
### 6) Targets & KPIs 1. Store AI → Targets — create targets per Store and period (sales, profit, expenses). 2. System computes attainment and growth vs previous period when reports are generated.
### 7) Generate and View Reports 1. Store AI → Reports → Store AI Reports — view aggregated KPIs per Store for MTD and last month. 2. If AI is configured, reports include: AI Summary, Recommendations, and Attainment Probability. 3. Developer console manual run: `python env['store.ai.report'].generate_for_range(mode='mtd') `
### 8) Backfill Historical Data 1. Store AI → Tools → Backfill Store — open the wizard. 2. Select date range and Stores; execute to update historical records with Store tags. 3. Verify that analytic lines were updated.
### 9) Automation (Cron) - Daily scheduled action generates MTD and last‑month reports. - To check/trigger: Settings → Technical → Automation → Scheduled Actions.
### 10) Permissions - Store AI User: Read‑only access to reports. - Store AI Manager: Full access to all features.
### Troubleshooting - Store field not visible: ensure analytic account is Is Store and Warehouse/POS link is set. - No AI content: configure an AI provider in Settings or proceed without AI (reports still work). - Targets missing: confirm date ranges and that there are transactions in the period.
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## Notes - Respects existing analytic splits; only fills when empty. - KPI math is based on Analytic Lines (income positive, costs negative). - AI is best‑effort and degrades gracefully when provider is unavailable.
## License LGPL‑3.
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