How to Manage Margin
& Cost in Odoo 17 POS
Enterprise
Introduction
Enterprise
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

How to Manage Margin & Cost in Odoo 17 POS

  • 1.
    How to ManageMargin & Cost in Odoo 17 POS Enterprise
  • 2.
    Introduction Enterprise In a businessscenario, 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.
  • 3.
    Enterprise Configure Product Margins& Costs ● To analyze the margin and cost first enable the option Margins & Costs under PoS Interface from pos configuration settings.
  • 4.
    Enterprise Create a PoSOrder ● 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.
  • 5.
  • 6.
    Enterprise ● When clickingon the symbol it opens a popup with product information including margin and cost.
  • 7.
    Enterprise ● Then validatethe payment with an invoice. Then on the invoice there will be a summary of products and cost.
  • 8.
  • 9.
    Enterprise Reporting and Analysisof Orders ● To improve the business performance we can analyze the pos orders from the reporting. ● For that goto Reporting -> Orders
  • 10.
    Enterprise ● The reportingconsists 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.
  • 11.
  • 12.
    Enterprise ● We canclick on the graph for a detailed analysis of point of sale. ● Will get a list view of orders.
  • 13.
    Enterprise ● When clickingon an item then will open a form view with details of orders including margin.
  • 14.
    For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com