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POS Profit Analysis Report (PDF & XLS)
Maximize your retail insights with the POS Profit Analysis Report, a powerful reporting tool designed for Odoo. This module allows business owners and managers to track real-time profitability across their Point of Sale operations through customizable PDF and Excel reports.
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Features
Comprehensive Profitability Analysis
This feature provides a deep dive into your retail performance by calculating net profit based on the difference between total sales and product costs. Users can instantly see which items or clients are driving revenue through a structured layout that includes quantity, sales, cost, and final profit margins.
Dual-Perspective Reporting (Product vs. Customer)
The application offers a versatile reporting wizard that allows you to toggle the report basis between "Product" and "Customer" depending on your analytical needs. Choosing the product-wise view helps identify high-margin inventory, while the customer-wise view highlights your most profitable patrons and their purchasing habits.
Multi-Format Export Capabilities
To support various business workflows, the module enables the generation of reports in both high-quality PDF and editable XLS formats. The PDF version is perfect for professional presentations and quick snapshots, while the XLS export allows for advanced data manipulation, custom filtering, and complex calculations in spreadsheet software.
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1.) Feature Activation Settings
The "POS Profit Report" is easily activated through a dedicated settings panel under the INKERP menu. This centralized toggle allows administrators to enable or disable the reporting functionality across the entire system with one click.
2.) Navigation & Menu Integration
Once enabled, the report is seamlessly integrated into the standard Odoo Point of Sale dashboard. Users can find the "POS Profit Report" directly under the "Reporting" dropdown menu for quick and intuitive access.
3.) Product-Wise PDF Configuration
The reporting wizard allows users to select a specific date range and filter by POS configurations while setting the reporting base to "Product".
4.) Product Profitability PDF Document
This high-quality PDF provides a clean, branded overview of sales performance, listing every product sold with its corresponding quantity, total sales, and cost. Net profit is clearly highlighted, helping managers identify high-margin items at a glance.
5.) Product-Wise Excel Export Option
For users who require data manipulation, the wizard provides a "Print XLS Report" button specifically for product data. This ensures that the same filtered information used for the PDF can be instantly moved into a spreadsheet format.
6.) Product Performance Spreadsheet (XLS)
The generated Excel file organizes product data into a structured grid, making it easy to perform custom calculations or audits. The layout includes the product name, total sales, and calculated profit margins for comprehensive offline analysis.
7.) Customer-Wise PDF Configuration
Users can shift their focus to consumer behavior by selecting the "Customer" option within the report base. This configuration prepares the system to analyze margins based on individual buyer accounts rather than inventory items.
8.) Customer Profitability PDF Document
This professional PDF lists your top customers and provides a breakdown of the revenue and profit generated by each. It is an essential tool for identifying your most valuable clients and assessing the effectiveness of customer-specific pricing or loyalty strategies.
9.) Customer-Wise Excel Export Option
Similar to the product view, the customer-based reporting wizard includes a dedicated "Print XLS Report" action. This allows for the rapid export of customer financial data while maintaining all selected date and shop filters.
10.) Customer Revenue Spreadsheet (XLS)
The final Excel output organizes your client list alongside their total purchase volume and net profitability. This editable format is ideal for marketing teams to export and use for targeted campaigns or internal financial auditing.
User Guide
