{"id":262255,"date":"2020-08-08T09:49:45","date_gmt":"2020-08-08T09:49:45","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=262255"},"modified":"2023-03-01T13:05:57","modified_gmt":"2023-03-01T13:05:57","slug":"odoo-pos-order-margin","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-pos-order-margin\/","title":{"rendered":"Odoo POS Order Margin"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">INTRODUCTION<\/h3>\n\n\n\n<p>Marginal analysis is the examination of the costs and benefits of your business.<\/p>\n\n\n\n<p><strong><em>Maintaining a necessary margin in your business is very crucial to serving your customers far into the future.<\/em><\/strong><\/p>\n\n\n\n<p>As the profit or loss of your business depends upon the order margin between cost price and sale price. Similarly, in Point of Sale, it is quite important to track the order margin.<\/p>\n\n\n\n<p>Therefore, we have come up with the <strong>\u201cOdoo POS Order Margin\u201d. <\/strong>The module facilitates the POS user to track the margin in the orders in POS effortlessly and you can check the margin per product from the sale order report. Moreover, you can also check margins from the graph to analyze.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">FEATURES<\/h3>\n\n\n\n<p>1. The Odoo POS Order Margin allows a Point Of Sale user to track the margin in POS.<\/p>\n\n\n\n<p>2. The margins can be checked from Odoo POS Backend.<\/p>\n\n\n\n<p>3. Additionally, the POS user can check the margin per product from the sale order report.<\/p>\n\n\n\n<p>4. The module also facilitates you to check the margins from the graph to analyze.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">INSTALLATION<\/h3>\n\n\n\n<p>1.) Once you purchase the Odoo POS Order Margin module From Webkul store, you will receive the link to download the zip file of the module.<\/p>\n\n\n\n<p>2.) Extract the file on your system after the download finishes. You will be able to see a folder named- <strong>\u201cwk_pos_order_margin\u201d<\/strong>.<\/p>\n\n\n\n<p>3.) Copy and paste this folder inside your Odoo Add-Ons path.<\/p>\n\n\n\n<p>4.) Now, open the Odoo App and click on the Settings menu. Here, <strong>click on Activate the Developer Mode.<\/strong><\/p>\n\n\n\n<p>5.) Then, open on the Apps menu and click on the <strong>\u2018Update Modules List\u2019.<\/strong><\/p>\n\n\n\n<p>6.) In the search bar, remove all the filters and search <strong>\u201cwk_pos_order_margin\u201d.<\/strong><\/p>\n\n\n\n<p>7.) Now you will be able to see the module in the search result. Click on <strong>\u2018Install\u2019<\/strong> to install it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">WORKFLOW<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><span style=\"text-decoration: underline;\"><em>Back-end<\/em><\/span><\/strong><\/h4>\n\n\n\n<p>1. Initially, login to the Odoo database and navigate to the Point Of Sale app.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/AMxOkwe7CsHFYeGyXE4y7HdlTsFYUf21rr5jkU5Hm3XD79HUAVQ7Mj0TCZh-5soU5IWUzcufKPCUI6zaDrNgSe1gIkfP3j2leirmd2J7a7kmIr0ZoGNfS7tkEZZvJlsEfIdYNGk-\" alt=\"Login to the Odoo database and navigate to the POS app.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Then, navigate to the <strong>\u2018Products\u2019 <\/strong>under the <strong>\u2018Products\u2019 <\/strong>tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/tLkFPSw5aIwe6WnfNz_vrTX7Gw1Fk__8o5SDdVWGXGBYpybZf97R2V6wuHk92ck1311mK8tEc5YSMqzpF-SpdjvkznAnl3JE9kIykjuxyJiodpXh_HJWACsDimskwSunc7vouSep\" alt=\"Go to the products list to use the Odoo POS order margin module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. Here, you can create a product or you can configure any existing product from this page.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/LMMwn0KjOOTfoPJ6Dzm-Vq149GzYWHo2Bu4PHV3dKn03oYJdwiZMnFTAnHpCMnVNRzHXtt4Jbyo5pgAFw1N7pycsvA_VpcABXyAF5sjzFmN4-R1HaNeeJogjCCjSkrpZnmDoZJOI\" alt=\"Here the POS user create a new product to sell in POS.