How to Manage Margin & Cost in Odoo 17 POS

CelineGeorge1 937 views 14 slides Sep 06, 2024
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About This Presentation

In a business scenario, we can measure the profitability based on margin and cost. In Odoo, for point of sale orders we have options to measure the margin and cost.


Slide Content

How to Manage Margin & Cost in Odoo 17 POS Enterprise

Introduction Enterpr ise In a business scenario, we can measure the profitability based on margin and cost. In Odoo, for point of sale orders we have options to measure the margin and cost. Product cost is the expense of the product till it reaches the warehouse and product margin is the difference between the sales price and cost of the product. This slide will show how to manage margin & cost in Odoo 17 POS.

Enterprise Configure Product Margins & Costs To analyze the margin and cost first enable the option Margins & Costs under PoS Interface from pos configuration settings.

Enterprise Create a PoS Order Open POS session for creating pos orders. Add products to the new order On products there is an i symbol. When clicking on that symbol we will get product information including margin and cost.

Enterprise

Enterprise When clicking on the symbol it opens a popup with product information including margin and cost.

Enterprise Then validate the payment with an invoice. Then on the invoice there will be a summary of products and cost.

Enterprise

Enterprise Reporting and Analysis of Orders To improve the business performance we can analyze the pos orders from the reporting. For that goto Reporting -> Orders

Enterprise The reporting consists of reports on sales, margins and costs. Through this we can measure the performance of products. From the measures option we can choose the measure for analysis. There are different graph options available for order analysis.

Enterprise

Enterprise We can click on the graph for a detailed analysis of point of sale. Will get a list view of orders.

Enterprise When clicking on an item then will open a form view with details of orders including margin.

For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com