Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odpovědi
145 Zobrazení

Dear Community,

I'm having a hard time understanding how the Sales and the POS are generated.  Does the Sales report also include the sales from the POS?  If not, what's the best way to view both reports on the same screen?  I'm familiar with Dashboard, but I believe the data for the Sales and POS aren't dynamic.  I would have to generate the dashboard every day, which is quite inefficient.  Do you know if there's any out-of-the-box solution to this?  I'd prefer not to complicate my setup by installing 3rd party apps.

Avatar
Zrušit
Nejlepší odpověď

I’ve been dealing with a similar situation while managing sales and POS reports, especially when real-time updates don’t align with actual transactions. What really helps is keeping your configuration simple and ensuring each location syncs properly under one dashboard. Once everything is streamlined, the reports reflect more accurately and make tracking performance much easier.


Avatar
Zrušit
Nejlepší odpověď

Hi,

Odoo's Sales reports are generally designed to include sales data from the Point of Sale (POS) system, as the POS app integrates with other Odoo modules like Sales and Inventory. To view combined Sales and POS data, you can utilize Odoo's dashboard features, which allow for the creation of customized reports and data visualization through user-friendly pivot views with real-time updates. Additionally, the Point of Sale module offers its own reporting section where you can access statistics on orders in graph or pivot views, which can be filtered and grouped as needed.


To address concerns about dashboards not being dynamic, Odoo's business intelligence tools are built to provide real-time data updates. The Odoo Spreadsheet app, in particular, allows for the creation of dynamic reports by automatically incorporating data from your database into charts and spreadsheets, eliminating the need for constant manual updates. By leveraging Odoo's built-in reporting features, you should be able to group sales data by various categories and create combined reports or dashboards that pull data from both the Sales and POS modules without needing to install third-party apps.


Hope it helps

Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
3
úno 21
6800
0
čvn 24
1914
1
kvě 24
3882
0
kvě 20
3687
1
kvě 20
19154