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Now, while creating a product, add the name of this product and set its <strong>\u2018Sales Price\u2019 <\/strong>or <strong>\u2018Unit Price\u2019. <\/strong>So, you could know the margin.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/VBHxcziHeasDWrNSG2-5whNi3rPw30AWY5l0qwjXcs4XWzOwM7ejMxZlYwTirvEqXGs_iCSngwBd7n-lZTl7KM9yf1PyVUU3rbYa5sRKY3TDbCcJBS_3XOTRccCSrieCSgomXV8W\" alt=\"while creating a product, add the name of this product and set its \u2018Sales Price\u2019 or \u2018Unit Price\u2019. So, you could know the margin.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Moving on to lunch a POS session.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/1sfTu6a-K0ciQp4NCwJiYPPx76_bCMGWK2FnQf0L4mPvoxI1EUE9Q78O85WjXXQuASM558qTXCeE_auU5YcHmcFmn206pln_-uAufpJuknniAE8mfRgWjCN4aoUqQQdmfl6OXIWF\" alt=\"Lunch a POS session to use the Odoo POS Order margin Module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Front-end<\/em><\/strong><\/h4>\n\n\n\n<p>6. Now, you can add the product to the cart and validate the order accordingly.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/F5daG7MFTnI-l-liWZ-_guuCUqNWjK8BuJ-R_E60xmE1FhwPIznFZZhuw0n5_FRHJZNyTDyU6pCcmTeNiUTJMsmRoII2b_IN5M6PJpg8mgmomr0WOS-ZqPFVdCIhOzvzz2mcn7S2\" alt=\"Add the products in cart and validate it.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><span style=\"text-decoration: underline;\"><em>Back-end<\/em><\/span><\/strong><\/h4>\n\n\n\n<p>7. Now, navigate to the <strong>\u2018Orders\u2019 <\/strong>under the <strong>\u2018Orders\u2019 <\/strong>tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/Vz39KLU2ajVqb9tdJNugjUycO4pH1WgfGbW1Y_5Sk6kK5iSTtQkWJSrpgZtmq7BWAlfuxqHYv6xWfCoZJPJoiqKjNpViTCoNsxlQCB_svlevxK-rndyhgFKEuNO_1ZEM8Fxk8n37\" alt=\"Now, go to the orders to view the details of orders.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. Here is the list of all the orders that you have done from the POS session.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/Cdw3CJuPdJg0GYfgzC3qpvoITru3TqIDXwfmnf6QuU5zM6jSKK8zOAQN13RZ9PKXTQ7mnnciS4pr2aSl9hM1l0WnQOmE7ZYJweQTl_GirHubpU4MtNXopHzmOy9ZUlYRwkLWyKgc\" alt=\"Here is the list of orders, open an order to check its margin.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. This is one of the most recent orders from the previous order list. Here, you can see, what margin this particular contains.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/oCFUhpBV_BDWSSRGoZb7o3LqlC8qCWSwWSxNlJoifBltfriPVBC-SmMCos6vxZK88U2n_qqI90Ptw2yGu-uWHP36qv9F0Q_AJT-pN1-AvHmzSlgdZPdX1W4L5EJ31YRNWo8gYE40\" alt=\"After open the order you will be able to the margin of that particular order.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>10. Now, go to the <strong>\u2018Orders\u2019 <\/strong>under the <strong>\u2018Reporting\u2019 <\/strong>tab to see more details of margin.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/V7wUUmPdDCxqEYkpcagP6fT79kKTba1dCv4TfW9dWJ7ksokCYMqtjMqsw4XIEjh49kuL2Om1fuXD_UBtpbYVPhyM9GroxFjJVY1TYC3aLZpApOoGFzTBCDlrfum13yKtaewPBwWh\" alt=\"Click on orders under the reporting tab to see the margin of the orders.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>11. Here initially, click on to the <strong>\u2018Measures\u2019 <\/strong>button and then enable the <strong>\u2018Margin\u2019 <\/strong>to see the margin. Moreover, you can see the margin in multiple views\/formats.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/nfQpnR63jez2zsZQoP9XJbjEJOE6jle_SS7JnwzOMGshfxUGfFpo3fFhxdYEaHyW6ztDuIRgZ6tpxR_Jy4lTigtppgcwfsbee_LqhLroiHFEhqpSZdwNXBcLVBNuHHdKrRgePz4R\" alt=\"In order analysis you can see the margin in multiple views.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>12. Moreover, you can click on the <strong>\u2018Graph icon\u2019<\/strong> in the top right corner to see the margin in the graph view.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/5JB1GEtWuGdSuqHC3kelZRoCFCjfT2sGSsSmAWtmx22ReE2y5lPPmRVzCFMOir7sBxdB3fEcY3VnNzxPw40lHAluyOW0bAQG0_FMrVu5apwMT9TTaYU26H2AvL4Y5Swsox9Jv3tS\" alt=\"Click on the graph icon to see the POS order margin in a graph view.