| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 1380 |
| Technical Name |
suite_po_profit |
| License | OPL-1 |
| Website | https://suitestate.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 1380 |
| Technical Name |
suite_po_profit |
| License | OPL-1 |
| Website | https://suitestate.com |
PO Profit Tracker & Investor Portal
Track per-PO gross profit, COGS, and inventory value -- with investor self-service portal
Why This Module?
In trading businesses, each Purchase Order is its own commercial unit -- different cost, different funder, different margin. Standard Odoo averages costs across all inventory, making it impossible to know which PO actually made money.
This module locks each lot to its source PO, snapshots the actual cost at delivery time, and automatically calculates gross profit per PO every night. Investors see their own PO performance via a self-service portal -- no manual Excel reports needed.
Easy Setup
One toggle in Purchase Settings to enable or disable PO profit tracking per company. No complex configuration -- install, enable, and start tracking.
PO Profit Summary
One-screen view of all tracked Purchase Orders: purchased qty and value, sold qty, COGS, sales amount, gross profit, on-hand stock, and inventory value. Filter by status, partner, or date.
PO x SO Split Details
Drill into any PO to see exactly which Sales Orders consumed its stock. Per-SO breakdown shows qty, sales amount, COGS, and gross profit -- trace every unit from purchase to sale.
SO Profit Summary
Flip the view: see profit from the Sales Order perspective. Each SO shows sold qty, sales amount, purchase cost, COGS (with landed cost), gross profit, and margin percentage.
Investor Self-Service Portal
Investors assigned to a PO can log in and see their investments at /my/investments.
Real-time visibility into purchased value, sold qty, gross profit, and current stock status --
without exposing customer names or salesperson info.
Key Features
- Lot locked to source PO -- full audit trail
- Automatic COGS snapshot at delivery time
- 3-level cost chain: move snapshot > lot avg_cost > PO line price
- Multi-currency with date-of-delivery conversion
- Customer return handling (reverses sold qty + sales)
- Supplier return handling (deducts purchased qty)
- PO x SO cross-analysis with per-SO margin
- Investor portal with secure record rules
- Company-level enable/disable toggle
- Compatible with AVCO, FIFO, and Standard costing
- Works alongside native Landed Cost module
- Qty discrepancy detection (scrap, adjustments)
How It Works
| Step | What Happens | Automated? |
|---|---|---|
| 1. Purchase | Create PO with lot-tracked products. Assign investor if needed. | Manual |
| 2. Receipt | Lots locked to PO. Purchase price snapshotted in company currency. | Auto |
| 3. Sale & Delivery | Unit cost snapshotted from lot.avg_cost at shipment time. | Auto |
| 4. Nightly Cron | Recalculates sold qty, COGS, sales amount, gross profit, on-hand for all active POs. | Auto |
| 5. Closed | When on_hand=0 and sold>=purchased, PO marked closed (excluded from future cron). | Auto |
Who Is This For?
Trading companies, wholesale distributors, investor-funded inventory businesses, container importers, commodity traders, auction houses, batch-priced wholesalers, and any business where each PO is a separate profit center.
Consignment Business Support
This module works naturally with consignment (owner-based) inventory. When a Purchase Order belongs to a single consignment owner, the module calculates profit based on the purchase cost from the PO line -- giving you accurate per-PO gross margin even for consigned goods.
Why it works: In Odoo, consigned stock (with an owner) does not participate in standard inventory valuation -- no accounting entries are created at receipt. This module sidesteps that by snapshotting the PO line price directly, so your profit report is always complete regardless of the costing mode.
Landed costs on consigned goods: Since Odoo's native landed cost module does not generate valuation entries for owner-based stock, any landed costs (freight, customs, duties) must be recorded manually by your accounting team via journal entries. The module's Extra Cost flag helps you identify POs that may need such adjustments.
Technical Notes
- Requires lot or serial tracking on products you want to track.
- A lot belongs to exactly one PO. Reuse across POs is blocked.
- Pure data collection layer -- does NOT modify accounting entries, product costs, or GL postings.
- Designed for B2B wholesale data volumes (nightly full-scan cron).
- Dependencies:
stock,purchase,sale_stock,account,portal.
License & Support
Licensed under OPL-1 (Odoo Proprietary License v1).
The full license text is included in the LICENSE file
shipped with the module.
Maintained by SuiteState (ElectroState FZCO).
For questions, bug reports, or feature requests, visit
suitestate.com or contact
hello@suitestate.com.
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.
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