Managing Margin and Cost in Odoo 17 POS

This article will guide you through the process of managing and analyzing margins and costs in Odoo 17 POS.

In a business scenario, assessing profitability involves analyzing both margins and costs. Odoo 17’s Point of Sale (POS) system provides robust tools for this analysis.

Product Cost: This represents the total expense incurred to bring a product to the warehouse, including production, shipping, and handling costs.
Product Margin: This is the difference between the sales price of a product and its cost, reflecting the profitability of each sale.

To configure product margins and costs in your Point of Sale (PoS) system, follow these steps:

Access PoS Configuration Settings:
- Navigate to the settings or configuration section of your PoS system. This is typically found in the admin panel or settings menu.
Locate PoS Interface Settings:
- Look for a section related to the PoS interface or PoS configuration settings. This section may be labeled as “PoS Settings,” “PoS Interface,” or something similar.
Enable Margins & Costs Option:
- Find the option labeled “Margins & Costs” or similar. This setting enables the display and analysis of product margins and costs within the PoS interface.
- Toggle this option to enable it. This might involve checking a box, selecting an option from a dropdown menu, or switching a toggle.

4. Save Your Changes:

- After enabling the option, make sure to save or apply the changes. This is often done by clicking a “Save,” “Apply,” or “Update” button.

5. Verify Configuration:

- - Go to the PoS interface and verify that margins and costs are now visible and correctly configured. You might need to check the product details or transaction screens to see the new information.

6. Adjust Additional Settings (if necessary):

- Depending on your PoS system, there may be additional settings to fine-tune how margins and costs are calculated or displayed. Review the documentation or settings to ensure everything is configured to your needs.

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

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

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

Reporting and Analysis of Orders

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

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.

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

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

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