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Introduction to Odoo POS Dashboard

POS dashboard overview in Odoo

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The POS Dashboard in Odoo helps retailers track real-time sales, manage open sessions, monitor payments, and get insights into top-selling products across multiple stores.

Sales Overview and KPIs

Sales Overview and KPIs
Navigate to Point of Sale > Dashboard
Get quick statistics on:
- Total Sales
- Orders Processed
- Average Order Value
- Daily/Monthly Sales Graphs
  • This gives a quick snapshot of store performance.

POS Session Management

POS Session Steps
1. Go to Point of Sale > Dashboard
2. Open an active session or start a new one
3. View session-specific sales, payments, and orders
4. Close and validate session for reporting
  • Helps keep track of cashier-wise or shift-wise transactions.

Payment Tracking and Reconciliation

Monitor different payment methods:

  • Go to POS > Orders or Payments
  • Track payment breakdown (cash, card, online)
  • Match payments with accounting journals.
Want to automate POS reports and daily reconciliations in Odoo?

Want to automate POS reports and daily reconciliations in Odoo?

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Top Products and Categories

Get a view of fast-moving items:

Dashboard Insights
Top 10 best-selling products
Sales by category
Sales trends by time and location
  • Helps in making data-driven decisions for inventory restocking.

Real-time Inventory Updates

Inventory Integration with POS
Integrated with Odoo Inventory
Stock levels adjust automatically as sales are made
Alerts for low stock items appear on the dashboard.

Customer Insights

View customer purchase data:

  • New vs Returning customers
  • Most valuable customers
  • Customer-specific order history

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Discount and Promotion Tracking

Monitoring Ongoing Offers
Track discounts applied per order
Analyze the impact of promotions on total sales
Plan better campaigns based on past data.

Multi-Store Dashboard View

  • Manage multiple POS shops in one dashboard
  • Compare sales performance store-wise
  • Consolidated reporting for head office visibility.

Reporting and Analytics

Odoo provides advanced reporting:

Report TypeDetails
Sales ReportOrders, payments, taxes collected
Session ReportSession-wise cashier performance
Product ReportTop items sold and revenue generated
Payment ReportMethod-wise reconciliation details

Let us help you optimize your Odoo POS setup for better sales insights.

Let us help you optimize your Odoo POS setup for better sales insights.

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Access Rights and Roles

RoleAccess Level
POS ManagerFull control over all POS sessions, reports, and settings
POS UserCan manage sales and sessions but limited reporting
CashierCan only process orders and payments
  • Configurable under Settings > Users & Companies > Users.

FAQs

Q.1. Can I track sales for multiple POS locations in one dashboard?
A: Yes, Odoo allows consolidated sales reporting for multiple POS shops.

Q.2. Can I get a payment-wise sales summary in Odoo POS Dashboard?
A: Yes, you can view detailed reports for cash, card, and online payments from the POS menu.

Q.3. Does Odoo POS Dashboard update inventory in real-time?
A: Yes, it automatically syncs with stock levels once sales are recorded.

Q.4. Can multiple users access the same POS Dashboard?
A: Yes, but their access is controlled by assigned user roles.

Q.5. Is the POS module available in Odoo Community Edition?
A: Yes, but advanced reporting and some integrations are exclusive to Enterprise edition.

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