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>13. You can open the <strong>\u2018Pivot view\u2019 <\/strong>to analyze the margin.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/Rbp65DaGVcBchU6VH0ErJEKL1Iyl3vw-clv6CMxy75Xj-FEhjgGS50CCTBn_uvb6igs-XRSamjRx2HXO7ilIGC5W-iUVV_Sr4gbgHLlMzr3gU7XqrAuXpcn-acHcpTVvndjOcwwK\" alt=\"You can also check the margin in the pivot view.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>14. Now, navigate to the <strong>\u2018Sales Details\u2019 <\/strong>under the <strong>\u2018Reporting\u2019 <\/strong>to see margin on the POS session report.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/M0SLIWwIUUCik3OH_Dv-Di-hsmZ6E-dfrRV8FHmQirskMbCnrDw5nqGe2HdZzp1ix-BJbas6d81X3p8SRuIpHBOuUsw_BGznFjjT7mLtK9lZyIgwprBVeqrdoA2uMUWT--_m7-s-\" alt=\"Now, navigate to the \u2018Sales Details\u2019 under the \u2018Reporting\u2019 to see margin on the POS session report.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>14. Click on the <strong>\u2018Print\u2019 <\/strong>button to print the session report and see its margin.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/JiPEF-ro3n8XxqXs1NjjUgPvJjzuKaA_hcrnz-eSr7d05SNuLoLrFKyON18pCD2h2BSWPBOAvknUgigdoqlnYQ7JNf_VtN2jM76cs29ZHN9rFUBCRWA81lh0rUGVXO2WoF05melZ\" alt=\"Here click on the \u2018Print\u2019 button to print the session report and see its margin.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>15. You can view the margin of the orders on the POS session report as well.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/DOWTrgVBucV0fffFzJTlAmDXON9qDInAn4jG94V5Ky65Bh6voTmedaFH1Py4c3SmuQGg8JLCrTe0oB3G7RqzRMhWpknsUURN4bzisRQYGNWiiwjFxQQUsGO2KbN1GgKvkTOSbT-C\" alt=\"The order's margin is also shown on the POS session's reopt.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong><span style=\"text-decoration: underline;\"><em>Also Read The User Guides For The Other Modules<\/em><\/span><\/strong><\/p>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\"><em><a aria-label=\"undefined (opens in a new tab)\" href=\"https:\/\/webkul.com\/blog\/odoo-pos-receipt-design\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Receipt Design<\/a><\/em><\/span><\/strong><\/p>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\"><em><a href=\"https:\/\/webkul.com\/blog\/odoo-pos-home-delivery\/\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\">Odoo POS Home Delivery<\/a><\/em><\/span><\/strong><\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">NEED SUPPORT<\/h3>\n\n\n\n<p>Was this guide helpful? Please share your feedback in the comments below.<\/p>\n\n\n\n<p>If you have any issues\/queries regarding the module please raise a ticket at <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-tickehttp:\/\/tickett\/\">https:\/\/webkul.uvdesk.com\/en\/customer\/create-tickehttp:\/\/tickett\/<\/a><\/p>\n\n\n\n<p>For any doubt contact us at&nbsp; <strong>support@webkul.com.<\/strong><\/p>\n\n\n\n<p>Thanks for reading!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Marginal analysis is the examination of the costs and benefits of your business. Maintaining a necessary margin in your business is very crucial to serving your customers far into the future. As the profit or loss of your business depends upon the order margin between cost price and sale price. Similarly, in Point of <a href=\"https:\/\/webkul.com\/blog\/odoo-pos-order-margin\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":319,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007,1],"tags":[1267,5025],"class_list":["post-262255","post","type-post","status-publish","format-standard","hentry","category-odoo","category-uncategorized","tag-odoo","tag-odoo-pos"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo POS Order Margin Odoo POS Order Margin - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo POS order margin module facilates the POS user to check margin of orders in POS. 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