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Sales and POS Product Profitability Analysis Report

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Required Apps Inventory (stock)
Point of Sale (point_of_sale)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Technical Name bi_sale_pos_profitability_report
License OPL-1
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Technical Name bi_sale_pos_profitability_report
License OPL-1

Introduction

The Sales and POS Profitability Report module for Odoo is designed for companies that want clear visibility into which products generate profit and which incur losses. By combining sales order and POS data, this module enables tracking of delivered vs returned quantities, revenue vs cost, profit amounts, and profitability percentages over custom time ranges. With slicing by day, week, month, or year, the module supports data-driven decision making for pricing, purchasing, stock management, and product lifecycle optimization.

Key Features

  • Profitability percentage and profit amount for each product from sales orders

  • Profitability percentage and profit amount for each product from POS transactions

  • Delivered and returned quantity metrics for Sales and POS products

  • Return ratio calculation for both Sales Orders and POS products

  • Cost of goods sold vs POS/sales revenue comparison

  • Flexible date filters: daily, weekly, monthly, yearly views

  • Reporting menus under Sales → Reporting and Point of Sale → Reporting for product-wise profitability analysis

Benefits

  • Enables strategic pricing by identifying high and low margin products

  • Helps reduce losses by monitoring return rates and returned quantity impacts

  • Improves inventory decisions by highlighting which items contribute most to profit

  • Supports financial forecasting and more accurate budgeting with trend insights

Compatibility & Technical Details

  • Technical Name: bi_sale_pos_profitability_report

  • Required Modules: Inventory (stock), Sales Management (sale_management), Point of Sale (point_of_sale), Invoicing (account), Discussion/Messaging (mail)

  • License: Odoo Proprietary License v1.0

  • Installation Steps:

    1. Make sure Inventory, Sales, POS, Invoicing, and Mail modules are installed in your Odoo system.

    2. Install this profitability report module.

    3. Navigate to Sales → Reporting → Sale Profitability Analysis to view product profitability for sales orders.

    4. Navigate to POS → Reporting → POS Profitability Analysis to view product profitability from POS data.

    5. Apply filters (date ranges, daily/weekly/monthly/yearly) to generate relevant reports.

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.