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Creating daily financial reports in Odoo POS v9

By
Gregor Rosenauer
on 4/12/16, 4:23 PM 285 views

I have a POSboxless Odoo v9 / Debian setup and my friend is happily using the custom-built POS (NUC+Odoo v9+POSbox plugin, barcode printer and scanner), but we are struggling a bit with the daily financial reports.

I found several ways to create financial reports but none of them really suited our simple needs - I'd be grateful for any pointers in the right direction - the report should contain:

  • either a summary that just holds the number of customers and a grand total of the sales of a given day (with taxes extra)

  • a list of all sales on a given day - not every single transaction, but a sum per total order, e.g. order 1 (customer bought A, B), order 2 (products C,D,E),... per line, only order totals are printed

  • the report should ideally be printed when I do the daily closing

I couldn't find an easy way to satisfy points 1 or 2 and 3, am I missing something or do I really have to create a custom report? Can this be triggered automatically with a daily closing?


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Gregor Rosenauer
On 9/6/16, 11:40 AM

The problem is also that there are no predefined search filters for "today" or "current/last month", and they are not that easy to add (adapting the XML configuration of some views with a very specific ID in the database)...

@robin.scott please vote up the question by using the arrows if you want to +1 it:)

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+1 for this one. Ideally from a PosBOX out of the printer for the POS in question. Will help with daily cash totaling!

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Asked: 4/12/16, 4:23 PM
Seen: 285 times
Last updated: 9/6/16, 11:40 AM