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POS Analytic Account
pw_pos_analytic_account

POS Analytic Account

Sets an analytic account on POS orders, sessions and journal entries.

  • Odoo 15
  • Point of Sale
  • 15.0
1

Overview

Cost and profit analysis per shop is difficult when POS entries carry no analytic account. This module adds an analytic account to each point of sale and passes it to the orders and sessions. It connects Point of Sale with Accounting analytics. Accountants can then report income per branch or cash desk.

2

Usage steps

  1. 1

    Open the POS configuration

    The administrator opens Point of Sale > Configuration > Point of Sale and selects a shop. The form has a new field for the analytic account.

    • Requires Point of Sale settings access
    • One account per POS
  2. 2

    Choose the analytic account

    The user selects an analytic account, for example one per branch, and saves the configuration.

    • Field: Analytic Account
    • Can be changed later
  3. 3

    Orders carry the account

    When a session and its orders are created the analytic account is copied from the configuration. It is visible on the POS order form.

    • Copied to pos.session
    • Copied to pos.order
    • Visible on the order form
  4. 4

    Journal entries are analysed

    When the session is closed the accounting entries receive the analytic account so income appears in analytic reports.

    • Use Accounting > Reporting > Analytic
    • Compare branches
4

Roles

Benefiting roles
Role
POS manager
Accountant
5

Dependencies

Back to version applications

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