Point of Sale (POS): Reporting

Process

To get started, navigate to the Point of Sale app.

Orders Report

Once there, go to Reporting > Orders. The default view of this report is a bar graph showing the total price of products sold (y-axis) by product category (x-axis).

For more information on how to adjust the measures and views, see our Odoo Essentials: Odoo Navigation Overview documentation.

Sales Details Report

This option generates a PDF report. Once there, go to Reporting > sales details. This will trigger a modal window where you'll enter parameters for the report:

• Start Date: The beginning date for the report.

• End Date: Then ending date for the report.

• Point of Sale: Each PoS is added by default. Use the  icon to remove this PoS from your report, or click Add a Line to re-add the PoS back to the report.

When you're ready, click Print. This report provides the following details:

Products

• Product: Name of product sold.

• Quantity: Total quantity sold for the time period selected.

• Price Unit: Price per unit. A new line will be generated when a product is sold for a different price.

Payments

• Name: The payment method.

• Total: The total for that payment method.

Taxes

• Name: The name of the tax.

• Tax Amount: The amount of the tax.

• Base Amount: The amount this tax is based upon.

The total sales amount for this date range will be displayed at the bottom of the report.