1. Introduction

In inventory management, businesses often struggle with manual stock evaluations, limited real-time visibility, and the constant burden of maintaining checklists. PITS introduces an innovative solution designed to eliminate these challenges and transform the way you manage inventory.

2. Features

  • Performance Tracking – Monitor inventory performance to identify top-selling products and make data-driven decisions, optimizing sales and profitability.
  • Sales Analysis – Gain insights into customer preferences and sales trends to refine product assortment, pricing, and marketing strategies, increasing revenue and customer satisfaction.
  • Stock Valuation – Accurately assess inventory value for financial control and decision-making. Track daily stock valuation and access weekly profit/sales details for deeper financial insights.
  • Paperless Inventory Management – Eliminate manual checklists, saving time, reducing errors, and promoting an eco-friendly, efficient inventory management process.
  • Reorder Management – Automate reordering with data-driven forecasts and demand planning, ensuring timely product availability and optimized inventory levels.
  • Accurate Inventory Tracking – Gain real-time visibility into stock levels, minimizing stockouts and overstocking while improving order fulfilment and operational efficiency.
  • Daily In/Out Report – Track daily inventory movements with session-level precision, ensuring accurate record-keeping and informed decision-making.

3. POS Session Management

A Session represents a single day's sales and stock activities. Every day, shop staff must create a New Session to carry out POS operations and record sales-related transactions. At the end of the day, the session must be closed before generating the inventory report for that session.

Steps for POS Session Management

I. Start a POS Session

  • Begin a new POS session to initiate the sales process.
  • This marks the start of a dedicated period where customer orders and transactions are processed.

Screenshot 1: Point of sale dashboard

II. Perform POS operations: Once the POS session is active, you can perform a range of essential operations. These include scanning and adding products to the order, applying discounts, managing payment methods, and generating invoices or receipts.

  • Once the session is active, staff can:
    • Scan and add products to the order
    • Apply discounts
    • Manage payment methods
    • Generate invoices or receipts 

Screenshot 2: Point of sale order page 

III. Close the Session

  • After processing all orders for the day, the session must be closed.
  • Closing the session finalizes the sales data, ensuring accurate recordkeeping and reporting. 

IV. Select a Session for Inventory Reporting

  • To retrieve an inventory report for a specific session:
    • Navigate to Orders > Sessions

Screenshot 3: Sessions Menu

  • Choose the required session from the list and proceed to download the report.

Screenshot 4: Sessions Page List View

V. Generate an Inventory Report

  • Use the Print feature to generate a detailed inventory report for the selected session.
  • The report includes crucial inventory details such as product quantities and values.
  • Steps to download:
    • Click on Gear Icon → Select Print → Choose Inventory Report

Screenshot 5: Inventory Report Download Button

VI. POS Inventory Report 

  • The report is generated in Excel format, capturing:
    • Products sold
    • Remaining stock levels
    • Financial insights
  • This allows businesses to:
    • Perform further calculations
    • Generate visualizations
    • Gain deeper insights into sales performance

The POS Sessions feature enhances daily sales tracking, streamlining inventory management and improving decision-making.

Screenshot 6: Excel report of POS session

4. Technical Requirements / Compatible With:

Technical Requirements:

  • Odoo Modules:
    • Inventory
    • Point of Sale
  • Additional Dependency:
  • Compatibility:
    • Odoo v17.0 Community and Enterprise Editions.

5. Changes Log / Release Notes 

  • Version 1.0.0 – April 2025
    • Initial release.

6. Support

If you have questions, use our contact form at webshopextension.com or email at support@webshopextension.com.